Project Management

Get Involved. Join the Conversation.

Posts

  • Donna Brubaker
    Loading Project Costs with an invalid Project Org
    Topic posted Yesterday by Donna BrubakerGreen Ribbon: 100+ Points, tagged Grants Management, Project Costing, Project Management 
    Title:
    Loading Project Costs with an invalid Project Org
    Summary:
    Loading Project Costs with an invalid Project Org is no longer causing an error
    Content:

    Oracle Cloud Project Costing - Previously when Project Costs were uploaded with a Project Organization that was different than the one associated to the Project/Contract, the user received an error message.  This is no longer happening, Oracle Cloud will now allow costs to be loaded with the incorrect Project Organization.  Has anyone else noticed this?  Is this controlled by a configuration setting?

     

    Thanks,

    Donna

    Version:
    R13 19C
  • Pratish Menon
    Consolidated AR invoice across contracts
    Topic posted October 15, 2019 by Pratish MenonGreen Ribbon: 100+ Points, tagged Project Billing & Revenue, Project Contracts 
    Title:
    Consolidated AR invoice across contracts
    Summary:
    Consolidated AR invoice across contracts from PPM Cloud
    Content:

    Hi,

    We have a need to create consolidated AR invoices from across multiple contracts in PPM Cloud for individual customers. It doesn't look like PPM will support that. Has anyone addressed this requirement? Any feedback will be much appreciated.

    Thanks,

    Pratish

  • Durgaprasad Mohapatro
    Streamline project invoice to receivables2
    Topic posted October 15, 2019 by Durgaprasad MohapatroBronze Medal: 1,250+ 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

  • Durgaprasad Mohapatro
    Time bound Project Invoice Approval1
    Topic posted October 15, 2019 by Durgaprasad MohapatroBronze Medal: 1,250+ Points 
    Title:
    Time bound Project Invoice Approval
    Content:

    Is there anyway, we can enforce a rule that if the project invoice is in submitted status for a certain period, then it will be auto approved.

    i.e. Lets say, an invoice is submitted on 10th Oct, and So, after two days, if the invoice is still in approvers queue., it should get autoapproved.

     

    Thanks,

    Durga

  • Stiven Oliveira Bezerra
    Problem with permission error3
    Topic posted October 14, 2019 by Stiven Oliveira BezerraRed Ribbon: 250+ Points 
    Title:
    Problem with permission error
    Content:

    Hi, 

    I'm trying use this SOAP API, but i got some error about permission, i'm using this service UPDATEDFFENTITYDETAILS. Have some privilage or role i need for my user? I can't find anyone.

    Thanks :)

    Version:
    https://docs.oracle.com/en/cloud/saas/financials/19d/oeswf/business-object-services.html#erpobjectdescriptiveflexfieldupdateservice-d13527e35507
  • Paul Fernandez
    How to override Budgetary Control as and when needed for...
    Topic posted October 12, 2019 by Paul FernandezBlue Ribbon: 750+ 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
  • Paul Fernandez
    Can anyone provide any information on the Awards Close out...1
    Topic posted October 12, 2019 by Paul FernandezBlue Ribbon: 750+ Points, tagged Grants Management, Project Contracts 
    Title:
    Can anyone provide any information on the Awards Close out process?
    Summary:
    Can anyone provide any information on the Awards Close out process?
    Content:

    Can anyone provide any information on the Awards Close out process? Apparently, there is some Oracle Grants Business Process Flow ppt that show a section for ‘Close Award’ (attaching the screenshot here).

    And I would like to have some documentation regarding this process. Unfortunately, I am not finding any such documentation in the Grants documentation.

    Any help appreciated.

     

    Thanks

    --Paul

    Version:
    19C
    Image:
  • Raul Islas
    Budgetary control at Top resource1
    Topic posted October 11, 2019 by Raul Islas, tagged Project Costing, Project Planning, Budgeting, & Forecasting 
    Title:
    Budgetary control at Top resource
    Summary:
    I want to have budgetary control at top resource level
    Content:

    Hi,

    Im implementing PFM and i want to have budgetary control at resource level.

    I´ve created Financial Plan Type with Budgetary control enabled (Project=Absolute, Top Resource= Absolute)

    But when im creating a requisition, the validation funds is being done at project level.

    Do you know if some configuration is missing?, im attaching a word with the screens of my configurations and one sample of my budget structure of one of my projects.

    Regards.

     

    Version:
    19c
    Image:
    Document:
  • Cathy Hynes
    Project Exceptions: expenditure failed project-level...Answered2
    Topic posted October 10, 2019 by Cathy Hynes, tagged Project Management, Project Planning, Budgeting, & Forecasting, Project Resource Management 
    Title:
    Project Exceptions: expenditure failed project-level transaction controls
    Summary:
    The expenditure failed project-level transaction controls.
    Content:

    Hi - we just implemented the import of time (hours) into Oracle Projects via FBDI, the majority of the transactions came in fine (for other projects) but we had 5 errors (all the same project) due to the following:

    The expenditure failed project-level transaction controls.

    The project-level transaction controls are defined as inclusive, and the expenditure's attributes don't match any project-level transaction control.

    You must change the attributes of the expenditure or add a project-level transaction control that will include this transaction.

    We tried to compare the setup of this one project to the other projects where transactions were successfully processed, but could not find any difference.  

    Any suggestions on what to check??

    I'm waiting on the Import Costs report and will add later, but wanted to get some feedback as soon as possible.  Thank you.

    Version:
    19C
  • Xavier Martinez
    Provide access to Review Project Performance Workarea1
    Topic posted October 9, 2019 by Xavier MartinezBlue Ribbon: 750+ Points, tagged Capital Projects, Fusion Project reporting, Other, Project Contracts, Project Costing, Project Management, Project Performance Reporting, Project Planning & Scheduling, Project Planning, Budgeting, & Forecasting, Sample Reports, Security 
    Title:
    Provide access to Review Project Performance Workarea
    Summary:
    Provide access to Review Project Performance Workarea for Project administrator
    Content:

    Hello,

    Using Project portfolio management cloud - Project financial management, I would like to be able to provide access to "Review Project Performance" workarea to other employees than the Project Manager.

    Currently the access to this area is granted only to Project Managers, I would like my administrators to get access too.

    Any thoughts ?

    Thanks

    Xavier

    Version:
    19C
    Image: