D103316 PFM ActivityGuide PDF

Oracle Project Portfolio
Management Cloud: Project

Financial Management
Implementation
Activity Guide
D102828GC50
Edition 5.0 | May 2018 | D103316
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Table of Contents
Practices for Lesson 1: Project Financial Management Course Overview ............................... 7

Practices for Lesson 1: Overview ............................................................................................... 8
Practice 1-1: Getting Started in Oracle Cloud Applications ......................................................... 9
Practice 1-2: Navigating in Oracle Project Portfolio Management Applications............................ 15
Practices for Lesson 2: Overview of Oracle Fusion Functional Setup ..................................... 19
Practice 2-1: Browsing Offerings and Reviewing Related Documents ......................................... 21
Demonstration 2-2: Opting into an Offering and its Functional Areas and Features..................... 23
Practice 2-3: Accessing Task Lists and Tasks ............................................................................ 26
Practice 2-4: (Optional) Managing Setup Data by Bulk Entry Using CSV Files ............................ 31
Practice 2-5: (Optional) Copying Setup Data .............................................................................. 34
Practice 2-6: (Optional) Migrating Setup Data............................................................................. 39
Practices for Lesson 3: Configuring Rapid Implementation ..................................................... 45
Practice 3-1: Entering Data in the Rapid Implementation Spreadsheet ....................................... 47
Practices for Lesson 4: Define Security ..................................................................................... 51
Demonstration 4-1: Creating an Implementation Administrator ................................................... 53
Demonstration 4-2: Creating a Functional User .......................................................................... 56
Practice 4-3: Copying a Role...................................................................................................... 58
Practice 4-4: Comparing a Role ................................................................................................. 61
Practice 4-5: Creating an Employee ........................................................................................... 63
Practice 4-6: Editing Your User .................................................................................................. 67
Practice 4-7: Managing Your User ............................................................................................. 69
Practice 4-8: Managing Password Settings and Notifications...................................................... 71
Practices for Lesson 5: Define Subledger Accounting Rules for Project Financial
Management ................................................................................................................................ 75
Practices for Lesson 5 ............................................................................................................... 76
Practices for Lesson 6: Define Project Financial Management Organizations ........................ 77
Practice 6-1: Creating a Legal Entity .......................................................................................... 79
Practice 6-2: Creating a Business Unit ....................................................................................... 81
Practice 6-3: Creating a Project Unit .......................................................................................... 84
Practice 6-4: Creating an Organization ....................................................................................... 86
Copyright © 2018, Oracle and/or its affiliates. All rights reserved.
Oracle Project Portfolio Management Cloud: Project Financial Management Implementation – Table of
Contents iii
Practice 6-5: Classifying an Organization to Own Projects and Tasks or Incur Costs on a
Project ....................................................................................................................................... 87
Demonstration 6-6: Selecting the Organization Hierarchy Type and Classifications .................... 89
Demonstration 6-7: Assigning Project Organization to the Organization Hierarchies ................... 90
Practice 6-8: Selecting Organization Hierarchies for the Business Unit ....................................... 92
Practice 6-9: Verifying the Project Organization Configuration .................................................... 95
Practices for Lesson 7: Define Project Foundation Configuration ........................................... 97
Practice 7-1: Creating a Project.................................................................................................. 99
Practice 7-2: Creating an Expenditure Type ............................................................................... 100
Practice 7-3: Creating a Class Category and Codes ................................................................... 104
Practice 7-4: Creating a Nonlabor Resource .............................................................................. 108
Practice 7-5: Creating a Nonlabor Rate Schedule....................................................................... 109
Practice 7-6: Assigning Rate Schedules to a Labor Resource .................................................... 111
Practice 7-7: Creating a Planning Resource Breakdown Structure.............................................. 112
Practice 7-8: Creating a Burden Cost Code ................................................................................ 115
Practice 7-9: Creating a Burden Structure .................................................................................. 116
Practice 7-10: Creating a Burden Schedule ................................................................................ 118
Practice 7-11: Creating a Project Type ....................................................................................... 122
Practices for Lesson 8: Define Project Control Configuration .................................................. 127
Demonstration 8-1: Reviewing an Existing Financial Plan Type .................................................. 129
Practice 8-2: Creating a Financial Plan Type .............................................................................. 135
Practice 8-3: Creating a Project Plan Type ................................................................................. 140
Practice 8-4: Creating a File-Based Data Import for Project Budgets .......................................... 144
Practices for Lesson 9: Define Project Costing Configuration ................................................. 147
Practice 9-1: Creating Transaction Source, Document, and Document Entry .............................. 149
Demonstration 9-2: Defining a Flexfield Segment Value Set ....................................................... 152
Demonstration 9-3: Defining a Cost Collection Flexfield Segment............................................... 154
Demonstration 9-4: Creating Standard Unit Costs ...................................................................... 157
Practice 9-5: Creating a Capitalized Interest Rate ...................................................................... 158
Practice 9-6: Creating a Capitalized Interest Rate Schedule ....................................................... 160
Practice 9-7: Creating a User Group to Enable Project Team Members to Enter Time for
Projects ..................................................................................................................................... 162
Practice 9-8: Creating a Time Entry Profile ................................................................................. 163
Practice 9-9: Creating a Time Processing Profile........................................................................ 165
Practices for Lesson 10: Define Project Billing Configuration.................................................. 167
Practices for Lesson 10: Overview ............................................................................................. 168
iv Oracle Project Portfolio Management Cloud: Project Financial Management Implementation – Table of Contents
Practice 10-1: Creating Event Types .......................................................................................... 169
Practice 10-2: Creating Revenue Methods ................................................................................. 171
Practice 10-3: Creating Invoice Methods .................................................................................... 174
Practice 10-4: Creating Invoice Formats..................................................................................... 176
Demonstrations 10-5 to 10-9: Intercompany Project Flow ........................................................... 182
Demonstration 10-5: Adding a Provider Resource ...................................................................... 183
Demonstration 10-6: Creating a Project and Intercompany Contract in the Receiver Business
Unit............................................................................................................................................ 184
Demonstration 10-7: Creating an Intercompany Contract in the Provider Business Unit .............. 188
Demonstration 10-8: Entering Costs, Generating Revenue, and Billing the Receiver Business
Unit............................................................................................................................................ 191
Demonstration 10-9: Importing invoices, Generating Revenue, and Billing the Customer............ 197
Practices for Lesson 11: Define Project Performance Reporting Configuration...................... 201
Demonstration 11-1: Setting Up Summarization Options ............................................................ 203
Demonstration 11-2: Setting Up Performance Reporting Options ............................................... 205
Demonstration 11-3: Setting Up Analytic Reporting Options ....................................................... 206
Practice 11-4: Creating a Key Performance Indicator ................................................................. 208
Practices for Lesson 12: Define Project Templates................................................................... 211
Practice 12-1: Creating a Project Template ................................................................................ 213
Practice 12-2: Creating a Project from a Template ..................................................................... 220
Practice 12-3: Duplicating a Project Template ............................................................................ 221
Practices for Lesson 13: Define Approvals and Workflows ...................................................... 223
Practices for Lesson 13.............................................................................................................. 224
Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the
Life of a Project Manager ............................................................................................................ 225
Practice 14-1: Creating a Project................................................................................................ 227
Practice 14-2: Creating a Project Budget .................................................................................... 229
Practice 14-3: Managing Project Costs....................................................................................... 231
Practice 14-4: Reviewing Capital Assets .................................................................................... 236
Practice 14-5: Managing Contracts ............................................................................................ 237
Demonstration 14-6: Monitoring Project Performance................................................................. 242
Practices for Appendix A: Reporting and OTBI in Project Financial Management .................. 247
Practices for Appendix A ............................................................................................................ 248
Practices for Appendix B: Integration Services in Project Financial Management.................. 249
Practices for Appendix B ............................................................................................................ 250
Oracle Project Portfolio Management Cloud: Project Financial Management Implementation – Table of
Contents v
vi Oracle Project Portfolio Management Cloud: Project Financial Management Implementation – Table of Contents
Practices for Lesson 1:
Project Financial
Management Course
Overview
Practices for Lesson 1: Overview
Overview
In these practices, you will be:
 Getting started in Oracle Cloud Applications.
 Navigating in Oracle Project Portfolio Management Cloud applications.
Note: Use Firefox and the following usernames with the password assigned by OU
Operations for all activities unless otherwise specified.
 Students: PPMXX.Student where XX = 01 to 30
 Instructors: PPMXX.Instructor where XX = 00
If the Navigator does not allow scrolling or closes before you can get to the items that are at the
bottom of the box, use the following work around:
 Use Internet Explorer (IE).
 Use F11 function to maximize the screen.
 Use Control and Scroll Down to minimize screen.
8 Practices for Lesson 1: Project Financial Management Course Overview

Practice 1-1: Getting Started in Oracle Cloud Applications
Overview
In this practice, you will be
 Running the session warmer scripts.
 Introduced to Oracle Cloud Applications
 Learning basic navigation features.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
Running the Session Warmer Scripts

Note: The processes cache the pages on the landing pad browser which helps with
navigation on the main pages. Run these processes only one time per student machine.
1. Open Firefox and enter the application’s URL as provided by your instructor.
2. Navigate to: Demo Tools.
Practices for Lesson 1: Project Financial Management Course Overview 9

3. Select Session Warmers.
4. Select PROJ and run each PROJ SESSION WARMERS scripts.
5. Sign in as your PPMXX.Student user as assigned by the instructor.

Note: Popups should launch and automatically close. (If popup’s don’t open, check that
popup blocker is not enabled on the browser.) Be patient, each popup takes 3 to 4 minutes
to run.
6. Close the Fusion Application – Index Page tab.

Signing in to Oracle Cloud Applications
7. From the Environment Landing Page, select Primary Login.
8. Select the ERP and SCM Cloud Login link.

9. Sign in as your PPMXX.Student user as assigned by the instructor.

10. Click the Sign in button.
Note: After you sign in, you start on the Welcome Springboard, which contains one or
more icons that enable you to access the application pages directly.
Note: The global area at the top of the page is always available no matter where you are in
Oracle Fusion Applications.

Note: Use the menus, icons, and tabs at the top of the Global Area to access features
relevant to any page in Oracle Cloud Applications.
 Use the Accessibility icon to set accessibility preferences. You can also access
preferences through the Personalization menu found under your username.
 Use the Show Help icon to toggle on or off Oracle Fusion Applications Help. The
Help icons appear within pages when toggled on and give you access to page or field-
related help topics.
11. Click your username and then the Sign Out link to sign out in order to end your session of
Oracle Fusion Applications.
12. Click Confirm.

Practice 1-2: Navigating in Oracle Project Portfolio Management
Applications
Overview
In this practice, you will learn to navigate in the application to some key pages and work areas
you will use throughout this course.
You can navigate in the application using any of the following:
 Springboard on the Home page
 Navigator
 Administration menu
 Project Management Infolets
Note: Project application administrators can only use the Navigator; however, the project
manager can use both the Navigator and the Springboard.
Assumptions
Tasks
Setup and Maintenance

As an application implementation administrator, you will use the Setup and Maintenance work
area.
Navigate to the Project Management work area using any of the following methods.
1. On the Home page, click your username in the Global Header.
2. From Settings and Actions in the Administration category, click the Setup and
Maintenance link.
Alternatively,
3. From the Navigator, click the Setup and Maintenance link.
As a project manager you will need to access the Project Management and Project Financial
Management work areas. You can do so using either of these:
 Springboard
 Navigator
Springboard and Navigator

Follow these steps to navigate to either of the work areas:
4. On the Home page, click the Projects icon.
5. To open the Project Management work area, click the Project Management icon on the
Springboard.

6. Or to open the Project Financial Management work area, click the Project Financial
Management icon on the Springboard.
Alternatively,
7. From the Navigator, click the Project Management link under Projects to open the Project
Management work area.
8. Or from the Navigator, click the Project Financial Management link under Projects to
open the Project Financial Management work area.
Project Management Infolets

Sign in as Amy Marlin to review the infolets.
Follow these steps to navigate to either of the work areas:
9. On the Home page, click the second dot that reads Project Management Infolets.
10. You can now select which infolets you want to show or hide using the Infolet Repository
icon on the top right.
11. To see the expanded view of an infolet, click the Expanded View icon at the bottom right
corner of an infolet.
12. To view the actions you can take on an infolet, click the Actions icon at the top right corner
of the infolet.

13. Click the pagination dots, to see additional cards in the infolet.


Overview of Oracle Fusion
Functional Setup
Overview
In these practices and demonstrations, you will be:
 Browsing offerings and reviewing related documents for planning implementation.
 Opting into an offering and its functional areas and features as applicable to your
business requirements.
 Accessing task lists and tasks.
 Managing setup data by bulk entry using CSV files.
 Copying setup data.
 Migrating setup data.
20 Practices for Lesson 2: Overview of Oracle Fusion Functional Setup

Practice 2-1: Browsing Offerings and Reviewing Related Documents
Overview
In this practice, you will gain an understanding of the Project Financial Management offering.
You are an Implementation manager for your Oracle Cloud Financial Management
implementation. In preparation for implementation, you need to review the Project Financial
Management offering and related documents.
Assumptions
Tasks
1. Navigate to: More… > My Enterprise > Offerings.
2. Select the Project Financial Management offering icon and notice how the title in the side
pane becomes Project Financial Management and the Project Financial Management
offering description appears.
3. Notice the Status is Enabled.
4. Expand the Related Documents link and click on one of the following links for more details
about the offering.
 Associated Features shows a list of features and functionality of this offering that
can optionally be implemented.
 Setup Task Lists and Tasks shows a complete list of all setup tasks, including
prerequisites that should be performed to make this offering ready for transaction.
 Related Business Objects shows a complete list of all setup data, including
prerequisites that should be entered for this offering.
 Related Enterprise Applications shows a list of all J2EE applications required to
set up this offering.
Practices for Lesson 2: Overview of Oracle Fusion Functional Setup 21

5. Click the Home icon.

Demonstration 2-2: Opting into an Offering and its Functional Areas
and Features
Overview
In this demonstration you will:
 Use the Opt In button to explore the offering’s functional areas and features as
applicable to your business requirements.
 Review and opt into the new features of your enabled offerings after your cloud
applications is upgraded.
Assumptions
Sign in as your PPM00.Instructor user to perform this demonstration.
Tasks
1. Navigate to: More… > My Enterprise > Offerings.
2. Select the Project Financial Management offering icon > Opt In Features button.
Note: The first line if for the Offering and is enabled which affects how the Functional Setup
Manager generates setup tasks for your implementation.
a. All tasks needed to set up your selection are included in the auto generated task list.
b. Tasks that are not needed by the offerings and options you have selected are
excluded.
3. Click the View All History button to see who enabled the offering and any changes.
4. Click the Done button.

Explore the Offering
5. Select the Features icon on Capital Projects to see optional or alternative business
processes, which might apply to your implementation. Some of the features may have other
dependent features. You select progressively for those dependent features.
6. Click Done.
7. You are now ready to generate setup tasks and start implementing the offerings of your
choice.
View Setup Tasks

8. Click the Setup icon on the Project Financial Management offering row.
9. Select the Legal Structures functional area.
10. Click the Shared link to see the other offerings sharing the task.
11. Click Done.
12. Change the Show list to All Tasks to see the required and optional tasks.

13. Click on the Select … link in the Scope column for Manage Legal Entity.
Note: Optionally, you can set Scope on this page. In this example, the scope value is the
legal entity that you create or select to work within for your legal entity setup.
14. Click Cancel.
Reviewing and Opting into New Features after Upgrade

15. Navigate to: New Features icon in the film strip.
16. Select All Enabled Offerings from the drop down list to see if there are any new features
that apply to your enabled offerings.
17. For the desired new features click the Opt In button.
Note: If setup is required, the Edit Features page opens with more detailed features that
can be enabled and additional choices.
18. Click Done.

Practice 2-3: Accessing Task Lists and Tasks
Overview
In this practice you will be managing setup data by:
 Using the functional areas of an offering.
 Using an implementation project.
Assumptions
Tasks
Managing Setup Data Using the Functional Areas of an Offering

1. Navigate to: Setup and Maintenance > Setup: Financials.
2. Select the General Ledger functional area.

Selecting Scope
3. Next to the Specify Ledger Options task, click the Select… link under the Scope column.
4. From the Primary Ledger field, select Select and Add.
5. Click Apply and Go to Task.

6. Select US Primary Ledger.
7. Click Save and Close.

8. Click Cancel.
Note: Many other tasks under the General Ledger Functional Area are also now scoped for
the US Primary Ledger.
Using an Implementation Project

9. Navigate to: Setup and Maintenance > Tasks panel tab > Manage Implementation
Projects.
10. Click Create.

11. Enter:
Field Value
Name XXImplementation Project
Code XXIMPLEMENTATION_PROJECT_01
Description XXImplementation Project

12. Click Next.
13. Next to the Financials offering, select Include.
14. Click Save and Open Project.
15. Expand Financials.
16. Expand Define Common Applications Configuration for Financials > Define Ledgers >
Define Accounting Configurations.

17. Next to the Specify Ledger Options task, click the Select link under the Scope column.
18. From the Primary Ledger field, select Select and Add.

20. Select US Primary Ledger.
22. Click Done twice.

Practice 2-4: (Optional) Managing Setup Data by Bulk Entry Using
CSV Files
Overview
In this practice you will be:
 Creating CSV files from the Manage Business Unit task.
 Viewing the CSV files created.
Assumptions
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management >
Organization Structures.
Note: If the Actions column is not visible, follow step 2. If it is visible go to step 3.
2. Click View > Columns > Select Actions.

3. Next to Manage Business Unit, click Actions > Export to CSV File > Create New.
4. Change the Process Name and Description to: XXManage Business Units.
5. In the Business Unit: Scope section, click Add.
6. Search for and select US1 Business Unit.

8. Click Submit.
9. Click OK. Wait a few minutes before moving on.
10. Next to Manage Business Unit, click Actions > Export to CSV File > View All.
Note: The warning is telling us that it could not produce an xml file for some of the objects.
It does not prevent us from completing the practice.

11. Next to XXManage Business Units, click Actions > Download > CSV File Package.
12. Select Open with: Windows Explorer (default).

Note: Normally you would save the file to use. For class purposes we are not entering data,
we just want to view the file.
13. Double click on each file to open them.
14. Close the Spreadsheets and Windows Explorer.

15. Click Done.
16. Next to Manage Business Unit, click Actions > Import from CSV File > Create New.
Note: Because we didn’t input any new data, we have nothing to import.
17. Click Cancel.

Practice 2-5: (Optional) Copying Setup Data
Overview
 Copying the setup data from the US1 Business Unit.
 Fixing an error.
Assumptions
Tasks
Copying Setup Data

1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Tasks
panel tab > Copy Configurations.
2. Click Create.
3. Select Copy Business Unit Configuration for Financials.

Note: Only one configuration currently exists because the Oracle product teams must
enable a configuration. More configurations should be available in future releases.
4. Select or enter:
Field Value
Business Unit US1 Business Unit
Request Name XXUS1 Business Unit Copy

5. Click Submit.
6. Click Refresh until the Status is Ready to Edit.
7. Click the Ready to Edit link.

8. Enter:
Field Value
Business Unit USXX BU
Organization Code USXX BU

10. Click the Ready to Import link.
11. Click Import.

12. Click Refresh until the Status is Ready to fix errors.
Note: These errors do not mean that the import failed. They did not prevent your new
Business Unit from being created. These are errors that you may need to fix for your new
Business Unit within the application.
13. Click the Ready to fix errors link.
14. Scroll to the Receivables Activity error.

15. Expand Receivables Activity and click on the Receivables Activity link.
16. Hover over the Message text to see the cause of the error.
Note: The Cause and Action fields are not populated.
17. Click Done three times.

18. Navigate to: Setup and Maintenance > Setup: Financials > Receivables > Manage
Receivables Activities.

19. Search using USXX BU.
Note: All the Receivables Activities should be linked to your USXX BU.
21. Navigate to: Setup and Maintenance > Setup: Financials > Tasks panel tab > Copy
Configurations.
22. On your XXUS1 Business Unit Copy row, click the Ready to fix errors link.
23. Click Resubmit.
24. Refresh until the Status is Ready to fix errors.
25. Click the Ready to fix errors link.
26. Scroll to the Receivables Activity.
Note: The previous error should be fixed.

Practice 2-6: (Optional) Migrating Setup Data
Overview
 Exporting a functional area.
 Viewing the importing a functional area demonstration.
 Viewing the Comparison Report to verify the difference between the source and target
environments demonstration.
Assumptions
Tasks
Exporting a Functional Area

2. Next to the word Shared, click on Actions > Export > Create New.
3. Change:
Field Value
Process Name USXX_BU_YYYYMMDD
Description USXX_BU_YYYYMMDD

Note: It is a best practice to put the date in the Process Name, Description, or both
because this export can be run more than once.
4. In the Business Unit: Scope section, click Add.
5. Search for your USXX BU.
6. Select USXX BU.
8. Click Submit.
9. Click OK.
10. Click Actions > Export > View All.

11. Click Refresh until the status of your export is Ready for download….
12. Click the Ready for download…link.
13. Verify that the Summary section has Completed Successfully as the status.
14. Click Download File.

15. Save the file to your Desktop and name it USXX_BU_YYYYMMDD.
16. Click Done.
STOP: Your instructor performs these steps because the import process creates
a system generated file name without your XX. You would not be able to
distinguish which one is yours.
Importing a Functional Area Demonstration

18. Next to the word Shared, click on Actions > Import > Create New.
19. Click Browse.
20. Point the File Upload to your Desktop.
21. Select your USXX_BU_YYYYMMDD file.
22. Click Open.
23. Expand the Import Options section.
24. Select Compare setup data prior to import.
25. Click Submit.
26. Click OK.

27. Wait until the Latest Import has a status of Waiting for comparison review.
28. Click the Waiting for comparison review link.
Note: Normally you import into a different instance. For instance, Dev to Prod. For class
purposes we can only import into the same instance. This is why we have no differences.
29. Click Continue to Import.
30. Click OK.

