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Introducing Oracle Fusion Functional

Setup Manager

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Objectives

After completing this lesson, you should be able to:

• Describe Oracle Fusion Functional Setup Manager.
• Browse and configure offerings and functional areas.
• Review the Project Financial Management offering.
• Create an implementation project.
• Explain setup data export and import.

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Overview of Functional Setup Manager

Functional Setup Manager is a one-stop planning-to-deployment application that provides:

• Single interface
• Guided processes
• Configurability of the Oracle Fusion offerings
• Predefined, guided task lists
• Export and import capability
• Set of comprehensive reports

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Implementing Oracle Fusion Applications

Financial

Lines of
Business
Project Financial
Management

Oracle Fusion
Functional Setup Manager

Workforce
Deployment

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Functional Setup Methodology

Guided Process for Application Implementation Life Cycle

Application Implementation Lifecycle

Plan Configure Implement Export/ Import Transact Maintain

Configure Offering Setup or Export Offering Setup Data

Offerings Offerings Implementation or Manage Configuration Task Search
Projects Packages

Functional Setup Manager Modules

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Job Roles

The following job roles are required to access information within Oracle Fusion Functional
Setup Manager:
• Application Implementation Manager
• Application Implementation Consultant

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Navigating to Functional Setup Manager

The Oracle Fusion applications work area for Functional Setup Manager is called Setup and
Maintenance. Users with any of the Functional Setup–related enterprise roles use one of the
following two paths to navigate to Setup and Maintenance work area:
• Settings and Actions > Administration > Setup and Maintenance
– The Settings and Actions menu is accessed by clicking the user name.
• Navigator > Setup and Maintenance

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Offerings, Functional Areas, Options, and Features

The decisions for implementing specific business processes include:

• Offerings
• Functional areas
• Options
• Features

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Offerings

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Project Portfolio Management Offerings

The two predefined Project Portfolio Management implementation offerings are:

• Project Financial Management: Configure how you manage projects, including how to
plan, budget, forecast, collect costs, bill customers, and report performance.
• Project Execution Management: Configure how you execute projects, manage
requirements, schedule and collaborate on tasks, staff resources, maximize utilization,
resolve issues, and complete deliverables.
• Note: The focus of this course is the Project Financial Management offering.

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Working with Configure Offerings

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Progressive Decision Making with Offering Hierarchy

Project Financial
Local Install of Help
Management
(Feature)
(Offering)

Project Organizations Help Customization

(Functional Area) (Feature)

Project Foundation
(Functional Area) Custom Help Security
(Feature)

Project Control (Functional

Area)

Project Costing Base

(Functional Area)

Project Costing (Functional

Area)

Capital Projects
(Functional Area)

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Enabling Offering and Functional Areas for Implementation

• An Offering or its Functional Areas can either be selected or not selected for
implementation. You select or deselect the Enable For Implementation check box to
specify your selection.
• The Provisioned column in Configure Offerings shows whether or not an Offering is
provisioned.
– Although Functional Setup Manager does not prevent users from enabling Offerings
that have not been provisioned, ultimately users are not able to perform the tasks
needed to enter setup data for those Offerings.
– When a user starts configuring a nonprovisioned Offering, Functional Setup Manager
shows a warning message explaining the consequence.

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Selecting Feature Choices

• If the selected Offerings and Functional Areas have dependent features, those features
are applicable when the corresponding Offering and Functional Area is implemented.
• In general, the features are set with default configuration based on their typical
usage. Implementers should always:
– Review the available feature choices for their selected Offerings and Functional
Areas.
– Configure the features as appropriate for their implementation.

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Implementation Project: Overview

An implementation project:
• Uses the Setup and Maintenance work area in Oracle Fusion Functional Setup
Manager.
• Starts the creation of your enterprise and its structures.
• Defines the scope of the implementation.
• Is populated by adding one or more related offerings or task lists.
• Provides progress reports on tasks that can be seen on the Implementation Projects tab.

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Assign Tasks

Assign tasks to users by using the Assign Tasks window.

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Setup Data Export and Import: Overview

Setup data can be exported and imported for either:

• An entire offering.
• Any of an offerings functional areas.

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Summary

In this lesson, you should have learned to:

• Describe Oracle Fusion Functional Setup Manager.
• Browse and configure offerings and functional areas.
• Review the Project Financial Management offering.
• Create an implementation project.
• Explain setup data export and import.

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