19D PPM WN

TABLE OF CONTENTS
UPDATE 19D ······························································································································································································· 2

Revision History ························································································································································································ 2
Overview ······································································································································································································· 2
Optional Uptake of New Features (Opt In) ··································································································································· 2
Feature Summary ····················································································································································································· 4
Common Technology and User Experience ······························································································································· 7
REST APIs for Oracle PPM Cloud ··············································································································································· 7
Project Resource Management ··················································································································································· 7
Manage Project Resource Pools Using a REST Service ······························································································ 7
Project Management ······································································································································································· 8
Delete Work Plan Templates Using a REST Service ····································································································· 8
Read Project and Task Code Settings Using a REST Service ··················································································· 9
Project Performance Reporting ················································································································································· 10
Review Summarized Project Performance Insights Using a REST Service ························································ 10
Project Billing ···················································································································································································· 11
Submit a Project Contract Invoice Using a REST Service ························································································· 11
Project Costing ················································································································································································ 11
Update Account Information on Project Costs Using a REST Service ·································································· 11
Create Unprocessed Project Costs Using a REST Service ······················································································· 13
Transfer Project Costs to New Expenditure Type Using a REST Service ··························································· 13
Project Foundation ········································································································································································· 15
Manage Additional Project Attributes Using a REST Service ··················································································· 15
Manage Additional Project Task Attributes Using a REST Service ········································································ 16
Update Burden Schedule Override for Award Project Using a REST Service ··················································· 17
Manage Project Plan Type for Project Templates Using a REST Service ··························································· 17
Oracle PPM Cloud ·················································································································································································· 18
Project Resource Management ·················································································································································· 18
Efficiently Create and Maintain Project Enterprise Resources ················································································· 18
Navigate Directly Between Your Real-Time Analysis and Project Resources Work Area ····························· 20
Fulfill Requests and Create Assignments with Future-Hired Resources ······························································ 22
Project Performance Reporting ················································································································································· 25
Summarize Project and Contract Performance Data Using a Single Scheduled Process ····························· 25
Project Billing ······················································································································································································ 26
Define Receivables Accounting Rules with Additional Award Attributes ······························································ 26
Support Zero Discount Percentage for Nonlabor Rate Overrides ··········································································· 27
Define Multiple Bill-to Accounts for Intercompany Contracts ····················································································· 28
View Associated Task Dimensions in a Receivables Real-Time Analysis ··························································· 29
View Contract Line Dimensions in a Receivables Real-Time Analysis ································································· 30
Calculate Revenue Amounts with the Project Process Configurator Using Additional Source Filters ······· 32
Identify Causes of Billing Transaction Exceptions with a Zero Amount ································································ 33
Project Costing ··················································································································································································· 34
View Construction-in-Process Account in a Real-Time Analysis ············································································· 34
Grants Management ········································································································································································· 35
Allow Budget Period Updates on Awards Without Budgetary Control ··································································· 35
Project Management ········································································································································································ 36
Removal of Project Spaces and Document Library in Update 20A ········································································ 36
UPDATE 19D
REVISION HISTORY
This document will continue to evolve as existing sections change and new information is added. All updates
appear in the following table:
Date Feature Notes
20 SEP 2019 Created initial document.
OVERVIEW
This guide outlines the information you need to know about new or improved functionality in this update, and
describes any tasks you might need to perform for the update. Each section includes a brief description of the
feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you
should keep in mind, and the resources available to help you.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at
oracle_fusion_applications_help_ww_grp@oracle.com
2
OPTIONAL UPTAKE OF NEW FEATURES (OPT IN)
Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive
new functionality to help you efficiently and effectively manage your business. Some features are delivered
Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning
you have to take action to make available. Features delivered Disabled can be activated for end users in a
couple of ways:
Access the Opt In page from the New Features Work Area
1. Click the Navigator, and then click New Features (under the My Enterprise heading)
2. On the New Features page, select the offering that includes new features you’d like to review
3. Click Go to Opt In for any feature you want to opt in
4. On the Edit Features page, select the Enable option for the feature, and then click Done
or... Access the Opt In page from the Setup and Maintenance Work Area
1. Click the Navigator, and then click Setup and Maintenance

