Project Management

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  • Kim Puls
    Mass submit Draft invoices to Submitted for a specific...5
    Topic posted November 5, 2019 by Kim PulsSilver Medal: 2,000+ Points, tagged Project Billing & Revenue, Project Contracts, Project Costing 
    Title:
    Mass submit Draft invoices to Submitted for a specific customer
    Summary:
    Is it possible to mass submit draft invoices to submitted for a specific bill to customer?
    Version:
    R13-19C
  • Pankaj Tyagi
    Generate Capitalized interest process failing because of...
    Topic posted Yesterday by Pankaj TyagiGreen Ribbon: 100+ Points, tagged Project Billing & Revenue, Project Contracts, Project Costing, Project Management, Project Management Mobile, Project Performance Reporting, Project Planning & Scheduling, Project Planning, Budgeting, & Forecasting, Project Resource Management 
    Title:
    Generate Capitalized interest process failing because of high threshold
    Summary:
    Generate Capitalized interest process failing because of high threshold
    Content:

    Dear All,

    We have situation, every month at period close, Generate Capitalized interest process gets failed. The reason here is - there are couple of projects which do not reach the threshold amount. After 19C, there projects are causing draft to get failed and these can not be posted to GL. Oracle says that reduce threshold and then run the program BUT this is cumbersome to change the threshold every month just to run this program and revert back. Also not good audit perspective. We have good amount of projects which falls into this category. Actually speaking Oracle should have them as warnings and not the errors.

    Wanted to check how others are doing for for this situation.  Would appreciate everyone's response

    Regards

    Pankaj

  • Dennis Oliver
    Mass Update Project Manager6
    Topic posted November 15, 2019 by Dennis OliverGreen Ribbon: 100+ Points, tagged Project Costing, Public Sector 
    Title:
    Mass Update Project Manager
    Summary:
    I need to update project manager on hundreds of projects, can the project import spreadsheet be used for this?
    Content:

    I need to update project manager on hundreds of projects as the project manager assigned to the project has left the business, can the project import spreadsheet be used for this or is it just used to create new projects?

    Version:
    19D
  • Balakrishna Chaturvedula
    Intercompany contract setup for Projects
    Topic posted Yesterday by Balakrishna ChaturvedulaBronze Trophy: 5,000+ Points, tagged Project Billing & Revenue, Project Costing 
    Title:
    Intercompany contract setup for Projects
    Summary:
    How to setup Intercompany Contracts in Projects
    Content:

    Hi All,

    I have 10 different Legal entities (which are 10 different BUs) in scope for projects. All 10 LEs can work with each other and I do expect same transfer pricing to work across all. In order to achieve this, I am trying to understand how should I setup the Intercompany contract. Please advise.

    1. I cannot have multiple internal parties on the same Intercompany contract. So, should I be setting up 9 IC contracts in each entity or is there a way I can setup one and have multiple lines in the same contract. 

    2. Also, should I create cross charge project in each and every LE or leave the receiver project field blank?

    3. Here is link to documentation on various models to setup IC contracts. But I could not conclude on above. https://docs.oracle.com/en/cloud/saas/project-portfolio-management/18c/oapfm/project-billing-configuration-define-intercompany-project-billing.html#OAPFM128695_2

    Thanks, Bala.

    Version:
    19C
  • Lukas Oleksiak
    % spent revenue and cost1
    Topic posted November 15, 2019 by Lukas OleksiakGreen Ribbon: 100+ Points, tagged Project Billing & Revenue, Project Contracts, Project Costing 
    Title:
    % spent revenue and cost
    Summary:
    How to stop revenue being recognised for a particular cost transaction?
    Content:

    Hi there,

    I have the following use case:

    We are delivering a project and are using % spent revenue recognition method within the contract. We are funding a set of tasks via Contract Lines.

    We use Project Budget to calculate the % spent revenue recognition to provide Oracle with the Total Planned Cost.

    Against the funded tasks we incur some costs, which legitimately should not contribute/count towards out %spent revenue recognition. I notice that against a cost transaction we can set Revenue to Hold Until Released. I have used it but it made no difference to my revenue when using % spend. I believe it only applies if Revenue Plan = Rate Based.

