Project Management

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  • 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:
  • Ryan Waller
    Allow Inactive HCM Assignments to update Cost Rate Table45.0
    Topic posted April 3, 2019 by Ryan WallerSilver Medal: 2,000+ Points, tagged Capital Projects, Project Costing, Project Management 
    Title:
    Allow Inactive HCM Assignments to update Cost Rate Table
    Summary:
    If an assignment has been end dated after Payroll has processed and prior to the Projects cost rate table being updated then we get Projects exceptions.
    Content:

    If an assignment has been end dated after Payroll has processed and prior to the Projects cost rate table being updated then we get Projects exceptions. 

    One scenario is that an employee is getting a promotion in the middle of a pay period.  If HR executes the core HR action of creating a new assignment (i.e. promotion assignment) and end date the old assignment in the middle of a timecard period Payroll will be correct because it can date track.  However, when we go to enter in cost rates into Projects after Payroll has processed and we have actual costs the old assignment that has been end dated throws an exception in projects.

    Another scenario is that an employee has changed jobs and now has a different cost rate and the core HR transaction takes place after payroll has been processed in preparation for the next round of time collection.  If the old assignment is end dated prior to updating the cost rate table in Projects then Projects will throw an exception.

    The request is to relax this constraint to allow for any assignment that was captured in OTL and Payroll for a given time card and pay period to be allowed to be entered into the cost rate table and not throw an exception.  Or allow for a configuration setting to allow for a business to determine if they will allow costs with an end dated assignment to be imported or not.

    To avoid these exceptions in Projects we have had to implement a complicated set of small working windows where core HR actions can take place or cost rate tables can be updated.  What would make more sense is to allow for whatever was approved and paid via the timecard to be the source of truth and have projects assume that what it is getting is accurate even if the assignment has been end dated in the HCM record.  

    Version:
    Fusion 19A HCM & Projects
  • Avesh Ganodwala
    General Ledger - Project Reconciliatoin report65.0
    Topic posted September 6, 2018 by Avesh GanodwalaSilver Medal: 2,000+ Points, tagged Project Billing & Revenue, Project Contracts, Project Costing, Project Management, Project Performance Reporting, Project Planning & Scheduling 
    Title:
    General Ledger - Project Reconciliatoin report
    Summary:
    We are trying to reconcile between Projects and General Ledger
    Content:

    Hi,

    we need a project to general ledger reconciliation report,is their any seeded report report available for reconciliation. However i could see a Project Cost Account Reconciliation report(analysis) but this shows only costing entries but not the revenue entries.

     

    Any suggestions to create the reconciliation report from analysis would be much appreciated.

    Regards,

    Avesh Ganodwala

    Version:
    R13
  • Anunay Sinha
    Load Project Organizations Using HCM Data Loader5.0
    Topic posted August 27, 2018 by Anunay SinhaRed Ribbon: 250+ Points 
    Title:
    Load Project Organizations Using HCM Data Loader
    Summary:
    Load project and task owning organizations as well as project expenditure organizations in bulk using the HCM Data Loader (HDL).
    Content:

    The solution utilizes the HCM Data Loader (HDL) functionality to enable implementers load a large number of project and task owning organizations as well as project expenditure organizations. Additional information on how to use HDL can be found on Oracle Help Center -> Introduction to Integrating with Oracle HCM Cloud -> Introduction to HCM Data Loader.
    The implementation steps are valid starting with Release 13.17.11.


    Prerequisite
    The departments should also have been created using HDL. This is because while creating the departments via HDL, the SourceSystemOwner and SourceSystemId attributes must be specified. These attribute values will be used when using HDL to classify the departments as project organizations.

  • Anunay Sinha
    Enable Project Administrators to Manage Project Costs5.0
    Topic posted March 22, 2018 by Anunay SinhaRed Ribbon: 250+ Points 
    Title:
    Enable Project Administrators to Manage Project Costs
    Summary:
    The solution utilizes the page modification framework to enable a link in the existing panel drawer of the Project Financial Management work area to manage project costs.
    Content:

    Enable Project Administrators to Manage Project Costs

    Requirements Overview

    Enable project administrators to manage project costs and perform necessary adjustments on them.

