01.01fusion Functional Setup Manager

Global HR Implementation
Functional Setup Manager (FSM)
Instructor Guide
CONTENTS
Functional Setup Manager ........................................................................... 1
Overview ................................................................................................ 1
Job Roles with Functional Setups Duty ........................................................ 2
Implementation and HCM Application Administrator Job Role Details ............ 3
Functional Users ...................................................................................... 4
Implementation Project ............................................................................ 5
Implementation Project Table Column Details ............................................ 6
Assigned Implementation Tasks ................................................................. 7
Instructor Note: Demo Timing ................................................................... 8
Demonstration: Creating an Implementation Project .................................... 9
Demonstration: Assigning Implementation Tasks ....................................... 10
Student Activity: Creating an Implementation Project and Assigning Tasks ... 11
Activities Introduction: Creating an Implementation Project and Assigning Tasks
........................................................................................................... 12
Activity 1: Creating an Implementation Project ........................................ 13
Activity 2: Assigning Implementation Tasks ............................................ 14
Accessing Implementation Projects and Tasks ........................................... 16
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Functional Setup Manager

Overview
Oracle Fusion Functional Setup Manager is an application that provides an end-to-end
guided process for managing your functional implementation projects throughout the
entire implementation lifecycle.
Steps in the implementation cycle:
1. Analyze implementation requirements, design, setup, and plan the overall

implementation using Getting Started.
2. Configure applications to match your business requirements using Configure
Offerings.
3. Generate setup task lists using Manage Implementation Projects.
4. Enter setup data using Assigned Implementation Tasks.
5. Export and import setup data from one Oracle Fusion Applications instance to
another using Manage Configuration Packages.
6. Maintain setup over time by searching and performing tasks from All Tasks.
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1

Job Roles with Functional Setups Duty

The delivered job roles with the Functional Setups Duty are:
 Application Implementation Manager

 Application Implementation Consultant
 Human Capital Management Application Administrator
 Product-specific job roles referred to as functional users
2 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Implementation and HCM Application Administrator Job Role

Details
Application Implementation Manager
Users with this job role are typically responsible for managing overall implementation of
Oracle Fusion applications.
They have access to:
 Getting Started
 Configure Offerings
 Manage Implementation Projects
 Manage Configuration Packages
Application Implementation Consultant

This is a super user job role for Functional Setup Manager with access to all setup
functionality. Users with this role can fulfill all aspects of the implementation lifecycle.
 Getting Started
 Configure Offerings
 Manage Implementation Projects
 Assigned Implementation Tasks
 Manage Configuration Packages
 Export and Import
 All Tasks
This role is usually granted sparingly to a limited number of individuals and is mostly
used during smaller projects such as conference room pilots.
Human Capital Management (HCM) Application Administrator

This job role has access to all of the HCM setup tasks. It is typically used when
implementing multiple applications within and across Oracle Fusion product families.
For example: HCM users with this job role set up common objects owned by HCM, such
as departments and jobs.

Functional Users
Functional users are the subject matter experts from the lines of business and are
responsible for managing the setup data of their specific functional areas.
Functional users have job roles that include Functional Setups Duty or the equivalent
product-specific setups duty.
You can assign Functional Setups Duty to other job roles according to your business
requirements.
Functional users have access to these Setup and Maintenance work area tabs:
 Assigned Implementation Tasks from where they can perform the tasks
assigned to them.
 All Tasks where they can search and perform tasks to which they have access
to maintain setup over time.

Implementation Project
An implementation project is the list of setup tasks that are required for implementation
of specific offerings and related functional areas.
Create an implementation project by selecting one or more offerings and functional

areas.
Task lists are annotated by folders with their related tasks, or other task lists, displayed
below. An asterisk (*) indicates that a task or task list is required.

Implementation Project Table Column Details

The Implementation Project page includes the following table columns.
Go to Task
Opens a task page that is assigned to you.
Status
Displays the current status of the task. The status of a task or task list can be:
 Not Started
 In Progress
 Completed
 Execution Frozen
 Completed with errors
Predecessor Tasks
If any task list or task requires that another task be completed first, the other task is
listed as a predecessor task. The name of the predecessor task is displayed when the
mouse is over the number in that column. If there are multiple predecessor tasks, all
are listed.
Assigned To
Displays the user or role to which the task is assigned.
Notes
If there are notes associated to the task, a number is displayed. Clicking the number
displays the note window.
View Reports
Click the icon to see any of the reports available for the task list.

