Oracle Project Management

Transcription

1 Oracle Project Management User Guide Release 12 Part No. B December 2006

2 Oracle Project Management User Guide, Release 12 Part No. B Copyright 1994, 2006, Oracle. All rights reserved. Primary Author: Asad Halim, Janet Buchbinder, Jeffrey Colvard, Juli Anne Tolley, Rinku Mohapatra, Stephen A. Gordon Contributing Author: Guriqpal S. Gill, Matthew Ness, Prashanti Gajjala Contributor: Anders Gilchrist, Angela Xian, Barbara Fox, Biju Kattuparambil, Cedric Ng, Dylan Wan, Janice Wu, Jeanne Lowell, Koushik Banerjee, Majid Ansari, Marian (Wei) Feng, Mary Sun, Nalin Chouhan, Prithi Bandla, Ramesh Krishnamurthy, Robert Emmery, Saima Hanif, Sakthivel Balasubramanian, Selvasekar Sivaramakrishnan, Suhail Maqsood, Venkatesh Jayaraman, Vijay Manguluru, Vijay Ranganathan The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose. If the Programs are delivered to the United States Government or anyone licensing or using the Programs on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the Programs, including documentation and technical data, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement, and, to the extent applicable, the additional rights set forth in FAR , Commercial Computer Software--Restricted Rights (June 1987). Oracle Corporation, 500 Oracle Parkway, Redwood City, CA The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and we disclaim liability for any damages caused by such use of the Programs. The Programs may provide links to Web sites and access to content, products, and services from third parties. Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated with the use of such content. If you choose to purchase any products or services from a third party, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warranty obligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party. Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

3 Contents Send Us Your Comments Preface 1 Overview of Project Management Features of Project Management Workplan and Progress Management Integrating with Microsoft Project Budgeting and Forecasting Project Status Reporting Issue and Change Management Document Management Expenditure Review Billing Review Project Performance Reporting Performance Exceptions Reporting Project Status Inquiry Workplan and Progress Management Overview of Workplan and Progress Management Enabling the Workplan Structure Task Attributes for Your Workplan Creating and Updating Workplans Setting Up Workplans To Set Up Workplan Structure Information Defining Additional Workplan Settings iii

4 Defining Workplan Multicurrency Settings Selecting Workplan Rate Schedules Creating Tasks Selecting Task Types Controlling the Task Outline Level for New Tasks Defining Task Details Summary of Task Effort, Cost, and Earned Value Information Managing the Task Schedule Creating Resource Assignments Defining Resource Assignment Details Integrating Work Planning with the Project Team Reviewing Resource Usage Planning Resources From The Bottom Up To Plan Resources From The Bottom-Up Creating Team Roles Planning Resources From The Top Down Defining Task Dependencies Mapping Tasks Creating Task-to-Project and Task-to-Task Associations Using Task Execution Workflow Processes Managing Tasks Copying Tasks Moving Tasks Updating Tasks Deleting Tasks Managing Workplan Effort and Cost Defining Planned Effort at the Task Level Defining Planned Quantity and Cost for Resource Assignments on Tasks Calculating Costs and Refreshing Rates Example of Task Effort Calculation Updating Periodic Amounts Reviewing Workplan Cost Reviewing Workplan Cost and Effort Adjusting Cost and Quantity for Resource Assignments Versioning a Workplan Designating a Baseline Workplan Version Workplan Statuses Approving and Publishing Workplans Viewing Workplans Using the Hierarchy View Using the List View iv