2. On the Setup page, select your offering, and then click Change Feature Opt In
3. On the Opt In page, click the Edit Features icon for any area that includes features you want to opt in
4. On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable
column includes an Edit icon instead of a check box, then click the icon, select your feature options, and
click Save and Close.
5. Click Done.
Opt In Expiration
Occasionally, features delivered Disabled via Opt In may auto enable in a future update. This is known as an
Opt In Expiration. If your cloud service has any Opt In Expirations you will see a related tab in this
document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will
expire, potentially auto enabling the feature. You can also click here to see features with Opt In Expirations
across all Oracle Cloud Applications.
3
FEATURE SUMMARY
Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential
impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Customer Action Required = You MUST take action before these features can be used by END USERS. These features are delivered disabled and you choose if and when
to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features
must be assigned to user roles before they can be accessed.
Ready for Use by End Users Customer Must Take Action before Use by End Users
(Feature Delivered Enabled) (Feature Delivered Disabled)
Reports plus Small Scale UI or Process-Based new features Not disruptive as action is required to make these features
will have minimal user impact after an update. Therefore, ready to use. As you selectively choose to leverage, you
customer acceptance testing should focus on the Larger set your test and roll out timing.
Scale UI or Process-Based* new features.
UI or UI or
Process-Based: Process-Based:
Feature Report Small Scale Larger Scale* Customer Action Required
COMMON TECHNOLOGY AND USER EXPERIENCE
REST APIs for Oracle PPM Cloud
Project Resource Management
Manage Project Resource Pools Using a REST Service
Project Management
Delete Work Plan Templates Using a REST Service
Read Project and Task Code Settings Using a REST
Service
Project Performance Reporting
Review Summarized Project Performance Insights
Using a REST Service
Project Billing
Submit a Project Contract Invoice Using a REST
Service
4
UI or UI or
Project Costing
Update Account Information on Project Costs Using a
REST Service
Create Unprocessed Project Costs Using a REST
Service
Transfer Project Costs to New Expenditure Type Using
a REST Service
Project Foundation
Manage Additional Project Attributes Using a REST
Service
Manage Additional Project Task Attributes Using a
REST Service
Update Burden Schedule Override for Award Project
Using a REST Service
Manage Project Plan Type for Project Templates Using
a REST Service
ORACLE PPM CLOUD
Project Resource Management
Efficiently Create and Maintain Project Enterprise
Resources
Navigate Directly Between Your Real-Time Analysis
and Project Resources Work Area
Fulfill Requests and Create Assignments with Future-
Hired Resources
Project Performance Reporting
Summarize Project and Contract Performance Data
Using a Single Scheduled Process
5
UI or UI or
Project Billing
Define Receivables Accounting Rules with Additional
Award Attributes
Support Zero Discount Percentage for Nonlabor Rate
Overrides
Define Multiple Bill-to Accounts for Intercompany
Contracts
View Associated Task Dimensions in a Receivables
Real-Time Analysis
View Contract Line Dimensions in a Receivables Real-
Time Analysis
Calculate Revenue Amounts with the Project Process
Configurator Using Additional Source Filters
Identify Causes of Billing Transaction Exceptions with
a Zero Amount
Project Costing
View Construction-in-Process Account in a Real-Time
Analysis
Grants Management
Allow Budget Period Updates on Awards Without
Budgetary Control
Project Management
Removal of Project Spaces and Document Library in
Update 20A
6
COMMON TECHNOLOGY AND USER EXPERIENCE
REST APIS FOR ORACLE PPM CLOUD
PROJECT RESOURCE MANAGEMENT
MANAGE PROJECT RESOURCE POOLS USING A REST SERVICE

View, create, update, and delete project resource pools using the Project Resource Pools REST service. It
makes it easy for you to maintain a large number of resources and resource pools. You can review payload
examples for the Project Resource Pools service in the REST API for Oracle Project Portfolio Management
Cloud guide.
The service has a parent resource and 2 child resources as follows:
REST Resource Description
The Project Resource Pools REST resource is used

Project Resource Pools
to view, create, and manage project resource pools.
The Project Resource Pool Managers REST
resource is used to view, create, and delete project
Project Resource Pool Managers
resource pool managers associated to a resource
pool.
The Project Resource Pool Members REST
Project Resource Pool Members resource is used to view, create, and update project
resource pool members assigned to a resource pool.
STEPS TO ENABLE
Review the REST service definition in the REST API guides, available from the Oracle Help Center > your
apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin with
the Quick Start section.
TIPS AND CONSIDERATIONS
The Resource Pool object has a composite key as its primary key. To update or delete a resource pool, you
need to get the composite key to pass it in the PATCH and DELETE URL. Follow these steps:
1. Perform a GET operation passing using a query parameter.
For example, add this to your GET URL to query resource pool by resource pool name:
q=ResourcePoolName='A6 Resource pool'
The query result displays all the attributes of the resource pool and includes a link with the hash key to
the resource pool record:
7
2. Use the URL given in the "href" link in the PATCH or DELETE operation to update or delete the resource
pool record.
KEY RESOURCES
Related Help: REST API for Oracle Project Portfolio Management Cloud guide available on the Oracle
Help Center.
ROLE INFORMATION
To use this feature, you need this privilege and one of the roles:
Privilege Name and Code:

Manage Project Resource Pools (PJR_MANAGE_PROJECT_RESOURCE_POOLS_PRIV)
Job Role Name and Code:
Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)
Project Application Administrator (
ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB )
PROJECT MANAGEMENT
DELETE WORK PLAN TEMPLATES USING A REST SERVICE

Delete work plan templates using the Work Plan Templates REST service. Typically, you use this operation to
delete obsolete work plan templates.
A work plan template is a standard set of project tasks, resource assignments, and deliverables available for
use across projects. They are used to create a new project plan or to add tasks to an existing project plan.
Payload examples for this REST service are available in the REST API for Oracle Project Portfolio Management
Cloud guide.
STEPS TO ENABLE
Review the changes to the Work Plan Templates service, and update your REST client.
8
You can only delete the work plan templates that you have created.
KEY RESOURCES
Help Center.
ROLE INFORMATION
To use this feature, you need this privilege or role:
Job Role Name and Code

Project Manager (ORA_PJF_PROJECT_MANAGER_JOB)
Privilege Name and Code
Create Project Work Plan Template (PJT_CREATE_PROJECT_WORK_PLAN_TEMPLATE_PRIV)
READ PROJECT AND TASK CODE SETTINGS USING A REST SERVICE

Read project and task code settings such as name, description, and type using the Enterprise Project and
Task Codes REST service. If a project or task code is a value set, the service also retrieves the list of accepted
values for it.
During implementation, project application administrators can create enterprise project codes and enterprise
task codes to track additional project or project task details that need to be captured. For example, they can
create a task code to capture the type of work done for each project task. And, if there is a finite set of values to
capture the type of work done, they also define a list of accepted values for it.
Payload examples for this REST service are available in the REST API for Oracle Project Portfolio Management
Cloud guide.
STEPS TO ENABLE

The Enterprise Project and Task Codes REST service only provides access to the enterprise project
code settings and the enterprise task code settings: It does not provide access to enterprise project
codes values or enterprise task codes values assigned to a particular project or task, respectively. You
can access the enterprise project code values assigned to a project using other REST services such as
the Projects and the Project Plans REST services depending on the role needs. Similarly, you can
access enterprise task code values assigned to a project using the Tasks resource of the Projects and
the Project Plans REST services.
KEY RESOURCES
REST API for Oracle Project Portfolio Management Cloud guide available on the Oracle Help Center.
9
ROLE INFORMATION
To read Enterprise Project Code Settings, you need this privilege or role:

Manage Project Work Plan (PJT_MANAGE_PROJECT_WORK_PLAN_PRIV)
To read Enterprise Task Code Settings, you need this privilege or role:

Team Collaborator (ORA_PJF_TEAM_COLLABORATOR_ABSTRACT)
Manage Project Tasks (PJL_MANAGE_PROJECT_TASKS_PRIV)
PROJECT PERFORMANCE REPORTING
REVIEW SUMMARIZED PROJECT PERFORMANCE INSIGHTS USING A REST SERVICE

The Project Insights REST service highlights 29 points of interest for your project. These include the overall
project health, budget and spend, and project progress. View the details for items that require your attention
such as over and under resource allocations, missing time cards, invoice approvals, and task exceptions. Be
prepared with details about resource assignments ending soon and upcoming milestones that are due.
STEPS TO ENABLE
Submit or schedule one of the following processes to collect and summarize the project insights.
Update Project Performance Data

Update Project Performance Data Without Producing Report (recommended)
KEY RESOURCES
Help Center.
ROLE INFORMATION
To use this feature, you need these privileges or roles:

Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY)
10
Manage Project Performance (PJS_MANAGE_PROJECT_PERFORMANCE)
You can only view insights for the projects for which you are assigned.
PROJECT BILLING
SUBMIT A PROJECT CONTRACT INVOICE USING A REST SERVICE

Submit a project contract invoice using a REST service. You can review payload examples for the Project
Contract Invoices service in the REST API for Oracle Project Portfolio Management Cloud guide.
Change the status of a draft invoice to submitted using a REST Service. If you have enabled invoice approval
workflow, the service will call invoice approval workflow to automatically notify the appropriate people and add
the invoice to those individuals’ worklist for approval or rejection.
STEPS TO ENABLE
KEY RESOURCES
Help Center.
ROLE INFORMATION
To use this feature, you need one of these roles:

Project Billing Specialist (ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB)
PROJECT COSTING
UPDATE ACCOUNT INFORMATION ON PROJECT COSTS USING A REST SERVICE

Update the imported account information on project costs using the Project Costs REST service. You can
perform this adjustment using the custom operation adjustProjectCosts. This feature allows you to update
credit and debit accounts for raw, burden, and burdened costs on project cost transactions until the project cost
is accounted. You can review payload examples for the Project Costs service in the REST API for Oracle
Project Portfolio Management Cloud guide.
11
Adjustment History Tab Displaying the Update Accounts Adjustment Performed Using the REST Service
STEPS TO ENABLE

When you update the imported accounts on a project cost, the existing accounts are replaced with the
new accounts on the existing cost distributions.
You can't perform this adjustment on a project cost that's already accounted or adjusted.
If you provided incorrect accounts (for example, incorrect value for company or department code
segments) while creating the project costs due to which you can't account and post the cost to the
general ledger, then instead of having to edit your SLA rules as a workaround, you can simply update the
accounts on the project cost using this feature.
KEY RESOURCES
Help Center.
ROLE INFORMATION

Edit Project Expenditure Item Costing
(PJC_EDIT_PROJECT_EXPENDITURE_ITEM_COSTING_PRIV)
Duty Role Name and Code:
Project Cost Transaction Processing
(ORA_PJC_PROJECT_COST_TRANSACTION_PROCESSING_DUTY)
Grants Accountant (ORA_PJF_GRANTS_ACCOUNTANT_JOB)
Project Accountant (ORA_PJF_PROJECT_ACCOUNTANT_JOB)
12
CREATE UNPROCESSED PROJECT COSTS USING A REST SERVICE
Create unprocessed project costs using the Unprocessed Project Costs REST service. You can create
unprocessed project costs for third-party transaction sources using this feature. You can review payload
examples for the Unprocessed Project Costs service in the REST API for Oracle Project Portfolio Management
Cloud guide.
STEPS TO ENABLE
KEY RESOURCES
Help Center.
ROLE INFORMATION

Manage Project Unprocessed Expenditure Item
(PJC_MANAGE_PROJECT_UNPROCESSED_EXPENDITURE_ITEM_PRIV)
TRANSFER PROJECT COSTS TO NEW EXPENDITURE TYPE USING A REST SERVICE

