Project Management

Get Involved. Join the Conversation.

Posts

  • Kim Puls
    Mass submit Draft invoices to Submitted for a specific...13
    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
  • Chris Van de Graaf
    SLA rule to combine capital and non-capital cost10
    Topic posted April 23, 2019 by Chris Van de Graaf, tagged Capital Projects, Project Costing, Project Management 
    Title:
    SLA rule to combine capital and non-capital cost
    Summary:
    Client has both capital and no capital (billable/expense) cost on a capital project. I need to create a SLA rule to combine this. Capital cost are based on Task DFF and non capital cost are in mapping
    Content:

    Client has capital cost and non capital cost on a capital project. As I can't assign separate rule for capital cost and other cost, I have to combine my accounting logic in a single account rule. Capital cost are derived from a Task DFF. In the task DFF I maintain the asset category which in a separate value set is mapped to a GL account (in the description). For non capital cost I use a mapping set, mapping the expenditure type to the GL account. For both cost types (capital and non-capital) I can create separate account rules, but when I try to combine the two rules into a single (third) rule, I am not able to select the rule for the capital cost I assume that's because the rule type for the capital cost account is Value set. For the non capital cost the rule type is segment. As both rule types are different I assume I can't combine these account rules into another (third) rule.

    Any ideas how to resolve the issue to combine capital and non-capital cost into a single account rule..

    Version:
    19A
  • 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

  • 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

  • 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
  • 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 !

  • 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

  • Dennis Oliver
    Mass Update Project Manager6
    Topic posted November 15, 2019 by Dennis OliverGreen Ribbon: 100+ Points, tagged Project Costing, Public Sector 
    Title:
    Mass Update Project Manager
    Summary:
    I need to update project manager on hundreds of projects, can the project import spreadsheet be used for this?
    Content:

    I need to update project manager on hundreds of projects as the project manager assigned to the project has left the business, can the project import spreadsheet be used for this or is it just used to create new projects?

    Version:
    19D
  • Donna Brubaker
    Loading Project Costs with an invalid Expenditure Org6
    Topic posted October 16, 2019 by Donna BrubakerGreen Ribbon: 100+ Points, tagged Grants Management, Project Costing, Project Management 
    Title:
    Loading Project Costs with an invalid Expenditure Org
    Summary:
    Loading Project Costs with an invalid Expenditure Org is no longer causing an error
    Content:

    Oracle Cloud Project Costing - Previously when Project Costs were uploaded with a Project/Expenditure 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/Expenditure Organization.  It appears the Cross Validation Rules are no longer giving an error.  Has anyone else noticed this?  Is this controlled by a configuration setting?

     

    Thanks,

    Donna

    Version:
    R13 19C
  • Amit Mishra
    'Person_Type' source not available for Labor Cost...Answered6
    Topic posted June 27, 2019 by Amit MishraRed Ribbon: 250+ Points, tagged Other, Project Billing & Revenue, Project Costing, Project Management, Project Management Mobile 
    Title:
    'Person_Type' source not available for Labor Cost SLA Rule
    Summary:
    'Person_Type' source not available for Labor Cost SLA Rule
    Content:

    Hi All,

    We need to derive separate labor cost natural accounts for employee and contingent worker hence I was trying to create Constant value type account rule having the rule condition as where person_type is 'Employee' . Then similarly another line for a contingent worker but the person_type source itself is not available to put the condition against.

    How to identify the person_type or worker type for the cost transaction in SLA? The screenshot is attached.

    Thanks

     

    Image: