Oracle Cloud Customer Connect – 331191 Project Planning Deep Dive Session
Question and Answers
# Question
1 Are the slides available
somewhere? Thank you
2 how this interact with PPM ?
3 IT implementaiton project, if
client wants to capitalize it.
Should it be created as
Indirect Project or Capital
Project ?
4 Can you import project data
instead entering it
manually?
5 Can we enable automatic
project numbering like we
can do in PPM?
6 Can these projects also be
planned with different
funding sources (Awards) to
allow for integration with
PPM?
7 is the cost -per employee
coming from the rate
schedules in PPM ?
8 what mean the Financial
Benefit for an Indirect
Project ? he is writing
Revenue
9 Do you have an example to
show where you integrate
Workforce into Projects for
employee costs that are
being planned to project?
10 Regarding project approval,
can we enable workflow /
approval rules like we do
using BPM?
11 Is there any integration
between EPM projects and
ERP projects?
Asker Name Answer(s)
MOHAMMED It will be shared post the session
MAKHFI
Rafael We have integration to push the project budgets
Hanayen back to PPM on approvals
Hemal Parikh As Capital Project, we will cover that use case in
the demo
Dimitrina Yes you can load the data using the data import
Doutcheva template. Post that you will have to calculate the
project
Mohit Ahuja You can do by doing a groovy rule. Right now its
manual
Kenneth You can add a custom dimension for funding
Beeson source and apply the project against that. This
will have to modified in the out of box
integration.
Rafael No they are entered here as assumptions. It can
Hanayen be loaded from PPM rates if its needed
Rafael Financial Benefits are any impacted revenue or
Hanayen cost savings you will get from your internal
projects
Ashley We bring the Employee resources, but we don't
Patufka bring the workforce cost as that is sensitive and
can be different from the cost you would like to
associate to the project
Mohit Ahuja We have 2 levels of approval. One is a simple
approval within the module through Approve
Project action. We can also configure a
comprehensive process management approval
which is available in Planning.
Cristina Petre Yes we do have. We will cover as part of the
session. You can export the planned project and
the budgets to PPM. As well you can pull in the
Project actuals from ERP Projects
Oracle Cloud Customer Connect – 331191 Project Planning Deep Dive Session
Question and Answers

# Question Asker Name Answer(s)

12 For Capital Project planning, Hemal Parikh Yes we are first creating project in Project
starting point should be Module and we push that through project
Project Planning => and capitalization which will show in the demo
than Capex Planning from
(business / system)
standpoint ?
13 With capital projects, can we Ashley Yes that would be covered in the demo
also discuss the best Patufka
approach of integrating in
project spend actuals and
identifying if that spend is
OpEx, WIP or already
capitalized and as asset
within Capital?
14 Is "Phase" for capital Kevin Phase are not at Task level but broad stages in a
projects synonymous with Mizuno project, in a capex project it could be build,
the Oracle "Task" used in commissioning, finishing , delivery etc. as
projects in your example on examples
Robo automated
warehouse?
15 Also, we currently use Kevin Oracle ERP Projects is more of post project is
Oracle Projects for our Mizuno ready. EPM project is used to make decisions on
project reporting, which project to plan and approve. Only
budgeting, and approved projects then gets pushed to ERP
administration. Can you projects. We have covered this in detail in an
please clarify how Oracle earlier customer connect session in Feb 2021.
EPM-projects planning Please do watch the recording
should best be used in
conjunction w/ Oracle ERP-
Projects and their the
differences? The major
question we're facing is why
have both?
16 is that cost allocation to Mohit Ahuja Yes, he picked only labor expense to allocate not
asset calculation right?, total the full cost
expenses are 2.4 m, right?
17 How data will be pushed to Azhar It can ideally be from Capex module as that has
Financials for capical Mahmood the value in assets. But pre capitalization project
projects. Will it be from cost can be moved to financials from projects
projects module or from
Capex module
Oracle Cloud Customer Connect – 331191 Project Planning Deep Dive Session
Question and Answers
# Question
18 Can you also point out the
differences with Oracle
NetSuite EPM?
19 Thanks. Any user/admin
guide on this for new
commers
20 Can we integrate directly
projects from custom cube
to PPM?
21 How do you manage
continuous planning of
capital projects after
integrating in actuals and
assessing what you need to
capitalize?
22 Muthu, you mentioned "We
have 2 levels of approval.
One is a simple approval
within the module through
Approve Project action. We
can also configure a
comprehensive process
management approval
which is available in
Planning".... Can you please
clarify the comprehensive
approval available in
planning module as in
which module we are
referring here?
23 Yes but is there a best
practice on how to integrate
the data into planning to
assess if the actual spend of
the capital project is already
capitalized or not?
24 Just to doublecheck. EPM
functionalitites presented
here are intented for project
planning phase (making
Asker Name Answer(s)
Dimitrina Netsuite EPM covers Planning and Budgeting
Doutcheva cloud, its presently does not have the Project
Planning capabilities. Netsuite Planning is
generally positioned to small and medium size
customers
Azhar This Deck will be distributed and it has links to
Mahmood resources
Anila K Not out of the box. You have to build custom
integration using Data Management. But I would
like to know what is the use case for custom
integration
Ashley You can bring in actuals and plan your projects
Patufka with updates to the cost. The capitalization is
planning and not for actuals. If you have more
question, post them with more details in
customer connect
Mohit Ahuja It is Process Management that is avaialble as
part of EPM Planning Platform , avaialble for all
modules
Ashley This you can check in Capital Planning module,
Patufka where you can bring actuals by project and then
compare what was planned investment vs.
actual investment. Project will be a dimension in
Capital Planning
Andrius B. EPM is Strategic level financial planning to make
investment decisions on Projects. You could
create 1000 projects in EPM Projects but only
150 projects are approved for execution., Only
Oracle Cloud Customer Connect – 331191 Project Planning Deep Dive Session
Question and Answers

# Question Asker Name Answer(s)

scenarios, planing 150 projects are pushed to PPM for execution
costs/revenues, etc). later and taks level assignemnt and planning is done
this information will be there
pushed to PPM and
analyzed there?
25 What does Oracle Mohit Ahuja Typically projects are created in EPM and moved
recommend: Create project to PPM. But if you have already one of the
first in PPM or EPM? products implemented and other one you are
planning to implement- you can leverage the
migration functionality in EPM and PPM
integration
26 We have rolled out EPM for Kevin You could explore Workforce Planning, Project
our O&M budget, but have Mizuno Planning and Financial Planning Modules
not yet implemented EPM together
projects and are exploring
it's merrits currently.
Beyond collecting non-labor
budget lines from divisions,
EPM's most powerful tool
for us currently is for very
granular labor/benefits
budget planning next year,
which also calculates a
capital projects $ for each
employee (not project
specific). How would you
integrate granular but not
project-secific capitalized
labor/benefits $s calculated
by EPM with EPM-projects?