31. Wait until the Latest Import is Waiting for manual import.
Note: This user action required is not required for the import process to complete. It is
required you want users to have access to your business unit.
32. Click the Waiting for Manual Import link.
33. Click Resume.
34. Deselect Pause process each time an error occurs.
35. Click Yes.
36. Click OK.
37. Wait until the Latest Import is Ready for data validation….
38. Click the Ready for data validation…link.
39. Click Done.


Configuring Rapid
Implementation
Overview
In this practice, you will be:
 Downloading the rapid implementation workbook
 Entering Data in the Rapid Implementation Spreadsheet
 Reviewing how to upload a rapid implementation workbook
46 Practices for Lesson 3: Configuring Rapid Implementation

Practice 3-1: Entering Data in the Rapid Implementation Spreadsheet
Overview
In this practice, you review how to use the rapid implementation process to enter project set up
data, validate, and upload the data. Rapid implementation is a process to expedite your
configuration of the Project Financial Management applications. You use worksheets in a
workbook to expedite loading initial implementation settings.
Assumptions
Tasks
1. Navigate to: Setup and Maintenance > Tasks panel tab > Search > Define Project
Financial Management Configuration for Rapid Implementation.
2. Click the Define Project Financial Management Configuration for Rapid
Implementation link in the search results region.
3. From the Define Project Financial Management Configuration for Rapid Implementation
page, click Create Project Financial Management Setup Data in Spreadsheet, to
download the ProjectsDataUpload.xlsm workbook.
4. Click Open with Microsoft Office Excel (default). The Projects Workbook Instructions tab
opens first. It contains instructions on loading your implementation data and uploading the
workbook.
5. If Security Warning displays under the ribbon menu bar, click the Options button and
select the Enable this content option and OK.
Note: You can view additional details and recommendations about macro settings in the
Enabling Macros for Loading the Data section of the Project Workbook Instruction sheet.
6. Save the file as XXRapidImplementationForPFM.xlsm on your desktop.
7. Review the worksheets that are available for rapid implementation by right clicking in the in
the spreadsheet navigation control area in the far lower left corner or the workbook.
8. Click the Options workbook tab. Notice that Professional Services is the default value
selected in the Industry field, and the Burdening option is set to No. Change the industry to
Engineering and Construction, it changes the Burdening option to Yes.
9. Click the Update Spreadsheet button to show or hide spreadsheet columns based on your
selections.
10. Notice the Burden Structure and Burden Schedule worksheets are now displayed.
11. Click the Project Types worksheet. In the Project Types worksheet, notice the Enable
Burdening column is now available.
12. In the Project Types worksheet, create a new project type by completing the fields as
shown in this table.
Practices for Lesson 3: Configuring Rapid Implementation 47

Project Types
*Name Enable Billing Enable Burdening
Commercial Building Yes Yes
13. Go to the PRBS worksheet.

14. Select Use resource hierarchy to indicate that you want to use a resource hierarchy.
Notice when you select this option, additional fields and columns display for you to select
the resource formats and enter a hierarchy of resources.
15. Deselect Use resource hierarchy.
16. Enter a planning resource, but leave the field *Allow Resource Changes at Project Level
and column *Resource Format blank. In the Planning Resource Breakdown Structure
(PRBS) worksheet, create the new planning resource breakdown structure by entering the
following:
*Resource Format *Resource *Resource Class
john.doe@oracle.com Labor
After you finish entering your setup data, you can upload the worksheet.
17. Click the Project Workbook Instructions worksheet tab to go to the Project Workbook
Instructions worksheet.
18. Click the Generate CSV File button. Notice that a warning is displayed indicating there’s a
problem with the data.
19. Select OK and you’re taken to the Validation Report worksheet.
20. On the Validation Report worksheet, there are two errors:
 Allow Resource Changes at Project Level – You must provide a value for the
attribute Allow Resource Change at Project Level. For example, Yes.
 Resource Format – You must provide a value for the attribute Resource Format. For
example, Person (Email).
21. Enter valid data, such as project organizations, project types, expenditures types, and
subledger accounting. Review the description on each worksheet for additional information.
22. Click the Projects Workbook Instructions worksheet tab to return to the instructions
worksheet.
23. Click the Generate CSV File button again and save the Zip file it produces.
24. Click OK.

Stop: Don’t attempt to upload the file. The following steps are for demonstration
only.
25. Return to the Setup and Maintenance work area and select the task Load Project
Financial Management Data. Browse for the Zip file that you created and submit the load
process.
26. Click the Load Project Financial Management Setup Data link.
27. On the Load Project Financial Management Setup Data page, review the fields on the page
but don’t upload any files.
During actual implementations, after the process completes successfully, you must navigate to
the setup pages in the Setup and Maintenance work area to verify that the setup data was
loaded correctly. You can also review additional settings that were populated during the
process.
Practices for Lesson 3: Configuring Rapid Implementation 49


Define Security
Overview
 Creating an implementation administrator.
 Creating a functional user.
 Copying a role.
 Comparing a role.
 Creating an employee.
 Editing your user.
 Managing your user.
 Managing passwords and notifications.
52 Practices for Lesson 4: Define Security

Demonstration 4-1: Creating an Implementation Administrator
Overview
In this demonstration, you will create a user that includes the following roles:
 Application Implementation Consultant
 IT Security Manager
 HCM Applic Admin - View All
 Line Manager
Important: You do not need to sign in as the user you create for the remaining activities.
Note: Line manager is not a typical implementation administrator role; however, it is included in
this demonstration to enable the on-boarding of a new employee for future demonstrations
Assumptions
Sign in as your PPMXX.Instructor user to perform this demonstration.
Tasks
1. Navigate to: My Workforce > New Person.
2. From the Tasks panel tab, click Hire an Employee.
3. On the Hire an Employee: Identification page, complete the following information:
Field Value
Hire date Current date
Hire Action Hire
Legal employer US1 Legal Entity
Last Name Your Last Name
First Name Your First Name
Date of Birth 1/1/85
4. In the National Identifiers region, click Add Row and enter the following information:
Field Value
Primary Selected (default)
Country United States (Default)
National ID Type Social Security Number
National ID 240-XX-2075
Practices for Lesson 4: Define Security 53

5. Click the Next button.
6. In the Hire an Employee: Person Information page, enter the following information.
Field Value
Country United States (Default)
Address 1742 Park Ave.
Zip Code Enter 95124 and click in another
field. Then select any address
from the window.
7. In the Phone Details region, click Add Row, and enter the following information.
Field Value
Type Work Phone
Country Code United States 1
Area Code 650
Number 333-4444
8. In the E-Mail Details region, click Add Row, and enter the following information.
Field Value
Type Work E-Mail
E-Mail first.last name@vision.com
9. Click Next.
10. In the Assignment tab, select US1 Business Unit in the Business Unit drop-down list.
11. In the Assignment EIT Information EFF: Assignment Extra Information section, enter
Marlin, Amy in the Name field under Manager Details.
12. Click Next. You will see your employee details in the Employee Information header with
Worker Type: Employee. In the Role Requests region, note the role request has a status
of Add Requested and a provisioning method of Automatic.
13. Click Next. Review your information.
14. Click Submit.
15. Click Yes.
16. Click OK.
17. Navigate to: My Workforce > Person Management.

18. Enter the name of the employee you hired (Lastname, Firstname) in the Name field and
click Search.
19. Verify that your employee was hired and has an active payroll account.
Add Project Implementation Administrator Role

20. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Initial
Users > All Tasks > Create Implementation Users.
21. You will be redirected to the Security Console. Click the Users tab.
22. In the Users tab, search for the project implementation administrator that you created
earlier.
Tip: Search using the last name of your project implementation administrator you created in
the prior activity. For example Firstname.Lastname.
23. In the User section, click the user login Firstname.Lastname to open the User Accounts
Details: Firstname.Lastname page.
24. Click the Edit button.
25. In the Roles section, click the Add Role button.
26. In the Add Role Membership window, enter Application Implementation Consultant in
the Search field, and click Search.
27. Select the Application Implementation Consultant row, and click Add Role
Membership.
28. Click OK.
29. Similarly, repeat steps 26 to 28 to search for and add the following roles:
 IT Security Manager
 HCM Applic Admin - View All
 Line Manager
30. Click Done.
31. To reset the user password, click Reset Password.
32. In the Reset Password window, select Manually change the password.
33. Enter PPMCloudXX in the New Password and Confirm New Password fields.
Note: You will be prompted to create and enter a new password when you sign in for the
first time as this user. For example: FusionXX.
34. Click the Reset Password button.
36. You have successfully created an implementation user.
37. Sign out of the Security Console.

Demonstration 4-2: Creating a Functional User
Overview
In this demonstration, you will create a user that includes the following roles:
 Project Accountant
 Project Administrator
 Project Application Administrator
 Project Billing Specialist
 Project Creator
 Project Manager
 Project Team Member
Non-project roles
Accounts Payable Supervisor
Resource Directory
To create project contracts, all users created must be added to the Resource Directory as
resources. Important: You don’t need to sign in as the user you create for the remaining
activities.
Assumptions
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Initial
Users > All Tasks > Create Implementation Users.
2. Click the Users tab.
3. In the Users tab, search for the project implementation administrator that you created
earlier.
Tip: Search using the last name of your project implementation administrator you created in
the prior activity. For example, Firstname.Lastname.
4. In the User section, click the user login Firstname.Lastname to open the User Accounts
Details: Firstname.Lastname page.
5. Click the Edit button.
6. In the Roles section, click the Add Role button.
7. In the Add Role Membership window, enter Project Accountant for Business Unit US1
Business in the Search field and click Search.
8. Select the Project Accountant for Business Unit US1 Business row, and click Add Role
Membership.

9. Click OK.
10. Similarly, repeat steps 7 to 9 to search for and add the following roles:
 Project Administrator for Business Unit US1 Business Unit
 Project Application Administrator
 Project Billing Specialist for Business Unit US1 Business Unit
 Project Creator for Business Unit US1 Business Unit
 Project Manager
 Project Team Member
 Accounts Payable Supervisor US1 Business Unit
11. Click Done.
13. You have successfully created an implementation user.
14. Sign out of the Security Console.
Add Employee to Resource Directory

Users can create project contracts after being added to the resource directory.
Navigate to: Resource Directory.
15. Click Identify Resources in the Tasks pane.
16. Search for the user you created using the following values.
Field Value
Person Name First name of the user you
created.
Usage Employee
17. In the Search Results: People section, select the user you created and click Add as
Resource button.
18. Click OK on the message.
20. Click Done.

Practice 4-3: Copying a Role
Overview
In this practice, you will be copying a role.
Assumptions
Tasks
1. Navigate to: More… > Tools > Security Console.
2. Search for the Accounts Payable Manager.
3. Click the drop-down arrow in the Accounts Payable Manager row.
4. Select Copy Role.
5. Select Copy top role.

6. Click the Copy Role button.
7. Add your XX (the number assigned by your instructor) to the beginning of the Role Name.

8. Add your XX to the beginning of the Role Code.
9. Click Next twice.

10. Click the drop-down arrow at the end of the first row.
11. Select Remove Data Security Policy.
12. Click Yes to confirm removal of the security policy.

13. Click the drop-down arrow at the new first row.
14. Select Edit Data Security Policy.

15. Review the data and click OK without making any changes.
16. Click Next.
17. Review the hierarchy.
18. Click Next.
19. Click Add User.
20. Search for your user.
21. Click Add User to Role.
22. Click OK and Cancel.
23. Click Next.
24. Review the summary report.
25. Click Submit and Close.

26. Click OK.

Practice 4-4: Comparing a Role
Overview
In this practice you will be comparing your role to the original Accounts Payable Manager.
Assumptions
Tasks
2. Search for the Accounts Payable Manager.
3. Select the drop-down arrow.
4. Select Compare Roles.
.
5. Search for your XXAccounts Payable Manager Copy role.
6. In the Filter Criteria, deselect Function security policies.
7. Select Compare.

8. View the differences.
9. Select Done.

Practice 4-5: Creating an Employee
Overview
In this practice, you will be creating an employee from HCM’s Hire an Employee page.
Assumptions
Tasks
1. Navigate to: My Workforce > New Person.
2. Click the Tasks panel tab > Hire an Employee.
3. Enter the following required fields:
Field Value
Hire Date Today (defaults)
Hire Action Hire
Legal Employer US1 Legal Entity
Last Name Manager
First Name XXAccounting
4. Click Next.
Note: If you get a Matching Person Records window, click Continue.

5. Enter Address details: 100 Main Street, Genoa, TX 77034, and Harris County.
Hint: Type in the street address and then the postal code to have the system complete the
rest of the address.
6. Under E-Mail Details, click Add Row.

7. Enter:
Field Value
Type Work E-Mail
E-Mail XXaccounting.manager@visioncorp.com
8. Click Next.
9. Scroll down to the Assignment tab, select or enter:
Field Value
Department Accounting US
Location Chicago

10. Accept all other defaults.
11. Click Next.

12. Scroll down and expand Expenses Information. (This is needed for Expense Reporting.)
13. Enter or select:
Field Value
Default Expense Account 101.10.60501.121.000.000
Expense Check Send-to Address Home
14. Click Next.

15. Scroll down to the bottom of the page to verify that the Employee role is automatically
assigned.
16. Click Submit.
17. Click Yes.
18. Click OK.

19. Navigate to: More… > Directory > Directory.
Note: If you cannot see the entire Navigator, use Control and Scroll Down to minimize the
screen.
20. Enter your XXAccounting Manager.
21. Click the Search icon.
22. Click your name to see details.
23. Click Done.

Practice 4-6: Editing Your User
Overview
In this practice, you will be editing you user created from your new employee.
Assumptions
Tasks
2. Click on the Users tab.
3. Enter Manager and select Search.

4. Select your user.
5. Click Edit.
6. Enter an External Identifier: 555-XX-5555.
7. Click Add Role.
8. Search for the General Accounting Manager role.
9. Select the first General Accounting Manager record.
10. Click Add Role Membership.
11. Click OK.

12. Click Done.
13. Click Reset Password.

14. Select Manually change the password.
15. Enter Welcome1 twice.
16. Click Reset Password.
18. Click Done.
19. Sign out.
20. Click Confirm.

Practice 4-7: Managing Your User
Overview
In this practice, you will be:
 Changing your password using Set Preference.
 Looking at your notifications.
 Exploring your user’s roles.
Assumptions
Sign in as your XXAccounting.Manager user where XX is the number assigned by the
instructor using the password of Welcome1.
Tasks
Changing Your Password Using Set Preferences

1. Navigate to: Tools > Set Preferences.
2. Select Password.
3. Enter OracleXX twice for your new password.
4. Save and Close.
Looking at Your Notifications

5. Click on the Notifications icon on the top of the Home page.
6. Read your notification.
Exploring Your User’s Roles

7. Sign out and Confirm your sign out.
8. Log in as your PPMXX.Student.
10. Search for your new user: XXAccountingManager.

11. Click the Show Graph icon.
12. Click the Switch Layout icon.

13. Try other icons.
14. Return to Home.

Practice 4-8: Managing Password Settings and Notifications
Overview
 Reviewing the password security features.
 Reviewing notification templates.
 Running the User Password Changes Audit Report.
Assumptions
Tasks
Reviewing the Password Policy

2. Select the Administration tab.
3. Review the Password Police settings in the General tab information.

Reviewing Notification Templates
4. Select the Notifications tab.
5. Open one of the Notification Templates and review the setup.
6. Click Cancel.
Running the User Password Changes Audit Report

7. Navigate to: More… > Tools > Schedule Process > Schedule New Process.
8. Click the drop down arrow and select Search…
9. Enter Password and click Search.
10. Select User Password Changes Audit Report.
11. Click OK twice.

12. Select Search Type: All Users.
13. Click Submit > OK.

14. Click Refresh until the report Status is Succeeded.
15. Click on the name of the report.
16. Under Log and Output, click on the (2 more...) link.
17. Click on the CSV file name.
18. Select Open with: Windows Explorer (default) and click OK.

19. Double click on the csv file.
20. Review the report.

Define Subledger Accounting
Rules for Project Financial
Management
Practices for Lesson 5
There are no practices for this lesson.
76 Practices for Lesson 5: Define Subledger Accounting Rules for Project Financial Management
Define Project Financial
Management Organizations
Overview
 Creating a legal entity.
 Creating a business unit.
 Creating a project unit.
 Creating an organization.
 Classifying an organization to own projects and tasks or incur costs on a project.
 Selecting organization hierarchy type and classifications.
 Reviewing organization hierarchies and activate the tree structure.
 Selecting organization hierarchy for the business unit.
 Verifying the project organization configuration.
78 Practices for Lesson 6: Define Project Financial Management Organizations

Practice 6-1: Creating a Legal Entity
Overview
In this practice, you learn to create a legal entity for your organization and review it.
Assumptions
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Legal
Structures > Manage Legal Entity.
Note: Legal Entities are not offering specific. For example, the tasks Define Legal Entities
for Project Financial Management and Define Enterprise Structures for Financials use the
same page to create legal entities.
2. Next to Manage Legal Entities, click the Select Scope link.
3. Select Manage Legal Entity.
4. In the Legal Entity field, select Create New.
6. Click Create.
7. In the Create Legal Entity page, enter the following details:
Field Value
Country United States
Name PPMXXLegal Entity
Legal Entity Identifier PPMXXUS00
Payroll statutory unit Deselected
Legal Employer Selected
Payroll Statutory Unit US1 Legal Entity
8. In the Registration Information section, enter the following details:
Field Value
Legal Address 500 ORACLE PKWY,REDWOOD CITY, CA
94065
EIN or TIN PPMXX123456
Legal Reporting Unit Registration Number PPMXX-123456
Practices for Lesson 6: Define Project Financial Management Organizations 79

9. Click Save and Close and continue with the next task.
Review the Registration

Review the legal entity that you will use throughout this course.
10. Click the Manage Legal Entity Registrations task.
11. In the Select Scope window, select Select and Add from the Legal Entity choice list.
13. Click Expand Search, enter PPMXXLegal Entity in the Name field and click Search.
15. On the Manage Registrations: PPMXXLegal Entity page, click the Edit icon to review the
legal entity details.
16. Click Cancel.

Practice 6-2: Creating a Business Unit
Overview
In this practice, you learn to create a business unit with billing and revenue management,
payables invoicing, project accounting, and expense management business functions.
Assumptions
Tasks
Organization Structures > Manage Business Unit.
2. On the Manage Business Units page, in the Search Results section, click the Create icon.
3. Enter the following details on the Create Business Unit page:
Field Value
Name PPMXXBusiness Unit
Default Set CONSERV
Active Selected

5. Click the Assign Business Unit Business Function task.
6. In the Select Scope window, select Select and Add from the Business Unit choice list.
8. Enter PPMXXBusiness Unit in the Name field.

9. Click Search.
10. Select your business unit in the Search Results section.

11. Click the Save and Close button at the bottom of the page.
12. On the Assign Business Functions page, in the Financial Reporting section, select US
Primary Ledger: from the Primary Ledger choice list.
13. Select US1 Legal Entity: US1 Legal Entity from the choice list.
14. Click OK.
15. Click Enabled for: Billing and Revenue Management, Customer Contract Management,
Expense Management, Payables Invoicing, and Project Accounting.
16. Select Save and Close.
Add Roles to Users

18. Click the Users tab.
19. Enter PPMXX.Student and click the Search icon.
20. Click the PPMXX.Student link.
21. Click Edit.
22. In the Roles section, click Add Role.
23. In the Add Role Membership window, enter Project Accountant in the Search field.
24. Click Search.
25. In the Search results section, select Project Accountant.
26. Click Add Role Membership.
27. Click OK.
28. Repeat steps 23 through 27 for: Project Administrator, Project Billing Specialist, and
Project Creator.
29. Click Done.
Managing Business Unit Data Access for Users

Organization Structures > Manage Business Unit Data Access for Users.
32. In the Manage Data Access for Users page, select Users without Data Access.
33. In the Search section, enter PPMXX.Student in the User Name field.
34. Click Search.
35. From the Actions menu, select Create.
36. In the Create Data Access for Users window, add the information in the table. Click Add
Row to add input rows.
User Name Role Security Security Context Value

Context
PPMXX.Student Project Accountant Business Unit PPMXXBusiness Unit

PPMXX.Student Project Administrator Business Unit PPMXX Business Unit
PPMXX.Student Project Billing Specialist Business Unit PPMXX Business Unit
PPMXX.Student Project Creator Business Unit PPMXX Business Unit
37. After you complete adding the rows in the table, click Save and Close.
38. Review the rows that now have a value in the Security Context Value column.
39. Select Users without Data Access.
40. Click Search.
41. In the Search Results section, note the rows that don’t have a value in the Security Context
Value column.
Managing Business Unit Set Assignment

Organization Structures > Show: All Tasks > Manage Business Unit Set Assignment
task.
Note: The default set of the business unit is assigned to each reference data object. You
can change the assignment for each object. The Manage Set Assignments task is a
mandatory step even if you do not change any of the assigned sets.
The assignment is not complete until the record is saved. In this example, do not change
the Reference Data Set Code.

Practice 6-3: Creating a Project Unit
Overview
In this practice, you learn to create and configure a project unit. To create a project unit
organization, either enable an existing organization as a project unit or create a new
organization as a project unit in Oracle Fusion Human Capital Management. After an
organization is defined as a project unit, the project unit appears in searches on the Manage
Project Units page.
Assumptions
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Organizations > Manage Project Unit Organizations.
2. On the Manage Project Unit Organizations page, click the Create icon in the Search
Results section and enter the following details:
Field Value
Create new Selected
Code PPMXXPROJECT_OPS
Name PPMXXProject Operations

4. Click Done.
Configuring Project Units

5. Click the Manage Project Unit Options task in the Project Organizations section.
6. On the Manage Project Units page, in the Search Results section, select
PPMXXPROJECT_OPS.
7. Click the Edit icon.
8. On the Manage Project Units: General Properties page, enter the following:
Field Value
Default Set Consulting Services Set
Method Manual
Type Alphanumeric

9. Click Next.
Note: Do not select any related business units.
10. Click Next.
11. Review the reporting setup options.
13. Click Done.

Practice 6-4: Creating an Organization
Overview
In this practice, you learn to create an organization for your project enterprise structure.
Assumptions
Tasks
Workforce Structures > Manage Departments.
2. In the Manage Departments page, in the Search Results section, click the Create icon and
enter the following details:
Field Value
Create new Selected
Effective Start Date 1/1/01
Department Set US Department Set
Name PPMXXUS Consulting
Status Active
3. Click Next.
4. Review the input fields available in the GL Cost Center Information section; however, do not
enter any data.
Notice that you can enter a company and cost center for each department. If you enter
values for these fields, they become sources in subledger accounting.
5. Click Submit.
6. Click Yes in the warning message window.
7. Click OK.
8. Click Done.

Practice 6-5: Classifying an Organization to Own Projects and Tasks
or Incur Costs on a Project
Overview
In this practice, you learn to classify an organization as a project owning and project expenditure
organization. If an organization can be a project and task owning organization, you also specify
whether the organization allows indirect, capital, and contract projects. You also associate the
organization with a default project unit that is used during the project definition flow to control
the list of organizations that can own the project.
Assumptions
Tasks
Organizations > Manage Project Organization Classifications.
2. In the Search section, enter the following:
Field Value
Name PPMXXUS Consulting
Effective Date Today’s date
3. Click Search.
4. In the Search Results section, select the PPMXXUS Consulting row and click Edit.
5. In the Edit Project Organization Classifications window, in the Change All Selected section,
enter the following:
Field Value
Classify as project task owning Selected
organization
Allow indirect projects Selected
Note: The Allow indirect projects option

allows the organization to own projects
that collect and track costs used for
overhead activities.
Allow projects enabled for capitalization Selected
Allow projects enabled for billing Selected
Classify as project expenditure Selected
organization

7. Click Yes in the warning message.
8. Click Done.

Demonstration 6-6: Selecting the Organization Hierarchy Type and
Classifications
Overview
In this demonstration, you learn to select an organization hierarchy type for Project Financial
Management and assigning project organization classifications to organizations. You can assign
organization hierarchies to the project business units such as the project and task owning
organization hierarchy and project expenditure organization hierarchy.
Assumptions
Tasks
Organizations > Manage Organization Hierarchies and Classifications.
2. In the Manage Organization Hierarchies and Classifications page, review the default
organization hierarchy type. Note that the HCM Organization Hierarchy Tree Structure is
selected from the Type choice list and is the organization hierarchy type for Project
Financial Management. Leave the organization hierarchy type unchanged.
3. In the Organization Classifications section, ensure the following organization classifications
are included under the Selected column.
 Business Unit
 Partner Organization
 Project Expenditure Organization
 Project Task Owning Organization
 Project Unit Classification
To move an organization classification from the Available column to the Selected column,
select the needed classification and click the Move selected items to other list icon.
Note: The project expenditure organizations are usually the departments.
5. Click Yes in the message.
6. In the Default Hierarchy window, complete the following information:
Field Value
Tree Name Project Organization Hierarchy
Tree Version Name Project Organization Hierarchy V1
Organization Vision Corporation
7. Click OK.

Demonstration 6-7: Assigning Project Organization to the
Organization Hierarchies
Overview
In this demonstration, you learn how to review the organization hierarchies defined for the
organization, add a tree node, and activate the organization tree structure.
Also in this demonstration, you review how to submit the Maintain Project Organizations
process. You must run the Maintain Project Organizations process after you add organizations,
project classifications, or business units. Also, run the process after you update project
organization classifications or hierarchies.
Assumptions
Tasks
Managing and Activating Tree Structures

Workforce Structures > Manage Organization Trees.
2. Expand Project Organization Hierarchy.
3. Click Project Organization Hierarchy V1.
4. Click OK in the message.
5. Click Next and the Manage Organization Trees: Specify Nodes pages displays.
6. Expand the Vision Corporation node.
7. Expand the Americas Divisional node.
8. Expand the US1 Business Unit node.
9. Expand the Consulting US node. This is the parent for your new organization and the
starting point identified in your Project Business unit.
10. Select Consulting US and click the Add icon.
11. In the Add Tree Node window, click Search.
12. In the Search Node window, enter PPMXXUS Consulting in the Name field and click
Search. The application will find three rows.
13. In the Search Results section, select any of the three rows found and click Add Tree Node.
14. Repeat the prior three steps (11 – 13) for each student’s project organization.
15. Click Submit.
16. Click OK.
17. On the Manage Organization Trees page, select Project Organization Hierarchy V1.
18. Click the Actions menu and select Audit.
19. In the Audit Results section, click Online Audit.

20. Wait for the process to complete successfully and click OK.
21. Click Done.
23. Click the Actions menu.
24. Select the Flattening menu item, then the Column Flattening menu item.
25. On the Manage Organization Trees page, click Online Flattening.
27. Click Done.
30. Select the Flattening menu item, then the Row Flattening menu item.
31. On the Manage Organization Trees page, click Online Flattening.
33. Click Done.
36. Select the Set Status menu item, then the Active menu item.
37. Click OK.
38. Click Done on the Manage Organization Trees page.

Practice 6-8: Selecting Organization Hierarchies for the Business Unit
Overview
In this practice, you learn to configure your business unit for the project accounting business
function. A project and task owning organization hierarchy is associated to each business unit to
restrict the project owning organizations while creating projects owned by the business unit.
You can associate a project expenditure organization hierarchy to the business unit to restrict
which organizations can incur costs within the business unit. You can use the starting
organization to further restrict which organizations are available to a specific branch of the
hierarchy.
Assumptions
Prerequisites
The following conditions are required before an organization can become a project and task
owning organization:
 You must assign the Project and Task Owning Organization classification to the
organization.
 The organization must belong to the hierarchy that you specify while configuring the
project accounting business function.
The following conditions are required before an organization can become a project expenditure
organization:
 You must assign the Project Expenditure Organization classification to the
organization.
 The organization must belong to the hierarchy that you specify while configuring the
project accounting business function.
Tasks
Organizations > Configure Project Accounting Business Function.
2. In the Select Scope window, select Select and Add from the Business Unit choice list.
4. Enter PPMXXBusiness Unit in the Name field.
5. Click Search.
6. Select the row with your business unit in the Search Results section.
8. On the Configure Project Accounting Business Function page, in the Project Options
section, in the Project Setup tab, enter the following values:

Field Value
9. In the Expenditures tab, enter the following values:
Field Value
10. In the Costing tab, enter the following details:
Field Value
Project Accounting Calendar AccountingMMYY
Expenditure Cycle Start Day Monday
Rate Type Corporate
Date Type Transaction date
11. In the Project Units tab, select and move the following projects to Selected Project Units:
 Consulting Services
 Internal Services
 PPMXXProject Operations
Submitting the Maintain Project Organizations Process

Note: The Maintain Project Organizations process converts all hierarchical lists of organizations
specified in the business unit implementation options into flat lists to enhance performance
throughout Project Financial Management applications.

Important: Instructor Only Demonstration
Use caution when submitting the Maintain Project Organizations process in a classroom
environment, since it can adversely slow the processing for all users.
13. Navigate to: More… > Tools > Scheduled Processes.
14. Click Schedule New Process.
15. In the Schedule New Process window, click the Name drop-down list.
16. Click Search at the bottom of the list.
17. In the Search and Select: Name window, enter Maintain Project Organizations in the
Name field.
18. Click Search.
19. Select Maintain Project Organizations, and click OK.
20. In the Schedule New Process window, click OK.
21. In the Process Details window, click Submit.
22. Click OK.
23. Click Refresh on the Scheduled Processes page.
24. Verify the process status is Succeeded.

Practice 6-9: Verifying the Project Organization Configuration
Overview
In this practice, you learn how to verify that you correctly configured your project organization.
Assumptions
Tasks
Verifying the Tree Structure

Foundation > Manage Project Templates.
2. Click Create Template.
3. On the Manage Project Templates page, enter following values.
Field Value
Name XXtest
Number XXtest
Business Unit PPMXXBusiness Unit
Project Unit PPMXXProject Operations
Organization PPMXXUS Consulting (if no value found , then
review the trouble shooting options identified in
the note)
4. Click Cancel.
Note: If no values are available in the Organization field, then verify the following:
 Project organization classifications are correctly configured.
 The project organization is added to the hierarchy specified for the Project Accounting
Business Functions.
 The Maintain Project Organizations process ran successfully.


Define Project Foundation
Configuration
Overview
 Creating a project.
 Creating an expenditure type.
 Creating a class category and codes.
 Creating a nonlabor resource.
 Creating a nonlabor rate schedule.
 Assigning a rate schedule to a labor resource.
 Creating a planning resource breakdown structure.
 Creating a burden cost code.
 Creating a burden structure.
 Creating a burden schedule.
 Creating a project type.
98 Practices for Lesson 7: Define Project Foundation Configuration

Practice 7-1: Creating a Project
Overview
In this practice, you learn to create a project using an existing template. You select the
appropriate copy options and edit the project definition.
Assumptions
Tasks
1. Navigate to: Projects > Projects Financial Management.
2. On the My Projects page, click the Create icon.
3. In the Create Project window enter US Billable with Burden in the Source Template field
and enter Tab.
Note that the US Billable with Burden project template has most of the tasks and task
assignments that you need for a new project.
4. Enter the following project details on the Create Project window:
Field Value
Source Template US Billable with Burden (default value)
Project Name PPMXX_Project
Project Number PPMXX_Project 1
Project Start Date Current date (default value)
Organization Consulting East US
Legal Entity US1 Legal Entity
Business Objective Business Growth
Project Manager Student, PPMXX
5. Click Save and Continue.

7. Click Done.
Practices for Lesson 7: Define Project Foundation Configuration 99

Practice 7-2: Creating an Expenditure Type
Overview
In this practice, you learn to create an expenditure type for your project with burden transaction.
Assumptions
Tasks
Foundation > Manage Expenditure Types.
Use the Manage Expenditure Types page to define new expenditure types and to review,
edit, or delete existing expenditure types and the associated expenditure type classes,
assigned sets, and tax classification codes.
2. Click Add Row.
3. Enter the following expenditure details:
Field Value
Expenditure Type G&A XX
Description General and administrative expenses
Expenditure Category Overhead
Revenue Category Other
Unit of Measure Currency
Rate Required Disable
Proceeds of Sale Disable
From Date 1/1/12
To Date Blank
4. Click Add Row in the G&A XX: Expenditure Type Classes table to assign the expenditure
type class to the expenditure type.

5. Enter the following expenditure type classes details:
Field Value
Name Burden Transaction
Note: Select Burden Transaction to track
burden costs that are calculated in an
external system or calculated by Project
Financial Management as separate,
summarized transactions. These costs are
created as a separate expenditure item that
has a burdened cost amount, and a quantity
and raw cost value of zero.
From Date 1/1/12
To Date Blank
6. Click Add Row in the G&A XX: Assigned Sets table to assign the expenditure type to one
or more reference data sets so that only expenditure types that are relevant to the project
unit are available for the project.
7. In the Code field, search and select CONSERV to select the reference data set for this
expenditure type and press Tab to populate the set name and description.
8. For this activity, you will not add Tax Classification Codes.
Create Additional Expenditure Type

10. Click the Manage Expenditure Types task.
11. Click Add Row in the Manage Expenditure Types table to define new expenditure types
and to review, edit, or delete existing expenditure types and the associated expenditure
type classes, assigned sets, and tax classification codes.
12. Enter the following expenditure details:
Field Value
Expenditure Type Professional XX
Description Professional labor expenses
Expenditure Category Labor
Revenue Category Labor
Unit of Measure Hours
Rate Required Disable
Proceeds of Sale Disable

From Date 1/1/01
To Date Blank
13. Click Add Row in the Professional XX: Expenditure Type Classes table to assign the
expenditure type class to the expenditure type.
Field Value
Name Overtime
From Date 1/1/01
To Date Blank
15. Click Add Row in the Professional XX: Assigned Sets table to assign the expenditure
type to one or more reference data sets so that only expenditure types that are relevant to
the project unit are available for the project.
16. In the Code field, search and select CONSERV to select the reference data set for this
expenditure type and press Tab to populate the set name and description.
17. Don’t add a tax classification code.
18. Click Save.
type to another reference data sets.
20. In the Code field, search and select INTSERV to select the reference data, press Tab to
populate the set name and description.
22. Click Save.
type to another reference data sets.
24. In the Code field, search and select PRGUSPROJ to select the reference data, press Tab
to populate the set name and description.
26. Click Save.
Create Additional Expenditure Type Class

27. Click Add Row in the Professional XX: Expenditure Type Classes table to assign the
expenditure type class to the expenditure type.

Field Value
Name Straight Time
From Date 1/1/01
To Date Blank

Practice 7-3: Creating a Class Category and Codes
Overview
In this practice, you learn to create a class category and codes. Depending on the funding
source, you must classify your projects to accurately report revenues.
Assumptions
Tasks
Foundation > All Tasks > Manage Project Class Categories
Note: Use the Manage Project Class Categories task to create new class categories and to
review, edit, or delete existing class categories and their associated class codes.
2. Click the Create icon in the Search Results section of the Manage Class Categories
page to provide basic information about class categories, specify how categories are used
on project types and projects, and define the associated class codes.
3. Enter the following details:
Field Value
Name XXProject Funding Source
Class Category Description Source of funding for consulting projects.
From Date 1/1/12
Assign to all projects Selected
Select the Assign to all projects option to indicate
that all projects must have a code assigned to
this class category. Do not enable the option if
this class category is optional.
Note: If you do not select this option, use the
Project Types tab to associate individual project
types with the class category.
Assign to all project types Selected
Available as accounting source Disable
Use the Available as accounting source option to
indicate that the class category is available as an
accounting source so that Oracle Fusion
Subledger Accounting can use the category to
create mapping sets, account rules, journal line
rules, and description rules.
This option is disabled if another class category
is already selected as the accounting source.

Only one class category at a time is available as
an accounting source.
One class code per project Disable

Use the One class code per project option to
specify that only one class code can be selected
with this class category for a project.
Enter class codes percent Selected

The Enter class codes percent option to assign
percentages to the class codes associated with
this category.
When you have multiple classification codes
associated with a single class category, you can
report the relative values of your projects in terms
of sales or a similar metric.
Total percent must equal 100 Selected

Total percent must equal 100 option is required
to ensure that the sum of all class code
percentages is 100 percent for the selected class
category.
4. Click Add Row in the Class Codes tab of the Additional Information section to define
class codes for the category to create more specific groups of projects for reporting.
Field Value
Name Federal
Class Code Description Project is funded by a federal agency
From Date 1/1/12

6. In the Class Codes tab, click Add Row in the Federal: Assigned Sets section to assign
each class code to a reference data set so that only codes that are relevant to the project
unit are available for the project.
7. Enter CONSERV in the Set Code and press Tab.
8. Click Add Row in the Class Codes tab to add another class code.
Field Value
Name State
Class Category Description Project is funded by a US state government
From Date 1/1/12
10. Click Add Row in the State: Assigned Sets section.

11. Enter CONSERV in the Set Code field, and press Tab.
12. Click Add Row on the Class Codes tab to add another class code.
Field Value
Name Private
Class Category Description Project is funded by a private organization
From Date 1/1/12
14. Click Add Row in the Private: Assigned Sets section.

15. Click in the Set Code field, enter CONSERV and press Tab.
16. Click Add Row on the Class Codes tab to add another class code.
Field Value
Name Foreign government
Class Category Description Project is funded by a foreign government
From Date 1/1/12
18. Click Add Row in the Foreign government: Assigned Sets section.
19. Click in the Set Code field, enter CONSERV and press Tab.

20. For this activity we do not use Project Types. The Project Types tab is used to associate
project classifications with project types for the classification to be available for selection on
projects with that project type. You can add classifications to a project type definition, and
add project types to a class category definition.
As you selected the Assign to all project types option earlier in this activity, no need to
associate individual project types with the class category now.
22. Click Done.

Practice 7-4: Creating a Nonlabor Resource
Overview
In this practice, you learn to create a nonlabor resource for your project.
Assumptions
Tasks
Foundation > Manage Nonlabor Resources.
2. On the Manage Nonlabor Resources page, click Add Row to create new nonlabor
resources.
Field Value
Nonlabor Resource User Experience Studio XX
Description Central lab for user experience research.
Expenditure Type Computers
Equipment Resource Class Selected
From Date 1/1/01
4. Click Add Row in the User Experience Studio 03: Nonlabor Resource Organizations
section to specify the organizations to which a nonlabor resource is assigned.
Field Value
Name Applications and Services
From Date 1/1/01

Practice 7-5: Creating a Nonlabor Rate Schedule
Overview
In this practice, you learn to create a nonlabor rate schedule using the User Experience Studio
nonlabor resource that you have created in the previous practice.
Assumptions
Tasks
Foundation > Manage Rate Schedules.
2. Use the the Manage Rate Schedules page to create, delete, and maintain rate schedules.
You can create rate schedules for jobs, persons, resource classes, and nonlabor
expenditures. In this activity, you will create a nonlabor rate schedule that contains your
User Experience Studio XX nonlabor resource.
3. Click Add Row in the Manage Rate Schedules page.
Field Value
Name Nonlabor Cost Rates XX
Description Rate Schedule for Nonlabor Costs XX
Project Rates Set COMMON
Note: Use the Project Rates Set field to
assign the rate schedule to a specific set,
such as a business unit. The rate schedule is
available only to organizations associated
with the project rates set.
Schedule Type Nonlabor

Currency USD
5. Click Add Row in the Nonlabor Cost Rates XX: Nonlabor Resource Rates section to
define rates or percentage markups for nonlabor expenditure types, or by a combination of
nonlabor expenditure types, nonlabor resources, and nonlabor resource organizations.
Project Financial Management uses the most detailed applicable rate. For example, if a rate
exists for the expenditure type, nonlabor resource, and nonlabor resource organization
combination, that is the rate used.
If that combination does not exist, then the application uses the rate for the expenditure
type and nonlabor resource combination. Otherwise, the rate for the expenditure type is
used.

Field Value
Expenditure Type Computers
Nonlabor Resource User Experience Studio XX
Nonlabor Resource Organization Applications and Services
Rate 95.00
From Date 1/1/01

Practice 7-6: Assigning Rate Schedules to a Labor Resource
Overview
In this practice, you learn assign a rate schedule to a labor resource. This rate is used in the
lifecycle practice where you create a cost transaction for an external time entry application, and
submit the process to import costs.
Assumptions
Tasks
2. On the Manage Rate Schedules page, click the Query by Example icon, enter US Person
Cost Rates in the field above the name column, and press Enter.
3. Select the US Person Cost Rates row.
4. Click Add Row in the US Person Cost Rates: Person Rates region and enter:
Field Value
Person Name Student, PPMXX
Person Number Automatically populated
Person Job Assignment Consultant
Person Assignment Organization Consulting East US
Unit of Measure Hours (default)
Rate 50
Markup Percent Leave blank
From Date Leave current default date

Practice 7-7: Creating a Planning Resource Breakdown Structure
Overview
In this practice, you learn to create a planning resource breakdown structure for your project
with multiple expenditure categories.
Assumptions
Tasks
Foundation > Manage Planning and Billing Resource Breakdown Structures.
Note: Use the Planning Resource Breakdown Structures page create new planning
resource breakdown structures and to review existing planning and billing resource
breakdown structures.
2. Click the Create icon in the Planning Resource Breakdown Structures page to enter a
name and description for the new planning resource breakdown structure and to select
active dates, project unit, and optionally, a job set.
Field Value
Name Consulting Services Prelim Planning XX
Description Use for initial and pre-bid financial planning
for consulting
Project Unit Consulting Services
Allow Resource Changes at Project Level Selected

Job Set Common Set
From Date 1/1/01
4. Click Next.
5. In the Create Planning Resource Breakdown Structure page, select the resource formats
and resource format hierarchies to use for creating planning resources:

6. Expand the resource format hierarchies as needed to select Include for the following:
Full Format
Expenditure Category: Expenditure Type
Expenditure Category: Job: Organization
Expenditure Category: Job: Supplier
Project Nonlabor Resource
7. Click Next to view the Create Planning Resource Breakdown Structure: Add
Resources page and use it to create planning resources based on the selected resource
format hierarchies.
8. Select the row that contains the Project Nonlabor Resource resource format.
9. Click Add in the Project Nonlabor Resource: Planning Resources section.
Field Value
Name User Experience Studio
Project Nonlabor Resource User Experience Studio XX
Resource Class Equipment
Spread Curve Even
11. Click Save.

12. Expand the Expenditure Category and expand the row that contains Job in the Resource
Formats section and select Supplier.
13. Click Add in the Expenditure Category: Job: Supplier: Planning Resources section.
Field Value
Name Contract Developer
Job Developer
Supplier Staffing Services

Resource Class Labor
Spread Curve Even
15. Click Save.

16. Select the Organization row in the Resource Formats section.

17. Click Add in the Expenditure Category: Job: Organization: Planning Resources
section.
Field Value
Name US Consultant
Job Consultant
Organization Consulting US
Spread Curve Even
19. Click Add to add another planning resource for the Expenditure Category: Job:
Organization resource format.
Field Value
Name US Developer
Job Programmer
Organization Applications and Services

Spread Curve Even
21. Click Save and Preview to review the planning resources and resource structure you
created.
22. Click Done.
23. In Save menu, click the Save and Close.
24. Click Done.

