Project Management

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  • Prasanna Reka
    Bulk Upload Project Template Tasks2
    Topic posted November 7, 2017 by Prasanna RekaSilver Medal: 2,000+ Points, tagged Project Management 
    Title:
    Bulk Upload Project Template Tasks
    Summary:
    Bulk Upload Project Template Tasks
    Content:

    Is there anyway we can bulk upload Project Template Tasks, we have many templates with extensive WBS. Setting up templates taking lot of time, we don't have automated migration available for templates so we have to manually migrate templates.

    Any workarounds or ideas to simplify this task.

  • Prasanna Reka
    Project Allocations workbench - Not available in Fusion4
    Topic posted November 3, 2017 by Prasanna RekaSilver Medal: 2,000+ Points, tagged Project Management 
    Title:
    Project Allocations workbench - Not available in Fusion
    Summary:
    Project Allocations workbench - Not available in Fusion
    Content:

    We have multiple project allocations which can be submitted together, we have Enhancement Request created for this requirement (Allocation Workbench). ER may take it's time, are there any workarounds to submit allocations in a Batch?

  • 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.

    Image:
  • Patrick Condon
    Payroll feed of per employee actual salary and benefit cost...
    Topic last edited January 30, 2019 by Patrick Condon, tagged Core HR, Financials 
    Title:
    Payroll feed of per employee actual salary and benefit cost to cloud Project Financials Management
    Summary:
    Is there an extarct from Payroll Cloud that contains per employee actual salary and benefit cost that can be posted to Project Financials Management
    Content:

    Client requires that actual employee cost (Salary & Benefits) be posted to cloud project financials for purpose of billing actuals to sponsor of a grant. Sponsor will not allow standard costing and or allocations for employee salary and benefit costs amounts to be billed. Is there a delivered solution that addresses this requirement?

  • Prasanna Reka
    SQL method to derive segment values in Sub Ledger Accounting2
    Topic posted November 3, 2017 by Prasanna RekaSilver Medal: 2,000+ Points, tagged Project Management 
    Title:
    SQL method to derive segment values in Sub Ledger Accounting
    Summary:
    SQL method to derive segment values in Sub Ledger Accounting
    Content:

    We used to have sql method for auto accounting rules in EBS, in cloud we miss them. Is there anyway we can write sql based SLA rules to derive auto accounting. We want to use multiple Project classifications to derive different segment values but we can only qualify one classification code for auto accounting source.

    Is there any workaround to use multiple class codes, if we have sql based derivation logic it can be easily accomplished.

     

  • MShrini
    YTD balances are not available from PPM subject areas for...Answered45.0
    Topic posted September 15, 2017 by MShriniBronze Crown: 15,000+ Points, tagged Other, Project Management, Public Sector, Tip, UX 
    Title:
    YTD balances are not available from PPM subject areas for Project Budgets
    Summary:
    YTD balances are not available from PPM subject areas for Project Budgets
    Content:

    YTD balances are not available from the below PPM  subject areas to prepare the OTBI reports for Budgets and Actual Costs.  Kindly help us with any workaround to show YTD balances in the PPM Budget Vs. Actual Cost's  otbi reports.

    Project Control - Budgets Real Time
    Project Costing - Actual Costs Real Time

     

  • Wayne Rogers
    Learn about the Executive Cloud Services (ECS)...
    Topic posted October 16, 2017 by Mimi Won YuenSilver Medal: 2,000+ Points, tagged Project Management 
    Title:
    Learn about the Executive Cloud Services (ECS) Program
    Content:

    The ECS team is part of the Production Engineering & Operations organization and sponsored by Thomas Kurian, Steve Miranda, and Campbell Webb and engages with the most strategic and complex SaaS customers.

    Review the following documents below to learn more.

    Document:
  • Paul Milsom
    Payroll actuals25.0
    Topic posted October 5, 2017 by Paul MilsomRed Ribbon: 250+ Points, tagged Project Management 
    Title:
    Payroll actuals
    Summary:
    Import Payroll actuals in Project Financial Management Cloud
    Content:

    Is there a way to import actual payroll costs into Project Financial Management?    This capability was added in version 12 or EBS.  

    Thank you!!

     

  • Yasmin
    Project Performance DashboardAnswered4
    Topic posted October 12, 2017 by YasminSilver Trophy: 7,500+ Points, tagged Project Management 
    Title:
    Project Performance Dashboard
    Summary:
    How can PMO director see all the projects in the Project Performance Dashboard
    Content:

    How can PMO director see all the projects in the Project Performance Dashboard?

    what Role does he need to have?

    and what setup we need to do?

     

  • Sudhir Kandagatla
    Contract with Multiple Parties1
    Topic posted August 16, 2017 by Sudhir Kandagatla, tagged Project Management 
    Title:
    Contract with Multiple Parties
    Summary:
    Creating Contracts with Multiple Parties (Suppliers and Customers)
    Content:

    When creating a Sell enterprise contract to be used for billing, We are able to add only one customer and only supplier (our BU). We have a requirement that one contract be created for multiple customers and also be available to multiple BUs. Under the Parties tab of the Contract we are unable to achieve this. Can you please help us find a way to have multiple parties (both customers and BUs) on a contract?

    Attached is the image of the error when trying to add additional customer and supplier.

    Image: