Oracle Fusion Project Portfolio

Management
Configure Project Management

Release 10

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Oracle Online Training Materials – Usage Agreement
1. Oracle is pleased to allow its business partner (“Partner”) to download the Materials found on this area of the Site. The Materials provided on or through this area of the Site are
confidential to Oracle and protected by intellectual property laws, and provided to Partner under and pursuant to the terms, conditions and restrictions of Partner’s agreement with Oracle
to participate in the applicable beta program pertaining to the Software (as defined below) (“Beta Trial License Agreement”), as well as any additional terms, conditions and restrictions set
forth in any area of this Site or in any Materials provided on or through this Site. In the event of any conflict or inconsistency between the terms, conditions and restrictions set forth in the
Beta Trial License Agreement and those set forth in any area of this Site on in any Materials provided on or through this Site, the former shall have precedence with respect to Partner’s
access and use of the Site and Materials, provided, however, that notwithstanding anything to the contrary in the Beta Trial License Agreement, Partner will restrict access to and
disclosure of Materials only to its employees who require access to Materials in connection with the Beta Trial License Agreement.
2. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

3. Oracle disclaims any warranties or representations as to the accuracy or completeness of any Materials. Materials are provided "as is" without warranty of any kind, either express,
implied or statutory, including without limitation the implied warranties of merchantability, satisfactory quality, fitness for a particular purpose, accuracy, timeliness and non-infringement
of third-party rights. The information contained herein is subject to change without notice.

4. Under no circumstances shall Oracle be liable for any loss, damage, liability or expense incurred or suffered which is claimed to have resulted from use of these Materials. As a condition of
use of the Materials, Partner agrees to indemnify Oracle from and against any and all actions, claims, losses, damages, liabilities and expenses (including reasonable attorneys' fees) arising
out of Partner’s use of the Materials.

Disclaimer:
This document is for informational purposes only and is intended solely for use in connection with the internal pre-production evaluation and testing of the Software. This is not a
commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or
functionality, and inclusion or not thereof in the commercially available version of the Software, if any, is always at Oracle’s sole discretion. This document is not considered part of the
applicable program documentation.
Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 3

Objectives

After completing this session, you should be able to:

 Understand which setup steps are associated with Project

Management & Task Management

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 4

Session Agenda

 Overview of Project Management

 Key Concept – Project & Task Codes

 Key Concept – Issue and Deliverable Types

 Key Concept – Project Enterprise Structure

 Student Activity

 Review and Discussion

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 5
Project Management Configuration
Overview

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 6

Define Project Management Configuration

Navigator > Tools > Setup and Administration > Implementation Projects tab > your implementation
project > Define Project Management Configuration

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 7

 Define Project Management Configuration
Set up Tasks

Task or Task List Description

Manage Project Management Specify the default calendar, space template, and currency, and define progress exception thresholds
Implementation Options for the project enterprise.
Manage Enterprise Project Codes Create and update enterprise project codes to capture additional details on a project using a
predefined value set, free text, or numeric data type.
Manage Enterprise Task Codes Create and update enterprise task codes to capture additional details on a project task using a
predefined value set, free text, or numeric data type.
Manage Issue Types Create and update deliverable types such as the General deliverable type.

Manage Custom Attributes for Create and update custom attributes to capture additional details for issues and deliverables using a
Issues and Deliverables predefined value set, free text, or numeric data type.
Define Project Requirement See separate presentation for Requirements Management / Agile
Configuration

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 8

 Define Project Management Configuration
Set up Tasks

Task or Task List Description

Manage Project Management Review and manage messages for Oracle Fusion Project Management.
Messages
Manage Project Management Review and manage attachment categories for Oracle Fusion Project Management.
Attachment Categories
Manage Oracle Social Network Enable the display of information in Oracle Social Network about changes to Project Execution
Objects for Project Execution Management business objects, and select which attributes to include for each object.
Management
Manage Enterprise Project Create and edit EPS nodes and manage the hierarchy of the nodes.
Structure

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 9

 Define Project Management Implementation Options
Overview

Overview
• Default Calendars
• Progress Exceptions
• Default Currency
• Default Space Template
• Default Full Time Equivalent Hours
• Default E-Mail Banner

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 10

Codes, Issue and Deliverable Types
Key Concept

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 11

 Project & Task Codes
Overview

Overview
• Project and Task Codes enable project managers and team
members to capture information at the project and task level
that is specific to your organization
• Value sets: up to 40 project or task codes based on value sets
• Free form text: up to 20 project or task codes text fields
• Numeric: Up to 10 project or task codes with numeric entry

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 12

 Issue Types
Overview

Overview
• Issue Types are used to classify and report issues.
• “General” issue type is seeded.
• Add issue types through the Manage Issue Types page.
• Users can either select from the Issues Types LOV or can create
their own issue types during creating of an issue.

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 13

 Deliverable Types
Overview

Overview
• Deliverable Types are used to classify and report deliverables.
• “General” deliverable type is seeded.
• Add deliverable types through the Manage Deliverable Types
page.
• Users can either select from the Deliverable Types LOV or can
create their own deliverable types during creating of a deliverable.

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 14

Social Network (OSN) Integration
Key Concept

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 15

 Social Network (OSN) Integration
Overview

Overview
• Define the integration to Oracle Social Network for Project
Execution Management:
– Project
• Project, Description, Project Start Date, Project Finish Date,
Project Number
– Project Issue
• Description, Close Date, Issue ID, Need-by Date, Resolution,
From Date, Summary, Created By, Type, Owner, Priority, Project,
UI Summary
– Task
• Task, Project, Start Date, Finish Date, Priority, Owner, Status
– Select Manual, Automatic, or No
• Manual is recommended and means that users decide if
business object information is sent to Oracle Social Network

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 16

Enterprise Project Structure
Key Concept

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 17

 Enterprise Project Structure
Overview

Overview
• Use the enterprise project structure to organize projects in
hierarchical groups for reporting specific metrics to executive
management.
• Group projects into a hierarchical structure for reporting to
executive management
• Create up to 10 levels in the hierarchy
• Review labor demand by team member role in terms of full-
time equivalent (FTE)
• Summarize data at each level all the way up the hierarchy

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 18

Define Project Management Configuration
Student Activity

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 19

Define Project Management Configuration
Activities
1. Demonstration: Creating Enterprise Project Codes and Task Codes
2. Demonstration: Creating an Issue Type
3. Creating an Issue Using the Issue Type
4. Demonstration: Creating a Deliverable Type
5. Creating a Deliverable Using the Deliverable Type

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 20

Review and Discussion

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 21

Define Project Control Configuration Highlights

In this session, you should have learned how to:

 Understand which setup steps are associated with Project & Task
Management

 Create and manage project & task codes, issue types, and
deliverable types

 Manage Oracle Social Network Objects for Project Execution

 Create Enterprise Project Structure

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 22