Update the expenditure type on your project costs using the Project Costs REST service. You can perform this
adjustment using the custom operation adjustProjectCosts. This allows you to retroactively transfer your project
costs from one expenditure type to another and view the adjustment details, such as adjustment status, and
when and by who the adjustment was made. You can review payload examples for the Project Costs service in
the REST API for Oracle Project Portfolio Management Cloud guide.
Adjustment History Tab Listing the Transfer of a Project Cost to a New Expenditure Type Performed Using the REST Service
13
Resulting Costs on the Manage Project Costs Page
STEPS TO ENABLE
apps service area of interest > REST API. If you're new to Oracle's REST services you may want to begin
with the Quick Start section.
When you transfer a project cost to a different expenditure type, two new project costs are created by
the application:
Reversal for the existing project cost with the original expenditure type
New project cost with the updated expenditure type
The REST service returns the transaction number of the new project cost in the response for easy
reference. For example, The project cost with transaction number 7861598 was adjusted and as a result
the following project costs were created with transaction numbers: 7876610.
KEY RESOURCES
Help Center.
ROLE INFORMATION

Transfer Project Expenditure Item (PJC_TRANSFER_PROJECT_EXPENDITURE_ITEM_PRIV)
Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT)
14
Grants Administrator (ORA_PJF_GRANTS_ADMINISTRATOR_JOB)
Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR_JOB)
PROJECT FOUNDATION
MANAGE ADDITIONAL PROJECT ATTRIBUTES USING A REST SERVICE

View, create, and update project organization and additional project attributes using the Projects REST
service. You can review payload examples for the Projects service in the REST API for Oracle Project Portfolio
Management Cloud guide.
Following is the list of attributes that will now be available in Projects REST service.
Planning Project
Project Currency Conversion Rate Type
Project Currency Conversion Date Type Code
Project Currency Conversion Date
Capitalized Interest Rate Schedule ID
Capitalized Interest Rate Schedule
Capitalized Interest Stop Date
Asset Cost Allocation Method Code
Capital Event Processing Method Code
Burden Schedule ID
Burden Schedule
Burden Schedule Fixed Date
KPI Notifications Enabled
Include Notes in KPI Notifications
STEPS TO ENABLE
KEY RESOURCES
Help Center.
ROLE INFORMATION

Project Application Administrator
(ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB)
15
MANAGE ADDITIONAL PROJECT TASK ATTRIBUTES USING A REST SERVICE
Update task owning organization for existing project tasks by using the Tasks REST service. This feature
allows you to create tasks under one organization and move them to a different organization later using the
service. You can also view and update other key task attributes such as burden schedule, source reference,
and cross-charge attributes. You can review payload examples for the Tasks service in the REST API for
Oracle Project Portfolio Management Cloud guide.
STEPS TO ENABLE
You can now view and update the following attributes using the Tasks REST service:
Organization
Organization ID
Allow Cross-Charge Transactions from Other Business Units
Process Cross-Charge Transactions for Labor
Process Cross-Charge Transactions for Nonlabor
Burden Schedule
Source Reference
Source Application
KEY RESOURCES
Related Help: REST API for Oracle Project Management Cloud guide available on the Oracle Help
Center.
ROLE INFORMATION

Manage Project Service (PJF_MANAGE_PROJECT_SERVICE_PRIV)
View Project Service (PJF_VIEW_PROJECT_SERVICE_PRIV)
Project Execution Application Administration
(ORA_PJT_PROJECT_EXECUTION_APPLICATION_ADMINISTRATION_DUTY)
16
UPDATE BURDEN SCHEDULE OVERRIDE FOR AWARD PROJECT USING A REST SERVICE
Update override burden schedule for award projects using the Awards REST service. You can review payload
examples for the Awards service in the REST API for Oracle Project Portfolio Management Cloud guide.
STEPS TO ENABLE
KEY RESOURCES
Help Center.
ROLE INFORMATION

Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR)
Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)
MANAGE PROJECT PLAN TYPE FOR PROJECT TEMPLATES USING A REST SERVICE
View and create project plan type of a project template using the Project Templates REST service. You can
review payload examples for the Project Templates service in the REST API for Oracle Project Portfolio
Management Cloud guide.
STEPS TO ENABLE
KEY RESOURCES
Help Center.
ROLE INFORMATION

17
ORACLE PPM CLOUD
PROJECT RESOURCE MANAGEMENT
EFFICIENTLY CREATE AND MAINTAIN PROJECT ENTERPRISE RESOURCES
Leverage new options for creating and maintaining your project enterprise resources. You can choose which
resource maintenance conditions to apply when you import HCM people as project enterprise resources. For
example, in a large organization, you may choose to separate out conditions for different parts of your company.
In addition, you can create conditions based on an organization and also choose whether the conditions apply
to the organization's hierarchy. This feature increases efficiency and reduces overhead as you can create fewer
conditions and apply them to multiple criteria.
Here are the options available in the Manage Project Enterprise Labor Resource Maintenance Conditions setup
page to use this feature.
1. Enable the conditions that you want the Maintain Project Enterprise Labor Resource process to pick up.
By default, all the conditions are selected.
2. Select the Include organization hierarchy checkbox to indicate if you want to include hierarchy under the
selected organization. Enter the hierarchy from which the organization and it's child nodes will be
selected. Your organization hierarchy could be a single hierarchy that includes organizations of all
classifications which is the Generic organization hierarchy, or a department hierarchy which includes only
organization which has department classification.
Organizations and organization hierarchy are part of HCM workforce structures setup as part of Global
Human Resources implementation.
18
STEPS TO ENABLE
The new features are available by default on the Manage Project Enterprise Labor Resource Maintenance
Conditions setup page.
After upgrade to this release, all existing conditions will continue to work as before. They are all selected by
default. You can disable a condition if required.
KEY RESOURCES
Related Help: Project Enterprise Labor Resource Maintenance Conditions in the Implementing Project
Execution guide available on the Oracle Help Center.
ROLE INFORMATION
To use this feature, you need this role:

19
NAVIGATE DIRECTLY BETWEEN YOUR REAL-TIME ANALYSIS AND PROJECT RESOURCES
WORK AREA
Resource Managers can use Oracle Transactional Business Intelligence (OTBI) to provide real-time insights
for your project resourcing needs. When the insights require action, you can now navigate to the actionable
item easily using deep linking. A deep link is a URL to open a page without navigating through the application
menu structure. By adding deep link URLs to your analysis, you can navigate directly to the Edit Resource
Request, Edit Resource Assignment, and Resource Details pages.
STEPS TO ENABLE
Leverage new subject area(s) by adding to existing reports or using in new reports. For details about creating
and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle
Help Center > your apps service area of interest > Books > Administration).
Adding a deep link interaction to your analysis takes just a few steps.
1. Create an analysis using the Project Resource Management - Resource Management Real Time subject
area. Add the desired unique key as a column in your analysis.
Resource > Resource ID
Request > Project Request Details > Project Resource Request ID
Assignment > Project Assignment > Project Resource Assignment ID
2. Select the Column Properties for the resource, request, or assignment attribute that you want to
associate the deep link to. This can be the unique key or any other attribute such as the name or number.
3. On the Column Properties, Interaction tab, select Action Links for the Value Primary Interaction.
4. Select the Add icon. Enter a name for the action link and then choose the Navigate to a Web Page action
20
5. Enter the deep link URL. Replace the host name with your host name.
Application Page URL
Edit Project Resource //<hostname>/fscmUI/faces/deeplink?objType=@{1}&objKey=requestId=@{2}

Request &action=@{3}
//<hostname>/fscmUI/faces/deeplink?objType=@{1}&objKey=resourceId=@
Resource Details
{2}&action=@{3}
Edit Project Resource //<hostname>/fscmUI/faces/deeplink?objType=@{1}
Assignment &objKey=assignmentId=@{2}&action=@{3
6. Add the three token parameters for the object type, object key, and action.
21
Application Page Object Type Object Key Action
Edit Project Resource Project Request Details.Request

PROJECT_RESOURCE_REQUEST EDIT
Request Number
Resource Details PROJECT_RESOURCE Resource.Resource Key EDIT

Edit Project
Project Assignment.Assignment
Resource PROJECT_RESOURCE_ASSIGNMENT EDIT
Number
Assignment
7. Save your changes.
KEY RESOURCES
Related Help: Additional options are available to go back and forth between the analysis and the
application page. For more information, see the Creating and Administering Analytics and Reports guide
available on the Oracle Help Center.
ROLE INFORMATION
To use this feature you need this role:

Resource Manager (ORA_PJF_RESOURCE_MANAGER)
Resource requests are further secured by resource pools when the Secure resources in project resource pools
is enabled using the Setup and Maintenance Manage, Project Resource Management Implementation Options
task.
FULFILL REQUESTS AND CREATE ASSIGNMENTS WITH FUTURE-HIRED RESOURCES

Add employees and contingent workers with hire dates set in the future as managed resources and confirm or
reserve these resources on upcoming project assignments. The future-hired resources will appear in project
22
resource request search results and you can select them for assignments that start on or after their hire date.
For example, a college hire starts in two months and you can line up an initial project assignment ahead of
time.
When resources are hired or transfer into a position to work on project assignments, resource managers are
able to allocate these resources to projects that coincide with their hire or transfer date. Often, the hire or
transfer date is set as a date in the future. Planning projects and resource requirements take place before the
work is scheduled to start. Having visibility into all resources, including those joining or transferring in the future,
give resource managers clear visibility into the full resource supply in their resource pool for a given point in
time. Resource managers are able to maximize resource utilization for the future hired or transferred resources.
Project managers are able to plan for and secure these resources for their project.
Resource managers can review accurate resource pool utilization that takes into account future resources.
Utilization for a resource pool is based on those resources that are active pool members during the utilization
time period.
Establish Future-Hired Project Enterprise Resources
23
View Future-Hired Resource Details
Search for Resources for Future Assignments
24
STEPS TO ENABLE
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section
of this document.
Offering: Project Execution Management No Longer Optional From: Update 20A

1. When searching for resources for a project resource request, qualified resources will appear if they are
active as a project enterprise resource as of or earlier than the requested start date.
2. You can view future-hired resources in Manage Project Resources for the pool the resource is assigned
to as of their project enterprise resource active date.
3. You can create a resource assignment with an assignment start date equal or later than the date the
resource is active as a project enterprise resource.
KEY RESOURCES
Related Help: Can I assign a future-hired resource to a project resource request? in the Using Project
Execution Management guide available on the Oracle Help Center.
ROLE INFORMATION

Resource Manager (ORA_PJF_RESOURCE_MANAGER_JOB)
PROJECT PERFORMANCE REPORTING
SUMMARIZE PROJECT AND CONTRACT PERFORMANCE DATA USING A SINGLE

SCHEDULED PROCESS
Summarize project and contract performance data by using a single scheduled process. You can use either
the Update Project Performance Data or the Update Project Contract Performance Data process to generate
summarized data for both projects and contracts. This removes the need for you to schedule both the
processes.
STEPS TO ENABLE
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section
of this document.
Offering: Project Financial Management No Longer Optional From: Update 20B
Submit or schedule either the Update Project Performance Data or the Update Project Contract Performance
Data process as required.

You must submit or schedule either the Update Project Performance Data or the Update Project
Contract Performance Data process without specifying any parameters that determine the range of
projects or contracts for the process. You must leave any such parameters (for example, project unit,
business unit, and so on) blank so that the application can summarize the eligible projects and contracts.
25
If you have already scheduled runs for either the Update Project Performance Data or the Update Project
Contract Performance Data process for a business unit, project unit, a single or a range of projects or
contracts, then you must delete these schedules and reschedule only one of the processes without
specifying any parameters for the range of projects or contracts to be summarized.
KEY RESOURCES
Related Help: Project Performance Data Summarization in the Using Project Performance Reporting
guide available on the Oracle Help Center.
ROLE INFORMATION
To use this feature, you need these roles:

Project Contract Invoice Management
(ORA_PJB_PROJECT_CONTRACT_INVOICE_MANAGEMENT_DUTY)
Project Contract Revenue Management
(ORA_PJB_PROJECT_CONTRACT_REVENUE_MANAGEMENT_DUTY)
Project Execution (ORA_PJF_PROJECT_EXECUTION_ABSTRACT)
Project Management Duty (ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT)
Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
PROJECT BILLING
DEFINE RECEIVABLES ACCOUNTING RULES WITH ADDITIONAL AWARD ATTRIBUTES

Allow for consistent treatment of account derivation between cost, revenue, and receivables. You can use
additional award details to drive the generation of the receivables general ledger account while accounting for
project related invoices.
You can now configure receivable subledger accounting using sources from attributes of awards related to
project contract invoices passed to receivables. The following award attributes can now be used to define
subledger accounting:
Award Institution
Award Purpose
Award Purpose Name
Award Type Name
Award Descriptive Flexfields
26
STEPS TO ENABLE
You don't need to do anything to enable this feature.
ROLE INFORMATION
To use this feature, you need these privileges:

Application Implementation Consultant
(ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB)
Integration Specialist (ORA_FND_INTEGRATION_SPECIALIST_JOB)
SUPPORT ZERO DISCOUNT PERCENTAGE FOR NONLABOR RATE OVERRIDES

Override the standard discount rate with a zero discount rate in the nonlabor rate overrides. This allows
customers to manage their contracts efficiently without creating additional contract lines and bill plans.
Contract administrators can create nonlabor rate overrides on a bill plan for specific expenditure types, nonlabor
resources, and/or organizations that contain a zero discount percentage. This enables billing specialists to bill
customers at standard rates with no discount for exceptional expenditures.
This image shows an override of the standard discount percentage of 20 for the entire bill plan with zero for the
Lab Equipment expenditure type.
Edit Contract - Create Bill Plan
STEPS TO ENABLE
27
ROLE INFORMATION

Customer Contract Administrator
(ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB)
Customer Contract Manager (ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB)
DEFINE MULTIPLE BILL-TO ACCOUNTS FOR INTERCOMPANY CONTRACTS

Select multiple bill-to accounts on an intercompany contract and transfer these to receivables on intercompany
invoices. Each bill plan on an intercompany contract can have its own bill-to customer account, so that taxes
can be calculated accurately. This allows customers to manage their contracts more efficiently by reducing
number of contracts.
The following image shows each bill plan on an intercompany contract can have a different bill-to customer
account.
Edit Contract: Billing
STEPS TO ENABLE
Ensure you:
Create multiple bill-to accounts, bill-to contacts, and bill-to sites for the desired internal customers.
Define the multiple bill-to accounts in the Manage Intercompany Customer Supplier Association page.
ROLE INFORMATION

28
VIEW ASSOCIATED TASK DIMENSIONS IN A RECEIVABLES REAL-TIME ANALYSIS
View and report on Project Billing associated task dimensions in the Receivables - Transactions Real Time
subject area.
Now that this dimension is included, you can add these attributes and create analysis that will show receivables
transaction values based on the associated task. This attribute also exists in the Projects - Invoices Real Time
subject area and, as a result, will allow more options for cross-pillar reporting with analysis that include columns
from both subject areas. You can find the new dimension as shown in the image below:
Associated Task Dimension
The following report sample illustrates a simple project contract invoice with a single line using the Associated
Task - Task Name column.
29
Receivables - Transactions Real Time Subject Area Sample Report
STEPS TO ENABLE
Leverage new subject area(s) by adding to existing reports or using in new reports. For details about creating
and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle
Help Center > your apps service area of interest > Books > Administration).

