Project Management

Get Involved. Join the Conversation.

Posts

  • Kim Puls
    Mass submit Draft invoices to Submitted for a specific...7
    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
  • Paul Fernandez
    Functionality Differences Between Projects and Grants...7
    Topic posted October 18, 2019 by Paul FernandezBronze Medal: 1,250+ Points, tagged Capital Projects, Grants Management, Project Billing & Revenue, Project Contracts, Project Costing 
    Title:
    Functionality Differences Between Projects and Grants Accounting
    Summary:
    Functionality Differences Between Projects and Grants Accounting
    Content:

    Hi Everyone,

    Does anyone know of any documentation from Fusion of the differences between Projects Vs Grants.
    Here is a link  to an old documentation of Grants from EBS that lists the differences as to what is supported vs not supported in Projects Vs Grants (sample of what I am looking for).

    https://docs.oracle.com/cd/E18727_01/doc.121/e13567/T237204T237207.htm#T237263
    Functionality Differences Between Projects and Grants Accounting

    I am looking for something similar in Fusion to have better understanding of what is supported and not in Grants Vs Projects in Fusion.

    Any help would be appreciated.

    Thanks

    --Paul

  • Durgaprasad Mohapatro
    Streamline project invoice to receivables7
    Topic posted October 15, 2019 by Durgaprasad MohapatroSilver Medal: 2,000+ Points, tagged Project Billing & Revenue, Project Contracts 
    Title:
    Streamline project invoice to receivables
    Content:

    Hi All,

    I am looking to create a streamlined PPM to AR process as below. Kindly share your advise and thoughts for how to achieve this.

    So, I will be creating a job set and scheduling the below ones. But please let me the feasibility of this.

    1. Automatically release all approved invoices with current date (I believe there is a REST API, but is it going to release with sysdate? and Can we schedule this as a process?)
    2. Automatically Transfer all released invoices to AR (Standard Transfer to AR process is available, Need to run for each BU, without any other parameters)
    3. Automatically Import all transferred invoices to AR (Standard Autoinvoice process is available)
    4. Automatically Confirm the tie back from AR (Standard tie back process is available)

    Thanks,

    Durga

  • Paul Fernandez
    How to override Budgetary Control as and when needed for...7
    Topic posted October 12, 2019 by Paul FernandezBronze Medal: 1,250+ Points, tagged Grants Management, Project Costing 
    Title:
    How to override Budgetary Control as and when needed for Award/Projects?
    Summary:
    How to override Budgetary Control as and when needed for Award/Projects?
    Content:

    How to override Budgetary Control as and when needed for Award/Projects?

    We have a requirement to override budgetary control as and when needed (to enter Misc Expenditures for Payroll Costs) on an Award/Project combination.

    Requirement Example:

    1. We have an award/project budget for 100,000.00 with Budgetary Control enabled at the Award/Project level with the Control level as Absolute.
    2. Costs incurred so far is 75,000.00 and available balance is 25,000.00
    3. New expenditure batch is for 30,000.00 and it fails Funds Check.
    4. Therefore, we need to override the Budgetary Control and let this expenditure go through and get the available balance to -5,000.00
    5. And this means, we have to temporarily change the Budgetary Control setting to Advisory, (let the expenditure go through) and put it right back to Absolute so that it will not allow any other expenditures to pass the Funds Check.

     

    Given the above requirement:

    1. I am not able to use the Budgetary Control Exception using a Transaction Source (because that is global and allows any transaction that come through that Transaction Source). Also, it does not reduce the available balance in the Control Budget.
    2. I can not also set the Budgetary Control to Advisory from the Budgetary Control Setting of the Budget Generation Option for the Award/Project Budget from the very beginning. This will let all expenditures go through without any Funds Checking (or rather only with Advisory). Because when the budget is base-lined, the Control Budget would be created with whatever setting is in the Budgetary Control Setting of the Budget Generation Option. So, budget base-lining appears to be the trigger that sets the Control Level in the Control Budgets.
    3. Therefore, the only way I found, is to go to the Award/Project budget and change the Budgetary Control Setting to Advisory every time this requirement is necessary and baseline the budget. This would update the Control Budget and change the Control Level to ‘Advisory’ and then create the ‘specific expenditure with the override’ so that it goes through the Funds Checking without fail.
    4. And, immediately go back to the budget again, and change the setting to ‘Absolute’ and baseline again which would update the Control Budget and change the Control Level to ‘Absolute’ and enforce the Absolute funds checking.
    5. This means, I have to perform the steps 3 and 4 every time there is this requirement (in every award/project combination) and it is not an easy process to go through.

    Trying to find out if there is another better/easier way to handle this. Any suggestions appreciated.