    The attached document walks through the steps to implement this solution.

  • Dustin Grabowski
    Sample Report: Grants Management Cloud: Federal Awards...5.0
    Topic posted October 26, 2016 by Dustin GrabowskiGold Medal: 3,500+ Points, tagged Fusion Project reporting, OBIEE Answers, OTBI, Reports, Sample Reports 
    Title:
    Sample Report: Grants Management Cloud: Federal Awards without CFDA Number
    Summary:
    This analysis displays Federal Awards that do not have a CFDA Number assigned.
    Content:

    The attached sample analysis displays a summary and list of Federal Awards that do not have a CFDA Number assigned.  There are two analysis' included, the first (Federal Awards with CFDA) returns all Federal Awards with a CFDA Number assigned, and the main analysis (Federal Awards without CFDA) returns all Federal Awards that are not returned by the prior analysis, limiting the results to only those where a CFDA Number is not assigned.

    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 ''Federal Awards without CFDA', open the analysis called 'Federal Awards without CFDA'

     

    Fusion Applications: 11.1.1.11.0+

    Subject areas used: Projects - Grants Management - Award Funding Real Time

    5 minutes to copy into your environment.

    Image:
  • Ramesh Radhakrishnan
    Unable to create change Order for PO - "The project...45.0
    Topic posted August 27, 2019 by Ramesh RadhakrishnanBlack Diamond: 60,000+ Points, tagged Public Sector 
    Title:
    Unable to create change Order for PO - "The project status doesn't allow you to create transactions."
    Content:

    We are trying to create a change order for a PO and unable to process the change order- "The project status doesn't allow you to create transactions". We verified the project status and see that the project is closed.

    Is there any workaround for this ?

     
    Version:
    19C
  • anoop joginipally
    Generate Capitalized interest process is going into draft...15.0
    Topic posted August 27, 2019 by anoop joginipallyGreen Ribbon: 100+ Points, tagged Capital Projects, Project Costing 
    Title:
    Generate Capitalized interest process is going into draft failure
    Summary:
    Generate Capitalized interest process is going into draft failure
    Content:

    When we run  Generate Capitalized interest process is going into draft failure.
    Mainely because some projects do not have eligible transactions and some of the projects do not meet threshold critirea which is set to $250,000.
    Before 19B upgrade even with the warning and errors in the report(run  Generate Capitalized interest process), the release button was enabled and we were able to proceed transfer and post the transactions to GL.
     
     

  • Steve LEPINE
    Project Billing for Sponsored Projects5.0
    Topic posted August 2, 2019 by Steve LEPINERed Ribbon: 250+ Points, tagged Grants Management, Project Billing & Revenue, Project Contracts, Project Management, Public Sector, Tip 
    Title:
    Project Billing for Sponsored Projects
    Summary:
    Cross Ledger Project Billing for Sponsored Projects (with Grants)
    Content:

    We have a requirement to cross charge sponsored projects across different ledgers.  We were planning to use the Project Billing functionality, however this functionality does not exist and Oracle has an enhancement request (28226272 - INTERCOMPANY AND INTERPROJECT FOR SPONSORED PROJECTS) for this. 

     

    Does anyone know of any workarounds for this gap?

     

    Version:
    R13 19B (soon 19C)
  • Xavier Martinez
    Licenses for Project Managers15.0
    Topic posted February 28, 2019 by Xavier MartinezBlue Ribbon: 750+ Points, tagged Capital Projects, Project Costing, Project Management, Security 
    Title:
    Licenses for Project Managers
    Summary:
    Do any user with the Project Manager Duty needs a full PJF license?
    Content:

    Hello PPM community,

    Regarding licensing of PPM Cloud:

    When I assign an employee as a Project Manager in PFM, it automatically grants the Project Manager Duty in Oracle security console, so that the PM is now able to perform basic operations.

    Project managers can change a lot trough the time and a lot of Project can be created, so the number of employees with the Project Manager Duty can increase in the application...

    Do any employee that has the Project Manager Duty assigned to him needs a PFM license? Do any employee marked a Project manager on a Project needs a PFM license?

    Thanks a lot,

    Xavier

    Version:
    R13 19A