5 Using the Gantt Display View Managing Progress Overview of Progress Management Understanding Progress Understanding Earned Value Measures Selecting Progress Options Selecting Progress Options for a Workplan Structure Selecting Progress Options for Tasks Selecting Progress Options for a Financial Structure Collecting and Managing Progress Choosing an Approach for Collecting Progress Collecting Actual Quantities and Costs Collecting Progress for Deliverables Collecting Progress for Resource Assignments Collecting Progress for Tasks Deriving Physical Percent Complete Using Cost to Derive Physical Percent Complete Using Effort to Derive Physical Percent Complete Using Deliverables to Derive Physical Percent Complete Using Work Quantity to Derive Physical Percent Complete Collecting Progress for Workplans Rolling Up Physical Percent Complete Using Duration or Manual Option to Roll Up Physical Percent Complete Using Cost or Effort to Roll Up Physical Percent Complete Correcting and Backdating Progress Using Progress to Replan Workplans Integrating with Scheduling Tools Deriving Physical Percent Complete for Financial Structures Program Management Overview of Program Management Enabling Program Management Creating and Maintaining a Program Hierarchy Linking Projects to a Program Using Workplan Versions within a Program Hierarchy Rolling Up Program Information Rolling up Program Workplan Information Rolling up Program Progress Information Rolling Up Program Financial Information Viewing Program Information v

6 Viewing Program Workplan Information Viewing Program Financial Information Project Deliverables Management Overview of Project Deliverables Management Creating and Managing Project Deliverables Tracking Deliverable Progress Microsoft Project Integration Overview of Microsoft Project Integration Protecting Data Integrity Ensuring Synchronization Sending Information to Oracle Projects Sending New Project Data to Oracle Projects Attaching a Microsoft Project File Sending Revised Project Data to Oracle Projects Sending Progress Information to Oracle Projects Enable Percent Complete Progress for Task Types Enable Progress Options for the Workplan Set the Status Date in Microsoft Project Sending Cost Information to Oracle Projects Sending New or Revised Budget Data to Oracle Projects Receiving Information from Oracle Projects Receiving Project Information from Oracle Projects Receiving Progress Information from Oracle Projects Receiving Resource Lists from Oracle Projects Receiving List of Values from Oracle Projects Receiving Actuals from Oracle Projects Deleting a Task Clearing the Link to Oracle Projects Clearing the Resource List Clearing the Project Link Oracle Projects Views Tools Setting Preferences Send Work Breakdown Structure Task Numbering Options Calculate Costs Send Time Phased Data Examples: The WBS Level and Transferred Tasks and Budgets vi

7 Attributes Transferred Budgeting and Forecasting Overview of Project Budgeting and Forecasting Building Budgets Building Forecasts Understanding Plan Types and Plan Versions Planning for Cost and Revenue Determining the Level of Detail for Budgets and Forecasts Selecting Planning Levels for Budgets and Forecasts Categorizing Budget and Forecast Amounts by Resources Selecting Time Phases for Budgets and Forecasts Using Period Profiles Using Spread Curves Using Budgetary Controls and Budget Integration Calculating and Adjusting Budget and Forecast Amounts Options for Copying Budgets and Forecasts Entering Budgets and Forecasts in Multiple Currencies Creating Baselines for Budgets and Approving Forecasts Understanding Budget and Forecast Security Using Budgeting and Forecasting Defining Planning Options Defining Plan Settings Defining Currency Settings Selecting Rate Schedules Selecting Generation Options Defining Microsoft Excel Options Adding Plan Types to a Project Creating Plan Versions Maintaining Plan Versions Generating Budgets Overview of Budget Generation Determining Budget Sources Generating Budget Amounts Generating Budget Cost Generating Budget Revenue Mapping Budget Amounts Across Different Planning Resource Lists Determining the Planning Level for Generated Budgets Determining Period Types and Defining Periods for Generated Budgets Regenerating and Updating Budgets vii

8 Generating Forecasts Overview of Forecast Generation Determining Forecast Sources Generating Forecast Amounts Generating Forecast Cost ETC Calculation Methods for Planning Resources Generating Forecast Revenue Mapping Forecast Amounts Across Different Planning Resource Lists Determining the Planning Level for Generated Forecasts Regenerating and Updating Forecasts Entering Amounts and Editing Plan Versions Selecting Planning Elements Editing Budget and Forecast Amounts Editing Budgets and Forecasts in Microsoft Excel Adjusting Version Amounts Copying Budgets and Forecasts Copying Budgets and Forecasts from a Project Template or Project Copying Baseline Plan Versions from Project Templates and Projects Copying Dates or Periods for Time-Phased Budgets and Forecasts Copying Budget and Forecast Amounts Within a Project Including and Viewing Change Documents Viewing Budgets and Forecasts Viewing Plan Types Viewing Budget and Forecast Versions - Task Options Viewing Budget and Forecast Versions - Resource Options Viewing Plan Versions When Cost and Revenue Are Planned Separately Viewing Workplan Cost and Effort Submitting Budgets and Forecasts Understanding the Submit Process Creating Baselines for Budgets and Approving Forecasts Creating Budgets With Budgetary Controls and Budget Integration Budget Entry Entering or Revising a Budget Draft Entering a Project or Task Level Budget Entering Budget Lines Entering Budget Lines for Period-Phased Budgets Viewing Calculated Budget Amounts Entering Budget Lines for Non-Time-Phased or Date Range Budgets Revising Budget Lines Copying Budgets from a Project Template or Existing Project Copying Budgets from Earlier Budget Versions viii

9 Copying Actual Amounts to Budget Amounts Deleting a Draft Submitting a Draft The Submit Draft Budget Process Creating a Baseline for a Budget Draft The Draft Budget Baseline Process Creating a Baseline for an Integrated Budget Revising a Budget Baseline Revising an Original Budget Reviewing a Budget Reviewing and Overriding Budget Account Details for Integrated Budgets Troubleshooting Baseline Failures for Integrated Budgets Using Budgetary Controls Budgetary Control Settings Entering Budget Amounts for Controlled Budgets Budget Definition Strategies Transaction Processing With Controlled Budgets Viewing Transaction Funds Check Results Maintaining Budgetary Control Balances Budgetary Controls Cross Charge Restriction Funds Check Result Messages Integrating Budgets Using Bottom-Up Budget Integration Using Top-Down Budget Integration Top-Down Budget Integration Example Creating Project Budgets for Top-Down Budget Integration Transaction Processing Burden Cost Encumbrance Same Line Burden Cost Encumbrance Accounting Separate Line Burden Cost Encumbrance Accounting Accounting For Burden and Total Burdened Cost Encumbrances in Oracle Subledger Accounting Budgetary Control Balances Maintaining the Project Budget Year-End Processing Issue Management Overview of Issue Management Issue Participation Issue Statuses ix

10 Issue Attributes Using Issue Management Creating Issues Copying Existing Issues Attaching Documents and Relating Other Items to Issues Creating and Assigning Actions to Issues Managing Issues Viewing Issues and Progress Updating Issue Progress Changing and Viewing Issue Ownership Resolving and Closing Actions for Issues Resolving Issues Reworking and Canceling Issues Change Management Overview of Change Management Change Document Participation Change Document Statuses Change Document Attributes Using Change Management Creating Change Documents Copying Existing Issues and Change Documents Attaching Documents to Change Documents Creating and Assigning Actions to Change Documents Defining Change Document Impacts Managing Change Documents Viewing Change Documents and Progress Updating Change Document Progress Changing and Viewing Change Document Ownership Resolving Change Documents Resolving and Closing Actions for Change Documents' Including Change Requests in Change Orders Reworking Change Documents Canceling Change Documents Implementing and Closing Change Documents Document Management Overview of Document Management Using Document Management Attaching and Editing Documents x

11 Defining Attachment Categories Integrating with Document Repositories Project Performance Management Overview of Project Performance Management Project Performance Reporting Reporting by Project Reporting by Task Reporting by Resource Reporting by Time Analyzing Performance Viewing Detailed Amounts for Project Performance Reporting Customizing the Display of Project Performance Reporting Pages Using Personalization Features Adding Row Sets to a Tabular Region Adding Page Layouts Project Status Inquiry Project Status Inquiry Overview Reviewing Project, Task, and Resource Summary Amounts Using Factoring to Control Currency Display Comparing Budget to Actual Commitments Drilling Down to Actuals, Commitments, and Events Detail Reviewing Customer Invoices for a Contract Project Project Summary Amounts Maintaining Summary Amounts Maintaining To-Date Amounts Setting The Current Reporting Period Updating Project Summary Amounts Creating Project Summary Amounts after Conversion Troubleshooting Project Summary Amounts Summarizing Actuals and Commitments by Resource Case Study: Summary Amounts for Reporting Background of Market Analysis Project Reviewing Amounts in Project Status Inquiry Summary Amounts After Current Reporting Period Changes Summary Amounts After Budget Changes Performance Exceptions Reporting Adding Performance and Scoring Rules Calculating Scores on Demand for Key Performance Areas Managing Exceptions xi

12 Sending Automated Status Report Notifications Earned Value Management Project Status Reporting Overview of Project Status Reporting Report Types Reporting Cycles Status Report Security Reminder Rules Project Status Report Statuses Defining Status Reporting Options Creating and Updating Status Reports Submitting and Approving Reports Routing Reports for Approval Publishing Status Reports Making Status Reports Obsolete A Performance Measures and Graphs Performance Measures... A-1 Graphs in Performance Reports... A-17 Index xii

13 Send Us Your Comments Oracle Project Management User Guide, Release 12 Part No. B Oracle welcomes customers' comments and suggestions on the quality and usefulness of this document. Your feedback is important, and helps us to best meet your needs as a user of our products. For example: Are the implementation steps correct and complete? Did you understand the context of the procedures? Did you find any errors in the information? Does the structure of the information help you with your tasks? Do you need different information or graphics? If so, where, and in what format? Are the examples correct? Do you need more examples? If you find any errors or have any other suggestions for improvement, then please tell us your name, the name of the company who has licensed our products, the title and part number of the documentation and the chapter, section, and page number (if available). Note: Before sending us your comments, you might like to check that you have the latest version of the document and if any concerns are already addressed. To do this, access the new Applications Release Online Documentation CD available on Oracle MetaLink and It contains the most current Documentation Library plus all documents revised or released recently. Send your comments to us using the electronic mail address: appsdoc_us@oracle.com Please give your name, address, electronic mail address, and telephone number (optional). If you need assistance with Oracle software, then please contact your support representative or Oracle Support Services. If you require training or instruction in using Oracle software, then please contact your Oracle local office and inquire about our Oracle University offerings. A list of Oracle offices is available on our Web site at xiii

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15 Preface Intended Audience Welcome to Release 12 of the Oracle Project Management User Guide. This guide contains the information you need to understand and use Oracle Project Management. See Related Information Sources on page xvii for more Oracle Applications product information. TTY Access to Oracle Support Services Oracle provides dedicated Text Telephone (TTY) access to Oracle Support Services within the United States of America 24 hours a day, seven days a week. For TTY support, call Documentation Accessibility Our goal is to make Oracle products, services, and supporting documentation accessible, with good usability, to the disabled community. To that end, our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Accessibility standards will continue to evolve over time, and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. For more information, visit the Oracle Accessibility Program Web site at Accessibility of Code Examples in Documentation Screen readers may not always correctly read the code examples in this document. The xv

16 conventions for writing code require that closing braces should appear on an otherwise empty line; however, some screen readers may not always read a line of text that consists solely of a bracket or brace. Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. Structure 1 Overview of Project Management This chapter provides a brief overview of Oracle Project Management. 2 Workplan and Progress Management This chapter describes how to create and manage workplans and track their progress in Oracle Projects. 3 Program Management This chapter explains how you can use Oracle Projects to set up and manage programs. 4 Project Deliverables Management This chapter describes how you can use Oracle Projects to track and manage deliverables for projects. 5 Microsoft Project Integration This chapter is an overview of the integration with Microsoft Project. The chapter describes features and control issues that you should consider before using the application. 6 Budgeting and Forecasting This chapter describes how to create and manage budgets and forecasts in Oracle Projects. 7 Issue Management This chapter describes how to manage issues related to projects or tasks in Oracle Projects. 8 Change Management This chapter describes how to manage change requests and change orders in Oracle Projects. 9 Document Management This chapter describes how to attach and manage documents for projects and tasks. 10 Project Performance Management This chapter describes features that enable project managers to monitor the performance of a project, identify problem areas and determine their severity, and track variances of actual performance against budgets, forecasts, and schedules. 11 Project Status Reporting xvi

17 This chapter describes how to set up and use project status reports. A Performance Measures and Graphs This appendix describes the measures and graphs that are used in project performance reporting. Related Information Sources You can choose from many sources of information, including online documentation, training, and support services, to increase your knowledge and understanding of Oracle Projects. Integration Repository The Oracle Integration Repository is a compilation of information about the service endpoints exposed by the Oracle E-Business Suite of applications. It provides a complete catalog of Oracle E-Business Suite's business service interfaces. The tool lets users easily discover and deploy the appropriate business service interface for integration with any system, application, or business partner. The Oracle Integration Repository is shipped as part of the E-Business Suite. As your instance is patched, the repository is automatically updated with content appropriate for the precise revisions of interfaces in your environment. Online Documentation Oracle Applications documentation, including online help patches (HTML) and guides (PDF), is available on Oracle MetaLink. Guides Related to All Products Oracle Applications User's Guide This guide explains how to enter data, query, run reports, and navigate using the graphical user interface (GUI) available with this release of Oracle Projects (and any other Oracle Applications products). This guide also includes information on setting user profiles, as well as running and reviewing reports and concurrent programs. You can access this user's guide online by choosing "Getting Started with Oracle Applications" from any Oracle Applications help file. Oracle Projects Documentation Set Oracle Projects Implementation Guide Use this manual as a guide for implementing Oracle Projects. This manual also includes appendixes covering function security, menus and responsibilities, and profile options. xvii

18 Oracle Projects Fundamentals Oracle Project Fundamentals provides the common foundation shared across the Oracle Projects products (Project Costing, Project Billing, Project Resource Management, Project Management, and Project Portfolio Analysis). Use this guide to learn fundamental information about the Oracle Projects solution. This guide includes a Navigation Paths appendix. Use this appendix to find out how to access each window in the Oracle Projects solution. Oracle Project Billing User Guide This guide shows you how to use Oracle Project Billing to define revenue and invoicing rules for your projects, generate revenue, create invoices, and integrate with other Oracle Applications to process revenue and invoices, process client invoicing, and measure the profitability of your contract projects. Oracle Project Costing User Guide Use this guide to learn detailed information about Oracle Project Costing. Oracle Project Costing provides the tools for processing project expenditures, including calculating their cost to each project and determining the GL accounts to which the costs are posted. Oracle Project Portfolio Analysis User Guide This guide contains the information you need to understand and use Oracle Project Portfolio Analysis. It includes information about project portfolios, planning cycles, and metrics for ranking and selecting projects for a project portfolio. Oracle Project Resource Management User Guide This guide provides you with information on how to use Oracle Project Resource Management. It includes information about staffing, scheduling, and reporting on project resources. Oracle Projects APIs, Client Extensions, and Open Interfaces Reference This manual gives detailed information about all public application programming interfaces (APIs) that you can use to extend Oracle Projects functionality. Oracle Projects Glossary This glossary provides definitions of terms that are shared by all Oracle Projects applications. If you are unsure of the meaning of a term you see in an Oracle Projects guide, please refer to the glossary for clarification. You can find the glossary in the online help for Oracle Projects, and in the Oracle Projects Fundamentals book. xviii

