D60119GC10 Ag

R12.
x Oracle Project
Foundation Fundamentals
Supplemental Student
Practices
Activity Guide
D60119GC10
Edition 1.0
August 2012
D65133
Copyright © 2010, 2012, Oracle and/or its affiliates. All rights reserved.
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Author
Dhanya Menon
Technical Contributors and Reviewers

Ivy Farren
This book was published using: Oracle Tutor

Table of Contents
R12.x Oracle Project Foundation Fundamentals Supplemental Student Practices ...................................1-1
R12.x Oracle Project Foundation Fundamentals Supplemental Student Practices........................................1-3
Objectives ......................................................................................................................................................1-4
Overview of the Oracle Project Management Solution...................................................................................1-5
Oracle Projects Integration with Other Oracle Applications............................................................................1-6
Ledgers and Currencies.................................................................................................................................1-7
Organizations .................................................................................................................................................1-8
Practice - Create a Location.......................................................................................................................1-9
Solution - Create a Location.......................................................................................................................1-10
Practice - Create an Organization ..............................................................................................................1-12
Solution - Create an Organization ..............................................................................................................1-13
Practice - Add an Organization to a Global Hierarchy................................................................................1-18
Solution - Add an Organization to a Global Hierarchy................................................................................1-19
Periods and Calendars...................................................................................................................................1-22
Practice - Define Shifts...............................................................................................................................1-23
Solution - Define Shifts...............................................................................................................................1-24
Practice - Define a Calendar ......................................................................................................................1-25
Solution - Define a Calendar ......................................................................................................................1-26
Implementation Options .................................................................................................................................1-30
People Resources..........................................................................................................................................1-31
Practice - Define a Job Group ....................................................................................................................1-32
Solution - Define a Job Group ....................................................................................................................1-33
Practice - Create a Job ..............................................................................................................................1-34
Solution - Create a Job ..............................................................................................................................1-35
Practice - Define a Competence ................................................................................................................1-37
Solution - Define a Competence ................................................................................................................1-39
Practice - Enter an Employee.....................................................................................................................1-42
Solution - Enter an Employee.....................................................................................................................1-44
Project and Organization Security..................................................................................................................1-51
Practice - Define Organization Authority ....................................................................................................1-52
Solution - Define Organization Authority ....................................................................................................1-53
Roles..............................................................................................................................................................1-55
Practice - Define a Project Role .................................................................................................................1-56
Solution - Define a Project Role .................................................................................................................1-58
Practice - Assign a Project Role.................................................................................................................1-62
Solution - Assign a Project Role.................................................................................................................1-63
Practice - Define and Apply a Team Template to a Project........................................................................1-66
Solution - Define and Apply a Team Template to a Project........................................................................1-68
Practice - Use Organization Roles .............................................................................................................1-74
Solution - Use Organization Roles .............................................................................................................1-75
Page Layouts .................................................................................................................................................1-77
Practice - Define and Preview a Page Layout ............................................................................................1-78
Solution - Define and Preview a Page Layout ............................................................................................1-79
Project and Task Fundamentals.....................................................................................................................1-84
Practice - Define a Classification................................................................................................................1-85
Solution - Define a Classification................................................................................................................1-87
Practice - Define a Probability List .............................................................................................................1-90
Copyright © 2012. Oracle and/or its affiliates. All rights reserved.
R12.x Oracle Project Foundation Fundamentals Supplemental Student Practices Table of Contents
i
Solution - Define a Probability List .............................................................................................................1-91
Practice - Define a Phase...........................................................................................................................1-93
Solution - Define a Phase...........................................................................................................................1-94
Practice - Define a Lifecycle.......................................................................................................................1-95
Solution - Define a Lifecycle.......................................................................................................................1-96
Practice - Define a Project Status ..............................................................................................................1-98
Solution - Define a Project Status ..............................................................................................................1-99
Practice - Define a Cycle............................................................................................................................1-101
Solution - Define a Cycle............................................................................................................................1-102
Practice - Create a Resource List ..............................................................................................................1-104
Solutions - Create a Resource List.............................................................................................................1-105
Practice - Define a Work Type ...................................................................................................................1-108
Solution - Define a Work Type ...................................................................................................................1-109
Practice - Define a Task Status..................................................................................................................1-111
Solution - Define a Task Status..................................................................................................................1-112
Practice - Define a Service Type................................................................................................................1-114
Solution - Define a Service Type................................................................................................................1-115
Practice - Define a Task Type ....................................................................................................................1-116
Solution - Define a Task Type ....................................................................................................................1-117
Practice - Define a Project Type.................................................................................................................1-119
Solution - Define a Project Type.................................................................................................................1-121
Practice - Define a Project Template..........................................................................................................1-127
Solution - Define a Project Template..........................................................................................................1-129
Practice - Create a Project from a Project Template ..................................................................................1-133
Solution - Create a Project from a Project Template ..................................................................................1-134
Resource Planning and Reporting .................................................................................................................1-139
Practice - Create a Planning Resource List................................................................................................1-140
Solution - Create a Planning Resource List................................................................................................1-141
Practice - Define a Resource Breakdown Structure ...................................................................................1-146
Solution - Define a Resource Breakdown Structure ...................................................................................1-148
Practice - Associate a Resource Breakdown Structure with a Project .......................................................1-153
Solution - Associate a Resource Breakdown Structure with a Project .......................................................1-154
Overview of Project Structures.......................................................................................................................1-156
Practice - Define a Project with Non-Shared Structure with No Mapping...................................................1-157
Solution - Define a Project with Non-Shared Structures with No Mapping .................................................1-159
Financial Structures .......................................................................................................................................1-163
Practice - Update a Financial Breakdown Structure...................................................................................1-164
Solution - Update a Financial Breakdown Structure...................................................................................1-166
Practice - View Financial Tasks .................................................................................................................1-171
Solution - View Financial Tasks .................................................................................................................1-172
Organization Forecasting ...............................................................................................................................1-175
Utilization .......................................................................................................................................................1-176
Appendix A: Integration with Oracle Sales .....................................................................................................1-177
Appendix B: Integration with Oracle Product Lifecycle Management .............................................................1-178
Appendix C: Integration with Oracle Internal Controls Manager ....................................................................1-179
Appendix D: User-Defined Attributes .............................................................................................................1-180
Practice - Define a Value Set .....................................................................................................................1-181
Solution - Define a Value Set .....................................................................................................................1-182
Practice - Define Attribute Groups..............................................................................................................1-184
ii
Solution - Define Attribute Groups..............................................................................................................1-186
Practice - Define Attribute Context .............................................................................................................1-190
Solution - Define Attribute Context .............................................................................................................1-192
Practice - Enter Data for User-Defined Attributes.......................................................................................1-197
Solution - Enter Data for User-Defined Attributes.......................................................................................1-198
Summary of R12.x Project Foundation Fundamentals...................................................................................1-201
iii
Preface
Profile
Before You Begin This Course

• Working experience with project management
How This Course Is Organized

This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations
and written practice sessions reinforce the concepts and skills that are introduced.
Required Prerequisite Courses

• R12.x Oracle E-Business Suite Essentials for Implementers Ed 1 D58324GC10
v
Related Publications
Oracle Publications
Title Part Number
Oracle Projects Implementation Guide E13582-03
Oracle Projects Fundamentals E13581-03
Additional Publications
• System release bulletins
• Installation and user’s guides
• Read.me files
• International Oracle User’s Group (IOUG) articles
• Oracle Magazine
vi
Typographic Conventions
The following two lists explain Oracle University typographical conventions for words that
appear within regular text or within code samples.
Typographic Conventions for words within regular text
Convention Object or Term Example

Courier New User input; Use the SELECT command to view
commands; information stored in the LAST_NAME
column, table, and column of the EMPLOYEES table.
schema names;
functions;
PL/SQL objects; Enter 300.
paths
Log in as scott
Initial cap Triggers; Assign a When-Validate-Item trigger to the
user interface ORD block.
object names, such
as button names
Click the Cancel button.
Italic Titles of courses For more information on the subject see
and manuals; Oracle SQL Reference Manual
emphasized words
or phrases;
Do not save changes to the database
placeholders or
placeholders or variables.
variables
Enter hostname, where hostname is the

host on which the password is to be
changed
Quotation Lesson or module This subject is covered in Lesson 3,
marks title referenced “Working with Objects.”
within a course
vii
Typographic Conventions (continued)
Typographic Conventions for words within code samples
Convention Object or term Example

Uppercase Commands, SELECT employee_id
functions FROM employees
Lowercase Syntax variables CREATE ROLE role
italic
Initial cap Forms triggers Form module: ORD
Trigger level: S_ITEM.QUANTITY
item
Trigger name: When-Validate-Item
. . .
Lowercase Column names, . . .
table names, OG_ACTIVATE_LAYER
Filenames, (OG_GET_LAYER ('prod_pie_layer'))
PL/SQL objects . . .
SELECT last_name
FROM employees;
Bold Text that must be CREATE USER scott
entered by a user IDENTIFIED BY tiger;
Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you
through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
This simplified path translates to the following:
1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2. (M) From the menu, select Query then Find.
3. (B) Click the Approve button.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
(ST) = Sub Tab
viii
Typographic Conventions (continued)
Typographical Conventions in Oracle Application Help System Paths
This course uses a “navigation path” convention to represent actions you perform to find
pertinent information in the Oracle Applications Help System.
The following help navigation path, for example—
(Help) General Ledger > Journals > Enter Journals
—represents the following sequence of actions:
1. In the navigation frame of the help system window, expand the General Ledger entry.
2. Under the General Ledger entry, expand Journals.
3. Under Journals, select Enter Journals.
4. Review the Enter Journals topic that appears in the document frame of the help system
window.
ix
x
R12.x Oracle Project
Foundation Fundamentals
Supplemental Student
Practices
Chapter 1
Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
R12.x Oracle Project Foundation Fundamentals Supplemental Student Practices

Chapter 1 - Page 1

Chapter 1 - Page 2
R12.x Oracle Project Foundation Fundamentals Supplemental Student
Practices

Chapter 1 - Page 3
Objectives

Chapter 1 - Page 4
Overview of the Oracle Project Management Solution
This lesson does not have any practices.

Chapter 1 - Page 5
Oracle Projects Integration with Other Oracle Applications

Chapter 1 - Page 6
Ledgers and Currencies

Chapter 1 - Page 7
Organizations

Chapter 1 - Page 8
Practice - Create a Location
Overview
In this practice, you will create a location.
Assumptions
• Replace XX with the number that your instructor has assigned.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Create a location for your New York branch office on the third floor of Madison Avenue. Enter
the following information:
Field Value
Scope Global
Name XXNew York
Description New York Branch Office
Address Style United States
Field Value
Address Line 1 540 Madison Avenue 3rd Floor
City New York
State NY
Zip Code 10022
County New York
Country United States
Tip: (N) Setup: Resources and Organizations: HR Foundation: Work Structures > Define
Locations

Chapter 1 - Page 9
Solution - Create a Location
Create a Location
1. Responsibility = Projects, Vision Services (USA)
2. Navigate to the Location window
(N) Setup: Resources and Organizations: HR Foundation: Work Structures > Define
Locations
3. Enter the basic address information
Field Value
Scope Global
Name XXNew York
Description New York Branch Office
Address Style United States
4. Position your cursor in the Address field and enter the address
Field Value
Address Line 1 540 Madison Avenue 3rd Floor
City New York
State NY
Zip Code 10022
County New York

Chapter 1 - Page 10
5. (B) OK
6. (I) Save
7. Close the Location window.

Chapter 1 - Page 11
Practice - Create an Organization
Overview
In this practice, you will create a new organization and assign it organization classifications.
Assumptions
Tasks
Create an organization of type XX-Branch Office at the New York location created earlier:
Field Value
Name XX-Office
Type Branch Office
From Today’s Date
Location XXNew York
Internal or External Internal
Location Address Accept Default Values
Then assign the following organization classifications to the organization:
• HR Organization
• Project Expenditure/Event Organization
• Project Task Owning Organization
• Project Invoice Collection
For the Project Expenditure/Event Organization classification, add Additional Organization
information such as the Related Organizations (operating unit = Vision Services) and the
Resource Defaults (calendar = East Standard) information. In the case of the Project Task
Owning Organization Classification, allow entry of indirect and contract projects but disallow
entry of capital projects.

Chapter 1 - Page 12
Solution - Create an Organization
Create an Organization
2. Navigate to the Find Organization window
(N) Setup: Resources and Organizations: HR Foundation: Work Structures: Organization
> Description
3. (B) New
Field Value
Name XX-Office
Type Branch Office
From Today’s Date
Location XXNew York
Internal or External Internal
Location Address Accept Default Values
4. (I) Save
Add Organization Classifications

5. Position your cursor in the Name field in the Organization Classifications region
Field Value
Name HR Organization
Enabled Yes
6. (I) Save

Chapter 1 - Page 13
7. (I) New
Field Value
Name Project Expenditure/Event
Organization
Enabled Yes
8. (I) Save
9. (B) Others
10. Select Related Organizations in the Additional Organization Information window
11. (B) OK
12. Position your cursor in the Related Organizations field

Chapter 1 - Page 14
Field Value
Operating Unit Vision Services
13. (B) OK
14. (B) OK
15. (B) Yes in the dialog box
16. (B) Others
17. Select Resource Defaults in the Additional Organization Information window
18. (B) OK
19. Position your cursor in the Resource Defaults field
Field Value
Calendar East Standard
Calendar:
− The calendar assignment at the project expenditure organization level is the default
calendar for all resources and projects in the organization.
− This calendar overrides the calendar assigned at the site level.
− Calendars are discussed in the lesson titled “Period and Calendar Definition.”
20. (B) OK
21. (B) OK
23. (I) New
Field Value
Name Project Task Owning Organization
Enabled Yes
24. (I) Save

Chapter 1 - Page 15
25. (B) Others
26. Position your cursor in the Project Type Class Information field
Field Value
Allow Entry of Indirect Projects Yes
Allow Entry of Capital Projects No
Allow Entry of Contract Projects Yes
27. (B) OK
28. (B) OK
30. (I) New
Field Value
Name Project Invoice Collection
Organization
Enabled Yes
31. (I) Save

Chapter 1 - Page 16
32. Close the Organization window.

Chapter 1 - Page 17
Practice - Add an Organization to a Global Hierarchy
Overview
In this practice, you will add the organization you created in the previous practice to the Global
hierarchy.
Assumptions
Tasks
Search for and find the organization hierarchy with the name Global. Next query the
organization with the name Services-East. Then, add your XX-Office organization as a
subordinate organization to Services-East

Chapter 1 - Page 18
Solution - Add an Organization to a Global Hierarchy
Find the Organization Hierarchy and Parent Organization
2. Navigate to the Global Organization Hierarchy window
(N) Setup: Resources and Organizations: HR Foundation: Work Structures: Organization
> Global Hierarchy
3. [F11] to enter Query Mode
− Name = Global
4. [Ctrl + F11] to Execute Query
5. Position your cursor in the Name field in the Organization region
6. [F11] to enter Query Mode
− Name = Services-East
7. [Ctrl + F11] to Execute Query
Add Your New Organization to the Hierarchy

8. Position your cursor in the Name field in the Subordinates region
9. (I) New
Field Value
Name XX-Office

Chapter 1 - Page 19
10. (I) Save
11. Close the Global Organization Hierarchy window.

Chapter 1 - Page 20

Chapter 1 - Page 21
Periods and Calendars

Chapter 1 - Page 22
Practice - Define Shifts
Overview
In this practice, you will define a weekend shift.
Assumptions
Tasks
Define an 8 hour working (weekend) shift based on the information in the following table:
Begin Duration End Active

Dates
Weekday Time Hours Minutes Weekday Time Availability From
Types
Saturday 07:30 8 00 Saturday 15:30 Regular Today’s
Date
Sunday 07:30 8 00 Sunday 15:30 Regular Today’s
Date

Chapter 1 - Page 23
Solution - Define Shifts
Define Shifts
2. Navigate to the Define Shifts window
(N) Setup: System: Scheduling Calendar > Define Shifts
Field Value
Name XX-Team (Weekend Shift)
Description 8 hour weekend shift for team members
Effective Date From Today’s Date
3. Create the Shift Pattern based on the information in the following table:
Begin Duration End Active

Dates
Weekday Time Hours Minutes Weekday Time Availability From
Types
Saturday 07:30 8 00 Saturday 15:30 Regular Today’s
Date
Sunday 07:30 8 00 Sunday 15:30 Regular Today’s
Date
4. (I) Save
5. Close the Define Shifts window.

Chapter 1 - Page 24
Practice - Define a Calendar
Overview
In this practice, you will define a calendar.
Assumptions
Tasks
Define a calendar with the following basic information:
Field Value
Name XX-Project Team (weekend)
Type Team Calendar
Description XX-Project Team Calendar (weekend)
Assign Shift and Exceptions to the Calendar

Assign the weekend shift you created in the previous practice to your new XX-Project
Team (weekend) calendar with the following information
• Enter New Years Day as an exception for the next two years

Chapter 1 - Page 25
Solution - Define a Calendar
Define a Calendar
2. Navigate to the Calendar window
(N) Setup: System: Scheduling Calendar > Define Calendar
Field Value
Name XX-Project Team (weekend)
Type Team Calendar
Description XX-Project Team Calendar (weekend)
3. (I) Save
4. Close the Calendar window
Assign Shift and Exceptions to the Calendar

5. Navigate to the Assign Shift/Exceptions window
(N) Setup: System: Scheduling Calendar > Assign Shifts / Exceptions
6. Find your XX-Project Team Calendar (weekend)
[F11] to enter Query Mode
Enter XX% in the Calendar Name field
[Ctrl + F11] to Execute Query
7. (T) Shifts
Field Value
Sequence 1
Name XX-Team (Weekend Shift)

Chapter 1 - Page 26
Duration 729
UOM Day
From Today’s Date
To Accept the Default Value
8. (T) Exceptions
9. Enter New Years Day as an exception for the next two years and save after you enter each
line
Name Reason From

New Years Day 2010 Corporate Holiday Today’s Date
New Years Day 2011 Corporate Holiday Today’s Date

Chapter 1 - Page 27
10. (I) Save
11. Close the Assign Shift/Exceptions window.

Chapter 1 - Page 28

Chapter 1 - Page 29
Implementation Options

Chapter 1 - Page 30
People Resources

Chapter 1 - Page 31
Practice - Define a Job Group
Overview
In this practice, you will define a job group.
Assumptions
Tasks
Using the Projects, Vision Services (USA) responsibility, define a job group to which you can
assign consulting project jobs. Enter the following information:
Field Value
Job Group XX-Consulting Project Jobs
Job Flexfield Structure Job Flexfield
Business Group Vision Corporation
Master Job Group No
Tip: Use the following navigation path:
• (N) Setup: Resources and Organizations: HR Foundation: Work Structures: Job >
Job Group

Chapter 1 - Page 32
Solution - Define a Job Group
Define a Job Group
2. Navigate to the Job Groups window
(N) Setup: Resources and Organizations: HR Foundation: Work Structures: Job > Job
Group
Field Value
Job Flexfield Structure Job Flexfield
Business Group Vision Corporation
Master Job Group No
3. (I) Save
4. Close the Job Groups window.

Chapter 1 - Page 33
Practice - Create a Job
Overview
In this practice, you will create a new job and assign it to the job group you defined in the
previous practice. You will also define extra information for the job.
Assumptions
Tasks
Create a billable job of a Principal Consultant that is revenue generating and can be included in
utilization. For this first enter the XX-Consulting Project Jobs Job Group and define the
following in the Job Flexfield window:
Field Value
Job Code XX1
Job Name PRINCIPAL CONSULTANT
Define the following Extra Job Information:
Field Value
Category Name Revenue Generating
Billable Yes
Include in Utilization Yes
Project Job Level 50
Project Job Code (freeform entry) XXPRCON
Schedulable Yes
Tip: Navigate to the Job window as follows:
(N) Setup: Resources and Organizations: HR Foundation: Work Structures: Job >
Description

Chapter 1 - Page 34
Solution - Create a Job
Create the Job
2. Navigate to the Job window
(N) Setup: Resources and Organizations: HR Foundation: Work Structures: Job >
Description
(B) New
3. Enter the following in the Job window:
Field Value
4. Position your cursor in the Name field
5. Open the Job Flexfield window (CTRL + L)
Field Value
Job Code XX1
Job Name PRINCIPAL CONSULTANT
6. (B) OK in the Job Flexfield window
7. Enter today’s date as the Start Date
8. (I) Save
Define Extra Information for the Job

9. (B) Extra Information
10. Select Job Category in the top region
11. Position your cursor in the Details field. This opens the Extra Job Information flexfield
Field Value

Chapter 1 - Page 35
Category Name Revenue Generating
Billable Yes
Include in Utilization Yes
Project Job Level 50
Project Job Code (freeform entry) XXPRCON
Schedulable Yes
12. (B) OK
13. (I) Save
14. (B) OK in the Forms dialog box
15. Close the Extra Job Information and the Job windows.

Chapter 1 - Page 36
Practice - Define a Competence
Overview
In this practice, you will define a competence and specify the levels for the competence.
Assumptions
Tasks
Define a Competence
Define a competence measuring the ability to give public presentations with the following
information:
Field Value
Scope Local (select option button)
Name XX-Ability to Give Public Presentations
Description XX-Ability to Give Public Presentations
Alias XXPUB PRES ABILITY
Cluster Normal Competence
Further Information Leave Blank
Choose “Levels” as the method you will employ to evaluate the competence.
Define the evaluation information as follows:
Field Value
Primary Evaluation Method Observation
Renewal Period 2.
Units Year
Certification Required No
Behavioral Indicator Leave Blank
Finally define the levels of the competence on a scale of 1 to 5:
Levels Name
1 Poor
2 Below Average

Chapter 1 - Page 37
3 Average
4 Above Average
5 Outstanding

Chapter 1 - Page 38
Solution - Define a Competence
Define a Competence
2. Navigate to the Competencies window
(N) Setup: Resources and Organizations: HR Foundation: Career Management >
Competencies
3. (B) New
Field Value
Scope Local (select option button)
Name XX-Ability to Give Public Presentations
Description XX-Ability to Give Public Presentations
Alias XXPUB PRES ABILITY
Cluster Normal Competence
Further Information Leave Blank
4. (T) Valid Date and Proficiency
Field Value
Valid Dates: From Today’s Date
Valid Dates: To Leave Blank
Proficiency Levels (select option button)
5. Define the evaluation information
Field Value
Primary Evaluation Method Observation
Renewal Period 2.
Units Year
Certification Required No
Behavioral Indicator Leave Blank

Chapter 1 - Page 39
6. (I) Save
Specify Levels for the Competence

7. (B) Levels
8. Define the levels for the rating scale. You must SAVE after entering each level. Optionally,
include Behavioral Indicator information for each level.
Levels Name
1 Poor
2 Below Average
3 Average
4 Above Average
5 Outstanding
9. (I) Save

Chapter 1 - Page 40
10. Close the Levels and Competencies windows.

Chapter 1 - Page 41
Practice - Enter an Employee
Overview
In this practice, you will enter a new employee
Assumptions
Tasks
Define an employee with basic information as follows:
Field Value
Last XXStudent
First Enter your first name
Title Select a title
Gender Select a gender
Action Create Employment
Person Types Employee ((B) OK to accept)
Social Security XX1-23-5555
Enter Personal information and Office Details as follows:
Field Value
Birth Date 01-JAN-1970
Latest Start Date Today’s Date
Email XXstudent@vision.com
Mail To Home
Enter the following Address details:
Field Value
Address Line 1 203 N. LaSalle Street
City Chicago
State IL
Zip Code 60600
County Cook
Define the competence profile of the employee with the following information:

Chapter 1 - Page 42
Competence Proficiency Level Date From Source of Proficiency
Rating
XX-Ability to Give Public 4 - Above Today’s Date Previous Experience
Presentations Average
Functional.Management 5 - Expert Today’s Date Reference Indication
Skills
Define the employee’s HRMS assignment:
Field Value
Organization Services-Central
Job CON600.Consultant
Position CON686.PRINCIPAL
CONSULTANT
Payroll Vision Monthly
Location S1 - Chicago
Status Active Assignment
Supervisor Name Marlin, Ms. Amy
Supervisor Number 34
Define the Statutory Information:
Field Value
Government Reporting Entity Vision Corporation
Finally, in the Project Information tab, define the Billing Title for the employee:
Field Value
Billing Title Project Consultant

Chapter 1 - Page 43
Solution - Enter an Employee
Enter Basic Employee Information
1. Responsibility = Human Resources, Vision Enterprises
2. Navigate to the People window
(N) People > Enter and Maintain
3. (B) New
Field Value
Last XXStudent
First Enter your first name
Title Select a title
Gender Select a gender
Action Create Employment
Person Types Employee ((B) OK to accept)
Social Security XX2-23-5555
4. (T) Personal
Field Value
Birth Date 01-JAN-1970
Latest Start Date Today’s Date
5. (T) Office Details
Field Value
Email XXstudent@vision.com
Mail To Home
6. (I) Save

Chapter 1 - Page 44
7. (B) Address
8. Position your cursor in the Address field. This will open the Address window.
Field Value
Address Line 1 203 N. LaSalle Street
City Chicago
State IL
Zip Code 60198
County Cook
9. (I) Save

Chapter 1 - Page 45
10. Close the Address window
Record Competencies
11. (B) Others
12. Select Competence Profile from the list
13. (B) OK
14. Enter the competence information for the employee:
Competence Proficiency Level Date From Source of Proficiency

Rating
XX-Ability to Give Public 4 - Above Today’s Date Previous Experience
Presentations Average

Chapter 1 - Page 46
Functional.Management 5 - Expert Today’s Date Reference Indication
Skills
15. (I) Save
16. Close the Competence Profile window
Define the Employee’s HRMS Assignment

17. (B) Assignment
Field Value
Organization Services-Central
18. (B) Correction
19. (B) Cancel in the People Group Flexfield
20. Enter the job and position information
Field Value
Job CON600.Consultant
Position CON686.Principal Consultant
21. (B) Yes in the Decision dialog box
22. Enter the remaining basic assignment information
Field Value
Payroll Vision Monthly
Location S1 - Chicago

Chapter 1 - Page 47
Status Active Assignment
Assignment Accept Default Value
Number
23. (T) Supervisor
Field Value
Name Marlin, Ms. Amy
Number 34
24. (T) Statutory Information
25. Place your cursor in the long white field. This will open the GREs and Other Data window.
Field Value
Government Reporting Entity Vision Corporation
26. (B) OK in the GREs and Other Data window

27. (T) Project Information
To see additional tabs, click on the tab list icon

Chapter 1 - Page 48
Field Value
Billing Title Project Consultant
28. (I) Save
29. Close the Assignment and People windows.

Chapter 1 - Page 49

Chapter 1 - Page 50
Project and Organization Security

Chapter 1 - Page 51
Practice - Define Organization Authority
Overview
In this practice, you will define organization authority for a resource.
Assumptions
Tasks
Define Organization Authority for the following resource:
− Anthony, Elaine XX
Note: Elaine Anthony is available for the numbers 00-16. If your XX number is greater than
16, consult with your instructor.
Use the details in the following table to define the Organization Authority for your resource:
Field Value
Hierarchy Global
Version 1
Start Organization Services-Central
Project Authority Yes
Resource Authority No
Primary Contact No
Forecast Authority Yes
Forecast -- Primary No
Contact
Utilization Authority Yes

Chapter 1 - Page 52
Solution - Define Organization Authority
Define Organization Authority
2. Navigate to the Resource window
(N) Setup: Resources and Organizations > Organization Authority
3. Find the organization authority assigned to a resource
− Resource Name = Anthony, Elaine XX
Note: Elaine Anthony is available for the numbers 00-16, if your XX number is greater than
16, consult with your instructor.
4. (B) Find Organizations
Note: Elaine Anthony has no organization authority at this time.
5. (B) Add Organizations
Field Value
Hierarchy Global
Version 1
Start Organization Services-Central
Project Authority Yes
Resource Authority No
Primary Contact No
Utilization Authority Yes

Chapter 1 - Page 53
6. (B) OK
7. (I) Save
8. Close the Resource window.

Chapter 1 - Page 54
Roles

Chapter 1 - Page 55
Practice - Define a Project Role
Overview
In this practice, you will define a project role.
Assumptions
Tasks
Using the Projects, Vision Services (USA) responsibility, define basic role information as
follows:
Field Value
Name XX-Implementation
Consultant
Description Implementation Consultant
Effective Date To Leave Blank
Enforce role-based security Yes
Menu Project Manager Role
Menu
Tip: (N) Setup: Projects > Roles
Assign controls to the role using the single right-arrow button:
− Allow as Project Member
− Allow Scheduling
− Allow Labor Cost Query
Assign a role list to the role using the single-right arrow button:
− Construction
Define Job information for the role as follows:
Field Value
Default Job Group XX-Consulting Project Jobs
Default Job name XX1.PRINCIPAL
CONSULTANT
Project Resource Job Global
Group
Minimum Job Level 27
Maximum Job Level 47

Chapter 1 - Page 56
Define the following competencies for the role:
Name Description Proficiency Level Mandatory?

Language.English Defaults 3 Yes
Core.Presentation Skills Defaults 2 No
Project Defaults 4 No
Management.Experience
Select the User Status Level option button and define the following statuses:
User Status Menu

Pending Close Team Member Role Menu
Closed Team Member Role Menu

Chapter 1 - Page 57
Solution - Define a Project Role
Define a Project Role
2. Navigate to the Roles window
(N) Setup: Projects > Roles
Field Value
Name XX-Implementation
Consultant
Description Implemenation Consultant
Enforce role-based security Yes
Menu Project Manager Role
Menu
3. (I) Save
4. (T) Controls
Assign controls to the role using the single right-arrow button:
− Allow as Project Member
− Allow Scheduling
− Allow Labor Cost Query
5. (I) Save
6. (T) Role Lists
Assign a role list to the role using the single-right arrow button:

Chapter 1 - Page 58
− Construction
7. (I) Save
8. (T) Jobs
Field Value
Default Job Group XX-Consulting Project Jobs
Default Job name XX1.PRINCIPAL
CONSULTANT
Project Resource Job Global
Group
Default Minimum Job Level 27
Default Maximum Job 47
Level
9. (I) Save

Chapter 1 - Page 59
10. (T) Competencies
Name Description Proficiency Mandatory?

Level
Language.English Accept Default Value 3 Yes
Core.Presentation Skills Accept Default Value 2 No
Project Accept Default Value 4 No
Management.Experience
11. (I) Save


Chapter 1 - Page 60
12. (T) Project Status
13. Select the User Status Level option button
14. Define the status information
User Status Menu

Pending Close Team Member Role Menu
Closed Team Member Role Menu
For team members with this role on a project, when the project has a user status of
Pending Close or Closed, their access on the project will be determined by the Team
Member Role Menu. When the project has any other status, their access will be controlled
by Project Manager Role Menu.
15. (I) Save
16. Close the Roles window.

Chapter 1 - Page 61
Practice - Assign a Project Role
Overview
In this practice, you will assign a new project team member the project role you created in the
previous practice.
Assumptions
Tasks
Using Project SU, Vision Services (USA) responsibility, search for and find the Cost Plus
project. From the Shortcuts list, select Add Team Members and enter Emily Heather as your
team member. You will assign to her the role XX-Project Director that you created earlier:
Field Value
Person Heather, Ms. Emily
Role XX-Implementation Consultant
Start Date Today’s Date
End Date Any date beyond today
Scheduled Member Yes
Finally, review Emily Heather’s information from the Team Members page.

Chapter 1 - Page 62
Solution - Assign a Project Role
Assign a Project Role
1. Responsibility = Project SU, Vision Services (USA)
2. Navigate to the Project List page
(N) Projects: Delivery > Project List
3. (H) Cost Plus
4. Select Add Team Members from the Shortcuts list
5. (B) Go
6. Enter a new team member
Field Value
Person Heather, Ms. Emily
Role XX-Implementation Consultant
End Date Any date beyond today
Scheduled Member Yes
7. (B) Apply.
8. Review the team members on the project
• Select the All Members option
• (B) Go

Chapter 1 - Page 63
9. (H) Heather, Ms. Emily
Review Emily Heather’s information
10. (H) Home.


Chapter 1 - Page 64

Chapter 1 - Page 65
Practice - Define and Apply a Team Template to a Project
Overview
In this practice, you will first define and apply a team template.
Assumptions
Tasks
Create a team template for project management roles with the following information:
Field Value
Template Name T, XX Management Team
Description Team Template for Project Management Roles
Effective Date From Today's Date
Work Type Commercial Customer-billable
Role List Administration
Team Start Date Today's Date
Add a requirement of a project manager:
Field Value
Role Project Manager (search and select from list
of values)
Team Role Project Manager
Start Date Today's Date
End Date 1 Year from Today
Schedule Status Open
Staffing Priority Critical
Subteam Leave Blank
Country Canada (search and select)
State/Region Leave Blank
City Leave Blank

Chapter 1 - Page 66
Description Leave Blank
Additional Staffing Leave Blank
Information
Number of Copies 1
Define the following competence requirements for this role:
Alias Name Local Mandatory Exclude

Proficiency
Level
Eng Language.English 4 Yes No
WRITCOM Core.Written Communication 3 No No
present Core.Presentation Skills 3 No No
ORALCOMM Core.Oral Communication 3 No No
PM - Project Management.Experience 3 Yes No
Experience
BRD Functional.Business 4 Yes No
Requirements Definition
Finally, search for and find the Cost Plus project. From the Resources tab, select Apply Team
Template and apply the T, XX Management Team template to this project. View the workflow
notification on the Project Home page. On the Resources tab, you will see that the Project
Manager role has been added to the project.

Chapter 1 - Page 67
Solution - Define and Apply a Team Template to a Project
Define the Basic Team Template Information
1. Responsibility = Projects SU, Vision Services (USA)
2. Navigate to the Define Team Templates page
(N) Projects: Setup > Team Templates
3. (B) Create Template

4. Define the basic team template information
Field Value
Template Name T, XX Management Team
Description Team Template for Project Management Roles
Effective Date From Today's Date
Role List Administration
Team Start Date Today's Date
• Leave the Subteams section blank

Chapter 1 - Page 68
• (B) Save and Add Requirement
Add a Requirement
5. Define the basic information for the first requirement
Field Value
Role Project Manager (search and select from list
of values)
Team Role Project Manager
Start Date Today's Date
End Date 1 Year from Today
Schedule Status Open
Staffing Priority Critical
Subteam Leave Blank
Country Canada (search and select)
State/Region Leave Blank
City Leave Blank

Chapter 1 - Page 69
Description Leave Blank
Additional Staffing Leave Blank
Information
Number of Copies 1
Define competence requirements

6. (T) Competencies
7. Verify and update the competence information
Alias Name Local Mandatory Exclude

Proficiency
Level
Eng Language.English 4 Yes No
WRITCOM Core.Written Communication 3 No No
present Core.Presentation Skills 3 No No
ORALCOMM Core.Oral Communication 3 No No
PM - Project Management.Experience 3 Yes No
Experience

Chapter 1 - Page 70
BRD Functional.Business 4 Yes No
Requirements Definition
Note: At a time, you can view 10 rows in the Competencies tab. If you have more than ten rows,
use the Next and Previous hyperlinks to view the rows.
8. Select Return to Team Template Details from the list in the Apply and field
(B) Go
(B) Save
9. (H) Home
Open the Project

10. Navigate to the Search Projects page

Chapter 1 - Page 71
(H) Cost Plus
Applying a team template

11. (T) Resources
12. Navigate to the Apply Team Templates page
Select Apply Team Template from the Actions field
(B) Go
13. Select the team template created, T, XX Management Team

14. (B) Apply
15. (B) OK on the Confirmation page
16. Navigate to the Project homepage to view the workflow notification

(T) Project
Note: You may need to refresh this page to view the notification.
17. Navigate to the Scheduled People page to view the team roles applied to the project
(T) Resources
Note that Project Manager has been added as a Team Role.

Chapter 1 - Page 72
18. (H) Home

Chapter 1 - Page 73
Practice - Use Organization Roles
Overview
In this practice, you will first define an organization role. Next, you will add an organization to a
project and assign it the role you just defined.
Assumptions
Tasks
Use the Projects SU, Vision Services (USA) responsibility, navigate to the Organization Roles
page and add an organization role with the following information:
Field Value
Role Class Partner
Role Name XX-Auditor
Effective From Today’s Date
Effective To Leave Blank
Description Independent Auditors for a Project
Search for the Cost Plus project and open it. Select the Organizations hyperlink in the Other
Project Setup section and, add an organization with the following details:
Field Value
Organization Cap Financials
Role XX-Auditor

Chapter 1 - Page 74
Solution - Use Organization Roles
Define an Organization Role
2. Navigate to the Organization Roles page
(N) Projects: Setup > Organization Roles
3. (B) Add Organization Role
Field Value
Role Class Partner
Role Name XX-Auditor
Description Independent Auditors for a Project
4. (B) Apply
5. (H) Home
Assign an Organization Role

6. Navigate to the Project List page
7. (H) Cost Plus
8. (T) Project > (ST) Setup
9. (H) Organizations in the Other Project Setup section
10. (B) Add Organization

Chapter 1 - Page 75
Field Value
Organization Cap Financials
Role XX-Auditor
11. (B) Continue

12. (H) Return to Organizations
13. (H) Home

Chapter 1 - Page 76
Page Layouts

Chapter 1 - Page 77
Practice - Define and Preview a Page Layout
Overview
In this practice, you will define and preview a new Task Overview page layout.
Assumptions
Tasks
With the Projects SU, Vision Services (USA) responsibility, navigate to the Page Layouts page.
Select Task Overview from the list in the Create Page field and Select Page Layouts from the
Setup Method field. Define the basic team member home page layout information:
Field Value
Type (View Only) Task Overview
Name XX Task Overview Page Layout
Description XX Task Overview Page Layout
Effective From Today's Date
Define the following sections:
Sections
Current Schedule
Progress History
Progress
Preview the page layout and finally apply it.

Chapter 1 - Page 78
Solution - Define and Preview a Page Layout
Define a Page Layout
2. Navigate to the Page Layouts page
(N) Projects: Setup > Page Layouts
3. Select Task Overview from the list in the Create Page field
4. Select Page Layouts from the list in the Setup Method field
5. (B) Go
6. Define the basic team member home page layout information
Field Value
Type (View Only) Task Overview
Name XX Task Overview Page Layout
Description XX Task Overview Page Layout

Chapter 1 - Page 79
7. Define the sections
(B) Select Sections
Select the available sections
(H) Move
Sections
Current Schedule
Progress History
Progress
(B) Apply

Chapter 1 - Page 80
Preview the Task Overview Page Layout
8. (B) Save and Preview
9. Review the page layout.

Chapter 1 - Page 81
10. (H) Return to Create Page Layout
11. (B) Apply
12. (H) Home

Chapter 1 - Page 82

Chapter 1 - Page 83
Project and Task Fundamentals

Chapter 1 - Page 84
Practice - Define a Classification
Overview
In this practice, you will define a classification and its class codes.
Assumptions
Tasks
Define a media sector class category to classify media projects with the following information:
Field Value
Class Category XX-Media Sector
Description Used to classify media projects
Mandatory No
AutoAccounting No
Allow One Code Only Yes
Allow Percent Entry No
Total Percent Equal 100 No
For All Project Types No
Include in Project Yes
Intelligence
Effective Dates – From Today’s Date
Effective Dates – To Leave Blank
For this classification, enter the following class codes:
Name Description Effective Dates – From

Television Television Today’s Date
Radio Radio Today’s Date
Internet Internet Today’s Date
Print Print Today’s Date
Then associate this class category with two project types – Time and Materials, and Cost Plus:
Project Type (Operating Unit) Description Mandatory

Time and Materials (Vision Services) Accept Default No

Chapter 1 - Page 85
Value
Cost Plus (Vision Services) Accept Default No
Value

Chapter 1 - Page 86
Solution - Define a Classification
Define a Classification
2. Navigate to the Class Categories and Codes window
(N) Setup: Projects > Classifications
Field Value
Class Category XX-Media Sector
Description Used to classify media projects
Mandatory No
AutoAccounting No
Allow One Code Only Yes
Allow Percent Entry No
Total Percent Equal 100 No
For All Project Types No
Include in Project Yes
Intelligence
Effective Dates – From Today’s Date
Effective Dates – To Leave Blank
3. (I) Save
4. (T) Class Codes
5. Enter the class codes for the classification:
Name Description Effective Dates – From

Television Television Today’s Date
Radio Radio Today’s Date
Internet Internet Today’s Date
Print Print Today’s Date

Chapter 1 - Page 87
6. (T) Project Types
To see the operating unit for each project type; you must widen the list of values. Class
categories and codes are shared across operating units.
Project Type (Operating Unit) Description Mandatory

Time and Materials (Vision Services) Accept Default No
Value
Cost Plus (Vision Services) Accept Default No
Value
7. (B) OK
8. (I) Save

Chapter 1 - Page 88
9. Close the Class Categories and Codes window.

