Project Management

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  • Brenda Forbes
    PPM
    Topic last edited September 9, 2019 by Brenda Forbes, tagged Capital Projects, Other, Project Billing & Revenue, Project Contracts, Project Costing, Project Management, Project Planning & Scheduling, Project Planning, Budgeting, & Forecasting, Public Sector, Task Management, Upgrade 
    Title:
    PPM
    Summary:
    Integration of PFM and PM
    Content:

    Interested in obtaining feedback on PFM integration with PM modules in ERP.

    Version:
    19C
  • 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
  • Amit Mishra
    Automatic Revenue recognition over a period of timeAnswered4
    Topic posted July 22, 2019 by Amit MishraRed Ribbon: 250+ Points, tagged Other, Project Billing & Revenue, Project Contracts, Project Management 
    Title:
    Automatic Revenue recognition over a period of time
    Summary:
    Is there a feature available in Project billing where the revenue amount on an billing event be automatically recognized based on the provided number of periods?
    Content:

    Hi All,

    Has anyone come across a situation in contract project billing where we need to recognize revenue on a contract over a period of time e.g. create a billing event of $12K today, however, the revenue has to be recognized in next 12 months and not immediately? Our scenario is kinda simple where we bill the customer in a lump sum at the beginning of the year but revenue has to be recognized per the revenue recognition schedule. I understand that one way could be to pre-create as many billing events (either manually or FBDI upload) with the respective revenue recognition amount and future completion date to recognize the revenue every period, however, I was more interested in knowing about any other automated way instead of setting up the events beforehand.

    Also, I know there is revenue recognition schedule functionality by accounting period in Receivable module, will that work for contract/project revenue?

    Any help would be appreciated.

    Thanks/Amit

     

    Version:
    19B
  • Balakrishna Chaturvedula
    Printing Backup related to all Invoice Backup8
    Topic posted June 28, 2019 by Balakrishna ChaturvedulaBronze Trophy: 5,000+ Points, tagged Other, Project Billing & Revenue 
    Title:
    Printing Backup related to all Invoice Backup
    Summary:
    Printing Backup related to all Invoice Backup
    Content:

    Hi All,

    For Cost Reimbursable billing, we are required to provide the customer with all the supporting documentation (printed). For Example, if the Projects Invoice was generated from 10 Expense Reports, 20 Time Cards and 30 AP Invoices, we are expected to print all of it and package it to the customer. In legacy world, we had some of the automated routines to help with the process but with Oracle Fusion (for Expenses, OTL, AP and Projects Billing), I am wondering what would be our way to go. Any inputs are highly appreciated.

    Thanks, Bala. 

  • 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:
  • Chris van de Graaf
    secondary ledger accounting may not be generated for certain...2
    Topic posted May 24, 2019 by Chris van de Graaf, tagged Other, Project Costing, Project Management 
    Title:
    secondary ledger accounting may not be generated for certain adjustments to Exp Items
    Summary:
    accounting may neot be generted for certain adjustments to expenditure items in the secondary ledger or reporting currency
    Content:

    When defining the secondary (cash) ledger the following (warning) message appears: accounting may not be generated for this secondary ledger or reporting currency if you allow certain adjustments to expenditure items in Oracle Fusion Projects. Customer uses a single currency, both in primary and secondary ledger. What type of adjustments may cause the accounting not to be generated? And is this applicable for cash ledger only? 

     

    Thanks

    Chris van de Graaf

    Version:
    19A
  • Kim Puls
    HCM & PPM with Organizational Trees1
    Topic posted April 10, 2019 by Kim PulsSilver Medal: 2,000+ Points, tagged Capital Projects, Grants Management, Other, Project Management 
    Title:
    HCM & PPM with Organizational Trees
    Content:

    Question - we are getting to go live with HCM in a few months. Since we haven't been live, with HCM yet, we've maintained an org tree in PPM. I found some documentation (PJF: Does the Organization Tree Used in PPM Need to be the Same as that Used in HCM? (Doc ID 2340513.1) and it states PPM/PFM uses the HCM tree...does that mean I will not have to make any org move/changes in PPM...that it will default to the HCM tree?

    Kim

  • 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
  • Durga Prasad Mohapatro
    Expenditure Types - Export to excel - Only exports...3
    Topic posted December 11, 2018 by Durga Prasad MohapatroSilver Medal: 2,000+ Points, tagged Other, Project Management 
    Title:
    Expenditure Types - Export to excel - Only exports Expenditure type w/o exp class and Ref set
    Summary:
    Expenditure Types - Export to excel - Only exports Expenditure type w/o exp class and Ref set
    Content:

    Expenditure Types - Export to excel - Only exports Expenditure type w/o exp class and Ref set

    Now, This is not useful at all. The export should show expenditure type details with exp class and ref set in the excel.

    Is there any workarounds or Oracle roadmap for this.

  • Patrick Daniels
    Question about integrating with Oracle Sales and Engagement...
    Topic posted January 2, 2019 by Patrick DanielsSilver Medal: 2,000+ Points, tagged Other, Project Contracts 
    Title:
    Question about integrating with Oracle Sales and Engagement Cloud
    Summary:
    Need to understand how ERP and Engagement Cloud integrate and at which level
    Content:

    A customer's plan is to implement Oracle ERP but meanwhile they are capturing information in OEC (Engagement Cloud). They would like to understand how the two integrate and at which level.

    As an example, if they capture orders in OEC - which ends up in an invoice that ultimately needs to be tied to an A/R - do they have to be tied to an account in OEC? Is there such a correlation even?  Or can they associate the billable/ A/R info with a customer?

    Assuming they use projects in ERP and integrate with OEC; is there a relationship between business objects there and the ones in OEC?  Does a project have to be assigned to an Account in OEC, or can they be assigned to Contact (or does it matter and they can do whatever they want?)