Project Management

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  • 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
  • Paul Fernandez
    Does Funds Checking happen at the time of submission of time...Answered2
    Topic posted March 16, 2019 by Paul FernandezBlue Ribbon: 750+ Points, tagged Grants Management, Project Costing, Project Management, Public Sector 
    Title:
    Does Funds Checking happen at the time of submission of time entry in Time & Labor?
    Summary:
    Does Funds Checking happen at the time of submission of time entry in Time & Labor?
    Content:

     Hi All,

    We are planning to have Oracle Time & Labor.
    Would like to know if there is any Funds Checking enforcement at the time entry submission?
    Or it happens only when it is imported into Projects?
    We are using Grants/Projects and in Rel 13.19A.

    Thanks for your feedback.

    --Paul

  • Dave McKenna
    Expenditure Tax (VAT) by Project/Award
    Topic posted August 1, 2019 by Dave McKennaBronze Medal: 1,250+ Points, tagged Grants Management, Project Management, Public Sector 
    Title:
    Expenditure Tax (VAT) by Project/Award
    Summary:
    Derive Tax code from Project/Grant
    Content:

    We are a grants customer and have a requirement around tax treatment would like some input on.

    Trying to avoid creating advanced tax rules but want to derive default tax rates for expenditure transactions.

    An example requirement for this.

    We have two Grants and a linked project one research and one teaching.

    Teaching the default tax requirement is 20% 0% Recoverable

    Research default is 20% 100% recoverable.

    Both wish to buy a laptop which is Expenditure type IT Equipment.

    From my research we would derive the tax default from Expenditure type however depednadant on the grant we are purchasing for the treatment could be different.  The way round this would be to have two expenditure types, IT Equiptment Recoverable and IT equipment Non recoverable and the user then having to select.  However the user will not know what the tax treatment would be so we would see them guessing and using the wrong type.

    Is there anyway to assign a default tax code at either the project or grant so that expenditures in expenses/purchasing/payables/inventory derive based off that rather than the POETA entry?

     

     

    Version:
    19B
  • Pratish Menon
    File Upload Capability For External Commitment Cost in...Answered2
    Topic posted January 6, 2019 by Pratish MenonGreen Ribbon: 100+ Points, tagged Project Costing, Public Sector 
    Title:
    File Upload Capability For External Commitment Cost in Projects
    Summary:
    Availability of file/spreadsheet upload capability for external commitment cost under projects
    Content:

    Hi,

    I've only been able to find  a delivered web service option to load external commitment cost from 3rd party applications into projects in PPM Cloud. Could someone please advise if there is a file/spreadsheet upload capability available for this in PPM Cloud? I've found capability to upload external expenditure (actuals) transactions, but unable to locate something similar for external commitments.

    Thanks,

    Pratish

    Version:
    R13 18C
  • Paul Fernandez
    How to make Award Purpose Code field required?1
    Topic posted March 28, 2019 by Paul FernandezBlue Ribbon: 750+ Points, tagged Grants Management, Project Management, Public Sector 
    Title:
    How to make Award Purpose Code field required?
    Summary:
    We have a requirement to make the Award Purpose Code field required because it is used for deriving the Fund segment in Chart of Accounts.
    Content:

    How to make Award Purpose Code field required?

    We have a requirement to make the Award Purpose Code field required because it is used for
    deriving the Fund segment in Chart of Accounts.
    I am sure I am not the first one to have a requirement like this.
    Can anyone please share with me how to do it?
    Would greatly appreciate if you have a document describing how to do it.

    Thanks and regards

    --Paul

  • Paul Fernandez
    How to override Budgetary Control in Projects/Grants?4
    Topic posted May 7, 2019 by Paul FernandezBlue Ribbon: 750+ Points, tagged Grants Management, Project Management, Project Planning, Budgeting, & Forecasting, Public Sector 
    Title:
    How to override Budgetary Control in Projects/Grants?
    Content:

    Hi all,


    I have a requirement to override Budgetary Control in Projects/Grants for Misc Expenditure Batch created for Payroll Costs. It is created as Misc Expenditure Batch and the client does not want it failed in Funds Checking even if the budget amount does not cover it.

    In the Manage Budgetary Control page, there is a Budgetary Control Exceptions section to add Transaction Sources.This is global. 
    Just wanted to check is this the only way to override Budgetary Control or is there anything we can do to override for specific projects.

    Any feedback would be greatly appreciated. We are in 19B now.

    Thanks and regards

    Paul Fernandez

  • Paul Fernandez
    Is Borrowed and Lent Cross Charges supported in Fusion...
    Topic posted October 20, 2019 by Paul FernandezBlue Ribbon: 750+ Points, tagged Grants Management, Project Billing & Revenue, Project Contracts, Project Costing, Public Sector 
    Title:
    Is Borrowed and Lent Cross Charges supported in Fusion Grants?
    Summary:
    Is Borrowed and Lent Cross Charges supported in Fusion Grants?
    Content:

    Is Borrowed and Lent Cross Charges supported in Fusion Grants?

    There is documentation in EBS that clearly states Borrowed and Lent CrossCharges is not supported in Grants compared to Projects. However, I am not finding anything similar in Fusion.

    After configuring all the necessary setups for Borrowed and Lent, I am trying to create a Borrowed and Lent CrossCharge transaction and when I run the Generate Borrowed and Lent Amounts process, the Identify Cross-Charge Transactions: Generate Output Report shows 0 records.

    Trying to understand, if I am missing something or if this feature is supported at all by Fusion Grants.

    Your feedback is truly appreciated.

    Thanks and regards

    --Paul
     

     

    Version:
    19C
  • 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

  • Federico Samyn Dowie
    Labor costs allocation by percentage of time spent in Oracle...3
    Topic posted February 8, 2019 by Federico Samyn DowieBronze Medal: 1,250+ Points, tagged Grants Management, Project Costing, Project Management, Public Sector 
    Title:
    Labor costs allocation by percentage of time spent in Oracle PPM cloud
    Summary:
    Looking for alternatives to capture labor costs and perform an allocation between different projects by percentage of time spent
    Content:

    Hello PPM experts:

    Our non-profit project centric organization is currently relying on time card entries to capture labor costs by projects, but we want move away from this approach. Mainly because everybody is required to enter a time card, including Admin and other non-project related employees (and managers). Additionally, time entries are based on hours worked (not percentage of time spent on an specific project/task). 

    Our Research Funding team is looking for an alternative to allocate labor costs for external funded projects by percentage of time spent. They are even looking at a third party Grants Management system to accomplish this and then interface it back to Oracle. HR is on board with discontinuing Time Card entries in Oracle as long as employees report exceptions (time off, vacations, etc.).

    Does anybody have a suggestion or can share your experience and best practices when dealing with this kind of requirement?    

    Thanks.

    Fede.

    Version:
    PPM Cloud 18c
  • Pratish Menon
    Manging grant sub-recipients1
    Topic posted September 13, 2019 by Pratish MenonGreen Ribbon: 100+ Points, tagged Grants Management, Project Billing & Revenue, Project Contracts, Project Costing, Project Management, Public Sector 
    Title:
    Manging grant sub-recipients
    Summary:
    Capabilities to manage grant sub-recipients
    Content:

    Hi,

    Does anyone have content on how Grants Management Cloud can help manage sub-recipient functionalities like Sub-recipient Management, Adjustment Processing, Progress Reporting, Closeout, etc.?

    Thanks,

    Pratish

     

    Version:
    19C