Project Management

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  • Yasmin
    Add non-employee department2
    Topic posted December 14, 2017 by YasminSilver Trophy: 7,500+ Points, tagged Project Management, Tip 
    Title:
    Add non-employee department
    Summary:
    Other options rather than adding non-employee department
    Content:

    We were told that in order to define non-labor cost (for equipment or tools) we need to define their "department", 

    but as agreed with the HCM team not to create non-employee departments,

    So is there any other way else we can do so we can capture the cost of the tools without defining a non-department for them?

     

    Yasmin

  • Patrick Daniels
    An easier way to navigate Oracle to find ERP resources!
    Topic posted October 28, 2018 by Patrick DanielsSilver Medal: 2,000+ Points, tagged Tip 
    Title:
    An easier way to navigate Oracle to find ERP resources!
    Summary:
    Know which Oracle ERP Cloud resources to use - and when - in a single page dashboard view!
    Content:

    Check out these product specific Quick Link charts. 

    These make navigating Oracle much easier!

    We appreciate any feedback you have,

    Oracle Customer Care

  • Satya Sundararajan
    Automatic Invoice/Revenue Generation4
    Topic posted July 23, 2019 by Satya Sundararajan, tagged Capital Projects, Grants Management, Other, 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, Public Sector, Security, Task Management, Tip, Upgrade, UX 
    Title:
    Automatic Invoice/Revenue Generation
    Summary:
    Automatic Monthly Invoicing - fixed dollar
    Content:

    Hi, we have a requirement where the customer wants to generate fixed dollar invoice each month. The project duration could be 5 years and it will be a difficult step to create manual event each period across projects. is there a better way to handle this situation based on an amount based bill plan?

     

    Version:
    19C
  • Patrick Daniels
    Cool new dashboard charts from Oracle Customer Care5.0
    Topic posted October 16, 2018 by Patrick DanielsSilver Medal: 2,000+ Points, tagged Tip 
    Title:
    Cool new dashboard charts from Oracle Customer Care
    Summary:
    Gain single page access to dozens of ERP resources!
    Content:

    Check out these product specific Quick Link charts.  These make navigating Oracle much easier!

    Let us know what you think,

    Oracle Customer Care

  • Avesh Ganodwala
    Do not hit revenue account in recievable for the complete...1
    Topic posted August 8, 2019 by Avesh GanodwalaSilver Medal: 2,000+ Points, tagged Project Billing & Revenue, Tip 
    Title:
    Do not hit revenue account in recievable for the complete amount
    Summary:
    Do not hit revenue account in recievable for the complete amount
    Content:

    Hi All,

    Our client has requirement where in they want the split the project revenue for the below screnario.

    The total funding of the project is 100K and out of that only 20K belongs to our client and rest to other vendor. however our client need raise the invoice for 100K as they are going to manage the complete project.

    As only 20K belogs to our client, when we raise the invoice we do not want hit our P&L for the complete amount.

    How to achieve this requirement.

    Regards,

    Avesh Ganodwal

     

    Version:
    19B
  • Avesh Ganodwala
    How to enable Enable project classification for Organization...3
    Topic posted January 11, 2019 by Avesh GanodwalaSilver Medal: 2,000+ Points, tagged Other, Project Costing, Tip 
    Title:
    How to enable Enable project classification for Organization using REST API
    Summary:
    How to enable organization as PRoject/task owing organization using REST API
    Content:

    Could any one please help me if there any REST API available to  enable organization to Classify as project and task owning organization and Classify as project expenditure organization

     
     
    Regards.
    Avesh Ganodwala
    Version:
    18C
  • 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

     

     

     

     

     

     

     

  • Mike Bartoletti
    How-To: Copy the Award Administrator Dashboard in Reporting...55.0
    Topic posted January 25, 2019 by Mike BartolettiGreen Ribbon: 100+ Points, tagged Grants Management, Project Management, Tip 
    Title:
    How-To: Copy the Award Administrator Dashboard in Reporting & Analytics
    Summary:
    If you a looking to use and / or enhance the Award Administrator Dashboard in your OTBI environment, this post should help. It can also be a reference for copying and extending any seeded dashboard.
    Content:

    The Award Administrator dashboard released in version 18c, provides an overview of the financial and administrative information needed to administer one or more grants and projects.  The dashboard includes a useful set of reporting and analytics objects that can be copied and modified to meet individual requirements.  The following are instructions for copying this dashboard to extend and are applicable to any Reporting and Analytics out-of-the-box (OOTB) object.

    Version:
    18C
  • 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)
  • Prasanna Reka
    Project to GL Reconcillaition Dashboards Ideas5.0
    Topic posted November 7, 2017 by Prasanna RekaSilver Medal: 2,000+ Points, tagged Project Management, Tip 
    Title:
    Project to GL Reconcillaition Dashboards Ideas
    Summary:
    Project to GL Reconcillaition Dashboards Ideas
    Content:

    Projects to GL Reconciliation is always a challenge as accounting for project transactions will flow to GL from different sources and often clubbed with nonProject related transactions Ex: AP Invoices. We are exploring ways to create simple but powerful dashboard to assist PA to GL reconciliations irrespective of sources.

    Some Notes:

    • Reconcile by Source
    • Keep Project Accounts separate as much as possible
    • Project AP Invoices posted to GL from AP - we are using separate accounts for Project related AP Transactions so we can write report in GL with Payables Source and use accounts as filter to segregate project amounts. This may not be always possible if we have same accounts used we may need to create custom BI report with sub ledger cross references.
    • Project Inventory Misc Transactions posted to GL from Inv : Same as Above
    • Third Party Project Transactions (Accounted) - Not an Issue
    • Third Party Project Transactions ( Unaccounted) - Not an Issue

    Any ideas on project reconciliations to GL, sharing what we are doing appreciate new ideas as we want to improvise this process as much as we can.

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