Before this attribute can be used in receivables, the project contract invoice must be defined with an
invoice format that includes project and task in the line grouping. Once this configuration is in place,
contract lines will include this information which is passed to receivables and available for reporting.
This attribute exists on transaction and project contract invoice lines and is not included for the invoice
header. As a result, when these attributes are included in an analysis, corresponding values at the line
level will appear while transaction totals will appear on a separate line.
ROLE INFORMATION
To use this feature, you need these privileges:

Accounts Receivable Specialist (ORA_AR_ACCOUNTS_RECEIVABLE_SPECIALIST_JOB)
VIEW CONTRACT LINE DIMENSIONS IN A RECEIVABLES REAL-TIME ANALYSIS

View and report on contract line dimensions in the Receivables - Transactions Real Time subject area.
Now that this dimension is included you can add these attributes and create analysis that will show receivables
transaction values based on the contract line. This attribute also exists in the Projects - Invoices Real Time
subject area and, as a result, will allow more options for cross-pillar reporting with analysis that include columns
from both subject areas. You can find the new dimension as shown in the image below:
30
Contract Line Dimension
The following report sample illustrates a simple project contract invoice with a single line using the Contract Line
column.
Receivables - Transaction Real Time Sample Repot with Contract Line
STEPS TO ENABLE

This attribute exists on transaction and project contract invoice lines and is not included for the invoice
header. As a result, when these attributes are included in an analysis, corresponding values at the line
level will appear while transaction totals will appear on a separate line.
31
ROLE INFORMATION
To use this feature, you need these/or one of these privileges:

Accounts Receivable Specialist (ORA_AR_ACCOUNTS_RECEIVABLE_SPECIALIST_JOB)
CALCULATE REVENUE AMOUNTS WITH THE PROJECT PROCESS CONFIGURATOR USING

ADDITIONAL SOURCE FILTERS
Use the project status, project type, expenditure type, or expenditure type class when formulating sources
used as input to revenue amounts calculated by the Project Process Configurator. For example, you can
choose to define a source called Total Actual Cost and exclude items with a specific expenditure type. This
allows customers to restrict the conditions under which a source is used in the definition of revenue calculation.
Project Type and Project Status filters are available for the following sources:
Calculation Level Labor Raw Cost in Project Functional Currency - ITD

Calculation Level Labor Raw Cost in Project Functional Currency - PTD
Calculation Level Labor Raw Cost in Project Functional Currency - Run
Calculation Level Nonlabor Raw Cost in Project Functional Currency - ITD
Calculation Level Nonlabor Raw Cost in Project Functional Currency - PTD
Calculation Level Nonlabor Raw Cost in Project Functional Currency - Run
Calculation Level Labor Burdened Cost in Project Functional Currency - ITD
Calculation Level Labor Burdened Cost in Project Functional Currency - PTD
Calculation Level Labor Burdened Cost in Project Functional Currency - Run
Calculation Level Nonlabor Burdened Cost in Project Functional Currency - ITD
Calculation Level Nonlabor Burdened Cost in Project Functional Currency - PTD
Calculation Level Nonlabor Burdened Cost in Project Functional Currency - Run
Calculation Level Labor Quantity - ITD
Calculation Level Labor Quantity - PTD
Calculation Level Labor Quantity - Run
Calculation Level Planned Revenue in Project Functional Currency
Calculation Level Planned Quantity
Calculation Level Planned Raw Cost in Project Functional Currency
Calculation Level Planned Burdened Cost in Project Functional Currency
Project Status, Project Type, Expenditure Type and Expenditure Category filters are available for the following
sources:
Calculation Level Planned Revenue in Project Functional Currency

Calculation Level Planned Quantity
Calculation Level Planned Raw Cost in Project Functional Currency
Calculation Level Planned Burdened Cost in Project Functional Currency
STEPS TO ENABLE
32
The inception to date and period to date sources don't include the revenue amounts for transactions
being recognized in the current process.
Refine the amount values used in the configurator formulas by using the filters for a source.
The event type to use for events created by a configurator are assigned to the revenue method.
Use conditions in the Account Rules associated to the External Revenue and External Revenue
Clearing Journal Line Rules to ensure that the resulting accounting entries are based on the event type.
ROLE INFORMATION

IDENTIFY CAUSES OF BILLING TRANSACTION EXCEPTIONS WITH A ZERO AMOUNT

Receive separate error messages identifying the specific reasons why a billing transaction exception with a
zero amount is recorded. For example, in the case of cost reimbursable billing, you will receive a specific
transaction exception when the cost on the expenditure item is zero, and hence the bill amount is calculated as
zero.
On the Invoices Overview and Manage Billing Transaction Exceptions pages, you will now be able to distinguish
between the following reasons why a billing transaction exception with a zero amount is recorded:
Billing is based on rates and the derived bill rate is zero.