Practice 7-8: Creating a Burden Cost Code
Overview
In this practice, you learn to create a burden cost codes and apply them to various types of raw
costs.
In a subsequent activity, you will create an additive burden structure to apply different burden
costs to labor and expense report raw costs.
Assumptions
Tasks
Burdening > Manage Burden Cost Codes.
Note: Use the Manage Burden Cost Codes page to create new burden cost codes and to
review, edit, or delete existing burden cost codes and the associated expenditure types.
2. Click Add Row and enter the following details:
Field Value
Burden Cost Code G&A XX
Description Burden cost code for general and
administrative expenses
Expenditure Type Overhead
Report as Direct Cost Disable

From Date 1/1/12

Practice 7-9: Creating a Burden Structure
Overview
In this practice, you learn to create a burden structure using the General and Administrative
burden cost code that you have created in the previous activity.
Assumptions
Tasks
Burdening > Manage Burden Structures.
Note: Use the Manage Burden Structures page to define new burden structures and to
review, edit, or delete existing burden structures and the associated burden cost bases,
burden cost codes, and expenditure types.
2. Click Add Row and enter the following details:
Field Value
Name Labor and Expenses XX
Description Burden structure for labor and expenses
Structure Type Additive
Use in Schedule Overrides Disable

Use as Override Default Disable
From Date 1/1/01
3. Click Add Row in Labor and Expenses XX: Cost Base Assignments section to specify
the burden cost bases that group raw costs for the purpose of calculating burdened costs.
4. Select Labor in Cost Base to apply burden costs to labor raw costs.
5. Click Add Row in the Labor: Cost Base Assignment Details section, Burden Cost
Codes tab to group the burden cost codes with the expenditure types to which they will be
applied.
6. Select Fringe as Burden Cost Code.
Burden cost codes are automatically assigned a Precedence value of 1 because additive
burden structures apply each burden cost code using the same precedence when
calculating burden costs.
7. Click Add Row and select Overhead as Burden Cost Code.
8. In the Expenditure Types tab, click Add Row.
9. Select Administrative list item in the Expenditure Type list.
10. Click Add Row and select Professional in the Expenditure Type list.

11. Click Add Row in the Labor and Expenses XX: Cost Base Assignments section.
12. Select Expenses in the Cost Base list.
13. Click the Burden Cost Codes tab in the Expenses: Cost Base Assignment Details
section and click Ad Row to add the following values:
 G&A XX
 Overhead
14. Open the Expenditure Types tab in the Expenses: Cost Base Assignment Details
section.
15. Click Ad Row to add the following values as Expenditure Type.
 Airfare
 Hotel
 Meals

Practice 7-10: Creating a Burden Schedule
Overview
In this practice, you learn to create a burden schedule to specify the burden multipliers for the
cost codes on the burden structure you have created in the previous activity.
Assumptions
Tasks
Burdening > Manage Burden Schedules.
Note: Use the Manage Burden Schedules page to define new burden schedules and to
review, edit, or delete existing burden schedules and the associated multipliers, and
organization and burden cost code combinations.
2. Click Add Row on the Manage Burden Schedules page and enter the following details:
Field Value
Name Internal Costing XX
Description Burden schedule for internal costing
Type Provisional
Note: Use the Type choice list to select a
provisional schedule if you plan to use estimated
multipliers until actual multipliers are available.
Default Burden Structure Labor and Expenses XX

Default Organization Hierarchy Project Organization Hierarchy
Note: If the organization type is set as ‘None’ in
organization hierarchies and classifications, then
select No Organization Hierarchy.
The Default Organization Hierarchy is used to

cascade rates down to lower-level organizations
where multipliers are not explicitly defined. If Project
Financial Management finds a level in the hierarchy
that does not have a multiplier defined, the
application uses the multipliers of the parent
organization.
Hierarchy Version Project Organization Hierarchy V1

select No Hierarchy Version.

The Hierarchy Start Organization and the lower-
level organizations below it can use the multipliers
that you define in this burden schedule.
Hierarchy Start Organization Vision Corporation

select any value available.
From Date 1/1/01
3. Click Save.
4. Click Add Row in the Internal Costing XX: Burden Schedule Versions section to define
the date range within which multipliers are effective. You can create an unlimited number of
versions for a burden schedule, but you can have only one active version at a time.
Field Value
Version XXBurden Schedule Version
From Date 1/1/01
To Date Blank
Note that the values for Burden Structure,
Organization Hierarchy, Hierarchy Version, and
Hierarchy Start Organization are from the burden
schedule. You can change them for the version as
needed.
Type Provisional
Burden Structure Labor and Expenses XX
Organization Hierarchy Project Organization Hierarchy or No Organization

Hierarchy
Hierarchy Version Project Organization Hierarchy V1 or No Hierarchy
Version
Hierarchy Start Organization Vision Corporation or any other value
Hold Version from Build Disable

The Hold Version from Build option holds the burden
schedule version from processing until you build the
schedule.
6. Click Add Row in the XXBurden Schedule Version: Burden Multipliers section to add or
copy multipliers for the burden schedule. Define the multipliers for an organization only if
you want to override the multipliers of the parent organization.

For example, if you specify multipliers for the top organization in the hierarchy, then you
only need to explicitly specify multipliers for lower-level organizations when those
organizations have a different burden multiplier for a cost code.
Field Value
Note: Use the Organization choice list to
select either the top organization in the
hierarchy or a lower-level organization to
associate with a burden cost code and
multiplier. When you cost the expenditure
items, Project Financial Management
determines what multiplier to use for burden
calculations based on the expenditure
organization on the expenditure item.
Burden Cost Code Fringe

Multiplier 0.35
The multiplier specifies the amount by which
Project Financial Management multiplies the
raw cost to obtain the burden cost amount.
8. Click Add Row in the XXBurden Schedule Version: Burden Multipliers table and enter
the following details:
Field Value
Multiplier 0.1
Field Value
Burden Cost Code Overhead
Multiplier 0.155
Costs for operating the Consulting East US organization are higher than in other
organizations, so the Finance department provided you with a separate set of provisional
multipliers for Consulting East US.`

Field Value
Burden Cost Code Fringe
Multiplier 0.55
Field Value
Multiplier 0.15
Field Value
Burden Cost Code Overhead
Multiplier 0.16
13. Click Save.

14. Click Build Burden Schedule.
When the Compile Burden Schedule Revision process completes, the build date is
recorded in the Burden Schedule Versions region in the Last Active Build Date field for
the burden schedule version.
15. Click OK.
Note: When the actual multipliers are available, you can replace the provisional multipliers
with the actual multipliers in the XXBurden Schedule Version: Burden Multipliers table,
and then click the Create Actual Version button. When the actual burden schedule is built,
all impacted expenditure items are automatically reprocessed to adjust the burden
amounts.

Practice 7-11: Creating a Project Type
Overview
In this practice, you learn to create a project type and enable burdening, billing, and
capitalizations.
Assumptions
Tasks
Burdening > All Tasks > Manage Project Types: Burdening Options.
Note: Use the Manage Project Types page to view, create, and edit project types that
control how Project Financial Management creates and processes projects.
2. Click the Create icon on the Manage Project Type page to view the Create Project Type
page where you can specify basic project configuration options, such as burdening, billing,
and capitalization options, and class categories, that are inherited by each project
associated with the project type.
Field Value
Name XXSales Proposal
Set Internal Services Set
Description Used to track project costs for sales proposals
From Date 1/1/01
Work Type Internal

Note: Use Work Type to classify actual and scheduled
work for projects of this type. By using work types you can
determine whether expenditure items are billable, classify
cross-charge amounts into cost and revenue for cross-
charge work, and calculate transfer price amounts.
Enable burdening Selected.

Select this to enter additional options in the Burdening
Options section.
Enable billing Selected.

Select if you want to bill customers for the project.
Enable capitalization Selected.

Select to enter additional options in the Capitalization
Options section.
Enable sponsored projects Deselected

4. In the Burdening Options tab, enter the following details to account for the individual
burden cost components or the total burdened cost amount for your project type.
The Accounting department charges project burden costs to account for overhead and
tracks total burdened accounting.
Field Value
Default Cost Burden Schedule Internal Costing XX
Allow cost burden schedule change for Selected
projects and tasks Select to allow a change of the default cost
burden schedule when creating and
maintaining projects and tasks. Do not
enable this option if you want all projects of a
project type to use the same schedule for
internal costing.
Include burden cost on same expenditure Selected
item Select to store the total burdened cost
amount as a value with the raw cost on each
expenditure item. Project Financial
Management displays the raw and burdened
costs of the expenditure items on windows
and reports.
Create expenditure items for burden cost Disable

components If you include burden cost amounts on the
same expenditure item, but want to see the
burden cost details, use the option to Create
expenditure items for burden cost
components on an indirect project and task.
Create burden cost accounting journal Selected

entries Select to transfer the burden cost to the
general ledger.
Create burdened cost accounting journal Selected

entries Select to track the burdened cost amounts.

5. In the Capitalization Options tab enter the following details to configure capitalization
options that are inherited by each project associated with the project type.
Field Value
Cost Type Burdened
Select Burdened to indicate whether to capitalize costs
at the burdened or raw cost amount for projects with
this project type.
Require complete asset Selected

definition Select to require a complete asset definition in Project
Financial Management before sending costs to Oracle
Fusion Assets. If you select this option, you do not need
to enter information for the imported asset line in Oracle
Fusion Assets. The Transfer Assets To Oracle Fusion
Assets process places asset lines with complete
definitions directly into the Post queue in Oracle Fusion
Assets.
Asset Line Grouping Method: All

To summarize asset lines.
Override asset assignment Disable.
Asset Cost Allocation Method None

To have Project Financial Management generate an
unassigned asset line that you manually assign to
different assets.
Use grouping method for Selected
supplier invoices Select to consolidate the expenditure items on a
supplier invoice into one asset line according to the
asset line grouping method. Do not use this option if
you want to send the lines to Oracle Fusion Assets
based on the supplier invoice export option.
Event Processing Method None

This option controls how assets and costs are grouped
over time. Select either periodic or manual events, or no
events.
Export Supplier Invoices to These options are not available because you selected
Oracle Fusion Assets to use grouping for supplier invoices
Default Capitalized Interest Capitalized Interest Rate.

Rate Schedule To specify a default interest rate schedule for
capitalized interest.
Allow override Selected

Select to allow an override of the default capitalized
interest rate schedule for individual projects.

6. In the Classifications tab, click Add Row to group your projects according to categories
and codes that you define. When you associate project classifications with project types,
the classification is available for selection on projects with that project type.
Field Value
Class Category XXProject Funding Source
Assign to all projects Selected
Select this option for the application to
automatically add the classification to the
project definition for all new projects with this
project type. When the Assign to all
projects option is enabled, all projects with
this project type must be assigned a class
code for the XXProject Funding Source
class category.

9. Click Done.


Define Project Control
Configuration
Overview
In these practices and demonstrations, you will:
 Reviewing an existing financial plan type.
 Creating a financial plan type.
 Creating a project plan type.
 Creating a file-based data import for project budgets.
128 Practices for Lesson 8: Define Project Control Configuration

Demonstration 8-1: Reviewing an Existing Financial Plan Type
Overview
In this demonstration, you review an existing financial plan type of forecast plan class that
supports planning for cost and revenue in separate plan versions. You also review plan settings,
rate settings, and generation options.
Assumption
Tasks
Control > Manage Financial Plan Types.
2. In the Manage Financial Types page, click the Primary Forecast planned cost and
Revenue separately link to navigate to the Edit Financial Plan Type page.
3. Review the following details in the Edit Financial Plan Type: Primary Forecast planned cost
and Revenue separately page:
Field Value
Name and Description Indicates the nature and purpose of the
financial plan version created using the
financial plan type.
From and To Dates Indicates when the financial plan type is
available for use.
Plan class Determines whether the financial plan type is
used to create budget versions or forecast
versions.
Planning Amounts Determines whether associated financial plan
versions will contain costs amounts, revenue
amounts, or both.
For example, the value selected here is Cost
and revenue in separate plan versions.
Before creating a financial plan version,
project managers using this financial plan
type must select whether they want to plan
for cost or revenue.
Forecast Setup Options region Select basic setup options, including those
for primary forecast designations, use of
workflow, approval options, and use of
transaction currencies.
Practices for Lesson 8: Define Project Control Configuration 129

Designate as primary forecast or Enable the forecast versions for use during
Designate as primary revenue forecast (or plan comparison when you review financial
plan versions.
approved budget)
Approved budget and primary forecast
versions are also used by default when
reporting on project performance.
For a project, you can create forecast
versions for only one primary cost plan type
and a one primary revenue plan type.
Use workflow for status changes Triggers notifications when you change the
version status or submit a request to change
the version status.
Set as default financial plan type Indicates that the financial plan type is the
default option when project managers create
a forecast version on a project.
Note that the option is deselected for the
current financial plan type.
Enable planning in multiple transaction Indicates that you want to enter amounts in
currencies currencies other than the project currency.
When you select this option, you must
provide currency conversion attributes in the
Currency Settings tab.
Automatically submit forecasts for Indicates that a primary forecast version must
approval be created and submitted for approval when
a project manager creates the first baseline
version for the approved budget.
Automatic submission for approval applies
only to primary forecasts.
Automatically approve forecasts If you do not use workflow for forecast
approvals, use the Automatically approve
forecasts option to decide if project managers
can approve forecast versions directly
without first submitting them to an approver.
4. Review Planning Options to define various plan, currency, rate, generation, reporting, and
export settings for your financial plan type. These settings are inherited by associated
financial plan versions.

5. Review Set Assignments tab to associate sets with financial plan types so that project
managers can use them to create budget or forecast versions for projects or project
templates.
Financial plan types are available for selection only when projects or project templates are
created for project units linked to selected sets.
For example, currently, the set codes associated with the financial plan type are
CONSERV, INTSERV, and PRGUSPROJ. So, the financial plan type can be used only on
projects created for the Consulting Services project unit.
6. Review Plan Settings tab to specify the cost and revenue items to include in financial plan
versions, level of detail for planning, calendar and period options, and rate derivation
options.
Note that separate Cost Options and Revenue Options regions are displayed. This is
because the Planning Options allows for cost and revenue in separate plan versions:
Field Value
Cost Options and Revenue Options Indicates whether you want to review and
edit quantity, cost and revenue amounts, and
rates in your financial plan version.
Planning Level Specifies whether you want to enter and
review financial plan amounts at the project
level, at the project level and for top tasks, or
for all tasks.
For example, the current financial plan type
supports granular planning down to lowest-
level tasks.
Calendar Type Specifies whether planning is for the plan line
duration (using the option None) or for
periods in the accounting or project
accounting calendar.
For example, the current financial plan type
supports planning based on periods of the
project accounting calendar associated with
the business unit.
Period Profile Determines period grouping and display

when you edit financial plan versions.
For example, the period profile associated
with the current financial plan type is the
Project Accounting Period period profile that
is based on the Project accounting calendar
calendar type.
7. Review Rate Settings tab to specify the actual or planning rates used to calculate cost and
revenue amounts on associated financial plan versions.

Field Value
Rate Schedules Specify rate schedules separately for
business units. When you create financial
plan versions for a project, rates are derived
based on the business unit the project
belongs to.
Use planning rates Indicates whether you want to use planning

rates or actual rates for calculating cost and
revenue. If you use planning rates, you can
specify cost and bill rate schedules at the
person, job, nonlabor, and resource class
levels.
Cost and Revenue Options If using actual rates, optionally specify cost
rate and bill rate schedules at the resource
class level. These rates are used if actual
cost or revenue derivation logic is unable to
derive rates.
8. Review Generation Options tab to indicate how cost and revenue are calculated when you
generate a financial plan version from another financial plan or from the project plan.
Field Value
Forecast ETC Method Defines how estimate-to-complete values are
calculated for associated forecast versions.
Carry forward unused amounts from past If you are using Remaining plan as your
periods forecast ETC method, then you can use the
Carry forward unused amounts from past
periods option to control whether unused
source plan amounts can carry over from
periods prior to the actual amounts through
period.
Actual Amounts Through Period Select the period through which to obtain
actual amounts when generating forecast
amounts.
ETC Generation Source, Source Plan Decides whether forecast versions are
Type, and Source Plan Version generated based on another financial plan or
the project plan.
Allow negative ETC calculation Indicates whether ETC values can be

negative or if such values must be set to
zero.
Open commitments Indicates whether purchase orders, supplier

invoices, and other commitments be used,
along with actual amounts, for calculating
ETC values.
Retain Manually Added Forecast Lines Indicates whether lines added by project
managers are retained when an existing

version is generated again.
Retain override rates from source Indicates whether override rates entered in
the generation source must be used to
generate amounts in the target version.
Revenue Options region Similar to the Cost Options. However, use

the Revenue Generation Method list to
specify whether revenue must be generated
based on planning rates, associated contract
information, or be entered manually.
9. Review Reporting Options tab to indicate how to roll up amounts for planning resources,
report quantity when planning for cost and revenue in separate financial plan versions,
calculate margins, and display amounts.
Field Value
Report Quantity Using Determines whether cost or revenue quantity
is used for reporting quantity when planning
for cost and revenue in separate financial
plan versions.
The current selection, Cost, indicates that
quantity is derived from the cost version of
the financial plan type.
Report Cost Determines whether raw cost or burdened

cost is used to calculate and report margins
on financial plan versions.
Amount Scale Determines the scale on which amounts are

displayed.
Currency Type Indicates whether the project currency or the

project ledger currency is used for displaying
amounts when reviewing financial plan
amounts.
10. Review Export Options tab to determine the amounts, rates, and quantities that you can
export to Excel.

Field Value
Display currency conversion attributes Displays currency conversion attributes and
and amounts in multiple transaction costs and revenue in project currency and
project ledger currency when you edit
currencies
financial plan versions in Excel.
This option is enabled if you select the
Enable planning in multiple transaction
currencies option in the Budget Options
region.
Display commitments Indicates whether commitment amounts are

displayed and are editable in Excel.
Available Measures and Selected Select which financial plan information you
Measures can review and edit in Excel.
11. Review Additional Information tab to capture implementation-defined information based

on your organizational requirements. This information is captured using a descriptive
flexfields.
12. Click Cancel to return to the Manage Financial Plan Types page without saving your
changes.
13. Click Done.

Practice 8-2: Creating a Financial Plan Type
Overview
In this practice, you learn to create a financial plan type with plan settings, currency settings,
rate settings, and general options.
Assumptions
Tasks
Control > Manage Financial Plan Types.
2. On the Manage Financial Plan Types page, click the Create icon and select Financial Plan
Type for Non-Sponsored Project.
3. In the Create Financial Plan Type page, enter the following details:
Field Value
Name XXConsulting Services Cost Plus Budget
Description Use for pre-bid calculations for

implementation consulting projects
From Date 01/01/01
Plan Class Budget
Planning Amounts Cost and revenue in the same plan version
Designate as approved cost budget Deselected
Designate as approved revenue budget Deselected
Use workflow for status changes Selected

To determine whether associated financial
plan versions will contain costs amounts,
revenue amounts, or both.
Set as default financial plan type Deselected
Enable planning in multiple transaction Selected

currencies To indicate that you want to enter amounts
in currencies other than the project
currency.
Enable budgetary controls Deselected

4. Click Save.
5. In Planning Options, click the Set Assignments tab to associate sets with financial plan
types so that project managers can use them to create financial plans for projects or project
templates.
6. Click Add Row and enter CONSERV in the Code field.
7. Click Save.
8. Open Plan Settings tab to specify the cost and revenue items to include in financial plan
versions, level of detail for planning, calendar and period options, and rate derivation
options.
Field Value
Quantity Selected
Raw cost Selected
Burdened cost Selected
Revenue Selected
Raw cost rate Selected
Burdened cost rate Selected
Bill rate Selected
Planning Level Project and top tasks

Select Project and top tasks to specify that
you want to enter and review financial plan
amounts at the project level and for top tasks.

Calendar Type Accounting calendar
Select Accounting calendar list item to
indicate that planning is for periods in the
accounting calendar.
Period Profile Accounting Period
10. Click Save.

11. Open the Currency Settings tab to select transaction currencies in which to enter financial
plan amounts, and the rates for converting those amounts to project currency or project
ledger currency.
12. Enable the Use same conversion attribute for all currency conversions option.
13. In the Currency Settings tab in the Cost Options section, enter the following values:
Field Value
Rate Type Corporate
Date Type From date of budget line
14. In the Revenue Options section, the values are automatically entered when the option Use
same conversion attribute for all currency conversions is enabled.
15. Click Save.
16. Click the Planning Currency Edit icon.
17. In the Manage Planning Currencies window, enter CNY in the Currency field.
18. Click Add Row and enter USD in the Currency field.
19. Click OK.
20. Click Save.
21. Open the Rate Settings tab to specify the actual or planning rates used to calculate cost
and revenue amounts on associated financial plan versions.
22. Click the Add Row button in the Rate Schedules section to specify rate settings for a
business unit.
Field Value
Rate Schedules region
Business Unit US1 Business Unit.
Use planning rates Selected

Cost Options region
Nonlabor Resource US Non Labor Cost Rates
Job US Job Cost Rates

Resource Class US Resource Class Cost Rates
Revenue Options region
Nonlabor Resource US Non Labor Bill Rates
Job US Job Bill Rates
Resource Class US Resource Class Bill Rates
24. Click Save.

25. Open the Generation Options tab to indicate how cost and revenue are calculated when
you generate a financial plan version from another financial plan or from the project plan.
Field Value
ETC Generation Source Project plan type
Source Plan Version Working
Revenue Generation Method Planning rate based

That is, revenue amounts are generated
based on the rate schedules selected on this
financial plan type or any override rates
entered on the budget version by project
managers.
Indicate that budget lines added by project
managers are retained when an existing
version is generated again.
Retain Manually Added Budget Lines Selected
Retain override rates from source Selected
27. Click Save.

28. Open the Reporting Options tab to indicate how to roll up amounts for planning resources,
report quantity when planning for cost and revenue in separate financial plan versions,
calculate margins, and display amounts.
29. Select Burdened Cost as the Report Cost.
30. Select Project currency as the Currency Type.
31. Click Save.
32. Open the Export Options tab to determine the amounts, rates, and quantities that you can
export to Excel.

33. Click the Move all items to other list button to select all available measures for display
and editing in Excel.
35. Click Done.

Practice 8-3: Creating a Project Plan Type
Overview
In this practice, you learn to create a project plan type with plan settings, progress settings, rate
settings, and budget options.
Assumptions
Tasks
Control > Manage Project Plan Types.
2. On the Manage Project Plan Types page, click Create.
3. In the Create Project Plan Type page, enter the following details:
Field Value
Name XXInternal Services Short-Term Projects
Description Use for short-term internal projects of

duration up to six months
From Date 01/01/01

Setup Options section
Use third-party software for scheduling Selected

Select to Indicate that you want to use
Microsoft Project for managing the project
plan and scheduling.
Note: The Setup Option section is used to
select basic project plan options for using
third-party scheduling applications and for
enabling use of transaction currencies.
Enable planning in multiple transaction Deselected

currencies This option indicates whether you want to
enter amounts in currencies other than the
project currency. When you select this option,
you must provide currency conversion
attributes in the Currency Settings tab.
4. In the Planning Options section, open Set Assignments tab to associate sets with project
plan types so that project managers can use them to create project plans for projects or
project templates.
5. Click Add Row and enter INTSERV in the Code field.

6. Click Save.
7. Open the Plan Settings tab to indicate whether you will track costs in the project plan and
whether you will plan for the project duration or by periods.
Field Value
Enable costs for project plan Selected
To indicate that the project plan will be used
to capture and track planned costs and
actual costs incurred for that project Internal
Services Short-Term Projects XX.
Calendar Type Project accounting calendar.

This field indicates whether planning is for
the plan duration or for periods in the
accounting or project accounting calendar.
Period Profile Project Accounting Period.
9. Open the Task Settings tab to specify task and task assignment date settings.
Field Value
Use task planned dates as task Deselected
assignment dates and Deselected because you are using Microsoft
Project as the scheduling application.
Automatically roll up task planned dates Deselected
Synchronize task transaction dates with Selected

planned dates To indicate that transaction dates must
match the planned dates for tasks, plus or
minus the date adjustment buffer.
Date Adjustment Buffer in Days 15
11. Open the Rate Settings tab to specify the actual or planning rates used to calculate cost
and revenue amounts on the project plan.
12. Click Add Row and enter the following:
Field Value
Use planning rates Deselected

Deselected because we want to use actual
rates to calculate costs.

Optionally specify cost rate schedules at the
resource class level when using actual rates.
These rates are used if actual cost or
revenue derivation logic is unable to derive
rates.
13. In the US1 Business Unit: Details section, select US Resource Class Cost Rates in the
Resource Class Raw Cost Rate field.
14. Open the Progress Settings tab to define how progress values are calculated and roll up
the task hierarchy. These options indicate default values that you can modify at the project
level.
Field Value
Physical Percent Complete Calculation Cost
Method This value defines the default method for
calculating physical percent complete. You
can override this value for lowest-level tasks.
ETC Method Remaining plan

This indicates that you want to update the
project plan with EAC quantity when you
publish progress.
Allow negative ETC calculation Deselected
Update planned quantity with EAC quantity Deselected
Automatically generate a forecast version Deselected (when publishing progress)
Primary Physical Percent Complete Basis Cost
16. Open the Budget Generation Options tab to specify if a budget version is generated when
you set a baseline for your project plan and to specify how the budget version is generated.
These options indicate default values that you can modify at the project level.
Field Value
Generate budget version when setting Selected
baseline for project plan
Financial Type Approved Cost Budget
This financial plan type is used as the source
of planning options when you generate your
budget versions.
Automatically designate budget version as Selected

baseline

19. Click Done.

Practice 8-4: Creating a File-Based Data Import for Project Budgets
Overview
In this practice, you learn to use the File-Based Data Import feature to import project budget.
You can create budgets in external applications and import them into Oracle Fusion
Applications. Use the Oracle Help Center and navigation to access the
ProjectBudgetsImportTemplate.xlsm workbook.
Assumptions
Tasks
1. Open a browser window.
2. In your browser window, go to: http://docs.oracle.com/
3. Search for ProjectBudgetsImportTemplate.xlsm.
Note: You can also use the file in the D:\\Lab folder instead of searching in the Oracle Help
Center.
4. In the results for ProjectBudgetsImportTemplate.xlsm, find the result that corresponds to
your release.
5. Click the Details link.
6. On the Import Project Budgets documentation page, click the
ProjectBudgetsImportTemplate.xlsm link in the File Links section to download the macro
enabled file-based data import template to import project budgets.
7. Select Open with Microsoft Excel (default) and click OK.
8. If Security Warning displays under the ribbon menu bar, click the Options button and
select the Enable this content option and OK.
9. Click the PJO_BUDGETS_XFACE tab in the workbook.
10. Refer to the bubble text on each column header for a description of the data and data type
required and for detailed instructions on entering data in the column.
11. In the PJO_BUDGETS_XFACE worksheet, enter the following:
Column Value
Financial Plan Type Approved Cost and Revenue in same plan
version
Project Name PPMXX_Project
Task Number 1
Task Name Pre-Implementation
Plan Version Name 2
Plan Version Status Working

Resource Name Sandy Kim
Period Name Current Period (MM-YY)
Planning Currency USD
Total Quantity 100000
Total Cost 19,508,208.
Total Revenue 30,500,000.
Source Budget Line Reference Excel1_Proj_PPMXX_Project
12. Click the Generate CSV File button, in the Instruction and CSV Generation worksheet.
This generates the CSV files and creates a ZIP file named: PjoBudgetsXface.zip.
13. Save the ZIP file to your desktop.
Using the Load Interface File for Import Process

14. Navigate to: More… > Tools > Scheduled Processes > Schedule New Process.
15. Search for and select the Load Interface File for Import process.
16. Enter the following parameter values:
Parameter Value
Import Process Import Project Budgets
Date File Click Upload a new file to find and
upload the PjoBudgetsXface.zip file
you generated earlier.
17. Click Submit and note the Process ID.

18. Verify that the Load Interface File for Import process and all its child processes complete
successfully.
20. Search and select the Import Project Budgets process.
21. In the Process Details window, enter PPMXX_Project in the From Project Name and To
Project Name parameter values. You specified the same project name in the
ProjectBudgetsImportTemplate.xlsm template.
22. Click Submit and note the Process ID.
23. Verify that the Import Project Budgets process and all its child processes complete
successfully.
24. After the process runs correctly, click your process to view Import Projects Details.


Define Project Costing
Configuration
Overview
In these practices and demonstrations, you will:
• Creating transaction source, document, and document entry.
• Defining a flexfield segment value set.
• Defining a cost collection flexfield segment.
• Defining standard unit costs.
• Creating a capitalized interest rate.
• Creating a capitalized interest rate schedule.
• Creating a user group to enable project team members to enter time for projects.
• Creating a time entry profile.
• Creating a time processing profile.
148 Practices for Lesson 9: Define Project Costing Configuration

Practice 9-1: Creating Transaction Source, Document, and Document
Entry
Overview
In this practice, you learn how to define a transaction source, document, and document entry to
import the straight and overtime transactions for Vision Corporation time cards that are
maintained in third-party applications.
Assumptions
Tasks
Costing Base > Manage Project Transaction Sources.
2. Click Create on the Manage Transaction Sources page.
3. Create a transaction source by completing the fields in the Create Source window as
shown in this table.
Field Value
Transaction Source XXVision Time Entry System
Description Time Entry System
Processing Set Size 750
Use the Processing Set Size field to transfer a large number of transactions by processing
transactions in sets. The processing set size determines the number of transactions the
import process handles in a set.
5. Select the XXVision Time Entry System transaction source row.
6. In the Documents section, click Create.
7. Create a document and define the importing, processing, and accounting options for
transactions by completing the fields in the Create Document window as shown in this
table.
Field Value
Document XXVision Time Cards
Description Document for importing Vision time cards.
From Date 01/01/YY (YY = current year)
8. Use the Import Options and Accounting Options sections to select your specific
requirements if costs are accounted in the third-party application.
Practices for Lesson 9: Define Project Costing Configuration 149

Note: Decide the attributes required for this document in advance because certain
attributes cannot be edited after document creation is complete.
Field Value
Import raw cost amounts Selected
Import burdened cost amounts Selected
Allow duplicate reference Selected
Accounted in Source Application No
Create raw cost accounting journal entries Selected
Create adjustment accounting journal entries Selected

10. In the Document Entries section, click Create.

11. Create a document entry and specify the types of expenditures you can enter for a source
document by completing the fields in the Create Document Entry window as shown in this
table.
Field Value
Name XXStraight Time
Description Straight time labor charges
Expenditure Type Class Straight Time
Allow adjustments Selected
Allow reversals Selected
Process cross-charge transactions Selected

13. Click Done.

Demonstration 9-2: Defining a Flexfield Segment Value Set
Overview
In this demonstration, you learn how to define a flexfield segment value set.
Assumptions
Tasks
Costing Base > Manage Project Costing Value Sets.
2. Click Create in the Search Results section.
3. Create a value set by completing the fields in the Create Value Set page as shown in this
table.
Field Value
Value Set Code Expense Location 00
Description Expense Location Set 00 for Transactions
Module Project Costing
Validation Type Independent
Value Data Type Character
Value Subtype Text
Maximum Length 30

5. Search for the value set code Expense Location 00.
6. Select the value set code Expense Location 00 in the Search Results section and select
Manage Values from the Actions menu.
7. Click Create in the Search Results section on the Manage Values page.
8. Create the values for the value set by completing the fields in the Create Value page as
shown in this table. Click Create to make additional input rows.
Value Description Enabled
San Francisco San Francisco Yes
Tokyo Tokyo Yes
London London Yes

Beijing Beijing Yes
Hyderabad Hyderabad Yes
9. Click Save and Close on the Manage Values page.

10. Click Save and Close on the Manage Value Sets page.

Demonstration 9-3: Defining a Cost Collection Flexfield Segment
Overview
In this demonstration, you learn how to define and deploy a context sensitive segment in the
Cost Collection flexfield to track the expense location of expense transactions. You can verify
these expense location segments when you create an unprocessed transaction for a third-party
application.
Note: To track the expense location across the expenses flow (for transactions originating in
Oracle Fusion applications such as Oracle Fusion Expenses and Oracle Fusion Payables), you
must add the segment to each context including the PJC: All context and enable the field.
Assumptions
Tasks
1. Navigate to: Setup and Maintenance >Setup: Project Financial Management > Project
Costing Base > All Tasks > Manage Project Standard Cost Collection Flexfield.
2. Select the Project Costing Details flexfield row on the Manage Project Standard Cost
Collection Flexfield page.
3. Click Edit.
4. In the Context Sensitive Segments section, select PJC: All from the Context list.
5. To define the expense location as a segment, select and edit only the user-defined
attributes, such as USER_DEF_ATTRIBUTE1, and so on. Don't select the reserved or
other attributes.
6. Click the USER_DEF_ATTRIBUTE1, or the next available row.
7. Click Edit.
8. Edit the user defined attribute on the Edit Segment page by completing the fields as shown
in this table.
Field Value
Name Expense Location 00
Description Expense location of the transaction.
Enabled Selected
9. Associate a value set to the Expense Location 00 segment. In the Validation section, click
the Value Set list.
10. Click the Expense Location 00 list item.
11. You can define the segment as a required field. For this demonstration, leave the Required
option unselected to make it optional for the user when entering the transaction.

12. In the Display Properties section, enter Expense Location of Transaction 00 in the
Prompt field.
13. Select Drop-down List in the Display Type list.
15. In the Context Sensitive Segments section note the Expense Location 00 segment and its
attributes.
You have defined a segment for expense location. Deploy the Cost Collection flexfield to
make it available for users while entering transactions.
17. On the Manage Project Standard Cost Collection Flexfield page, click Deploy Flexfield.
18. Monitor the progress of the deployment. If required, view progress details. When prompted,
click the OK button.
19. Click Done.
20. Navigate to: Projects > Costs.
21. On the Project Costs page, click the Tasks panel tab and click Manage Unprocessed
Costs.
22. In the Search Results section, click Create.
23. In the Create Transaction window, create a transaction header by entering the data in the
table:
Field Value
Expenditure Batch Expenses Batch
Source External Expense Reporting System
Document Expense Report
Document Entry Expense Item
24. Click OK.

25. Verify that the Expense Location of Transaction 00 field and the drop-down list that you
defined for the Cost Collection flexfield displays in the Cost Collection Details section.

26. Click Cancel.

Demonstration 9-4: Creating Standard Unit Costs
Overview
In this demonstration, you learn how to define a standard unit cost for the asset categories
Office Equipment and Office Building within the US Corporate Book asset book.
Assumptions
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Capital
Projects > All Tasks > Manage Standard Unit Costs.
2. Click Add Row.
3. Select US Corporate Book from the Asset Book list.
4. Click the Asset Category dialog box.
5. Select BUILDING as Major Category value.
6. Select OFFICE as Minor Category value.
7. Click OK.
8. Enter 10000.00 in the Cost per Unit field.
9. Click Add Row.
10. Select US Corporate Book from the Asset Book list.
11. Click the Asset Category dialog box.
12. Select EQUIPMENT as Major Category value.
13. Select OFFICE as Minor Category value.
14. Click OK.
15. Enter 2000.00 in the Cost per Unit field.

Practice 9-5: Creating a Capitalized Interest Rate
Overview
In this practice, you learn how to define a capitalized interest date to calculate and capitalize
interest on the construction-in-progress costs.
Assumptions
Tasks
Projects > Manage Capitalized Interest Rates.
2. On Manage Capitalized Interest Rates page, click Add Row.
3. Create a capitalized interest rate by completing the fields as shown in this table.
Field Value
Name XXStandard CI Rate
Description Interest rate for capital projects longer than 30 days.
Expenditure Type Interest
4. Click Save.
5. In the Details section, click Add Row.
6. Specify the required attributes by completing the fields as shown in this table.
Field Value
Expenditure Organization Source Project-owning organization
Amount Type Total CIP
Project Amount Threshold 20000
Project Days 30
Task Amount 5000
Interest Method Simple
Basis Method Spread Evenly
7. In the Excluded Expenditure Types section, click Add Row.

8. Select Equipment from the Expenditure Type list.
9. Verify that the Expenditure Category field is Equipment.

Practice 9-6: Creating a Capitalized Interest Rate Schedule
Overview
In this practice, you learn how to define a capitalized interest rate schedule and schedule
version.
Assumptions
Tasks
Projects > Manage Capitalized Interest Rate Schedules.
2. On Manage Capitalized Interest Rate Schedules page, click the View menu and
Columns > Show All.
3. Click Add Row.
4. Create a capitalized interest rate schedule by completing the fields as shown in this table.
Field Value
Name XXStandard CI Rate Schedule
Description Interest rate for capital projects
Default Organization Hierarchy Project Organization Hierarchy
Hierarchy Version Project Organization Hierarchy V1
Hierarchy Start Organization Vision Corporation
5. Click Save.
6. In the Schedule Version section, click Add Row.
7. Add a version for the interest rate schedule by completing the fields as shown in this table.
Field Value
Name XX 20YY-Version 2 (YY = current year)
From Date 1/1/20YY (20YY = current year)
8. In the Rate Multipliers section, click Add Row.

9. Specify the organization, rate name, and multiplier and assign the rate by completing the
fields as shown in this table.
Field Value
Rate Name XX Standard CI Rate
Multiplier 0.05

Practice 9-7: Creating a User Group to Enable Project Team Members
to Enter Time for Projects
Overview
In this practice, you learn how to create a user group for project team members so that they can
enter time for only the projects to which they are assigned.
Assumptions
Tasks
1. Navigate to: Setup and Maintenance.
2. In the Tasks panel tab, click Search.
3. Search for the Manage HCM Groups task.
4. Click the Manage HCM Groups task.
5. In the Search Results section, click Create.
6. On the Create Group page, create a group by completing the fields as shown in this table.
Field Value
Name XXProjects Usage
Description Group that includes all persons. You can use it to configure a setup profile
for project team members.

8. Click OK.
9. Click Refresh Group Membership on the Search Results table toolbar.
10. On the Refresh Group Membership page, ensure XXProject Usage is in the Group field.
11. Click Submit on the Refresh Group Membership process page.
12. Note the process ID and click OK.
13. Click View Evaluation Status.
14. Enter the process ID you noted in the Request ID field.
15. Click Search.
16. Verify that the Processing Status is Completed Successfully. If needed click Search to
refresh the search results.
17. Click Done.
18. Click Done.

Practice 9-8: Creating a Time Entry Profile
Overview
In this practice, you learn how to create a time entry profile for project team members so that
they can enter time only for the projects to which they are assigned.
Assumptions
Tasks
3. Search for the Manage Worker Time Entry Profiles task.
4. Click the Manage Worker Time Entry Profiles task.
5. On the Manage Worker Time Entry Setup Profiles page, click Create.
6. Create a worker time entry profile on the Create Worker Time Entry Setup Profile: Profile
Values page by completing the fields as shown in this table.
Field Value
Profile Name XXProject Team Member Profile
Description Profile to enter project time based on project team membership
Effective Start Date 1/1/YY (YY = current year)
Layout Set Projects Layout Set Filtered by Project Team Members
7. In the Time Entry Actions Allowed section, select the following:

Entry Action by Time Card Status Option
View Only Entered
Saved
Submitted
Rejected
Approved
Edit Entered
Saved
Rejected
Delete Entered
Saved

8. Click Next.
9. In the Group Assignments section of the Create Worker Time Entry Setup Profile: Group
Assignments page, click Add.
10. Select XXProjects Usage from the list of values in the Group Name column.
11. Click Next.
12. In the Priority Order section of the Create Worker Time Entry Setup Profile: Profile Priority
page, click Move to Top.
13. Click Next.
15. Click OK.
16. Click Done.

Practice 9-9: Creating a Time Processing Profile
Overview
In this practice, you learn how to create a time processing profile for project team members so
that they can enter time for only the projects to which they’re assigned.
Assumptions
Tasks
3. Search for the Manage Worker Time Processing Profiles task.
4. Click the Manage Worker Time Processing Profiles task.
5. On the Manage Worker Time Processing Setup Profiles page, click Create.
6. Create a time processing profile on the Create Worker Time Processing Setup Profile:
Profile Values page by completing the fields as shown in this table.
Field Value
Profile Name XXProjects Time Processing Profile
Description Profile to process project time based on project team membership
Effective Start Date 1/1/YY (YY = current year)
Time Card Period Projects and Payroll Weekly Starting Monday
Time Consumer Set Projects and Payroll
7. Click Next.
8. In the Group Assignments section on the Create Worker Time Processing Setup Profile:
Group Assignments, click Add.
9. In Group Name column, select the value XXProjects Usage from the list.
10. Click Next.
11. In the Priority Order section of the Create Worker Time Processing Setup Profile: Profile
Priority page, click Move to Top.
12. Click Next.
14. Click OK.


Define Project Billing
Configuration
Overview
 Creating event types.
 Creating revenue methods.
 Creating invoice methods.
 Creating invoice formats.
 Adding a provider resource.
 Creating a project and intercompany contract in the receiver business unit.
 Creating an intercompany contract in the provider business unit.
 Entering costs, generating revenue, and billing the receiver business unit.
 Importing invoices, generating revenue, and billing the customer.
168 Practices for Lesson 10: Define Project Billing Configuration

Practice 10-1: Creating Event Types
Overview
Vision Corporation uses project contracts to create invoices and recognize revenue for
consulting services in the United States. The US1 business unit uses event types to
accommodate a variety of billing scenarios. Most events are from labor, and they want to track
revenue for labor, fixed prices, fees, and milestones. The US1 business unit does not assign tax
classification codes to event types.
In this practice, you create event types for invoices and revenue.
Assumptions
Tasks
Billing Base > Manage Event Types.
2. On the Manage Event Types page, click the Add Row icon.
3. Create an event type by completing the fields as shown in this table.
Field Value
Event Type XXPercent Complete Invoice
Description Event type for the percent complete invoice
classification method.
Revenue Deselected
Invoices Selected
From Date 1/1/01
4. Click Save.
5. Click the Add Row icon.
Field Value
Event Type XXPercent Complete Revenue
Description Event type for the percent complete revenue
Revenue Selected
Practices for Lesson 10: Define Project Billing Configuration 169

Invoices Selected
From Date 1/1/01
7. Click Save.
Field Value
Event Type XXPercent Spent Invoice
Description Event type for the percent spent invoice
Revenue Deselected
Invoices Selected
From Date 1/1/01
10. Click Save.

Field Value
Event Type XXPercent Spent Revenue
Description Event type for the percent spent revenue
Revenue Selected
Invoices Deselected
From Date 1/1/01

Practice 10-2: Creating Revenue Methods
Overview
Vision Corporation uses project contracts to recognize revenue for consulting services in the
United States. The consulting services organizations are within the Consulting Services project
unit, which is part of the US1 business unit. The implementation team defines revenue methods
for recognizing contract revenue. Each revenue method uses a predefined revenue method
classification, which is the source used to calculate and recognize revenue amounts.
This implementation environment contains several revenue method classifications that were
previously created. These are:
 Amount Based Method
 As Billed
 As Incurred
 Percent Complete
 Rate Based Method
In this practice, you create a revenue method for each predefined revenue method
classification. The revenue methods you create in this practice are for contracts that bill external
parties. These are not enabled for intercompany billing.
Assumptions
Tasks
Billing Base > Manage Revenue Methods.
2. On the Manage Revenue Methods page, click the Create icon.
3. Create a revenue method by completing the fields as shown in this table.
Field Value
Name XXAmount Based Revenue Method
Status Active
Revenue Method Classification Amount Based
4. Click Save and Close to return to the Manage Revenue Methods page.
5. Click the Create icon.

Field Value
Name XXAs Billed Revenue Method
Status Active
Revenue Method Classification As Billed
Field Value
Name XXAs Incurred Revenue Method
Status Active
Revenue Method Classification As Incurred
Field Value
Name XXPercent Complete Revenue
Status Active
Revenue Method Classification Percent Complete
Note: The Percent Complete revenue method classification is a seeded billing

enhancement that can't be modified.
Field Value
Name XXPercent Spent Revenue
Status Active
Revenue Method Classification Percent Spent
Note: The Percent Spent revenue method classification is a seeded billing enhancement
that can't be modified.

Field Value
Name XXRate Based Revenue
Status Active
Revenue Method Classification Rate Based
Note: The Rate Definition region is automatically added to the revenue method when you
select the Rate Based revenue method classification.
19. Select the schedule types for the revenue method as shown in this table.
Field Value
Labor Schedule Type Bill rate
Nonlabor Schedule Type Bill rate
20. Click Save and Close twice.

Practice 10-3: Creating Invoice Methods
Overview
Vision Corporation uses project contracts to create invoices for consulting services in the United
States. The consulting services organizations are within the Consulting Services project unit,
which is part of the US1 business unit. The implementation team defines invoice methods that
calculate invoice amounts and create invoices for contracts. Each invoice method uses a
predefined invoice method classification, which is the source used to calculate invoice amounts.
This implementation environment contains several invoice method classifications that were
previously created. These are:
 Amount Based
 Percent Complete
 Percent Spent
 Rate Based
In this practice, you create an invoice method for each predefined invoice method classification.
The invoice methods you create in this practice are for contracts that bill external parties. These
are not enabled for intercompany billing.
Assumptions
Tasks
Billing Base > Manage Invoice Methods.
2. On the Manage Invoice Methods page, click the Create icon.
3. Create an invoice method by completing the fields as shown in this table.
Field Value
Name XXAmount Based Invoice
Status Active
Invoice Method Classification Amount Based
4. Click Save and Close to return to the Manage Invoice Methods page.

Field Value
Name XXPercent Complete Invoice
Status Active
Invoice Method Classification Percent Complete
Note: The Percent Complete invoice method classification is a seeded billing enhancement
7. Click Save and Close to return to the Manage Invoice Methods page.
Field Value
Name XXPercent Spent Invoice
Status Active
Invoice Method Classification Percent Spent
Note: The Percent Spent invoice method classification is a seeded billing enhancement
Field Value
Name XXRate Based Invoice
Status Active
Invoice Method Classification Rate Based
13. The Rate Definition region is automatically added to the revenue method when you select
the Rate Based invoice method classification. Select the schedule types for the invoice
method as shown in this table.
Field Value
Labor Schedule Type Bill rate
Nonlabor Schedule Type Bill rate
14. Click Save and Close twice.

Practice 10-4: Creating Invoice Formats
Overview
Vision Corporation uses three invoice formats, including labor, nonlabor and event invoice
formats. All invoice formats are grouped by contract line.
In this practice, you create labor, nonlabor, and event invoice formats.
Assumptions
Tasks
Billing Base > All Tasks > Manage Invoice Formats.
2. On the Manage Invoice Formats page, click the Add Row icon in the Invoice Format
Header section.
3. Create a labor invoice format by completing the fields as shown in this table.
Field Value
Name XXJob
Format Type Labor
From Date 1/1/01
Grouping Option Contract Line, Job
4. In the XXJob: Invoice Format Details region, click the Add Row icon.
5. Enter the invoice format details as shown in this table.
Field Value
Start Position 1
End Position 30
Field Name Job Name
6. Click Save.
7. In the XX Job: Invoice Format Details region, click the Add Row icon.
Field Value
Start Position 35
End Position 50

Field Name Total Hours
Right Justify Selected
9. Click Save.
10. In the XXJob: Invoice Format Details region, click the Add Row icon.
Field Value
Start Position 52
End Position 57
Field Name Text
Text Hours
12. Click Save.

13. In the Invoice Format Header region, click the Add Row icon.
14. Create a labor invoice format by completing the fields as shown in this table.
Field Value
Name XXJob by Project and Task
Format Type Labor
From Date 1/1/01
Grouping Option Contract Line Project/Task, Job
15. In the XXJob by Project and Task: Invoice Format Details region, click the Add Row
icon.
Field Value
Start Position 1
End Position 25
Field Name Contract Line Task Name
17. Click Save.

18. In the XX Job by Project and Task: Invoice Format Details region, click the Add Row
icon.

Field Value
Start Position 30
End Position 50
Field Name Job Billing Title
20. Click Save.

icon.
Field Value
Start Position 55
End Position 70
Field Name Total Hours
Right Justify Selected
23. Click Save.

icon.
Field Value
Start Position 72
End Position 77
Field Name Text
Text Hours
26. Click Save.

28. Create a nonlabor invoice format by completing the fields as shown in this table.
Field Value
Name XXExp Type by Project Task
Format Type Nonlabor

From Date 1/1/01
Grouping Option Contract Line Project/Task, Expenditure Type
29. In the XXExp Type by Project Task: Invoice Format Details region, click the Add
Row icon.
Field Value
Start Position 1
End Position 30
Field Name Contract Line Task Name
31. Click Save.

32. In the XX Exp Type by Project Task: Invoice Format Details region, click the Add
Row icon.
Field Value
Start Position 35
End Position 50
Field Name Expenditure Type
34. Click Save.

Row icon.
Field Value
Start Position 55
End Position 60
Field Name Non-Labor Resource
37. Click Save.

Row icon.

Field Value
Start Position 62
End Position 67
Field Name Total Amount
Right Justify Select the option
40. Click Save.

41. In the XXExp Type by Project Task: Invoice Format Details region, click the Add
Row icon.
Field Value
Start Position 70
End Position 75
Field Name Units
43. Click Save.

45. Create an invoice format for events by completing the fields as shown in this table.
Field Value
Name XXEvent
Format Type Events
From Date 1/1/01
Grouping Option Contract Line Project/Task, Event Number
46. In the XXEvent: Invoice Format Details region, click the Add Row icon.
Field Value
Start Position 1
End Position 60
Field Name Contract Line Project Name
48. Click Save.

49. In the XX Event: Invoice Format Details region, click the Add Row icon.
Field Value
Start Position 65
End Position 100
Field Name Event Description

Demonstrations 10-5 to 10-9: Intercompany Project Flow
Overview
In these demonstrations, you observe an Intercompany project flow where organizations share
their project resources with other organizations. The resources from UK Business Unit
(Provider) render services to US Business Unit (Receiver).
In these demonstrations, you will be:
 Adding a provider resource.
 Creating a project and intercompany contract in the receiver business unit.
 Creating an intercompany contract in the provider business unit.
 Entering costs, generating revenue, and billing the receiver business unit.
 Importing invoices, generating revenue, and billing the customer.

Demonstration 10-5: Adding a Provider Resource
Overview
In this demonstration, you add a provider resource in the receiver business unit’s bill rate
schedule.
Assumptions
Sign in as your PPM00.Instructor user to perform this demonstration.
Tasks
2. On the Manage Rate Schedules page, click Query By Example.
3. Enter US% and press Enter.
4. In the search results, select the US Person Bill Rates row.
5. Click Add Row in the US Person Bill Rates: Person Rates section.
6. Enter information about the resource by completing the fields as shown in this table.
Column Value
Person Name Hopkins, Honey
Rate 120.00
From Date Current date
To Date Two years from today (Current date + 2
years)

Note: If a person rate is already present in the application for Hopkins, Honey, then the
following message is displayed:
A rate with an overlapping date range already exists for this person. Revise at least one of
the date ranges to remove the overlap.
To resolve this overlap, you can use Query By Example in the US Person Bill Rates:
Person Rates section and search for Hopkins, Honey to view the existing rate and the
date range. You can then use the existing rate or create a new rate for a different date
range for Hopkins, Honey and use it in the demonstration.

Demonstration 10-6: Creating a Project and Intercompany Contract in
the Receiver Business Unit
Overview
In this demonstration, you first create a project in the receiver business unit. You then create an
Intercompany contract in the receiver business unit.
Assumptions
Sign in using Amy.Marlin.
Tasks
Create Project
1. Navigate to: Projects > Projects Financial Management.
2. On the My Projects page, click Create.
3. In the Create Project window, enter the details for the new project as shown in the following
table. Ensure that the mandatory fields, which are marked with an asterisk (*), have values
in them.
Column Value
Source Template US North Billable No Burden
Project Name PPMXX Financials Upgrade Project
Note: Write down the project name for reference.
Project Number PPMXX10001
Note: Write down the project name for reference.
Project Start Date Current date
Project Finish Date Enter a date that is 1 year or ahead of the start date. For
example, MM/DD/YY+1 (YY = current year).
Project Manager Marlin, Amy

5. On the Tasks panel tab, select Manage Financial Project Settings.
6. On the Manage Financial Project Settings page, click the Financial tab.
7. Click Edit in the Cross-Charge Options section.
8. In the Edit Cross-Charge Options window, select Yes in the Allow Charges From All
Provider Business Units list.
9. Enable the Process cross-charge transactions for labor and Process cross-charge
transactions nonlabor options, and select UK-US Transfer Price in both Transfer Price
Schedule fields.

11. Click the Parties tab.
12. In the Team Members region, click the Add icon.
13. Add a team member in the Add Team Members window, by completing the fields as shown
in the following table.
Column Value
Person Hopkins, Honey
Project Role Team Member
Start Date Use the current date.

15. Click Done.
16. Click the Tasks panel tab, select Manage Financial Project Plan.
17. On the Manage Financial Project Plan page, click the View menu, and then click Expand
All Below.
18. Click the task number 1.0: Pre-Implementation.
19. Click Actions, click Manage Tasks, and then click Edit Task Details.
20. Click the Cross-Charge Options tab in the Edit Task Details window.
21. Enable all the options on this tab. In the Transfer Price Schedule fields, select UK-US
Transfer Price in the Process cross-charge transactions for labor and Process cross-
charge transactions nonlabor options.
23. Click Actions, select Manage Resource Assignments, and then click Manage
Resources for Selected Task.
24. Click Actions, and then select Assign Planning Resource in the Manage Resources:
Pre-Implementation (1.0) window.
25. Enter Project Manager in the Resource column and enter 100 in the Planned hours
column.
27. Select the PPMXX0001 row, directly above task 1.0.
28. Click the Actions menu, select Set Baseline > Set Baseline for All Tasks.
29. In the Set Baseline for Project Plan window, select the Automatically generate budget
option.
30. In the Financial Plan Type field, select Approved Cost and Revenue in same plan
version.
31. Enable the Automatically designate budget as baseline option.
32. Click Submit.
33. Click OK in the Warning and Confirmation windows.

35. Click the Tasks panel tab, select Manage Project Budget.
36. Select the Current Working project version row and click Actions > Create Baseline.
37. Click OK in the Create Baseline window, and then click Done.
Create Intercompany Contract

38. Navigate to: Contract Management > Contracts.
39. In the Search panel tab, enter the contract number C10028 and click Search.
40. In the Search Results section, select the row that contains contract number C10028 and
then click the Duplicate icon.
41. Complete the fields in the Duplicate Contract window as shown in the following table.
Column Value
Number Enter a unique contract number. For
example, PPM_MMDDYY_Contract.
Replace MMDDYY with current date.
Retain Dates Deselected
Start Date Current date
End Date Enter a date that is 1 year or ahead of the
start date. For example, MM/DD/YY+1 (YY =
current year).
42. Click OK.

43. Ensure that the contract name in the Name field and the description in the Description field
exist. If this information is not already available, enter a contract name, for example:
PPMXX Dixon Financials Upgrade Contract, a description, and other information as
required. Then click Parties.
44. Review the information on the Parties page. Ensure that the information from the original
contract is copied into this page.
45. Click Billing. Review the information on the Billing page to ensure that information from
the original contract is copied into this page. Each contract may have multiple bill and
revenue plans, allowing for individual lines within the contract to have different plans.
46. Click Std Bill Plan to review the different methods for billing and the settings to create an
invoice.
47. Click the Schedules and Overrides tab, review the details on this tab, and then click the
Save menu and click Save and Close.
48. Click Std Revenue Plan. Point out the different methods for revenue and the settings for
the invoice creation.
49. Click the Save menu and then click Save and Close.
50. Click the Lines tab to review and change the name and description, if required.

51. Click the Billing tab in the Line1: Details region. You can use billing controls to determine
what resources are included on a given line, and establish hard and soft limits at both the
contract and contract lines level.
52. Click the Associated Projects tab.
53. Click the Create icon and add the project you created earlier. In this example, PPMXX
Financials Upgrade Project. After the project is added, click Submit.
54. On the Submit Contract: Review Approvers page, note the name of the contract approver
and the status of the contract, which is pending approval. Click Submit.
55. Log out of the application and sign in again as the contract approver. For this
demonstration, sign in using Kyle.Hutchins.
56. In the Notifications menu, click the approval notification for the contract. You may have to
wait for some time before the notification appears in the list.
57. Click Approve.

Demonstration 10-7: Creating an Intercompany Contract in the
Provider Business Unit
Overview
In this demonstration you create an intercompany contract in the provider business unit.
Assumptions
Sign in using Honey.Hopkins.
Tasks
2. Click Create Contract from the Tasks panel tab.
3. Enter information about the contract by completing the following fields in the Create
Contract window.
Column Value
Business Unit UK Business Unit
Legal Entity UK Legal Entity (Updates by default)
Type Sell: Project Lines, Intercompany
Number Enter a unique number. For example,
PPMXXCONTRACT #.
Primary Party Intercompany
Start Date Accept today’s date.
start date.
Currency GBP – Pound Sterling

5. In the Edit Contract page, enter PPMXX Contract in the Name field and a description for
the contract in the Description field.
6. On the Parties tab, in the Accounts section, enter 90041 in the Bill-to Account Number,
Ship-to Account Number, and Sold-to Account Number fields.
7. Enter Carlsbad in the Bill-to Site and Ship-to Site fields.
8. Click the Billing tab.
9. Enter Consulting North UK in the Contract Organization field.
10. In the Bill Plans region, click the Create icon.

11. Enter information in the Bill Plans region as shown in the following table.
Column Value
Name IC Billing
Method Name Intercompany
Bill-to Contact Andrew McAnulty
Billing Currency Type Contract
Billing Cycle Monthly
Payment Terms Immediate
12. In the Invoice Summarization Options region, enter information as shown in the following
table.
Column Value
Labor Format Intercompany Labor
Event Format Intercompany Event
Nonlabor Format Intercompany Non Labor
13. Click the Schedules and Overrides tab.

14. Select UK-US Transfer Price as the Labor Transfer Price Schedule and Nonlabor
Transfer Price Schedule.
15. Click Save and then click Save and Close.
16. Click the Create icon in the Revenue Plans region.
17. Enter information in the Revenue Plans region as shown in the following table.
Column Value
Name IC Revenue
Method Name As Incurred

19. Click the Lines tab.
20. Click the Create icon in the Lines region.
21. In the Create Line window, enter the information in the following table.
Column Value
Number 01
Type Free-form, project

Name IC
Start Date Accept today’s date.
start date.
Description IC Project
22. Click OK.

23. In the Line 01: Details section, Click the Billing tab.
24. Enter the information shown in the following table.
Column Value
Bill Plan IC Billing
Revenue Plan IC Revenue
Provider Business Unit UK Business Unit
Receiver Project Name Select the receiver project you created
earlier. In this example, PPMXX Financials
Upgrade Project.
Receiver Task Name Pre-Implementation
Expenditure Organization Consulting North UK
Expenditure Type Contract Services

26. Click the Create icon to add the receiver project. The Project Name and Project Number
fields are populated from the Billing page.
27. Click Submit.
28. Note the name of the contract approver and the status of the contract, which is pending
approval. Click Submit.
29. Log out of the application and sign in again as the contract approver. For this
demonstration, sign in using Kyle.Hutchins.
30. Click Notifications on the top menu bar and then click the line item that is pending for
approval. You may have to wait for some time before the notification appears in the list.
31. Click Approve.

Demonstration 10-8: Entering Costs, Generating Revenue, and Billing
the Receiver Business Unit
Overview
In this demonstration, you log in as the project manager of the Provider Business Unit. Then,
you demonstrate how to enter costs, generate revenue, and bill the Receiver business unit.
Assumptions
Sign in using Honey.Hopkins.
Tasks
2. Click Manage Unprocessed Costs in the Tasks panel tab.
3. Click the Create icon to enter a new transaction on the Search Results section.
4. In the Create Transaction window, enter the information shown in the table:
Column Value
Expenditure Batch Enter a batch name. For example, AM_L01.
Source External Time Entry System
Document Timecard
Document Entry Straight Time
5. Click OK.
6. Complete the following details for the transaction.
Column Value
Project Number Search for and select the receiver project number for that
you created earlier. In this example, PPMXX10001.
Task Number 1.0
Expenditure Item Date Use the current date.
Expenditure Type Professional
Expenditure Organization Consulting South UK
Billable Yes
Person Name Enter a resource name. The remaining Person Details
are automatically populated. For this demonstration enter
Hopkins, Honey.

Quantity Enter a quantity: 32
Unit of Measure Hours
Original Transaction 1
Reference

8. In the Search Results section, select the transaction that you just created and click Import
and Process. Click Yes and OK.
9. Click Manage Project Cost in the Tasks panel tab.
10. Enter the project number in the Project Number field. In this example, PPMXX10001.
11. Click Search.
12. Click the transaction number in the search results.
13. Verify the details on the Expenditure Item page.
14. Click the Actions menu and select Accounting and Post to Ledger.
15. Click View Accounting to review the accounting entries.
16. Click Done once you finish reviewing the accounting entries.
17. Navigate to: About Me > Time.
18. Click the Actions panel tab and select Manage Time Cards, and then click the Create
icon.
19. Select an appropriate date on the Create Time Card window to create the time card for the
week.
Important: The receiver project must be active on the selected date.
20. Enter time card details in the Time Entry tab as shown in the following table.
Column Value
Project Search for and select the receiver project you
created earlier: PPMXX Financials Upgrade
Project.
Task Pre-Implementation
Billable Yes – If available
Expenditure Type Professional – Straight Time
Hours Enter hours per day as required.
21. Click Next and then click Submit.

22. Navigate to: Projects > Cost.
23. Click Import Costs in the Tasks panel tab.
24. Select Oracle Fusion Time and Labor in the Transaction Source field.

25. Enter current date in the Process Through Expenditure Item Date field.
26. Click Submit.
27. Click OK.
28. Click Manage Project Costs in the Tasks pane on the left.
29. Search for the expenditure items for your receiver project. In this example, the receiver
project number is PPMXX10001.
30. Review the expenditure items imported from Time and Labor on the Manage Expenditure
Items page.
31. Click Create Accounting in the Tasks panel tab to create accounting entries and post
them to GL.
32. In the Parameters region, enter the details as shown in the following table.
Column Value
Ledger UK Primary Ledger
End Date Today’s date..
Process Mode Final
Process Errors Only No
Report Style Summary
Transfer to General Ledger Yes
Post in General Ledger Yes
Include User Transaction Identifiers No
33. Click Submit.

34. Select a time card expenditure item, and click Actions, select Accounting, and then select
View Accounting.
35. Click Generate Borrowed and Lent Amounts in the Tasks panel tab.
36. Select the Identify Cross-Charge Transactions line item and click Submit. Click
Continue in the Warning message.
37. Click OK.
38. Click Done.
Bill the Receiver Business Unit

39. Navigate to: Contract Management > Invoices.
40. Click Generate Invoices in the Tasks panel tab.
41. Provide details as shown in the following table.
Column Value

Billing Type Intercompany
Bill from Date Date of earliest transaction
Bill-Through Date Today’s date
42. Click Submit.

43. Click OK.
44. In the Overview region, select Intercompany in the Billing Type field.
45. Enter the From and To dates.
46. Click Search.
47. Click the Draft Invoices tab, select the invoice, and click Submit.
48. Click the Submitted Invoices tab, select the invoice and then click Approve. In this
example, the invoice is for the contract PPMXXCONTRACT #.
49. Click Release.
50. In the Release Invoices window, enter an invoice number in the Receivables Invoice
Number field and note the invoice number. For this example, enter the receivables invoice
number PPMXXCONTRACT.1 and click Submit.
51. Click the Released Invoices tab.
52. Select the released invoice and click Actions and Transfer Invoice Details to
Receivables.
53. Click OK.
54. Click Search. The status of the invoice changes to Transferred.
Schedule the AutoInvoice Process

55. Log in as Dustin.Gibson.
56. Navigate to: Tools > Scheduled Processes.
Note: If you can’t see the Tools section when you click the Navigator, click More. You
should now be able to see the Tools section.
58. On the Schedule New Process window, search for and select Import AutoInvoice in the
Name field.
59. In the Process Details window, select Contract Internal Invoices in the Transaction
Source field.
60. In the Default Date field, ensure that current date is the default date.
61. Click Submit, and OK.
62. Click the Refresh icon in the Overview page. The status of the Import AutoInvoice line item
changes to Succeeded.
63. Navigate to: Receivables > Billing.
64. Click the Tasks panel tab and select Manage Transactions.

65. On the Manage Transactions page, enter Contract Internal Invoices in the Transaction
Source field, and then click Search.
66. Select the billed invoice and click Actions and Post to Ledger.
67. Select View Accounting to view the completed accounting details.
69. Log in as Honey.Hopkins.
71. Click Confirm Invoice Acceptance Status in Receivables in the Tasks panel tab.
72. Click Submit and OK.
73. In the Overview region, select Intercompany in the Billing Type field.
74. Enter appropriate From and To dates.
75. Click Search.
76. The invoice status appears as Accepted in the Released Invoices tab. Note the
Receivables Invoice Number. In this example, it is PPMXXCONTRACT.1.
77. Navigate to: Contract Management > Revenue.
78. Click Generate Revenue in the Tasks panel tab.
79. Enter the following information in the Parameters region as shown in the table.
Column Value
Billing Type Intercompany
From Date Yesterday
To Date Today’s date
Contract Number Enter the contract number. In this example
PPMXXCONTRACT #. This is the contract
you created earlier.
80. Click Submit.

81. Click OK.
82. Click Create Accounting in the Tasks panel tab.
83. Provide the following information in the Parameters region.
Column Value
Ledger UK Primary Ledger
End Date Today’s date

General Ledger Batch Name Enter the batch name. For example,
PPMXXCONTRACT_Revenue.
84. Click Submit.

85. Click OK.
86. Click the Tasks panel tab, select Manage Revenue Distributions.
87. Select the Accounting Period from the list and Billing Type as Intercompany in the
Search region and click Search.
88. Click View Accounting to view the project accounting details.

Demonstration 10-9: Importing invoices, Generating Revenue, and
Billing the Customer
Overview
In this demonstration, you log in as project manager from the receiver business Unit. You then
import invoices, generate revenue, and bill the customer.
Assumptions
Sign in using PPM00.Instructor.
Tasks
1. Open the Invoices work area.
Navigate to: Payables > Invoices.
2. In the Tasks panel tab, select Import Invoices.
3. Select US Primary Ledger in the Ledger field and Projects intercompany invoices in
Source, then click Submit and OK.
4. Navigate to: Payables > Invoices.
5. Click the Tasks panel tab, select Manage Invoices to check whether the invoice is
imported.
6. Enter the invoice number you noted down earlier in the Invoice Number field and click
Search. In this example, the invoice number is PPMXXCONTRACT.1.
7. Select your invoice row, click Actions > Edit.
8. Ensure the following distribution combination: 101.10.59110.000.000.000 is in the
Distribution Combination field. Enter the combination if needed.
9. Click Invoice Actions, select Validate. Notice the validation status is now Validated.
11. Click Done.
12. Click the Tasks panel tab, select Create Accounting.
13. Complete the following information in the Submit Request page.
Column Value
Subledger Application Payables
Ledger US Primary Ledger

End Date Today’s date
Process Events All
Report Style Summary


Include User Transaction Identifiers No
14. Click Submit.

15. Click OK.
Process the contract invoice, bill, and generate revenue.

17. Click Tasks panel tab, select Generate Invoices.
18. Enter the following details in the Parameters section.
Column Value
Billing Type External
19. Click Submit.

20. In the Overview page, enter US1 Business Unit in the Business Unit field and click
Search. This invoice is for the contract you created in Demonstration 10-6. In this
example, the contract number is PPM_MMDDYY_Contract.
21. Click the Draft Invoices tab to view the invoice is in the tab.
22. Select the invoice line item, click Actions and select Submit.
23. Click the Submitted Invoices tab, select the invoice line item, and click Approve.
24. Click Release. In the Release Invoices window, enter an invoice number in the
Receivables Number field, and click Submit. Note this invoice number. In this example, let
the invoice number be PPM_MMDDYY_Cont.1.
26. Select the released invoice, click Actions, and then click Transfer Invoice Details to
Receivables. Click OK. The status of the invoice changes to Transferred.
Note: To bill the customer, schedule an AutoInvoice process from the Scheduled
Processes page.
29. In the Schedule New Process window, search for and select Import AutoInvoice in the
Name field.
30. In the Process Details window, select Contract Invoices in the Transaction Source field.
31. In the Default Date field, ensure that current date is the default date.
32. Click Submit and OK.

33. Click the Refresh icon in the Overview page. The status of the Import AutoInvoice line item
changes to Succeeded.
35. Click the Tasks panel tab, select Manage Transactions.
36. On the Manage Transactions page, enter the invoice number in the Transaction Number
field and click Search. In this example, search for the invoice number
PPM_MMDDYY_Cont.1.
37. Click the transaction number in the search results.
38. Click the Actions menu, select Post to Ledger.
39. Click View Accounting to view the accounting entries.
40. Click Done and log out of the application.


Define Project Performance
Reporting Configuration
Overview
 Setting up summarization options for a project unit.
 Setting up performance reporting options for a project unit.
 Setting up analytic reporting options for a project unit.
 Creating a Key Performance Indicator.
202 Practices for Lesson 11: Define Project Performance Reporting Configuration
Demonstration 11-1: Setting Up Summarization Options
Overview
In this demonstration, you will set up summarization options for a project unit.
Assumptions
Tasks
Performance Reporting > All Tasks > Manage Project Unit Options: Performance
Reporting Options.
2. Use the Manage Project Units page to create or edit a project unit.
3. Click the CONSERV link in the Search Results section.
4. Click the Reporting Setup train stop link.
5. Use the Manage Project Units: Reporting Setup page to set up summarization,
performance reporting, and analytic reporting options for projects in this project unit.
6. Use the Summarization Options tab to specify the summarization data sources,
commitments to include in summarization, currency types, calendar types, and the planning
amount allocation basis for summarization of projects in this project unit.
7. Use the Data Sources region to include cost, commitment, and budgets and forecasts in
summarization.
8. Use the Include in Summarization options to include or exclude cost, commitments, and
budgets and forecasts in summarization.
9. Use the Commitments region to include purchase requisitions, purchase orders, supplier
invoices, and other commitments in summarization.
10. Use the Currency Types region to select one or more currency types to summarize and
display financial information on project performance reports.
11. Project currency is selected for the Consulting Services project unit. If summarized data
already exists, you can’t change to other currency types unless you purge existing data.
12. Select to summarize data by Transaction currency if required.
Click the Transaction currency option.
13. A message is displayed that states that enabling this option generates large volumes of
data, Use it only if absolutely necessary.
Click No to dismiss the message.
14. Use the Calendar Types region to select one or both calendar types to summarize and
display data on the project performance reports.
15. Use the Project accounting calendar option to use the accounting calendar for data
summarization.
16. Use the Accounting calendar option to use the accounting calendar for data
summarization.
Practices for Lesson 11: Define Project Performance Reporting Configuration 203
17. Use the Planning Amount Allocation region to set the basis method of allocating planning
amounts while summarizing project data.
Select a planning amount allocation basis if you selected the budgets ad forecast data
source for summarization.
18. Click the Save and Close button. You have successfully set up summarization options.
19. Click Done.
Demonstration 11-2: Setting Up Performance Reporting Options
Overview
In this demonstration, you will set up performance reporting options for a project unit.
Assumptions
Tasks
Reporting Options.
3. Click the CONSERV link.
5. Use the Manage Project Units: Reporting Setup page to set up summarization,
performance reporting, and analytic reporting options for projects in this project unit.
6. Click the Performance Reporting Options tab.
7. Use the Performance Reporting Options tab to set up the default display on project
performance reports and manage key performance indicator (KPI) generation options
8. Use the Reporting Options region to set the default currency and calendar types, effort
unit of measure, project accounting period, accounting period, and amount scale on project
performance reports.
9. Select the Currency Type you want by default on the Project Management Dashboard.
10. Select the Calendar Type you want by default on the Project Management Dashboard.
11. Select the Effort Unit of Measure you want to use for performance reporting.
12. Select the default reporting period for Project Accounting and Accounting.
13. Use the Key Performance Indicators region to select if KPIs will be used for reporting.
14. Decide if your project unit will use KPIs to track project performance. Select the Track key
performance indicators option to specify that projects in the project unit will use KPIs.
15. Select the Generate key performance indicators after summarizing project data if you
want to run the generate KPI values process immediately after summarization is run.
16. Select the Summarize project data before generating key performance indicators if
you want summarization to be run before the generate KPI values process is run.
18. You have successfully set up the reporting options for a project unit.
19. Click Done.
Demonstration 11-3: Setting Up Analytic Reporting Options
Overview
In this demonstration, you will set up summarization options for a project unit.
Assumptions
Tasks
Reporting Options.
3. Click the CONSERV link.
5. Click the Analytic Reporting Options tab.
6. Use the Analytic Reporting Options tab to track missing time cards that may affect project
performance measures for revenue, billing, and project margins. You can also specify the
number of days that are included in your exception reports.
7. Use the Track Missing Time option in the Missing Time section to track time transactions
that were expected but are missing for projects in the Consulting Services project unit.
8. Use the Include current week option to track missing time for the current expenditure
week.
9. Use the Number of Prior Weeks field to track missing time for the specified number of
prior weeks based on the expenditure cycle start day.
10. Use the Add Row button in the Missing Time Sources section to define the source
applications that you import time transactions from.
Click the Add Row button.
11. Select a source application for time transactions that you want to track.
Click the Source list.
12. Click the External Time Entry System list item.
13. Click the Document list.
14. Click the Timecard list item.
15. Add as many missing time sources as required.
Click the Add Row button.
16. Click the Source list.
17. Click the Oracle Fusion Projects list item.
18. Click the Document list.
19. Click the Capitalized Interest Expenditure list item.
20. Use the Current Exception Reporting region to enter the number of days prior to the
current date that the application checks for unprocessed transactions and exceptions for
projects in this project unit.
21. Click the Save and Close button.
22. You have successfully set up analytic reporting options for a project unit.
23. Click Done.
Practice 11-4: Creating a Key Performance Indicator
Overview
In this practice you create a KPI and add it to projects in the Consulting Services project unit.
You can then use KPIs and make available the standard measures that you want to use for
projects in the organization.
Assumptions
Tasks
Creating a Key Performance Indicator

Performance Reporting > Manage Key Performance Indicators.
2. Use the Manage Key Performance Indicators page to search for, create, and edit KPIs.
3. Click Create.
4. Use the Create Key Performance Indicator page to specify KPI details, trending
information, and threshold levels.
5. in the Project Unit field, enter Consulting Services.
6. In the KPI Name field, enter XX ITD Budget Margin (%).
7. In the Measure field, enter ITD budget margin (%).
8. In the Description field, enter Key performance indicator measures the budget margin
percentage for Vision Operations.
Use the KPI Category list to select an appropriate KPI category for the KPI that you are
creating. You can see the KPI categories that you defined and are enabled for use,
including other KPI categories that are enabled.
9. In the KPI Category field, select Profitability.
10. In the Calendar Type field, select Accounting.
11. In the From Date field, enter 1/1/01.
12. In the Trend Indicator field, select Track KPI increase as positive impact.
13. In the Tolerance Percentage field, enter 5.
14. Select the Single threshold level value option.
15. In the Decimal Display field, enter your preferred decimal value. For this activity, leave it
as the default value of 1.
16. In the Threshold field, enter 25.
Use the Status Indicator list to select an appropriate KPI value.
Based on the tolerance percentage and threshold specified, if the ITD budget margin (%) is
equal to or exceeds 25%, the status is on track. If the current budget margin percentage is
28% and the previous was 26%, the trend indicator shown is a positive trend with an
upward arrow.
17. In the Greater than or equal to threshold, select On Track in the Status Indicator column.
A KPI value less than the threshold could mean the project trend is deteriorating and is at
risk.
18. In the Less than threshold, select At risk in the Status Indicator column.
20. Click Done.
Define Project Templates
Overview
 Creating a project template.
 Creating a project from a template.
 Duplicating a project template.
212 Practices for Lesson 12: Define Project Templates

Practice 12-1: Creating a Project Template
Overview
In this practice, you will create a project template and setting up project, financial, and reporting
options.
Assumptions
Tasks
Foundation > Manage Project Templates.
2. In the Manage Project Templates page, click Create Template.
Template Information
Use the Create Project Template page to provide basic project template information including
business unit, project unit, organization, project type, and project space for document
management. You can create a template by just entering the template information. Enter other
setup details as and when required.
3. Enter the following details in the Template Information section.
Field Value
Name XXProject Template
Number XXProject Template No.
Project Unit Consulting Services
Organization Consulting US
Legal Entity Leave as default (US1 Legal Entity)
Description Create projects with billable capital and
burden.
Project Type US Billable Capital with Burden
Initial Project Status Requested
Practices for Lesson 12: Define Project Templates 213

Quick Entries
Use the Quick Entries section to specify the mandatory information that users must enter when
they create a project using this project template. The application has default quick entries values
which you can’t edit. Create additional quick entry fields as you want them to display on the user
interface when someone uses this template to create a project.
5. On the Edit Project Template page, scroll down to the Quick Entries section and click Add
Row.
6. Enter the following details.
Field Specification Prompt Required
Team Project Project Select
Member Manager Manager
7. Click Save.
Setup Options
Use the Setup Options section to select various options that templates capture, including basic
project information, financial options, and reporting options. You use the setup options while
creating a project from this project template.
Project Setup Options

Enter a project plan and add team members.
8. On the Edit Project Template page, in the Setup Options section, select the Project
row, click Go to Project Setup Options icon.
Use the Project tab on the Edit Project Template page, you can enter a project plan, and add
team members
Enter the basic information for the project template.
9. Click Edit in the Basic Information section.
10. On the Edit Basic Information window, enter the following details.
Field Value
Work Type Billable
Service Type Administration
Outline Display Level Leave as default

Use the Team Members section to review project team members, add or remove team
members, and change project roles.
12. Click Add in the Team Members section.

13. In the Add Team Members window, enter the mandatory fields.
Field Value
Type Internal
Person Andrews, John
Project Role Project Manager

Use the Project Customers, Partner Organizations, and Supplier Organizations sections to
specify customers, partners, and suppliers respectively, associated with your project. Use the
Project Classifications section to add or review the class categories and codes.
15. Click Edit in the Project Classification section.
16. In the Edit Project Classification window, click Add and enter the following details.
Field Value
Class Category Business Objective
Class Code Business Innovation

Use the Project Plan Type section to add or review the project plan type associated with the
project.
18. Click Add in the Project Plan Type section.
19. In the Add Project Plan Type window, select Standard Project Plan Type in the Name
field.
20. Click Save and Close. The application displays the details for the selected plan type.
Use the Resource Breakdown Structures section to add or remove planning and reporting
resource breakdown structures you create.
21. Click Add.
22. In the Add Resource Breakdown Structure window enter the following details.
Field Value
Name US Consulting Services
Usage Planning and Reporting

24. Click Done.

Financial Setup Options
Use the Financial tab to review the financial aspects of the project definition.
25. On the Edit Project Template page, in the Setup Options section, select the Financial row,
click Go to Financial Setup Options icon.
26. In the Manage Project Budgets section, click Edit to create a budget for your project.
27. In the Manage Budget Versions page, click Create Budget Version > Create Budget
Lines Manually.
28. On the Create New Version: Manage Version Details page, enter the following details.
Field Value
Name Version 1
Financial Plan Type Approved Cost and Revenue in same plan version

30. If needed, you can use the Planning Options link to go back to the Manage Version Details
page to make changes to the budget creation details if required.
31. Click the Actions menu and select Manage Assignments for Selected Tasks.
32. In the Manage Assignments for Selected Tasks window, from the Available Resources
section, select Financial Resources and click the Assign Resources icon.
33. In the Assignments section, enter zero in the amount field.
35. In Edit Budget: Version 1 page, click Submit to finalize the budget for your project.
36. In the Submit Version: Version 1 window, click OK.
37. Click Done.
38. On the Edit Project Template page, click the Forecasts tab.
39. In the Manage Project Forecast section, click Edit to create a forecast for your project.
40. On the Manage Forecast Versions page, click Create Forecast Version.
41. On the Create New Version: Manage Version Details page, enter the following details.
Field Value
Financial Plan Type Primary Cost Forecast
Forecast Creation Method Generate from another source
Name Version 1 (By default)
ETC Generation Source Financial plan type
Source Plan Type Approved Cost and Revenue in same plan version
Source Plan Version Version 1
42. Click Save and Next.

43. In the Create New Version: Edit Forecast page, click Actions and select Assign
Resources > Assign Planning Resources to Selected Tasks.
44. In the Assign Planning Resources to Selected Tasks window, from the Available Planning
Resources section, select Financial Resources and click Move to Selected Resources.
45. In the Selected Planning Resources section, enter zero in the Quantity column to create
an assignment for the resource class.
46. Click Ok.
47. Click Save and Next.
48. In the Review and Finalize Forecast page, click Submit to finalize the forecast for your
project.
49. Click OK in the Submit Version: Version 1 window.
50. Click Done.
Use the Transaction Controls section to review and edit transaction controls inherited from the
source project template. You can override transaction controls for individual tasks as required.
51. Click Edit in the Transaction Controls section.
52. In the Edit Transaction controls page, click Add Row and select Exclusive or Inclusive in
the Transaction Control field.
Enter Expenditure details as required.
Select a currency for your project.
54. Click Edit in the Currency Conversion section.
55. By Default the currency is USD. Select a different currency as applicable.
Use the Asset Information section to create capital or retirement assets for your capital projects.
57. Click Create > Create Capital Asset.
In the Create Capital Asset window, use the Capitalization Details section to calculate interest
on construction-in-progress (CIP) costs when you allow capitalized interest.
58. Cancel.
Use the Cross-Charge Options section to determine whether transactions from other business
units can be charged to a task and how cross-charge transactions should be processed for
labor and nonlabor resources.
59. Click Edit in the Cross-Charge Options section.
60. Set Allow Charges From All Provider Business Units to NO.
61. In the Edit Cross-Charge Options window, click Add Row.
Field Value
Provider Business Unit Progress US Business Unit
62. Enter cross-charge details for labor and nonlabor as applicable.

Use the Organization Overrides for Project section to review options for reassigning all of the
project costs and project revenue of an employee or an entire organization, or redirecting costs
and revenue to another organization for certain expenditure categories.
64. Click Create in the Organization Overrides for Project section.
65. In the Create Organization Overrides for Project window, enter the details.
Field Value
Source Organization Consulting East US
Destination Organization Applications and Services
From Date By default current date

Use the Burden Schedule Assignment section to override burden schedule information.
67. Click Edit in the Burden Schedule Assignment section.
68. In the Edit Burden Schedule Assignment window, enter the following details.
Field Value
Burden Schedule Leave as default
Assignment Option Leave as default
Note: You can use Create Override to build and manage burden schedules.
70. Click Done.
Reporting Setup Options

Use the Reporting tab to review the reporting options for your project.
71. On the Edit Project Template page, in the Setup Options section, in the Reporting row,
click Go to Reporting Setup Options icon.
Use the Key Performance Indicators section to set up key performance indicators (KPIs) to
determine project performance for a measure.
72. Click Add in the Key Performance Indicator section.
73. In the Add KPI to Project window, enter the following details.
Field Value
Name ITD Actual Invoice Amount
Enable for Use Select (Selected by default)
KPI Watchlist Item Select

Use the KPI Notifications section to enable the notifications each time the application generates
KPI values for a project. By default all the options are enabled.
75. To disable an option:
 Click Edit in the KPI Notifications section.
 In Edit KPI Notifications window, disable Include notes in KPI notification report.
 Click Save and Close.
The KPI reports will not display notes on disabling this option.
Use the Summarized Financial Plan Types section to enable up to four financial plan types
other than the approved budget or primary forecast financial plan types, whose budget or
forecast versions you would like to include in summarization.
76. Click Add.
77. In the Add Summarized Financial Plan Types window, enter the details.
Field Value
Enabled for Use Select
Plan Type Plan type 3
Financial Plan Type Name XXConsulting Services Cost Plus Budget

79. Click Done.

Practice 12-2: Creating a Project from a Template
Overview
In this practice, you create a project from the template you created earlier.
Assumptions
Tasks
Creating a Project from a Template

Create a project using the template you created previously and review your project.
1. Navigate to: Projects > Project Financial Management.
2. Click Create on the My Projects page.
3. On the Create Project page, enter the following details.
Field Value
Source Template XXProject Template
Project Name XXProject
Project Number XXProject Number
Project Start Date Today’s date
Project Finish Date blank

The application creates the project with the details from your template.
6. Click Done.
7. You can find the project you created by using Project Status = Requested.

Practice 12-3: Duplicating a Project Template
Overview
In this practice, you duplicate a project template and make changes to the duplicated template.
Assumptions
Tasks
1. Navigation to: Setup and Maintenance > Setup: Project Financial Management >
Project Foundation > Manage Project Templates.
2. Enter US Billable with Burden in the Template Name field.
3. Click Search.
4. Select the US Billable with Burden row in the Search Results section.
5. Click the Duplicate icon.
6. In the Template Information section, enter the following details.
Field Value
Name XXUS Billable with Burden
Number XXPPM
From Date Today’s date
To Date blank
7. Click Continue.
8. Click Save to complete duplicating the project template.
10. Click Done.


