Oracle Project Accounting (PA) Online Training

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Application: Oracle Project Costing
Title: Creation of Indirect Project type, Indirect Project
Template, and Indirect Project
From this document you can learn how to Create Indirect Project Type,
Indirect Project Template, Indirect Project.
Note: in this document we have covered only basic level setups for
demonstration purpose
Content
1. Indirect Project Type………………...........………………….…3
Setups Required for Indirect Project Creation
A. Define Service Type………………………....….……...3
B. Define Work Type…………………………….………..4
C. Define Resource List …………………..…...………….5
D. Define Indirect Project Type…………………..……......6

2. Indirect Project Template.………...........……..…………...……12

1. Indirect Project Template Creation………….....………12

3. Indirect Project Creation ………….….....……..…….…………..29

1. Indirect Project Creation. …………....…..………..……29

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Step- 1: Define Service Type
Application: Project Costing

Nav: Setup  Projects  Service Type

1. Give Service Type Code

2. Give Meaning
3. Give Description
4. Give Effective Date From

Step-2: Define Work Type

Application: Oracle Project Costing

Nav: Setup  Utilization  Work Type

1. Give Name
2. Choose Transfer Price Amount Type as cost Transfer
3. Give Description
4. Give Effective Date From

Oracle Project Accounting (PA) Online Training 3

Step-3: Define Resource List
Application: Project Costing

Nav: Setup  Budgets  Resource List

1. Give Resource List Name

2. Give Description
3. Select Group Resource By as Organization
4. Select your Operating Unit in Resource Group
5. Give Employee, Resource and Alias in Resource Type

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Step-4: Define Indirect Project Type
Application: Project Costing

Nav: Setup  Projects  Projects Type

1. Give name of the Project Type
2. Choose Class as Indirect
3. Select Effective Date.

Give Details in Details Tab

1. Select Service Type

2. Select Work Type

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Oracle Project Accounting (PA) Online Training 6
Select Status Reporting Resource List

Oracle Project Accounting (PA) Online Training 7

Select Starting Project Status as "Unapproved"

Oracle Project Accounting (PA) Online Training 8

Indirect Project Template
Step-1: Define Indirect Project Template
Application: Project Costing

Nav: Setup  Projects  Project Template

1. Click on Find

2 Give Number
3 Give name of the Indirect Project Template
4 Give Indirect Project Type
5 Select Organization
6 Give Tran Duration
7 Enable Option Name Structure
8 Enable Option Name Tasks
9 Enable Option Name Currency
Oracle Project Accounting (PA) Online Training 9
10 Enable Option Name Key Members
11 Enable Option Name Organization Override
12 Enable Option Name Transaction Controls

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Select Option Name Structures

1. Click on Details

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2. Enable Financial Structure
3. Enable Workplan Structure
4. Click on Apply

Oracle Project Accounting (PA) Online Training 12

Select Option Name Tasks

1. Click on Details

Oracle Project Accounting (PA) Online Training 13

Oracle Project Accounting (PA) Online Training 14
2 Click on Find

3 Give Task Number

4 Give Task Name
5 Give Description
6 Give Transaction Start Date
7 Click on Create Subtask

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8 Give Sub Task Number
9 Give Sub Task Name
10 Give Description
11 Give Transaction Start Date

1. Select Task
2. Click on Create Peer Task

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3 Give Task Number
4 Give Task Name
5 Give Description
6 Give Transaction Start Date

7 Click on Create Subtask

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8 Give Sub Task Number
9 Give Sub Task Name
10 Give Description
11 Give Transaction Start Date

12 Select Task
13 Click on Create Peer Task

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14 Give Task Number
15 Give Task Name
16 Give Description
17 Give Transaction Start Date

18 Click on Create Subtask

19 Give Sub Task Number

20 Give Sub Task Name

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21 Give Description
22 Give Transaction Start Date

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Select Option Name Key Members

1. Click on Details

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2 Select Employee Name
3 Select Employee Number
4 Select Role as Project Manage

1. Click on Change Status

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2. Select Project Status as Approved

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3. Status Changes from Unapproved to Approved

Oracle Project Accounting (PA) Online Training 24

Indirect Project Creation
Step-1: Define Indirect Project
Application: Project Costing

Nav: Projects
1. Give Indirect Project Template Number
2. Click on Find

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3. Click on Copy To

4. Give Indirect Project Number

5. Give Indirect Project Name
6. Click OK

7. Select Indirect Project

8. Click on Open

Oracle Project Accounting (PA) Online Training 26

Oracle Project Accounting (PA) Online Training 27
9. Select Change Status

Oracle Project Accounting (PA) Online Training 28

10. Select Project Status as Approved
11. Click on OK

12. Project Status Changes to Approved

Oracle Project Accounting (PA) Online Training 29

Oracle Project Accounting (PA) Online Training 30
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Oracle Project Accounting (PA) Online Training 31