Assigned Implementation Tasks

Functional users with assigned setup tasks are responsible for performing those tasks
to enter appropriate setup data. When these users sign in to Functional Setup Manager,
they start on the Assigned Implementation Tasks tab of the Overview page.
Performing Tasks
Functional users click the Go to Task icon button for the task to open the task page
from which they enter and manage setup data.
When you complete and close the task, Functional Setup Manager returns you to the
list of assigned implementation tasks, where you can continue to perform other
assigned implementation tasks.
User permission is always validated.

The user's granted permission--at functional and data levels--is fully validated before the
user is allowed to enter setup data.

Instructor Note: Demo Timing
Approximate Demonstration Timing: 30 minutes

Demonstration: Creating an Implementation Project

Demonstration Scope
Go to the Manage Implementation Project page and create your
implementation project.
Remember: You must have the Application Implementation Manager
or Application Implementation Consultant role to create an implementation project.
Demonstration Steps
Start Here
Setup and Maintenance work area
1. In the Tasks pane, click Manage Implementation Projects to open the Manage
Implementation Projects page.
2. In the Search Results section, click the Create icon to open the Create
Implementation Project: Enter Basic Information page.
3. In the Name field, enter XX Workforce Deployment.
4. Press Tab.
Note that the project is automatically assigned to your user ID in the

Assigned To list.
5. Click Next to open the Create Implementation Project: Select Offerings to
Implement page.
6. In the Workforce Deployment row, select Include. Click Save and Open
Project to open the Implementation Project: XX Workforce Deployment
page.
7. Expand the Workforce Deployment folder.
Discuss the key concepts for understanding implementation projects.

Demonstration: Assigning Implementation Tasks

Demonstration Scope
For the tasks in this implementation project to appear in your Assigned
Implementation Tasks tab, you assign the tasks to yourself. Then, go to
the Overview page and discuss the key concepts for accessing
implementation projects and tasks.
Demonstration Steps
Start Here
Setup and Maintenance work area, Implementation Project: XX Workforce
Deployment page
1. In the Task Lists and Tasks section, select the Workforce Deployment row.
2. Click Assign Tasks to open the Assign Tasks dialog box.
3. Click the Select and Add icon to open the Select and Add: Users dialog box.
4. In the User ID field, enter your assigned login name.
5. Click Search.
6. Click the row containing your login name.
7. Click Apply.
8. Click Done to return to the Assign Tasks dialog box.
9. Click Save and Close to return to the Implementation Project: XX Workforce
Deployment page.
10. Click Done to return to the Manage Implementation Projects page.
11. Click Done to return to the Overview page, All Tasks tab.
Discuss the key concepts for accessing implementation projects and tasks
while you navigate through the relevant tabs.
12. Click the Assigned Implementation Tasks tab.
13. In the Task List column header, click the Sort Ascending icon.
14. Click the Implementation Projects tab.
15. Click XX Workforce Deployment in the table.
The Implementation Project: XX Workforce Deployment page is the main

page from which we will work through the tasks in this course, as our course
closely follows this flow, with some variation.

Student Activity: Creating an Implementation Project

and Assigning Tasks
Using your activity guide, do the activities specified in the title of this page.

Activities Introduction: Creating an Implementation

Project and Assigning Tasks
Background
You are a member of the Workforce Deployment implementation team for InFusion
Corporation and were tasked with creating the implementation project and assigning
implementation tasks.
Requirements
 Use the bold text for the object names, replacing XX with your initials
 You must have access to Oracle Fusion Application InFusion database or a
comparable training or test instance at your site, on which to complete this
practice.
Activity Scope
Create your project, using the default features and assign all of your implementation
project tasks to yourself.
Note: This is not how you would handle a real implementation (assigning all of the tasks
to yourself), but it is important for the activities that you perform throughout this course.

Activity 1: Creating an Implementation Project

In this activity, you create your Workforce Deployment implementation task.
Note: You must have the Application Implementation Manager or Application

Implementation Consultant role to create an implementation project.
Sign in as hcm_implX, replacing X with the number assigned to you by your instructor.
Start Here
Home work area, Welcome tab (default view after sign in)
1. In the global area Navigator menu, click Setup and Maintenance under Tools.
Location: Setup and Maintenance work area, Overview page, All Tasks tab
2. In the Tasks pane, click Manage Implementation Projects.
Location: Manage Implementation Projects page
3. In the Search Results section, click the Create icon.
Location: Create Implementation Project: Enter Basic Information page
4. In the Name field, enter XX Workforce Deployment.
5. Press Tab.
6. Confirm that the project is automatically assigned to your user ID in the

Assigned To list.
7. Click Next.
Location: Create Implementation Project: Select Offerings to Implement

page
8. In the Workforce Deployment row, select Include.
9. Click Save and Open Project.
Location: Implementation Project: XX Workforce Deployment page
At this point, you should have created and saved the XX Workforce Deployment
project, which was automatically assigned to your user ID.

Activity 2: Assigning Implementation Tasks

In this activity, you assign to yourself the tasks for your implementation project.
Sign in as hcm_implX, replacing X with the number assigned to you by your instructor.
Start Here
Setup and Maintenance work area, Implementation Project: XX Workforce

Deployment page
1. In the Task Lists and Tasks section, select the Workforce Deployment row.
2. Click Assign Tasks.
Location: Assign Tasks dialog box
3. Click the Select and Add icon.
Location: Select and Add: Users dialog box
4. In the User ID field, enter your user ID.
5. Click Search.
6. Select the row containing your user ID.
7. Click Apply.
8. Click Done.
Location: Assign Tasks dialog box
9. Click Save and Close.
Location: Implementation Project: XX Workforce Deployment page
10. Click Done.
Location: Manage Implementation Projects page
11. Click Done.

Location: Setup and Maintenance work area, Overview page
12. Click the Implementation Projects tab.
13. Click XX Workforce Deployment in the table.
At this point, you should have assigned to yourself all of the implementation tasks for
your project.

Accessing Implementation Projects and Tasks

Depending on your role, you see some or all of the following tabs on the Setup and
Maintenance work area, Overview page.
Overview Tabs
Implementation Projects
View and manage implementation project details.
Assigned Implementation Tasks

Address any tasks that are assigned to you.
All Tasks
Access one or more of the task lists and tasks for all of your offerings.
 Implementation managers: Access all of the tasks within each implementation

project.
 Implementation consultant (functional user): Access only your assigned tasks.
Task Filters
You can filter assigned implementation tasks by:
 Implementation project
 Status
 Due date
Completing Assigned Tasks

All of the tasks assigned to the functional user (implementation consultant) are
accessible from a single page.
 Click Go to Task to open the relevant page, regardless of the product that owns
the task.
 After you finish performing a task and you click Done, you are returned to the
page from you which you initiated the task.
Example: You initiate many tasks in this course from the Implementation Project:
XX Benefits page, so this is the page to which you return when you click Done or
Cancel for the task.
Note: It is the responsibility of the user to update the task status.


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Global HR Implementation

Functional Setup Manager (FSM)

Functional Setup Manager

Steps in the implementation cycle:

1. Analyze implementation requirements, design, setup, and plan the overall

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1

Job Roles with Functional Setups Duty

 Application Implementation Manager

2 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Implementation and HCM Application Administrator Job Role

Application Implementation Consultant

Human Capital Management (HCM) Application Administrator

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 3

4 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Create an implementation project by selecting one or more offerings and functional

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 5

Implementation Project Table Column Details

6 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Assigned Implementation Tasks

User permission is always validated.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 7

Instructor Note: Demo Timing

Approximate Demonstration Timing: 30 minutes

8 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Demonstration: Creating an Implementation Project

Note that the project is automatically assigned to your user ID in the

Discuss the key concepts for understanding implementation projects.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 9

Demonstration: Assigning Implementation Tasks

The Implementation Project: XX Workforce Deployment page is the main

10 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Student Activity: Creating an Implementation Project

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 11

Activities Introduction: Creating an Implementation

12 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Activity 1: Creating an Implementation Project

Note: You must have the Application Implementation Manager or Application

2. In the Tasks pane, click Manage Implementation Projects.

Location: Manage Implementation Projects page

3. In the Search Results section, click the Create icon.

Location: Create Implementation Project: Enter Basic Information page

4. In the Name field, enter XX Workforce Deployment.

6. Confirm that the project is automatically assigned to your user ID in the

Location: Create Implementation Project: Select Offerings to Implement

8. In the Workforce Deployment row, select Include.

9. Click Save and Open Project.

Location: Implementation Project: XX Workforce Deployment page

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 13

Activity 2: Assigning Implementation Tasks

Setup and Maintenance work area, Implementation Project: XX Workforce

2. Click Assign Tasks.

Location: Assign Tasks dialog box

3. Click the Select and Add icon.

Location: Select and Add: Users dialog box

4. In the User ID field, enter your user ID.

6. Select the row containing your user ID.

Location: Assign Tasks dialog box

9. Click Save and Close.

Location: Implementation Project: XX Workforce Deployment page

10. Click Done.

Location: Manage Implementation Projects page

11. Click Done.

14 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.