Define Approvals and
Workflows
Practices for Lesson 13
There are no practices for this lesson.
224 Practices for Lesson 13: Define Approvals and Workflows

Project Financial
Management Lifecycle Case
Study - A Day in the Life of a
Project Manager
Overview
In these practices and demonstration, you will be:
 Creating a project.
 Creating a project budget.
 Managing project costs.
 Reviewing capital assets.
 Managing contracts.
 Monitoring project performance.
226 Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager
Practice 14-1: Creating a Project
Overview
In this practice, you learn how to create a project. You will use this project for the remaining
practices in this lesson.
Assumptions
Tasks
2. On the My Projects page, click Create Project.
In the Create Project window Source Template field, search for and select the template
US Billable with Burden.
3. Create a project by completing the fields as shown in this table.
Field Value
Project Name PPMXX Lifecycle Project
Project Number PPMXX Lifecycle Project #
Project Start Date Today’s date
Organization Consulting North US
Legal Entity US1 Legal Entity (default)
Business Objective Business Growth

5. Click the Tasks panel tab, select Manage Project Budget and ensure the budget was
automatically created. Click Done.
6. Click the Tasks panel tab, select Manage Project Forecast and ensure the forecast was
automatically created. Click Done.
7. Click the Tasks panel tab, select Manage Financial Project Settings.
8. On the Manage Financial Project Settings page, click the Parties tab.
9. Click the Add icon in the Team Members section.
Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager 227
10. Complete the following fields as shown in this table.
Field Value
Person Student, PPMZZ.
Don’t use your own student ID. Instead, use
another student ID.
Project Role Team Member
Start Date Today’s date

12. Click the Tasks panel tab, select Manage Financial Project Plan.
13. Expand the project and expand the Task 5: Build task.
14. Right-click Task 5, select Manage Tasks > Edit Task and Subtask Dates.
15. In the Start date field, enter a date that is two or three weeks later than the current date,
and click Submit.
16. Click OK in the Warning window.
17. Select and right-click the 5.1 and 5.2 subtasks, select Manage Resource Assignments >
Assign Planning Resources to Selected Tasks.
18. Select Amy Marlin, and click the Move to Selected Resources button.
19. In the Selected Planning Resources section, enter 24 in the Quantity fields for both
subtasks and click OK.
Note: The Planned in Project Currency under Raw Cost is automatically calculated
based on the employee cost rates in the system.
20. Select each subtask, 5.1 and 5.2, one by one, and complete steps 21 to 25 for each
subtask.
21. Right-click the task, select Manage Tasks > Edit Task Details.
22. Click the Notes tab.
23. Click the Create Note icon.
24. Enter Resource added to assist with additional work load and click OK.
26. From the Actions menu, select Set Baseline > Set Baseline for All Tasks.
27. Select the Automatically Generate Budget option.
28. Select the Approved Cost and Revenue in same plan version financial plan type.
29. Select Automatically designate budget as baseline option.
30. Click Submit, and then click OK in the Warning message.
31. Click OK.
You successfully created a project and assigned planning resources to tasks in the financial
project plan. You also set the baseline version of the financial project plan.
Practice 14-2: Creating a Project Budget
Overview
In this practice, you learn how to create a budget version for a project.
Assumptions
Tasks
Create a Budget Version

2. Click your project link PPMXX Lifecycle Project.
3. In the Project Overview page, click the Tasks panel tab, select Manage Project Budget.
4. Click Create Budget Version > Generate from Another Source.
5. Create a new budget version by completing the fields as shown in this table.
Field Value
Name PPMXX Budget Version
Financial Plan Type Approved Cost and Revenue in same plan
version
Source Details
Budget Generation Source Project plan type (Should be the default value
once you select Generate from Another
Source)
Source Plan Type Project plan
Source Plan Version Current Working

7. You can edit the budget version in the Edit Budget: PPMXX Budget Version page.
8. Expand Task 2.
9. Select the subtasks 2.1, 2.2, and 2.3, right-click and select Manage Assignments for
Selected Tasks.
10. In the Available Resources section, select Amy Marlin and click the Assign Resource
icon.
11. In the Assignments section, enter 16 hours for all three subtasks, and then click Save and
Close.
Note: If needed, select subtask 2.3 separately to enter hours for Amy Marlin.
Note: The Revenue and Raw Cost amounts are automatically updated based on the
centrally managed rate schedules.
12. Select the subtasks 2.1, 2.2, and 2.3, right-click and select Adjust.
13. In the Adjust Amounts window Amount Type field, select Raw Cost.
14. In the Adjustment Percentage field enter 10.
15. Click Save and Close. The Revenue and Raw Costs amounts increase by 10%.
You successfully created a project budget version and set it as the baseline version.
Practice 14-3: Managing Project Costs
Overview
In this practice, you learn how to review project costs, create a labor expenditure item manually,
and post an invoice to your project.
Assumptions
Install and Configure ADFDi (Not required for Oracle University machine.)
 Use the ADFDi using the adfdi-excel-addin-installer.exe for the installation.
 Follow the instructions in R9_Installing_ADFdi_Smartview_FR.pdf.
 Configure Excel as per the Configure Excel slide in ADFDI.pdf
Tasks
Create Labor Expenditure Item Manually

2. Click the Tasks panel tab, select Manage Unprocessed Costs.
3. In the Search Results section, click the Create icon.
4. Complete the fields in the Create Transaction window as shown in this table.
Field Value
Expenditure Batch PPMXX_Time Cards
Source External Time Entry System
Document Timecard (Default value)
5. Click OK.
6. On the Create Transaction page, in the General Details tab, complete the following fields
as shown in this table:
Field Value
Project Number PPMXX Lifestyle Project # (The project you created)
Task Number 1
Expenditure Item Date Current Date
Expenditure Organization Consulting East US
Person Name Student, PPMXX
Time Card Details, Quantity 8
Original Transaction Reference PPMXX Batch
7. Click Save.
8. Click the Import and Process button, click Yes in the Warning window, and then click OK.
9. Click Done.
10. In the Overview page, expand the Process Monitor section and click the Refresh icon.
11. Check whether the status of the Import and Process Cost Transactions process has
Succeeded.
12. Click the Tasks panel tab, select Manage Project Costs.
13. Enter your project number, PMXX Lifestyle Project #, in the Project Number field and
click Search.
14. Click the Transaction Number link to review the transaction.
15. Click the General and Costing tabs to review the expenditure item details.
16. Click the Billing tab.
17. Review the Invoice Status status, Hold Invoice status, and Billable status of your
transaction.
18. Click Done.
Create Labor Expenditure Item via Excel

20. In the Overview page, click the Tasks panel tab, select Capture Costs > Create Labor
Costs.
21. Click OK to open Microsoft Office Excel.
22. Click Select Editing.
23. Click Yes.
24. Sign in as your PPMXX.Student user assigned by the instructor.
25. Create a labor expenditure item by completing the following fields as shown in this table.
Double click in the field to see a list of values.
Field Value
Batch Name Enter a unique batch name. Example:
PPMXX_<firstname>
Expenditure Items section
Expenditure Item Date Current date
Person Name Use any student user in the class that has a
rate schedule, or your user Student, PPMXX
if you created a rate schedule.
Project Number PPMXX Lifecycle Project (The project you
created in 14-1)
Task Number 2.1
Expenditure Organization Consulting East US (Default auto populated)
Quantity 16
26. In the Excel ADF Desktop Integration tab, click Export to export the labor expenditure
item to the application.
27. Select Process transactions, click OK, and then click OK again in the Transaction Export
Summary window.
28. In the Costs work area, click the Tasks panel tab, select Manage Project Costs.
29. Enter your project number in the Project Number field and click Search.
30. Click the transaction number of the transaction that you created to review the expenditure
item details.
31. Click the Actions menu, select Account > Post to Ledger.
32. Click View Accounting to view the project accounting lines that are created.
33. Click Done.
Post an Invoice to the Project for Supplies

34. Navigate to: Payables > Invoices.
35. In the Tasks panel tab, click Create Invoice.
36. Complete the following fields as shown in the table to create an invoice.
Field Value
Supplier Lee Supplies
Supplier Site Lee US1 (Default value)
Number PPMXX_INV_MMDD
Amount 1095.00
Date Default current date
37. In the Lines section, in line number 1, enter 1000 in the Amount field.
38. Click the Distribution tab.
39. In the Distribution Combination field, enter the following distribution combination:
101.10.60520.620.000.000.
40. In the Distribution Combination ID window, click OK.
41. Click the Project tab.
42. Complete the fields as shown in this table to enter project details.
Field Value
Project Number PPMXX Lifecycle Project #
Task Number 1
Expenditure Item Date Current date (Default)
Expenditure Type Supplies
Expenditure Organization Consulting North US
43. Click Save.

44. Click the Invoice Actions menu, select Validate.
45. Click the Invoice Actions menu, select Post to Ledger.
Click OK.
Note: The invoice must be accounted before it can be imported to Project Financial
Management.
47. Click the Tasks panel tab, select Import Costs.
48. Complete the parameters as shown in the following table.
Field Value
Process Mode Importing and processing transactions
Transaction Status Not previously imported
Transaction Source Oracle Fusion Payables
From Project Number PPMXX Lifecycle Project #
To Project Number PPMXX Lifecycle Project #
Process Through Expenditure Item Date Current date or the date that includes the
invoice date
49. Click Submit. Click OK.
50. Expand the Process Monitor section and click Refresh to view the status of the process.
51. Click Tasks panel tab > Manage Project Costs to review the imported transactions.
52. Search for the PPMXX Lifecycle Project # in the Project Number field and click OK, and
then click Search.
53. Click the transaction number to review the expenditure item details.
54. Click Done.
You successfully created labor expenditure items manually, posted an invoice to the project,
and reviewed details of the transactions.
Practice 14-4: Reviewing Capital Assets
Overview
In this practice, you learn how to review capital assets.
Assumptions
Tasks
Review Capital Assets

1. Navigate to: Projects > Assets.
2. Click the Pending tab to view the assets that are without assignment or ready for transfer.
3. Click any record in one of the tables and view the asset line details in the section below.
4. Click the Tasks panel tab, select Manage Capitalized Interest Rates.
5. Review the interest rates and click Cancel to return to the Overview page.
6. Click the Tasks panel tab, select Manage Capital Projects.
7. Search for US1 Business Unit in the Business Unit field.
8. Select the Data Centre Support project, then click the Actions menu, select Manage
Capital Assets.
9. Click Asset Details and the other tabs to view additional information about the asset.
10. Click the Depreciation tab to view the depreciation expense amount and other depreciation
related information about the asset.
11. Click Capitalization Details tab to review details such as Estimated In-Service and Actual
In-Service Date.
12. Click Cancel, and then click Done.
You successfully reviewed the capital assets of the project.
Practice 14-5: Managing Contracts
Overview
In this practice, you learn to create contracts. You also learn how to generate a contract invoice
and revenue.
Assumptions
Tasks
Create Contract
2. Click the Search panel tab, enter C10028 in the Number field and click Search.
3. Select the row with contract C10028 and click the Duplicate icon.
4. In the Duplicate Contract window, enter the values as shown in the following table.
Field Value
Number PPMXX Dixon Fin Upgrade Contract #
Retain dates Disabled
5. Click OK.
6. Click Yes in the warning message window.
7. On the Edit Contract page, enter PPMXX Dixon Financials Upgrade as the name and
description.
8. Click the Lines tab.
9. In the Line 1: Details section Overview tab, enter 12/31/XX+2 or December 31, two
years from the current year in the End Date field.
10. Click the Billing tab to view the resources that you can included for a given line.
Note: You can optionally set hard and soft limits at both the contract and the contract lines
level.
13. Search for and select your project: PPMXX Lifecycle Project.
14. In the Funded Amount field, enter 10,000.
Note: A contract line can be associated with many projects and tasks, while a project and
task can be equally associated with multiple contract lines. Projects may be related to
multiple contracts.
15. Click Save.
16. Click Submit.
17. On the Submit Contract: Review Approvers page, note the approver assigned, click
Submit.
18. Click Save > Save and Close.
19. To approve the contract, sign in as the contract approver kyle.hutchins.
20. Click the Notification icon and select the contract with your PPMXX name.
Tip: You might have to select pop-ups in your browser. The Notifications window opens in a
new window when you click the Notification icon.
21. Click Approve.
22. Sign out of the application.
23. Sign in as PPMXX.Student.
Open the Contracts Work Area

25. On the Overview page, click the Tasks panel tab and select Manage Contracts.
26. Search for and select your contract number PPMXX Dixon Fin Upgrade Contract #.
27. Click the Actions menu, select Preview and review the PDF file displaying contract
information.
28. Close the PDF file.
29. Click Cancel.
Generate Contract Invoice

31. Click the Tasks panel tab, select Generate Invoices.
32. Complete the following fields on the Generate Invoices page as shown in this table.
Field Value
Bill from Date Leave blank (or enter a date that is before
the project start date.)
Bill through Date Current date
Create Billing Transactions Yes
Create Invoice Yes
Invoice Date Current date
Project Name PPMXX Lifecycle Project
33. Click Submit, and then click OK.
34. On the Overview page, scroll down to the Process Monitor section to check the status of
your process.
35. Click the Refresh icon until the status changes to Succeeded.
36. Scroll back to the top of the page, enter the appropriate dates in the Search section and
click the Search Icon.
37. Click the Draft Invoices tab to view the draft invoice(s) generated.
38. Select your invoice and click Submit.
39. Click the Submitted Invoices tab, highlight your invoice, and click Approve.
40. Click the Release button.
41. Enter PPMXX_Receivables in the Receivables Invoice Number field and click Submit.
Tip: Note down the Receivables Invoice Number. You will require this number in a later
step.
43. Select your invoice, click the Actions menu and select Transfer Invoice Details to
Receivables.
44. Click OK.
45. Navigate to: More… >Tools > Scheduled Processes > Schedule New Process.
46. Click the drop down arrow and select Search…
47. Enter Import AutoInvoice and click Search.
48. Select Import AutoInvoice, and click OK.
49. In the Parameters section, enter the information the following table:
Field Value
Business Unit US1 Business Unit (Default)
Transaction Source CONTRACT INVOICES
Default Date Current date
50. Click Submit, click OK, and then click Close in the Process window.
51. Click the Refresh icon to see if the Import AutoInvoice process succeeded.
53. From the Tasks panel tab, select Manage Transactions.
54. Enter your PPMXX_Receivables (your invoice number) in the Transaction Number field,
and click Search.
55. Click the transaction number in the Search section to review the details of the invoice.
56. From the Actions menu, select Post to Ledger.
57. Click View Accounting in the Confirmation window and review the accounting details.
58. Click Done.
Update the Invoice in Projects
Note: You will now set the invoice status to Accepted and initiate the Update Project
Contract Performance Data process.
60. On the Overview page, click the Released Invoices tab.
61. Select the row that contains your invoice. Notice that the invoice status is Transferred.
Tip: If you don’t see your invoice, use the search at the top of the page and ensure you
have the right dates.
62. From the Actions menu, and click. Confirm Invoice Acceptance Status in Receivables.
63. In the Process page, enter US1 Business Unit in the Business Unit field.
64. Click Submit.
65. Click OK.
66. Click the Tasks panel tab, select Manage Invoices.
67. On the Manage Invoices page, enter Accepted in the Invoice Status field, and PPMXX
Lifecycle Project in the Project Name field. Click Search to see if the invoice status has
changed to Accepted.
Generate Contract Revenue

68. Navigate to: Contract Management > Revenue.
69. Click the Tasks panel tab, select Generate Revenue.
70. Complete the fields as shown in the following table.
Field Value
From Date Leave blank (or enter a date that is before
the project start date.)
To Date Current date
Contract Number The number of your contract (PPMXX Dixon
Fin Upgrade Contract #)
71. Click Submit. Click OK.

72. Click the Tasks panel tab, select Manage Summary Revenue.
73. Complete the fields in the Search section as shown in the following table.
Field Value
Internal Period (Default value)
Accounting Period Current period for which the revenue is
generated
Contract Number The number of your contract (PPMXX Dixon
Fin Upgrade Contract #)
74. Click Search and review the search results.

Note: The Budget and Forecast Variances are calculated if you have a baseline budget
version and an approved forecast version for your project.
75. Sign out of the application.
You successfully created a contract. You also successfully generated an invoice and contract
revenue for the project.
Demonstration 14-6: Monitoring Project Performance
Overview
In this demonstration, you analyze the information available on the Project Management
Dashboard and learn how you can take instant action from the infolets.
Assumptions
Sign in using Amy.Marlin.
Pre-Demo Tasks
Before you use the Project Management Dashboard to monitor the performance of your
projects, you must:
 Run the Update Project Performance data process
 Run the Generate KPI values process
Run the Update Project Performance Data process

1. Navigation to: Tools > Scheduled Processes.
3. On the Schedule New Process window, click the Name drop-down button.
4. Click Search on the list.
5. On the Search and Select: Name window, enter Update Project Performance Data in the
Name field.
6. Click Search.
7. Select Update Project Performance Data, and click OK.
8. Click OK on the Schedule New Process window. The Process Details window opens.
9. Click Submit.
10. Click OK.
Run the Generate KPI Values Process

12. On the Schedule New Process window, click the Name drop-down button.
13. Click Search on the list.
14. On the Search and Select: Name window, enter Generate KPI Values in the Name field.
15. Click Search.
16. Select Generate KPI Values, and click OK.
17. Click OK on the Schedule New Process window. The Process Details window opens.
18. In the KPI Period Determination Date field, enter a date that’s in the previous month. You
can click the Select Date icon to choose a date from an on-screen calendar.
19. In the Project Manager field, enter Marlin, Amy.
20. Click Submit.
21. Click OK.
22. Click Close.
Navigate to the Project Management Infolets

23. Navigate to: Home page > Page Control dots for Project Management Infolets.
24. Use the Infolet Repository icon to select the infolets you want to have on display. Drag the
infolets across the screen to rearrange them according to your preference.
25. Click the Expanded View icon to view more detailed information that’s on display in the
infolet.
26. Click the Front View icon to get back to the previous view.
27. From the Actions menu, select Edit Title and Views.
On the Edit Title and Views page you can change the infolet name in the Infolet Title field.
28. You can choose to select or disable the Front View or Expanded View options.
29. You can’t disable both views of the infolet. As an alternative, you can choose to hide it.
My Projects infolet
The front view of My Projects infolet displays the number of projects assigned to you.
30. From the Actions menu select Create Project. This creates a project using Project
Execution Management instead of Project Financial Management.
31. You can now create a new project on the Create Project window.
32. After you’re done, return to the Project Management Infolet.
33. From the Actions menu, select View Project List to navigate to the My Projects page. The
projects you manage are displayed here.
34. Click Done to return to the infolets.
Health infolet
35. Use the Health infolet to review project health based on the status of key performance
indicators (KPIs). The corresponding icons for the project health statuses On track, At risk,
and Critical help you to take a note of projects needing immediate attention.
36. Expand the infolet. Against each project you can see the Current and Prior health metrics
and the change between the two for a better understanding of KPI movement.
Note: Data is visible in the Prior and Change section when you have updated project
performance data and generated KPI values.
37. From the Actions menu of each project you can start a conversation, view KPI watchlist,
manage project costs, or manage project budget. To view KPI watchlist you can also click
the project name. Select a project.
38. On the KPI Watchlist page hover over the points in the KPI trend graphs to view the
generation dates for the KPI. You can see the current and prior values for the project’s key
performance indicators.
39. From the Actions menu for a KPI, select the View Costs option.
40. On the Manage Project Costs page project managers can track project costs to monitor
the financial health of the project, gaining immediate access to key cost-related information
for the project, including unplanned transactions, committed cost, and actual cost.
41. Apply filters to the search results on this page. You can also take immediate action by
initiating a cost adjustment, setting an actual cost transaction to billable or non-billable, and
make corrective adjustments through actionable analytics.
Time Cards infolet

43. Use the Time Cards infolet to track time cards that are missing or have partially reported
hours.
44. Use the pagination dots on the infolet to view time card details for three weeks’ period.
45. Expand the infolet.
46. Click the Actions menu against a resource and select Send Reminder to send message
reminding the resource to submit the time card. You can choose to post the message to the
project wall or to the inbox of the resource with the One-on-One option.
47. Click Cancel.
Invoices infolet
48. Project managers can use the Invoices infolet to view the total number of project invoices
awaiting approval, and the total amount of those invoices.
49. Expand the infolet.
50. From the Actions menu against a pending invoice you can select Approve or Reject and
thus take action on the invoice without leaving the infolet.
51. Click the project name to navigate to the Manage Project Invoices page.
52. From the Actions menu for an invoice awaiting approval select Preview from the list. You
can now preview the pro forma formatted invoice, including estimated taxes.
53. Close the invoice preview.
Uninvoiced Cost infolet

55. Project managers can use the Uninvoiced Cost infolet to efficiently manage the billing cycle
by monitoring uninvoiced project cost, and analyze the transaction details for projects with
high uninvoiced cost.
56. Click the project name with the highest uninvoiced cost to navigate to the Manage Project
Costs page.
57. Click Done to return to the dashboard.
Cost Budget Infolet

58. Use the Cost Budget infolet to analyze the variance between project cost and budget to
gain visibility of project overspending.
59. Expand the infolet. You can view the total project budget, amount spent, and budget till
date. The pie graph gives a visual representation of these data.
60. From the Actions menu against a project, select Manage Project Budget.
61. Use the Actions menu to create or edit existing budgets on the Manage Budget Versions
page.
62. Click Actions, select Analyze. Take your cursor on a section of the pie graph to highlight
the section assigned to a resource and view corresponding revenue, cost, margin
percentage, and labor effort information.
63. From the Actions panel tab select the Open Project option.
64. Search for the Fox Stores Technology Upgrade project.
65. Click OK.
66. On the Manage Project Plan page for Fox Stores Technology Upgrade, you can view both
project financial and execution tasks.
67. From the Actions panel tab select Manage Project Resources.
68. You can easily manage labor and expense resources of a project from the Manage Project
Resources page.
69. You can switch between Cards View and List View options based on your preference.
70. Click the Add Resource button to add a resource. On the Add Project Resource window
you can specify resource name and role, and add other details such as resource duration,
effort in hours, and allocation percentage.
71. From the Actions menu for a planned resource select Update. You can set the terms for
the resource on this window. After you update the data of a resource, you can use the
Create Resource Request option from the Actions menu to request approval from the
resource manager for the resource.
72. Click Cancel twice to return to the dashboard.
You successfully reviewed the performance of the project.
Practices for Appendix A:
Reporting and OTBI in
Project Financial
Management
Practices for Appendix A
There are no practices for this appendix.
248 Practices for Appendix A: Reporting and OTBI in Project Financial Management
Practices for Appendix B:
Integration Services in
Project Financial
Management
Practices for Appendix B
There are no practices for this appendix.
250 Practices for Appendix B: Integration Services in Project Financial Management

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Sreya Dutta Disclaimer

Practices for Lesson 1: Project Financial Management Course Overview ............................... 7

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8 Practices for Lesson 1: Project Financial Management Course Overview

Running the Session Warmer Scripts

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Practices for Lesson 1: Project Financial Management Course Overview 9

4. Select PROJ and run each PROJ SESSION WARMERS scripts.

5. Sign in as your PPMXX.Student user as assigned by the instructor.

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10 Practices for Lesson 1: Project Financial Management Course Overview

8. Select the ERP and SCM Cloud Login link.

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Practices for Lesson 1: Project Financial Management Course Overview 11

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12 Practices for Lesson 1: Project Financial Management Course Overview

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Practices for Lesson 1: Project Financial Management Course Overview 13

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14 Practices for Lesson 1: Project Financial Management Course Overview

Setup and Maintenance

Springboard and Navigator

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Practices for Lesson 1: Project Financial Management Course Overview 15

Project Management Infolets

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16 Practices for Lesson 1: Project Financial Management Course Overview

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Practices for Lesson 1: Project Financial Management Course Overview 17

18 Practices for Lesson 1: Project Financial Management Course Overview

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20 Practices for Lesson 2: Overview of Oracle Fusion Functional Setup

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Practices for Lesson 2: Overview of Oracle Fusion Functional Setup 21

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22 Practices for Lesson 2: Overview of Oracle Fusion Functional Setup

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Practices for Lesson 2: Overview of Oracle Fusion Functional Setup 23

View Setup Tasks

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24 Practices for Lesson 2: Overview of Oracle Fusion Functional Setup

14. Click Cancel.

Reviewing and Opting into New Features after Upgrade

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Practices for Lesson 2: Overview of Oracle Fusion Functional Setup 25

Managing Setup Data Using the Functional Areas of an Offering

2. Select the General Ledger functional area.

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26 Practices for Lesson 2: Overview of Oracle Fusion Functional Setup

4. From the Primary Ledger field, select Select and Add.

5. Click Apply and Go to Task.

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Practices for Lesson 2: Overview of Oracle Fusion Functional Setup 27

Using an Implementation Project

10. Click Create.

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28 Practices for Lesson 2: Overview of Oracle Fusion Functional Setup

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