    Thanks

    --Paul

    Version:
    19C
  • Candice Ricketts
    Security Audit for PPM7
    Topic posted September 16, 2019 by Candice RickettsGreen Ribbon: 100+ Points 
    Title:
    Security Audit for PPM
    Summary:
    Need to turn on auditing for PPM module.
    Content:

    Cannot find any documentation on what attributes need to be enabled so that auditing of the PPM module can begin. We need to audit PPM (Projects and Awards modules). We mostly want to know when someone has adjusted a budget or tried to add/modify a project that's related to Awards. Any guidance you can provide is greatly appreciated.

    Version:
    19C
  • Gopal Somani
    Asset Invoice with Project Details7
    Topic posted September 9, 2019 by Gopal SomaniRed Ribbon: 250+ Points, tagged Payables, Project Costing 
    Title:
    Asset Invoice with Project Details
    Summary:
    Asset Invoice with Project Details
    Content:

    Hi Team,

     

    Requesting your inputs on below scenario -

    I am entering an AP invoice with 'Asset clearing account' and adding the project related information (Project, Expenditure type, Org, task etc.) I validated and accounted that invoices. Ran Create mass addition. I could see that the invoice got transferred to FA.

    I was expecting that since it is project related invoice, so it should not transfer to FA from payables. It should get transferred to FA by Project.

    Please let me what is wrong here or if my understanding is not correct 

    Please share the relevant document or links.

     

    Thanks in Advance !

  • Julie Bullock
    Payroll Integration with PPM7
    Topic posted August 22, 2019 by Julie BullockGreen Ribbon: 100+ Points 
    Title:
    Payroll Integration with PPM
    Summary:
    Have the need for project related payroll and benefit costs to account to a clearing account.
    Content:

    Client is using Kronos which will interface to Cloud Payroll.  The journal entry to GL needs to default all project related transactions to one clearing account, because we will then interface the payroll for project transactions to PPM. We also need benefits to follow where the time has been charged.  So 50/50 time charged to a gl account and a project. Has anyone used payroll and PPM without OTL and has ideas on how to do this? 

    Thanks,

    Julie

  • Larry Greenblatt
    Team Members75.0
    Topic posted April 9, 2019 by Larry GreenblattRed Ribbon: 250+ Points, tagged Capital Projects, Project Management 
    Title:
    Team Members
    Summary:
    Mass updates of Team Members
    Content:

    Does anyone have a solution for updating/revising team members en mass? A company has 4,000 projects with the same PM and Project Admin. They need to change both on half the current projects. It will be very time consuming to go into each individual project and delete or end date the current person and add a new one. I've been told this can only be done individually through PPM and am looking for another solution. Thanks, Larry

  • Paul Fernandez
    Why is Burden Transaction showing a Funds Check status of...Answered7
    Topic posted March 16, 2019 by Paul FernandezBronze Medal: 1,250+ Points, tagged Grants Management, Project Costing, Public Sector 
    Title:
    Why is Burden Transaction showing a Funds Check status of 'Blank' when it has gone through Funds Checking
    Summary:
    Burden Transaction is showing a Funds Check status of 'Blank' when it has gone through Funds Checking and passed Funds Checking
    Content:

    Hi All,

    I have a situation where Burden Transactions that have passed Funds Checking show a status of 'Blank' for the Funds Status column
    in the Managed Costs page.
    Why is that?

    I am attaching a word document with screenshots showing the Managed Costs page showing this status, Award Overview page showing the
    Available Costs as 0.00 after the Burden Costs have gone through Funds Checking, and Error Message I am receiving when exceeding the Funds available.
    Woudl like to know why is it showing a status of 'Blank'.

    Any reply/feedback would be greatly appreciated.

    Thanks and regards

    --Paul Fernandez

  • Paul Fernandez
    How to get Contract value column in the ADFDI spreadsheet...Answered7
    Topic posted February 27, 2019 by Paul FernandezBronze Medal: 1,250+ Points 
    Title:
    How to get Contract value column in the ADFDI spreadsheet for Misc Costs/Labor Costs
    Summary:
    How to get Contract value column in the ADFDI spreadsheet for Misc Costs/Labor Costs
    Content:

    Hi All,

    Trying to create a Misc Transactions Batch through the ADFDI spreadsheets.
    Navigation: Capture Costs-->Create NonLabor Costs

    In the spreadsheet, there is no column for the Contract Number.

    If we have multiple awards/contracts funding the projects, how do we enter the respective Contract/Award number?
    I am testing this in a Vision Demo database with the following application version:
    *********
    Oracle Cloud Application
    Revision 13.18.10 (11.13.18.10.0) which I believe is 18C
    ***********
    I also saw somewhere that multi funding  by different awards was not supported till Rel 13.
    But this is, Rel 13. 18C.

    I can see the contract# with a LOV for multiple contracts in the UI (to enter 'Manage Unprocessed Costs)
    where I can choose/enter different award value per transaction.

    Can anyone please advise how to enter the different contract numbers through the ADFDI spreadsheet?
    Is it configurable to add fields for Contracts?

    Your replies are greatly appreciated.

    Thanks

    --Paul Fernandez