Project Management

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  • Anandhan Erulappan
    R13 (19D) - Generate CSV click closes all Excel...3
    Topic posted November 8, 2019 by Anandhan ErulappanBronze Medal: 1,250+ Points, tagged Grants Management, Project Costing 
    Title:
    R13 (19D) - Generate CSV click closes all Excel Files opened including FBDI
    Summary:
    R13 (19D) - Generate CSV click closes all Excel Files opened including FBDI
    Content:

    Hello All,

    Does anyone noticed, when we click "Generate CSV" button in FBDI Template, It is processing and once the generation process ends, it closes all the excel files opened without asking permission to Save, Including that FBDI Template.

    1. Import Project Labor Costs

    2. Import Project Miscellaneous Costs

    3. Import Project Miscellaneous Costs

    4. Import Project Nonlabor Costs

    Appreciate your comments and suggestions.

    Thanks

    Anandhan

    Version:
    19 D
  • Sirisha Nagavalli
    Budgeting by resource for a sponsored budgetAnswered7
    Topic posted November 8, 2019 by Sirisha NagavalliRed Ribbon: 250+ Points, tagged Grants Management, Project Planning, Budgeting, & Forecasting 
    Title:
    Budgeting by resource for a sponsored budget
    Summary:
    Restriction on the level of detail when budgeting for a sponsored project
    Content:

    When i enter an approved cost budget for a sponsored project I am only able to enter the budget at the resource class level. We budget at the lowest level of resources. Is this a missing setup or limitation when it comes to an award budget. Any suggestions/workarounds.

    Version:
    19C
  • 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
  • Michelle Swisher
    Attribute TaskName1 error when entering a Project...4
    Topic posted November 6, 2019 by Michelle SwisherBlue Ribbon: 750+ Points, tagged Grants Management, Project Billing & Revenue, Project Contracts, Project Costing, Project Management 
    Title:
    Attribute TaskName1 error when entering a Project Transaction online
    Summary:
    Attribute TaskName1 error when entering a Project Transaction online
    Content:

    We are sometimes receiving the attached error message when entering a new project transaction online.  Has anyone else received this error?  Here at KU we don't have multiple tasks per project.  Any help would be much appreciated.

     

    Thanks,

    Michelle

    Version:
    R13 19D
    Image:
  • 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 create a Transaction Source with the Document of...4
    Topic posted October 23, 2019 by Paul FernandezBronze Medal: 1,250+ Points, tagged Grants Management, Project Costing 
    Title:
    How to create a Transaction Source with the Document of ‘Commitment Source’
    Summary:
    How to create a Transaction Source with the Document of ‘Commitment Source’
    Content:

    How to create a Transaction Source with the Document of ‘Commitment Source’.

    We have a requirement to create encumbrance for Payroll Costs and it needs to be a Commitment and not Actual. What is the best way to address this requirement.

    While trying to create a Transaction Source with the Document of ‘Commitment Source’ and Commitment Type ‘External’ (because it is not a Reqn/PO/Supplier Invoice), and while creating the Document Entry, every field is getting grayed out in the Document Entry and the Expenditure Type Class defaults to Supplier Invoices.

    Attaching a doc with screenshots.

    Any idea/suggestion is greatly appreciated.

    Thanks

    --Paul

  • Donna Brubaker
    Loading Project Costs with an invalid Expenditure Org6
    Topic last edited October 28, 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
  • Paul Fernandez
    Is Borrowed and Lent Cross Charges supported in Fusion...2
    Topic posted October 20, 2019 by Paul FernandezBronze Medal: 1,250+ 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
  • Paul Fernandez
    How to get the Project Contract invoices (conversion...2
    Topic posted September 28, 2019 by Paul FernandezBronze Medal: 1,250+ Points, tagged Grants Management, Project Billing & Revenue, Project Contracts 
    Title:
    How to get the Project Contract invoices (conversion invoices) in 'Accepted' status without having any impact in AR?
    Summary:
    How to get the Project Contract invoices (conversion invoices) in 'Accepted' status without having any impact in AR?
    Content:

    Hi All,
    We are trying to convert Project Contract invoices (historic and already paid).
    Standard process is that we Transfer the invoices to AR and run Auto Invoice process in AR and run the Tieback or Confirm Invoice Acceptance Status in Receivables from Projects to make the invoices 'Accepted'. But, since these are conversion invoices, we do not want these to have any impact in AR.

    However, trying to figure out the best way to get the invoices in 'Accepted' status in Projects without having any impact in AR.
    I assume many people have had to do this and gone through this process as part of conversion efforts.

    Some Metalink documents suggest having a web service to update the invoice status to 'Accepted'.
    Can someone suggest the best approach to deal with this.

    Appreciate your feedback.

    --Paul

    Version:
    19C
  • Gopal Sharma
    Faculty portfolio for a university
    Topic posted October 28, 2019 by Gopal Sharma, tagged Fusion Project reporting, Grants Management, OBIEE Answers, OTBI, Project Billing & Revenue, Project Contracts, Project Costing, Project Management, Project Performance Reporting, Project Planning & Scheduling 
    Title:
    Faculty portfolio for a university
    Summary:
    Faculty portfolio for a university
    Content:

    Hi All, Have you implemented  faculty portfolio for a university in Grants/PPM. I am looking for the best practices, various Approaches.

    A couple of questions:

    -> Did you prefer PPM to implement faculty portfolio or In GL or EPBCS?

    -> If PPM, how is the faculty hierarchy replicated in PPM.  Did you use org hierarchy with Faculty as a node?

    I would appreciate if you can share your experience.

    Thanks

     

     

     

    Version:
    19C