Billing is based on rates and quantity is zero.
Billing is based on rates and the rounded calculated bill amount is zero.
Billing is based on rates but a rate couldn’t be found.
Billing is based on cost and cost is zero.
The following image shows one of the new error messages.
Manage Billing Transaction Exceptions
STEPS TO ENABLE
33
ROLE INFORMATION

PROJECT COSTING
VIEW CONSTRUCTION-IN-PROCESS ACCOUNT IN A REAL-TIME ANALYSIS

View and Report on the Construction-in-Process (CIP) account for analyzing project assets lines using the
Project Costing - Assets Real Time subject area. The cost account, cost balancing segment, cost center, and
natural account are available to verify the CIP balances after you generate and transfer them to fixed assets.
The following screenshot shows the new dimensions for the Accounting Key Flexfield related to the CIP Account
in the Project Asset Line folder of the Project Costing - Asset Real Time subject area.
Construction-in Progress dimension
34
The following screenshot is a sample report illustrating these new dimensions.
Sample CIP Report
STEPS TO ENABLE
The process "Import Oracle Fusion Data Extensions for Transactional Business Intelligence must be run prior
to viewing the values for these dimensions.
KEY RESOURCES
Related Help Topics: See Oracle Project Portfolio Management Cloud Creating and Administering
Analytics and Reports for PPM: Configure Key Flexfields for Transactional Business Intelligence
ROLE INFORMATION
To use this feature, you need one of the following roles:
Project Role Name and Code:

Project Administrator (ORA_PJF_PROJECT_ADMINISTRATOR_JOB)
GRANTS MANAGEMENT
ALLOW BUDGET PERIOD UPDATES ON AWARDS WITHOUT BUDGETARY CONTROL

Update the duration of the award budget periods if there are no transactions, when you receive a modification
from your sponsor. The Grants Administrator can update the period when projects associated with the award
are not enabled for budgetary control, and then re-establish the budget and view accurate budget, actual and
commitment balances for the award and associated projects.
STEPS TO ENABLE
35
This feature works when budgetary controls aren’t enabled on the award or project budget. This is a user
interface only change, REST/SOAP services have not been updated to allow for this update.
KEY RESOURCES
Related Help: Award and Award Project Financial Details in the Using Grants Management guide
ROLE INFORMATION
Principal Investigator (ORA_PJF_PRINCIPAL_INVESTIGATOR)

Grants Department Administrator (ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB)
PROJECT MANAGEMENT
REMOVAL OF PROJECT SPACES AND DOCUMENT LIBRARY IN UPDATE 20A

The ability to create project spaces as a document library for projects will no longer be available in future
versions of Oracle Project Portfolio Management Cloud. This removal of functionality includes the ability to
create and access project spaces from both the Project Financial Management and Project Management work
areas. You need to move your existing documents out of project spaces so that you can continue to access
them.
This removal is effective as of Release 13, Update 20A and reflects a change across all of Oracle Cloud
Applications using Oracle WebCenter.
STEPS TO ENABLE
Move your documents out of Project Spaces and into another location of your choosing in order to continue to
access them.
---
36
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TABLE OF CONTENTS

Date Feature Notes

20 SEP 2019 Created initial document.

1. Click the Navigator, and then click Setup and Maintenance

Report = New or modified, Oracle-delivered, ready to run reports.

REST APIS FOR ORACLE PPM CLOUD

PROJECT RESOURCE MANAGEMENT

MANAGE PROJECT RESOURCE POOLS USING A REST SERVICE

The service has a parent resource and 2 child resources as follows:

REST Resource Description

The Project Resource Pools REST resource is used

TIPS AND CONSIDERATIONS

1. Perform a GET operation passing using a query parameter.

Privilege Name and Code:

DELETE WORK PLAN TEMPLATES USING A REST SERVICE

To use this feature, you need this privilege or role:

Job Role Name and Code

READ PROJECT AND TASK CODE SETTINGS USING A REST SERVICE

TIPS AND CONSIDERATIONS

Job Role Name and Code

Job Role Name and Code

PROJECT PERFORMANCE REPORTING

REVIEW SUMMARIZED PROJECT PERFORMANCE INSIGHTS USING A REST SERVICE

Update Project Performance Data

To use this feature, you need these privileges or roles:

Job Role Name and Code

SUBMIT A PROJECT CONTRACT INVOICE USING A REST SERVICE

To use this feature, you need one of these roles:

Job Role Name and Code:

UPDATE ACCOUNT INFORMATION ON PROJECT COSTS USING A REST SERVICE

TIPS AND CONSIDERATIONS

To use this feature, you need these privileges or roles:

Privilege Name and Code:

To use this feature, you need these privileges or roles:

Privilege Name and Code:

TRANSFER PROJECT COSTS TO NEW EXPENDITURE TYPE USING A REST SERVICE

TIPS AND CONSIDERATIONS

To use this feature, you need these privileges or roles:

Privilege Name and Code:

MANAGE ADDITIONAL PROJECT ATTRIBUTES USING A REST SERVICE

To use this feature, you need these privileges or roles:

Job Role Name and Code:

TIPS AND CONSIDERATIONS

To use this feature, you need these privileges or roles:

Privilege Name and Code:

To use this feature, you need these privileges or roles:

Job Role Name and Code:

To use this feature, you need these privileges or roles:

Job Role Name and Code:

PROJECT RESOURCE MANAGEMENT

EFFICIENTLY CREATE AND MAINTAIN PROJECT ENTERPRISE RESOURCES

TIPS AND CONSIDERATIONS

To use this feature, you need this role:

Job Role Name and Code:

TIPS AND CONSIDERATIONS

Application Page URL

Edit Project Resource //<hostname>/fscmUI/faces/deeplink?objType=@{1}&objKey=requestId=@{2}

Edit Project Resource Project Request Details.Request

Resource Details PROJECT_RESOURCE Resource.Resource Key EDIT

7. Save your changes.

To use this feature you need this role:

Job Role Name and Code

FULFILL REQUESTS AND CREATE ASSIGNMENTS WITH FUTURE-HIRED RESOURCES