Chapter 1 - Page 89
Practice - Define a Probability List
Overview
In this practice, you will define a probability list.
Assumptions
Tasks
Define a general probability list for contract projects with the following probability values:
Percentage Description Effective Date From

0 On Hold / Canceled / Lost / Deleted Today’s Date
25 Prospect / Customer Presentations Today’s Date
Underway
50 Short Listed / Strong Chance of Winning Today’s Date
75 Discussions / Q and A Went Very Well Today’s Date
100 Contract Processed Today’s Date

Chapter 1 - Page 90
Solution - Define a Probability List
Define a Probability List
2. Navigate to the Probability Lists window
(N) Setup: Projects > Probability Lists
Field Value
Name XX-General Contract
Description General Probability List for Contract Projects
3. (I) Save
4. Define the probability values
Percentage Description Effective Date From

0 On Hold / Canceled / Lost / Deleted Today’s Date
25 Prospect / Customer Presentations Today’s Date
Underway
50 Shortlisted / Strong Chance of Winning Today’s Date
75 Discussions / Q&A Went Very Well Today’s Date
100 Contract Processed Today’s Date
5. (I) Save

Chapter 1 - Page 91
6. Close the Probability Lists window.

Chapter 1 - Page 92
Practice - Define a Phase
Overview
In this practice, you will define a phase.
Assumptions
Tasks
Define a status type of “phase” with the following information:
Field Value
Status Type Phase
Status XX-Build
System Status General
Description Physical compilation of designed structures
Effective Date – From Today’s Date
Effective Date – To Leave Blank
Starting Status No

Chapter 1 - Page 93
Solution - Define a Phase
2. Navigate to the Statuses window
(N) Setup: System > Statuses
3. (T) General
Field Value
Status Type Phase
Status XX-Build
System Status General
Description Physical compilation of designed structures
Starting Status No
4. (I) Save
5. Close the Statuses window.

Chapter 1 - Page 94
Practice - Define a Lifecycle
Overview
In this practice, you will define a basic lifecycle for construction projects.
Assumptions
Tasks
Define a lifecycle for construction projects with the following basic information:
Field Value
Name XX Construction Lifecycle
Short Name XX Construction Lifecycle
Description Basic, high level phases for the lifecycle of a Construction project
Enable for Projects Yes
Enable for Items Yes
Enter the following phases for the lifecycle:
Sequence Phase Short Name Name Description

Number
1 Concept Concept Concept Accept Default Value
2 Design Design Design Accept Default Value
3 Regulatory Regulatory Regulatory Accept Default Value
4 XX-Build XX-Build XX-Build Accept Default Value
5 Demobilization Demobilization Demobilization Accept Default Value

Chapter 1 - Page 95
Solution - Define a Lifecycle
Define a Lifecycle
2. Navigate to the Lifecycles page
(N) Projects: Setup > Lifecycles
3. (B) Create Lifecycle
Field Value
Name XX Construction Lifecycle
Short Name XX Construction Lifecycle
Description Basic, high level phases for the lifecycle of a Construction project
Enable for Projects Yes
Enable for Items Yes
4. Enter the lifecycle phases
Sequence Phase Short Name Name Description

Number
1 Concept Concept Concept Accept Default Value
2 Design Design Design Accept Default Value
3 Regulatory Regulatory Regulatory Accept Default Value
4 XX-Build XX-Build XX-Build Accept Default Value
5 Demobilization Demobilization Demobilization Accept Default Value

Chapter 1 - Page 96
5. (B) Apply
6. (H) Home

Chapter 1 - Page 97
Practice - Define a Project Status
Overview
In this practice, you will define a project status that does not allow invoice generation.
Assumptions
Tasks
Define a project status of type Project and status XX-Billing Hold that allows charges and
revenue, but not invoice generation and workflows. To do this, modify the default status controls
to disallow invoice generation. Then enter any two next allowable statuses – Approved and
Pending Close.

Chapter 1 - Page 98
Solution - Define a Project Status
Define a Project Status
3. (T) General
Field Value
Status Type Project
Status XX-Billing Hold
System Status Approved
Description Allows charges and revenue, but
no invoice generation; no workflow
Starting Status No
4. (I) Save
Modify Status Controls

5. In the Status Controls Region, modify the default controls to disallow invoice generation:
Action Allow

Chapter 1 - Page 99
Generate Invoice No (clear the check box)
6. (I) Save
Set Next Allowable Statuses

7. In the Next Allowable Statuses Region, select the Status option button and enter the next
allowable statuses:
Next Allowable Statuses

Approved
Pending Close
8. (I) Save

Chapter 1 - Page 100
Practice - Define a Cycle
Overview
In this practice, you will define a cycle.
Assumptions
Tasks
Define a billing cycle of 30 days. In other words, define a cycle that will bill every 30 days.

Solution - Define a Cycle
Define a Cycle
2. Navigate to the Cycles window
(N) Setup: System > Cycles
3. (I) New
Field Value
Name XX-Billing cycle days : 30
Type Billing cycle days
4. Position your cursor in the Value field
Field Value
Cycle Days 30
5. (B) OK
6. Finish entering the cycle information
Field Value
Description (at bottom of Bill every 30 days
window)
7. (I) Save

8. Close the Cycles window.

Practice - Create a Resource List
Overview
In this practice, you will create a resource list and assign a resource group to it.
Assumptions
Tasks
Create a Resource List with the following information:
Field Value
Resource List XX-Employee Resource List
Description Employee Resource List
Job Group Vision Corporation
Group Resources By Expenditure Category
Effective Date – From Today’s date
Effective Date – To Leave blank
For this resource list, define the following resource group:
Group Alias Control Levels Order Enabled

Employee Employee None 1 Yes
Then associate the Employee resource group with the following resources:
Resource Type Resource Alias Control Levels Order Enabled

Employee Marlin, Ms. Amy Marlin, Ms. Amy None 1 Yes
Employee Jason, Mr. Robert Jason, Mr. Robert None 2 Yes
Employee Gray, Mr. Donald R. Gray, Mr. Donald R. None 3 Yes

Solutions - Create a Resource List
Define a Resource List
2. Navigate to the Resource Lists window
(N) Setup: Budgets > Resource Lists
Field Value
Resource List XX-Employee Resource List
Description Employee Resource List
Group Resources By Expenditure Category
Effective Dates – From Today’s date
Effective Dates – To Leave blank
3. Position your cursor in the Group field.

4. Enter the following details for the resource group:

Group Alias Control Levels Order Enabled
Employee Employee None 1 Yes
5. Position your cursor in the Resource Type field.

6. Enter the following resource details for the Employee resource group:
Resource Type Resource Alias Control Levels Order Enabled

Employee Marlin, Ms. Amy Marlin, Ms. Amy None 1 Yes
Employee Jason, Mr. Robert Jason, Mr. Robert None 2 Yes
Employee Gray, Mr. Donald R. Gray, Mr. Donald R. None 3 Yes

7. (I) Save
8. Close the Resource Lists window.

Practice - Define a Work Type
Overview
In this practice, you will define a non-billable work type for training activities.
Assumptions
Tasks
Define a non-billable work type for training activities with a transfer price amount type of Cost
Transfer. On the Utilization tab, enter the following:
Field Value
Unassigned Flag No
Training Flag Yes
Reduces Capacity Yes
Resource – Utilization Category Internal
Resource – Weighting Percentage 0
Organization – Utilization Category Internal
Organization – Weighting 0
Percentage

Solution - Define a Work Type
Define a Work Type
2. Navigate to the Work Types window
(N) Setup: Utilization > Work Types
3. (T) Description, Dates
Field Value
Name XXTraining - non-billable
Billable/Capitalizable No
Transfer Price Amount Type Cost Transfer
Description Non-billable time in training
4. (T) Utilization
Field Value
Unassigned Flag No
Training Flag Yes
Reduces Capacity Yes
Resource – Utilization Category Internal
Resource – Weighting Percentage 0
Organization – Utilization Category Internal
Organization – Weighting 0
Percentage
5. (I) Save

6. Close the Work Types window.

Practice - Define a Task Status
Overview
In this practice, you will define a task status.
Assumptions
Tasks
Define a task status with the following information:
Field Value
Status Type Task
Status XX-Delayed
System Status Not Started
Description Task is delayed
Starting Status No
In the Status Controls Region, update the default control setting so as not to include it in
progress rollup. Finally, select All in the Next Allowable Statuses region.

Solution - Define a Task Status
Define a Task Status
3. (T) General
Field Value
Status Type Task
Status XX-Delayed
System Status Not Started
Description Task is delayed
Starting Status No
4. (I) Save
Update Status Control

5. In the Status Controls Region, update the default control setting
Action Allow
Include in Progress Rollup No (disable the check box)
Set Next Allowable Statuses

6. In the Next Allowable Statuses Region, select the All option button
7. (I) Save


Practice - Define a Service Type
Overview
In this practice, you will define a service type.
Assumptions
Tasks
Define a service type with the following information:
Field Value
Code XXSURVEY
Meaning XX-Ratings Survey
Description Media Ratings Surveys
Tag Leave Blank

Solution - Define a Service Type
Define a Service Type
2. Navigate to the Service Type Lookups window
(N) Setup: Projects > Service Types
3. Position your cursor in the first Code field
4. (I) New
Field Value
Code XXSURVEY
Meaning XX-Ratings Survey
Description Media Ratings Surveys
Tag Leave Blank
5. (I) Save
6. Close the Service Types Lookups window.