    Is there any mechanism to set cost transactions as non-revenue contributing when using % spent revenue plan?

    Version:
    Oracle Cloud R13 19D
  • Vinay Jathanna
    Transaction Source drop down in Unprocessed Cost ADFDI
    Topic posted November 15, 2019 by Vinay Jathanna, tagged Project Costing 
    Title:
    Transaction Source drop down in Unprocessed Cost ADFDI
    Summary:
    Cannot see any values in the dropdown menu for Transaction Source in Unprocessed Cost ADFDI
    Content:

    I was able to select values from the Transaction Source field on the ADFDI header yesterday. But after the MS office update, the drop down menu doesn't show any values for either Transaction Source or Document. Has anyone come across this issue?

    Version:
    19D
    Document:
  • Shifa Shafeeq
    How to query Project customers displayed on the Projects...1
    Topic posted November 14, 2019 by Shifa ShafeeqRed Ribbon: 250+ Points 
    Title:
    How to query Project customers displayed on the Projects overview
    Summary:
    Project customers displayed on the Projects overview
    Content:

    Hi,

    Can anyone tell me the table to retrieve the Project customers that are displayed on the Projects Overview UI?

     

    Thanks

    Shifa

    Image:
  • Shifa Shafeeq
    Project wise access to PMs in Oracle PPM Cloud4
    Topic posted November 11, 2019 by Shifa ShafeeqRed Ribbon: 250+ Points, tagged Project Management 
    Title:
    Project wise access to PMs in Oracle PPM Cloud
    Summary:
    Project wise access to PMs in Oracle PPM Cloud
    Content:

    Hi,

    How to restrict PMs to have access to view just their projects in search rather than view all the projects? On the search screen if the user has the Team member role then by default they see only their projects. But if I remove that search criteria and search for a random project number the project shows on the search results even though the user is not the team member. is there a way to restrict access ? Kindly advice.

    Best

    Shifa

    Image:
    Document:
  • gabriel kinovisques
    How to Incur Accruals for Indirect Projects1
    Topic posted November 12, 2019 by gabriel kinovisquesRed Ribbon: 250+ Points, tagged Project Billing & Revenue, Project Contracts, Project Costing, Project Management, Project Performance Reporting, Project Planning & Scheduling, Project Planning, Budgeting, & Forecasting, Project Resource Management, Reports, Sample Reports, Tip 
    Title:
    How to Incur Accruals for Indirect Projects
    Summary:
    Expense Accruals for indirect Projects
    Content:

    Hello :

    We have a business requirement :

    The company provide one benefit to the employee called Mobile Phone for Managers up to 200 USD per Month.

    At the end of the Month the carrier i.e. ATT send the invoice to be paid for example 10,000 USD for all the mobiles phones and the AP invoice is fully paid to ATT.

    Once the ATT invoice has been paid Finance team review the invoice for each employee in order to check review the 200 USD threshold, so for example one manager spend 250 USD instead of 200 USD.

    In this case the manager owes 50 USD for the difference and this amount will be deducted from his payroll.

    Finance teams wants to book and expense accrual through Projects

    Debit Expense

    Credit Accrual

    This journal will be send to Payroll in order to deduct this amount for his payroll, and once they process the monthly Payroll they will send a Journal to be posted in General Ledger in order to confirm that 50 USD were deducted from his Payroll.

    Debit Accural 50

    Credit Banks or Wedge deductions 50

    Can we book those Expense Accruals troughs Projects or shall we book them trough GL instead ? If we book through GL we do not have a segment called Project.

    Please Advise

     

     

     

     

     

     

     

  • Durgaprasad Mohapatro
    Create Project Contract from Projec contract template only
    Topic posted November 12, 2019 by Durgaprasad MohapatroSilver Medal: 2,000+ Points, tagged Project Billing & Revenue, Project Contracts 
    Title:
    Create Project Contract from Projec contract template only
    Content:

    Hi All,

    Is there a way, we can force all users to create a contract from contract template only?

    currently, there are two ways of creating contract - 1. from manage contract template 2.from manage contracts

    thanks,

    Durga