Project Management

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  • Kim Puls
    Mass submit Draft invoices to Submitted for a specific...14
    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
  • Aditya Ranjan Dey
    Inventory Miscellaenous Cost is not generating Asset Lines12
    Topic posted May 20, 2019 by Aditya Ranjan DeyRed Ribbon: 250+ Points, tagged Capital Projects 
    Title:
    Inventory Miscellaenous Cost is not generating Asset Lines
    Summary:
    AP Invoice, Exp Reports and Manual Misc Cost are creating Asset Lines. But Inventory Misc Cost is not generating.
    Content:

    PA period open for Mar, Apr and May. FA period open for Apr

    2 expenditures are as below -

    1. AP Invoice - 31st March, 2019 - Capitalized

    2. Inventory Misc Cost - 30 Apr 2019 - Asset line not generated

    Expenditure is capitalizable, accounted, UPPD run, asset assigned at project level, marked to As Built, DPIS = 30-Apr-2019, no adjustment recorded, no line splitting. 

    All setups starting from type to template to source in place. 

     

    Therefore, can you guess what can be the additional checks we might be missing. Has anyone faced this before?

    Version:
    R13
  • Dustin Grabowski
    Sample Report: Project Financial Management Cloud: Project...125.0
    Topic posted November 15, 2016 by Dustin GrabowskiGold Medal: 3,500+ Points, tagged Fusion Project reporting, OBIEE Answers, OTBI, Sample Reports 
    Title:
    Sample Report: Project Financial Management Cloud: Project Budget vs. Actual
    Summary:
    This dashboard displays Budget details for a specific project.
    Content:

    The attached sample dashboard displays budget vs. actual cost and commitment details for a specific project.  Drill down pages show details of the actual costs and commitment transactions.

     

    To add this report to your environment:

    1. Save the catalog to a local folder

    2. Unarchive it to the OTBI web catalog under Shared Folders - Custom - Projects

    3. In the folder called ''Budget vs. Actual Reports', open the dashboard called 'Project Budget vs Actual'

     

    Fusion Applications: 11.1.1.11.0+

    Subject areas used: Projects - Cross Subject Area Analysis Real Time

                                  Project Costing - Actual Costs Real Time

                                  Project Costing - Commitments Real Time

    5 minutes to copy into your environment.

    Image:
  • Dustin Grabowski
    Sample Report: Project Cost Dashboard with Drilldown to...115.0
    Topic posted December 11, 2017 by Dustin GrabowskiGold Medal: 3,500+ Points 
    Title:
    Sample Report: Project Cost Dashboard with Drilldown to Project Cost Details
    Summary:
    This dashboard provides summary details of Project Costs and includes a drilldown from the Transaction Number to the Project Cost Details Page
    Content:

    The attached sample dashboard displays project costs based on the selected prompts.  It also highlights drill down capabilities that have been added in Release 13.

     

    To add this report to your environment:

    1. Save the catalog to a local folder

    2. Unarchive it to the OTBI web catalog under Shared Folders - Custom - Projects

    3. In the folder called ''Manage Project Costs Dashboard', open the dashboard called 'Manage Project Costs Dashboard'

    4. Watch the attached video for details steps to update the analysis to point the Action Link to your environment.

     

    Oracle Cloud Project Portfolio Management: Release 12 

       Drilldown to Project Cost Details available starting Release 13 update 17D

     

    Subject areas used: Project Costing - Actual Costs Real Time                      

                                 

    5 minutes to copy into your environment and configure Action Link.

    Image:
  • Chris Van de Graaf
    SLA rule to combine capital and non-capital cost10
    Topic posted April 23, 2019 by Chris Van de Graaf, tagged Capital Projects, Project Costing, Project Management 
    Title:
    SLA rule to combine capital and non-capital cost
    Summary:
    Client has both capital and no capital (billable/expense) cost on a capital project. I need to create a SLA rule to combine this. Capital cost are based on Task DFF and non capital cost are in mapping
    Content:

    Client has capital cost and non capital cost on a capital project. As I can't assign separate rule for capital cost and other cost, I have to combine my accounting logic in a single account rule. Capital cost are derived from a Task DFF. In the task DFF I maintain the asset category which in a separate value set is mapped to a GL account (in the description). For non capital cost I use a mapping set, mapping the expenditure type to the GL account. For both cost types (capital and non-capital) I can create separate account rules, but when I try to combine the two rules into a single (third) rule, I am not able to select the rule for the capital cost I assume that's because the rule type for the capital cost account is Value set. For the non capital cost the rule type is segment. As both rule types are different I assume I can't combine these account rules into another (third) rule.

    Any ideas how to resolve the issue to combine capital and non-capital cost into a single account rule..

    Version:
    19A
  • Hiten Makwana
    Labor Cost Distribution functionality in Oracle Cloud105.0
    Topic posted October 26, 2018 by Hiten MakwanaBronze Medal: 1,250+ Points, tagged Grants Management, Project Costing, Project Management, Public Sector 
    Title:
    Labor Cost Distribution functionality in Oracle Cloud
    Summary:
    What is Oracle's plan/roadmap to cater to Public Sector clients on this major functionality gap
    Content:

    In Public Sector, all clients are mandated to use 'Actual Labor Costing'. This requires distribution of actual salary amount to various projects and grants on the basis of a predetermined % or based on % time spent on projects.

    Let's use this thread to share our knowledge on Oracle's plan/roadmap and solution alternatives/work arounds.

    We have a very robust custom solution for this requirement, but want to be aware of other alternatives too.

    Hiten

  • Caio Zioli
    Restrict project values of project field for specific users...Answered95.0
    Topic posted July 19, 2019 by Caio ZioliGold Trophy: 10,000+ Points 
    Title:
    Restrict project values of project field for specific users on Self Service Procurement
    Summary:
    Restrict project values of project field for specific users
    Content:

    When a user is creating a requisition for an specific project, is it possible to ensure that the project values available to the user on the project field, are only the projects that the respective user is allowed to view ?

  • Lukas Oleksiak
    Project Team MembersAnswered94.0
    Topic posted February 27, 2017 by Lukas OleksiakGreen Ribbon: 100+ Points 
    Title:
    Project Team Members
    Summary:
    Loading Project Team members from an external source
    Content:

    Hello, my organization is not using Resource Management, therefore is required to manually add Project Team Members to individual projects.

    However, this data is stored in an external system, which sort of manages our resources. What we are after is a spreadsheet loader that will enable us to load new team members to a Project within Fusion.

    Thanks for your help.

  • Dennis Oliver
    Mass Update Project Manager8
    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
    Printing Backup related to all Invoice Backup8
    Topic posted June 28, 2019 by Balakrishna ChaturvedulaBronze Trophy: 5,000+ Points, tagged Other, Project Billing & Revenue 
    Title:
    Printing Backup related to all Invoice Backup
    Summary:
    Printing Backup related to all Invoice Backup
    Content:

    Hi All,

    For Cost Reimbursable billing, we are required to provide the customer with all the supporting documentation (printed). For Example, if the Projects Invoice was generated from 10 Expense Reports, 20 Time Cards and 30 AP Invoices, we are expected to print all of it and package it to the customer. In legacy world, we had some of the automated routines to help with the process but with Oracle Fusion (for Expenses, OTL, AP and Projects Billing), I am wondering what would be our way to go. Any inputs are highly appreciated.

    Thanks, Bala.