Practice - Define a Task Type
Overview
In this practice, you will define a task type.
Assumptions
Tasks
Define a task type for tasks related to sales proposal preparation activities:
Field Value
Name XX-Preparation
Description Tasks related to sales proposal preparation
activities
Initial Task Status Not Started
Workflow Item Type Leave Blank
Workflow Process Leave Blank
Lead Days Leave Blank
Progress Entry Required Yes
Initial Progress Status On Track
Additional Information Page Layout Leave Blank
Enable Work Quantity No
Enable Percent Complete Collection Yes
Physical Percent Complete Derivation Cost
Method
Enable Actuals and ETC Collection Yes

Solution - Define a Task Type
Define a Task Type
2. Navigate to the Task Types page
(N) Projects: Setup > Task Types
3. (B) Create Task Type
4. Enter the task type information
Field Value
Name XX-Preparation
Description Tasks related to sales proposal preparation
activities
Initial Task Status Not Started
Workflow Item Type Leave Blank
Workflow Process Leave Blank
Lead Days Leave Blank
Progress Entry Required Yes
Initial Progress Status On Track
Additional Information Page Layout Leave Blank
Enable Work Quantity No
Enable Percent Complete Collection Yes
Physical Percent Complete Derivation Cost
Method
Enable Actuals and ETC Collection Yes

5. (B) Apply
6. (H) Home

Practice - Define a Project Type
Overview
In this practice, you will define a project type for indirect projects.
Assumptions
Tasks
Define a project type to track project costs for sales proposals:
Field Value
Operating Unit Accept Default Value
Name XX-Sales Proposal
Class Indirect
Description Used to track project costs for sales proposals
Define the following details:
Field Value
Service Type Business Development
Role List Leave Blank
Work Type Internal-Overhead
Probability List XX-General Contract
Administrative No
Unassigned Time No
Intercompany Billing No
Organization Planning No
The accounting department charges project burden costs to account for overheads and tracks
total burdened accounting.
Field Value
Burdened Yes
Schedule Internal Costing

Burden Cost on Same Expenditure Yes
Item
Account for Burden Cost Components No
Enable Accounting for Total Burdened Yes
Cost
The department also uses a cost budget for all the resources, defined at the project level by GL
period:
Field Value
Allow Cost Budget Entry Yes
Cost Budget – Entry Method Project by GL Period
Cost Budget – Resource List Expenditure Category
Allow Revenue Budget Entry No
Status Reporting – Resource List Expenditure Category
The budget approval process follows a workflow notification process. Similarly, initiate a
workflow process for any changes in project status.
Field Value
Starting Project Status Unapproved
Use Workflow for Project Status Yes
changes
Use Workflow for Budget Status Yes
changes
Finally define project classifications to group your projects according to categories of your
choice.
Category Description Mandatory

Industry Sector Accept Default Yes
Reporting Classification Accept Default No
XX-Media Sector Accept Default No

Solution - Define a Project Type
Define a Project Type
2. Navigate to the Project Types window
(N) Setup: Projects > Project Types
Field Value
Operating Unit Accept Default Value
Name XX-Sales Proposal
Class Indirect
Description Used to track project costs for sales proposals
3. (T) Details
Field Value
Service Type Business Development
Role List Leave Blank
Probability List XX-General Contract
Administrative No
Unassigned Time No
Intercompany Billing No
Organization Planning No
Contingent Worker Enabled No

4. (T) Costing Information
Field Value
Burdened Yes
Schedule Internal Costing
Allow Schedule Override No
Burden Cost on Same Expenditure Yes
Item
Account for Burden Cost Components No
Enable Accounting for Total Burdened Yes
Cost

5. (T) Budget Option
Field Value
Allow Cost Budget Entry Yes
Cost Budget – Entry Method Project by GL Period
Cost Budget – Resource List Expenditure Category
Allow Revenue Budget Entry No
Status Reporting – Resource List Expenditure Category

6. (T) Project Status, Workflow
Field Value
Starting Project Status Unapproved
Use Workflow for Project Status Yes
changes
Use Workflow for Budget Status Yes
changes

7. (T) Classifications
Category Description Mandatory

Industry Sector Accept Default Yes
Reporting Classification Accept Default No
XX-Media Sector Accept Default No
8. (I) Save

9. Close the Project Types window.

Practice - Define a Project Template
Overview
In this practice, you will define a project template for sales proposal projects.
Assumptions
Tasks
Define a project template for sales proposal projects with the following information:
Field Value
Operating Unit Vision Services (view-only)
Name T, XX Sales Proposal
Long Name T, XX Sales Proposal Template
Number T, XX Sales Proposal
Organization Services-East
Description Template for Sales Proposal
Projects
Project Type XX-Sales Proposal
Access Level Enterprise
Define the following Setup information:
• Enable the Structures project option
• Disable ‘Billing Accounts’ and ‘Item Associations’
• Update the Classification information with the following:
Category Code %
Reporting Classification Other Initiatives Leave Blank
• Update Team Member information by adding a new team member:
Field Value
Person Gray, Mr. Donald R
Role Project Staffing Owner

End Date Leave Blank
Finally, define Quick Entry settings such as the following:
Order Field Name Specification Prompt Required

10 Project Number Project Number Yes
20 Project Name Project Name Yes
30 Key Member Project Manager Project Manager Yes
40 Classification Industry Sector Industry Sector Yes
50 Classification XX-Media Sector XX-Media Sector No
60 Project Start Date Project Start Date Yes
70 Project Finish Project Finish Yes
Date Date

Solution - Define a Project Template
Define the Basic Template Information
2. Navigate to the Project Templates page
(N) Projects: Setup > Project Templates
3. (B) Create Template
4. Define the template information
Field Value
Operating Unit Vision Services (view-only)
Name T, XX Sales Proposal
Long Name T, XX Sales Proposal Template
Number T, XX Sales Proposal
Description Template for Sales Proposal
Projects
Project Type XX-Sales Proposal
Access Level Enterprise
5. (B) Continue
Define the Setup Options

6. (H) Expand All in the Setup Options section
7. Enable the following project options (select the Enable check box next to the option):
− Structures

8. Disable the following project options (clear the Enable check box next to the option):
− Billing Accounts
− Item Associations
9. Update the Classification information

(I) Update (pencil) in the Classifications row
Enter the Classification information
Category Code %
Reporting Classification Other Initiatives Leave Blank
(B) Apply

10. Update the Team Member information
(I) Update (pencil) in the Team Members row
(B) Add Team Members
Enter the Team Member information
Field Value
Person Gray, Mr. Donald R
Role Project Staffing Owner
(B) Apply
(H) Return to Project Template Setup

Define Quick Entry
11. Enter the Quick Entry settings
Order Field Name Specification Prompt Required

10 Project Number Project Number Yes
20 Project Name Project Name Yes
30 Key Member Project Manager Project Manager Yes
40 Classification Industry Sector Industry Sector Yes
50 Classification XX-Media Sector XX-Media Sector No
60 Project Start Date Project Start Date Yes
70 Project Finish Project Finish Yes
Date Date
12. (B) Apply

13. (H) Home

Practice - Create a Project from a Project Template
Overview
In this practice, you will create a project using the project template you defined in the previous
practice.
Assumptions
Tasks
Create a sales proposal project using the T, XX Sales Proposal project template created in the
previous practice. Enter the following project details:
Field Value
Source Template T, XX Sales Proposal (View-Only)
Project Number XX Sales Proposal
Project Name XX Sales Proposal
Project Manager Marlin, Ms. Amy
Industry Sector Telecommunications – Projects
primarily engaged in the
Telecommunications sector
XX-Media Sector Internet - Internet
Project Start Date Today’s Date
Project Finish Date Enter a Date Six Months from Today
From the Project Overview subtab, verify that two team members are listed. Change the Status
of the project to Approved and enter the following information on the Setup page:
Field Value
Description Internet content sales proposal
Priority High
City Coraopolis
State PA
Review the additional information (in the Other Project Setup region) to ensure that both the
workplan and financial structures are enabled and shared.

Solution - Create a Project from a Project Template
Create a Project from a Project Template
2. Navigate to the Create Project: Select Source page
(N) Projects: Project Delivery > Create Project
3. Select the source
− Create Project from Template
− T, XX Sales Proposal
4. (B) Continue
5. Enter the Project Details
Field Value
Source Template T, XX Sales Proposal (View-Only)
Project Number XX Sales Proposal
Project Name XX Sales Proposal
Industry Sector Telecommunications – Projects
primarily engaged in the
Telecommunications sector
XX-Media Sector Internet - Internet
Project Start Date Today’s Date
Project Finish Date Enter a Date Six Months from Today

6. (B) Finish
Review the Project Information

7. (ST) Overview
You should see two team members listed.
8. (ST) Setup
9. Modify the setup information
Change Status to Approved
(B) Change Status
Select Approved from the To field

(B) Apply
Enter the following information on the Project Setup page:
Field Value
Description Internet content sales proposal
Priority High
City Coraopolis
State PA
10. (B) Save

11. (H) Additional Information in the Other Project Setup section

12. Review the information on the Additional Information page
13. (B) Cancel

14. (H) Structures in the Other Project Setup region
Field Value
Enable Financial Structure Yes
Enable Workplan Structure Yes
Workplan and Financial Structure Shared Structures
Sharing
15. (B) Apply

16. (B) Save
17. (H) Home


Resource Planning and Reporting

Practice - Create a Planning Resource List
Overview
In this practice, you will define a new resource list for use with construction projects.
Assumptions
Tasks
Create a planning resource list with the following information:
Name XXConstruction
Effective To Leave blank
Description XXConstruction Planning Resource List
Enabled for Workplan Yes
Centrally Controlled Yes
Add a Financial Category planning resource format, with the People resource class. Similarly,
add the Financial Category resource format from the Financial Elements resource class.
Add multiple planning resources:
Select People from the list in the Resource Class field. Then select Financial
Category in the Resource Format field and add the following financial categories:
− Project Administration
− Project Management
− Staffing
Select Financial Elements from the list in the Resource Class field. Then select
Financial Category in the Resource Format field and add the following categories:
− Architect Fees
− Building Works
− Electrical Works
− Equipment
− Fees

Solution - Create a Planning Resource List
Create a Planning Resource List
2. Navigate to the Planning Resource Lists page
(N) Projects: Setup > Planning Resource Lists
3. (B) Create
4. Enter the header information for the new planning resource list
Name XXConstruction
Description XXConstruction Planning Resource List
Enabled for Workplan Yes
Centrally Controlled Yes

5. Add planning resource formats:
(ST) Planning Resource Formats
(B) Add Resource Formats
Add the Financial Category resource format from the People resource class:
Select People from the list in the Resource Class field
(B) Go
Select Financial Category
(I) Move
(B) Apply and Add More

Add the Financial Category resource format from the Financial Elements resource class:
Select Financial Elements from the list in the Resource Class field
(B) Go
Select Financial Category
(I) Move

(B) Apply
Note: Oracle Projects automatically includes the following resource formats:

People, Equipment, Material Items, and Financial Elements.
6. Add planning resources
(ST) Planning Resources
(B) Add Multiple Planning Resources
Add financial categories from the People resource class
Select People from the list in the Resource Class field
Select Financial Category from the list in the Resource Format field
Add the following financial categories in the Financial Category column:
− Project Administration
− Project Management
− Staffing

• (B) Apply and Add More
Add financial elements from the Financial Category resource class
Select Financial Elements from the list in the Resource Class field
Select Financial Category from the list in the Resource Format field
Add the following financial categories in the Financial Category column:
− Architects Fees
− Building Works
− Electrical Works
− Equipment
− Fees
(B) Apply
Note: Oracle Projects automatically includes the following planning resources:
People, Equipment, Material Items, and Financial Elements.

7. (B) Apply
8. (H) Home

Practice - Define a Resource Breakdown Structure
Overview
In this practice, you will define a three level resource breakdown structure for construction
projects..
Assumptions
Tasks
Define a resource breakdown structure with the following information:
Version Name XXConstruction

Description XXConstruction Resource Breakdown
Structure
Use for Allocations Yes
Create a version and enter the following version information:
Version Name XXConstruction Version 1

Structure
Job Group Leave Blank
Build the second level of the hierarchy under Outline Number 0 with the following child
elements:
Order Resource Type Resource

1 Expenditure Category Staffing
2 Expenditure Category Fees
3 Expenditure Category Works
4 Expenditure Category Equipment
Build the third level of the hierarchy under Outline Number 1 with the following child elements:

1 Expenditure Type Project Administration
2 Expenditure Type Project Management


1 Expenditure Type Architects Fees
2 Expenditure Type Solicitors Fees
3 Expenditure Type Surveyors Fees

1 Expenditure Type Building Works
2 Expenditure Type Electrical Works
3 Expenditure Type Landscaping
4 Expenditure Type Roofing Works

1 Expenditure Type Heavy Plant
2 Expenditure Type Vehicles
3 Expenditure Type Major Equipment
Review the entire resource breakdown structure and Apply and Freeze it.

Solution - Define a Resource Breakdown Structure
Define a Resource Breakdown Structure
2. Navigate to the Resource Breakdown Structures page
(N) Projects: Setup > Resource Breakdown Structures
3. (B) Add Another Row
4. Enter the header information for the new resource breakdown structure
Version Name XXConstruction

Structure
Use for Allocations Yes
5. (B) Save
6. (I) Versions for your new resource breakdown structure
7. (I) Update
8. Enter the version information
Version Name XXConstruction Version 1

Structure
Job Group Leave Blank
9. Select Apply and Continue Updating from the list in the Actions field
10. (B) Go

11. Build the second level of the hierarchy
Select Outline Number 0
(B) Update Child Elements

1 Expenditure Category Staffing
2 Expenditure Category Fees
3 Expenditure Category Works
4 Expenditure Category Equipment
Note: You must select the resources from the list of values.
(B) Apply
12. Build the third level of the hierarchy under Outline Number 1


1 Expenditure Type Project Administration
2 Expenditure Type Project Management
(B) Apply
(H) 0

1 Expenditure Type Architects Fees
2 Expenditure Type Solicitors Fees
3 Expenditure Type Surveyors Fees
(B) Apply

(H) 0

1 Expenditure Type Building Works
2 Expenditure Type Electrical Works
3 Expenditure Type Landscaping
4 Expenditure Type Roofing Works
(B) Apply
(H) 0

1 Expenditure Type Heavy Plant
2 Expenditure Type Vehicles
3 Expenditure Type Major Equipment
(B) Apply

16. Review the resource breakdown structure
(H) 0
(H) Expand All
17. Select Apply and Freeze from the list in the Actions field
(B) Go
18. (H) Home

Practice - Associate a Resource Breakdown Structure with a Project
Overview
In this practice, you will associate a resource breakdown structure with a project and review the
resource breakdown structure.
Assumptions
Tasks
Find the XX Sales Proposal project you created in an earlier practice. Select the Resource
Breakdown Structures hyperlink from the Other Project Setup region. There, select and apply
your XXConstruction resource breakdown structure. Finally review the resource breakdown
structure and all its elements.

Solution - Associate a Resource Breakdown Structure with a Project
2. Navigate to Search Projects page
(N) Projects: Delivery > Search Projects
(B) Advanced Search
3. Find the XX Sales Proposal project you created in an earlier demonstration
Select Search results where each may contain any value entered
Enter the search criteria in the Project Name fields
− Project Name = is XX Sales Proposal
(B) Go
Associate a Resource Breakdown Structure with a Project

4. (H) XX Sales Proposal
5. (T) Project
6. (ST) Setup
• Scroll down to the Other Project Setup region
7. (H) Resource Breakdown Structures

8. Select your XXConstruction resource breakdown structure from the list of values in the
Name field

9. (B) Apply
Review the Resource Breakdown Structure

10. (H) Resource Breakdown Structures
11. (H) XXConstruction Version 1

12. (H) Expand All
13. (H) Home

Overview of Project Structures

Practice - Define a Project with Non-Shared Structure with No
Mapping
Overview
In this practice, you will create a new project and update the structure settings so that the
project has non-shared structures with no mapping.
Assumptions
Tasks
Create a project from the Service Center Template with the following details:
Field Value
Project Number XXNONSHARED
Project Name XX Non-Shared Structures
Project Start Date Today's Date
Project Finish Date Two Years from Today
Verify the following structure settings:
Field Value
Structures
Financial Structure Yes
Workplan Structure Yes
Deliverables Yes
Workplan and Financial Structure Non-Shared: No Mapping
Sharing
Program Reporting
Setup project as a program Yes
Allow Linked Projects to belong to Yes
Multiple Programs
Navigate to the Workplan tab and review the workplan structure. Your project has no tasks on
the workplan structure at this time.
Similarly review the financial structure. Your project already has a financial structure that you
copied from the template when creating the project.
Select Update Financial Breakdown Structure from the list in the Actions field and review the
list in the Actions field. Note how the option to map Map Workplan to Financial Tasks is not on

the list. The workplan and financial structures are non-shared and you will not map workplan to
financial tasks.

Solution - Define a Project with Non-Shared Structures with No
Mapping
Create a Project
2. Navigate to the Create Project: Select Source page
(N) Projects: Delivery > Create Project
3. Select the source
Select the Create Project from Template option button
Search for and select Cost Plus Template from the list
Oracle Projects copies the structure information from the template to the new project.
(B) Continue
4. Complete the fields on the Create Project: Details page
Field Value
Project Number XXNONSHARED
Project Name XX Non-Shared Structures
Customer Name Hilman and Associates
Project Start Date Today's Date
Project Finish Date Two Years from Today
Organization Vision Corporation

5. (B) Finish
Update the Structure Settings

6. Navigate to the Structures page
(T) Project
(ST) Setup
Scroll down to the Other Project Setup region
(H) Structures
7. Verify the structure settings
Field Value
Structures
Financial Structure Yes
Workplan Structure Yes
Deliverables Yes
Workplan and Financial Structure Non-Shared: No Mapping
Sharing
Program Reporting
Setup project as a program Yes
Allow Linked Projects to belong to Yes
Multiple Programs

8. (B) Apply
9. (B) Yes in the Warning message
Review the Workplan Structure

Your project has no tasks on the workplan structure at this time.
10. (T) Workplan
11. Review the workplan
Review the Financial Structure

Your project already has a financial structure that you copied from the template when creating
the project.
12. (T) Financial

13. (ST) Tasks
14. (H) Expand All
Note how the tasks in the financial structure are not the same as the tasks in the workplan
structure.
15. Select Update Financial Breakdown Structure from the list in the Actions field
16. (B) Go
17. Review the list in the Actions field
Note how the option to map Map Workplan to Financial Tasks is not on the list. The
workplan and financial structures are non-shared and you will not map workplan to financial
tasks.
18. (H) Home

Financial Structures

Practice - Update a Financial Breakdown Structure
Overview
In this practice, you will add tasks to a financial structure for a project you created in a previous
exercise. You will also update task details and copy tasks to create new tasks.
Assumptions
Tasks
Find the XX Non-Shared Structures project and open it. Update the Financial Breakdown
Structure for this project. Create a new set of tasks:
Outline Task Task Name Transaction Transaction Task

Level Number Start Finish Manager
0 4.0 Printer Today's Leave Blank Lasher, Ms.
Support Date Tina Louise
1 4.1 Maintenance Today's Leave Blank Lasher, Ms.
Date Tina Louise
2 4.1.1 Parts Today's Leave Blank Lasher, Ms.
Replacement Date Tina Louise
Review the updated financial breakdown structure. Update details for Task 1.0 with the following
information:
Task Number 4.0

Task Name Laptop Support
Organization Services East
Task Manager Lasher, Ms. Tina Louise
Description Maintain and repair laptop computers for
the organization
Update the setup information as follows:
Transaction Start Date Today's Date

Transaction Finish Two Years from Today
Service Type Support
Customer Work Site Leave Blank
ETC Source Average of Actuals
Billable No

Receive Inter-Project No
Invoices
Copy task 4.0 and its subtasks to create a new set of tasks for server support. Define the
following copy information:
Copy Selected Task and all Subtasks

Paste Selection As a Peer Task
Prefix 5.0
Review the new tasks. Again update the task numbers and task names for the new tasks:
Outline Task Task Name

Level Number
0 3.0 Server Support
1 3.1 Maintenance
2 3.1.1 Upgrades
Apply and Update Financial Breakdown Structure and review the results of the update.

Solution - Update a Financial Breakdown Structure
Find Your Project
(B) Advanced Search
3. Find the XX Non-Shared Structures project you created in an earlier demonstration
Select Search results where each may contain any value entered
Enter the search criteria in the project name fields
− Project Name = is XX Non-Shared Structures
(B) Go
4. (H) XX Non-Shared Structures
Update the Financial Breakdown Structure

5. (T) Financial
6. (ST) Tasks
7. Select Update Financial Breakdown Structure from the list in the Actions field
8. (B) Go
9. (H) Expand All
10. Create a new set of tasks

Select Task 3
(B) Create Tasks
Enter the task information
Outline Task Task Name Transaction Transaction Task

Level Number Start Finish Manager
0 4.0 Equipment Today's Leave Blank Lasher, Ms.
Support Date Tina Louise
1 4.1 Maintenance Today's Leave Blank Lasher, Ms.
Date Tina Louise
2 4.1.1 Parts Today's Leave Blank Lasher, Ms.
Replacement Date Tina Louise

(B) Apply
(I) Expand All
Review the updated financial breakdown structure
Update Task Details

11. (I) Update for Task 4.0
12. Select the General tab on the Task Details page
13. Update the general information as needed
Task Number 4.0

Task Name Equipment Support
Task Manager Lasher, Ms. Tina Louise

Description Maintain and repair laptop computers for
the organization
14. Select the Setup tab on the Task Details page

15. Update the setup information as needed
Transaction Start Date Today's Date

Transaction Finish Two Years from Today
Service Type Support
Customer Work Site Leave Blank
ETC Source Average of Actuals
Billable No
Receive Inter-Project No
Invoices
16. (B) Apply

Copy Tasks
Copy task 4.0 and its subtasks to create a new set of tasks for server support. Note: You may
need to expand all the tasks if they have been collapsed.
17. Select Task 4.0
18. (B) Copy
19. Define the copy information
Copy Selected Task and all Subtasks

Paste Selection As a Peer Task
Prefix 5.0
(H) Expand All
Select Task 2.0 in the Placement region
(B) Apply
20. (H) Expand All
21. Review the new tasks
22. Select Update Tasks from the list in the Actions field
23. (B) Go
24. Update the task numbers and task names for the new tasks
Outline Task Task Name

Level Number
3 3.0 Server Support
3.1 3.1 Maintenance
3.1.1 3.1.1 Upgrades

25. Select Apply and Update Financial Breakdown Structure from the list in the Actions field
26. (B) Go
27. Review the results of the update
• (H) Expand All
28. (H) Home

Practice - View Financial Tasks
Overview
In this practice, you will create create a personalized view for financial tasks.
Assumptions
Tasks
Search for the XX Non-Shared Structures project that you created in a previous practice. View
the financial tasks on this project – in the Hierarchy display as well as in the List display.
Personalize and create a view with the following information:
View Name XX Task View

Number of Rows Displayed 10 Rows
Set as Default No
Description XX Personalized Task View
Select the following columns and arrange them in the order listed:
− Task Number
− Task Name
− Task Manager
− Task Status
− Work Type
− Chargeable
− Billable

Solution - View Financial Tasks
Find Your Project
(B) Advanced Search
3. Find the XX Non-Shared Structures project you created in an earlier demonstration
Select ‘Show table data when all conditions are met’ option
Enter the search criteria in the project name fields
− Project Name = is XX Non-Shared Structures
(B) Go
4. (H) XX Non-Shared Structures
View the Financial Tasks

5. (T) Financial
6. (ST) Tasks
• Note that this is a display of tasks in hierarchy format

7. Use the List view
For Display, select the List option button
(B) Go
Review the tasks in list format

Personalize a View
8. (B) Personalize
9. (B) Create View
10. Enter the view information
View Name XX Task View

Number of Rows Displayed 10 Rows
Set as Default No
Description XX Personalized Task View
11. (H) Remove All in the Columns Shown and Column Order region
12. Select the following columns and arrange them in the order listed:
− Task Number
− Task Name
− Task Manager
− Task Status
− Work Type
− Chargeable
− Billable

13. (B) Apply and View Results
14. Review the results
15. (H) Home

Organization Forecasting

Utilization

Appendix A: Integration with Oracle Sales

Appendix B: Integration with Oracle Product Lifecycle Management

Appendix C: Integration with Oracle Internal Controls Manager

Appendix D: User-Defined Attributes

Practice - Define a Value Set
Overview
In this practice, you will define a new value set to provide values to track the status of building
permits.
Assumptions
Tasks
Define an Attribute Value Set with the following details:
Field Value
Value Set Name Permit_XX
Description XX Permit Status Value Set
Data Type Char
Maximum Size 15
Validation Type Independent
Display Type Poplist
Enter two values in the value set:
Value Description Enabled Sequence

Not_Req Not Required Yes 10
In_Process In Process Yes 20

Solution - Define a Value Set
Define a Value Set
2. Navigate to the Maintain Value Sets page
(N) Projects: Setup > Attribute Value Sets
3. (B) Create
4. Enter the value set information
Field Value
Description XX Permit Status Value Set
Data Type Char
Maximum Size 15
Validation Type Independent
Display Type Poplist
5. (B) Apply and Continue

6. Enter the first value
Field Value
Value Not_Req
Description Not Required
Enabled Yes
Sequence 10
Start Date Leave Blank

7. (B) Add Another
8. Enter the second value
Field Value
Value In_Process
Description In Process
Enabled Yes
Sequence 20
Start Date Leave Blank
9. (B) Apply
10. (H) Home


Practice - Define Attribute Groups
Overview
In this practice, you will define an attribute group with two attributes.
Assumptions
Tasks
Define a single row attribute group with the following information:
Field Value
Internal Name PermitXX
Display Name XX Building Permit Status
Description XX Building Permit Status
Behavior Single-Row
Add an attribute with the following details:
Field Value
Sequence 10
Tip Select the Building Permit Status
Data Type Char
Column C_EXT_ATTR1
Enabled Yes
Required No
Display As Text Field
Indexed No
Default Value In_Process
Add another attribute with the following details:
Field Value
Internal Name FileXX

Display Name Permit Archived
Sequence 20
Tip Enable check box once building permit
is archived
Data Type Char
Column C_EXT_ATTR2
Enabled Yes
Required No
Display As Checkbox
Indexed No
Default Value Leave Blank

Solution - Define Attribute Groups
Define a Single Row Attribute Group
2. Navigate to the Search: Attribute Groups page
(N) Projects: Setup > Attribute Groups
3. (B) Create
4. Enter the attribute group information
Field Value
Description XX Building Permit Status
Behavior Single-Row
Number of columns in the page Accept the default value
layout
If you select Multi-Row behavior, the system will display the attributes in the group as
column headers in a row. If you do not enable Multi-Row, the attributes will appear as
separate fields.
5. (B) Apply and Add Attributes
Field Value
Sequence 10
Tip Select the Building Permit Status
Data Type Char
Column C_EXT_ATTR1
Enabled Yes
Required No
Display As Text Field
Indexed No
Default Value In_Process
If you enter information in the Tip field, it will show in blue on the page as a description or a
suggestion.
Indexed, if enabled, will show all data entered and in the order entered. Enabling the
Indexed check box will also enable you to do searches on the values in the indexed

attributes using the Alternate Project Search page. You must have Multi-Row Enabled to
use this function.
6. (B) Apply and Add Another
Field Value
Internal Name FileXX
Display Name Permit Archived
Sequence 20
Tip Enable check box once building permit
is archived
Data Type Char
Column C_EXT_ATTR2
Enabled Yes
Required No
Display As Checkbox
Indexed No
Default Value Leave Blank

7. (B) Apply

8. (H) Home

Practice - Define Attribute Context
Overview
In this practice, you will associate the attribute group you defined in the previous practice with
the Construction project type. You will also add a page region to the attribute context for the
Construction project type.
Assumptions
Tasks
Add an attribute context that has the following details:
Field Value
Context Type Project Type
Value Construction
Then, with the Construction project type attribute group selected, add the following attribute
group:
− XX Building Permit Status
Select Project as the data level
Add an action to the XX Building Permit Status attribute group
Field Value
Object Name PROJECTS
Classification Construction
Attribute Group XX Building Permit Status
Sequence 10
Action Name XX Building Permit Information
Description XX Building Permit Information
Function Generate Item Description
Security Privilege Leave Blank
Execution Method User Action
Display Style Link
Prompt Application Projects
Prompt Message Name Building Permit Information
Visible Yes
Dynamic Prompt Function Leave Blank

Dynamic Visibility Function Leave Blank
To create a page region, query the context
Field Value
Value Construction
Select the Page Regions icon for the Construction project type and define the following
information:
Field Value
Display Name XX Building Information
Description XX Building Information
Data Level Project
Internal Name XXBuilding_Info
Sequence Enter your XX number -- only use
numbers (e.g. use 77)
Sequence Display Name

10 XX Building Permit Status

Solution - Define Attribute Context
Define Attribute Context
2. Navigate to the Search: Attribute Contexts page
(N) Projects: Setup > Attribute Contexts
3. (B) Add Context
4. Enter the context information
Field Value
Name Construction
Note: If you have previously associated attributes with this project type, it will not appear on
the list of values on the Add Attribute Context page. Instead, return to the Attribute Contexts
page, select Project Type from the list in the Context Type Field, enter Construction in the
empty field, and select the Go button. You then select the Attribute Groups icon to add
additional attribute groups. Proceed to step 5.
5. (B) Continue
6. Search for your attribute group that has a display name of XX Building Permit Status.
7. (B) Go
7. Select the check box against your attribute group of XX Building Permit Status.
(B) Apply

8. Search for the construction context of type Project Type that you just added to your attribute
group.
9. Click on the Details Icon for Attribute Groups.
10. Add an action to the XX Building Permit Status attribute group

Select the Update Actions icon for your XX Building Permit Status attribute group
(B) Create Action
Field Value
Object Name PROJECTS (view only)
Classification Construction (view only)
Attribute Group XX Building Permit Status (view only)
Sequence 10
Action Name XX Building Permit Information
Description XX Building Permit Information
Function Generate Item Description
Security Privilege Leave Blank
Execution Method User Action

Display Style Link
Prompt Application Projects
Prompt Message Name XX Building Permit Information
Visible Yes
Dynamic Prompt Function Leave Blank
Dynamic Visibility Function Leave Blank
(B) Apply
(H) Attribute Contexts
Create a Page Region

7. Query the context
Field Value
Value Construction
(B) Go
8. Select the Page Regions icon for the Construction project type
9. (B) Create Page
Field Value

Display Name XX Building Information
Internal Name XXBuilding_Info
Description XX Building Information
Business Entity Project
Sequence Enter your XX number (77)
10. (B) Apply

11. (H) XX Building Information
12. (B) Add Another Row
Sequence Display Name

10 XX Building Permit Status

13. (B) Apply
14. (H) Home

Practice - Enter Data for User-Defined Attributes
Overview
In this practice, you enter values on the Software Systems project for the attribute group that
you defined in the previous practices.
Assumptions
Tasks
Query for and open the Software Systems project. Open the XX Building Information page
from the Other Project Setup region.
Select a status of Not_Req for the XX Building Permit Status field and enable the Permit
Archived check box

Solution - Enter Data for User-Defined Attributes
Enter Data for User-Defined Attributes
2. Navigate to the Search Projects page
(B) Advanced Search
3. Query the Software Systems project
• Select the Show table data when all conditions are met
Field Value
Project Name is Software Systems
(B) Go
(H) Software Systems

4. (T) Project
5. (ST) Setup

6. (H) XX Building Information (in the Other Project Setup region)
7. Select a status of Not_Req for the XX Building Permit Status field.
Note that the default status is In_Process. You set this as the default status when you
defined the attribute group.
8. Enable the Permit Archived check box

9. (B) Apply
10. (H) Home

Summary of R12.x Project Foundation Fundamentals



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Before You Begin This Course

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R12.x Oracle Project Foundation Fundamentals Supplemental Student Practices

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R12.x Oracle Project Foundation Fundamentals Supplemental Student Practices

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R12.x Oracle Project Foundation Fundamentals Supplemental Student Practices

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