19 User Guides Related to This Product Oracle Assets User Guide This guide provides you with information on how to implement and use Oracle Assets. Use this guide to understand the implementation steps required for application use, including defining depreciation books, depreciation method, and asset categories. It also contains information on setting up assets in the system, maintaining assets, retiring and reinstating assets, depreciation, group depreciation, accounting and tax accounting, budgeting, online inquiries, impairment processing, and Oracle Assets reporting. This guide also includes a comprehensive list of profile options that you can set to customize application behavior. Oracle Business Intelligence System Implementation Guide This guide provides information about implementing Oracle Business Intelligence (BIS) in your environment. Oracle Financials Implementation Guide This guide provides you with information on how to implement the Oracle Financials E-Business Suite. It guides you through setting up your organizations, including legal entities, and their accounting, using the Accounting Setup Manager. It covers intercompany accounting and sequencing of accounting entries, and it provides examples. Oracle General Ledger Implementation Guide This guide provides information on how to implement Oracle General Ledger. Use this guide to understand the implementation steps required for application use, including how to set up Accounting Flexfields, Accounts, and Calendars. Oracle General Ledger User's Guide This guide provides you with information on how to use Oracle General Ledger. Use this guide to learn how to create and maintain ledgers, ledger currencies, budgets, and journal entries. This guide also includes information about running financial reports. Oracle Grants Accounting User Guide This guide provides you with information about how to implement and use Oracle Grants Accounting. Use this guide to understand the implementation steps required for application use, including defining award types, award templates, allowed cost schedules, and burden set up. This guide also explains how to use Oracle Grants Accounting to track grants and funded projects from inception to final reporting. xix

20 Oracle HRMS Documentation Set This set of guides explains how to define your employees, so you can give them operating unit and job assignments. It also explains how to set up an organization (operating unit). Even if you do not install Oracle HRMS, you can set up employees and organizations using Oracle HRMS windows. Specifically, the following manuals will help you set up employees and operating units: Oracle HRMS Enterprise and Workforce Management Guide This user guide explains how to set up and use enterprise modeling, organization management, and cost analysis. Managing People Using Oracle HRMS Use this guide to find out about entering employees. Oracle Internet Expenses Implementation and Administration Guide This book explains in detail how to configure Oracle Internet Expenses and describes its integration with other applications in the E-Business Suite, such as Oracle Payables and Oracle Projects. Use this guide to understand the implementation steps required for application use, including how to set up policy and rate schedules, credit card policies, audit automation, and the expenses spreadsheet. This guide also includes detailed information about the client extensions that you can use to extend Oracle Internet Expenses functionality. Oracle Inventory User Guide If you install Oracle Inventory, refer to this manual to learn how to define project-related inventory transaction types and how to enter transactions in Oracle Inventory. This manual also describes how to transfer transactions from Oracle Inventory to Oracle General Ledger. Oracle Payables Implementation Guide This guide provides you with information on how to implement Oracle Payables. Use this guide to understand the implementation steps required for how to set up suppliers, payments, accounting, and tax. Oracle Payables User's Guide This guide describes how to use Oracle Payables to create invoices and make payments. In addition, it describes how to enter and manage suppliers, import invoices using the Payables open interface, manage purchase order and receipt matching, apply holds to invoices, and validate invoices. It contains information on managing expense reporting, procurement cards, and credit cards. This guide also explains the accounting for Payables transactions. xx

21 Oracle Payments Implementation Guide This guide describes how Oracle Payments, as the central payment engine for the Oracle E-Business Suite, processes transactions, such as invoice payments from Oracle Payables, bank account transfers from Oracle Cash Management, and settlements against credit cards and bank accounts from Oracle Receivables. This guide also describes how Oracle Payments is integrated with financial institutions and payment systems for receipt and payment processing, known as funds capture and funds disbursement, respectively. Additionally, the guide explains to the implementer how to plan the implementation of Oracle Payments, how to configure it, set it up, test transactions, and how to use it with external payment systems. Oracle Project Manufacturing Implementation Manual Oracle Project Manufacturing allows your company to associate manufacturing costs and inventory with a project and task. Use this manual as your first source of information if you are implementing Oracle Project Manufacturing. Oracle Property Manager Implementation Guide Use this guide to learn how to implement Oracle Property Manager and perform basic setup steps such as setting system options and creating lookup codes, contacts, milestones, grouping rules, term templates, and a location hierarchy. This guide also describes the setup steps that you must complete in other Oracle applications before you can use Oracle Property Manager. Oracle Property Manager User Guide Use this guide to learn how to use Oracle Property Manager to create and administer properties, space assignments, and lease agreements. Oracle Public Sector Advanced Features User Guide Oracle Public Sector Advanced Features is an overlay of features that extend the existing functionality of Oracle Financials for the specific needs of the Public Sector. This guide provides information about setting up and using Oracle Public Sector Advanced Features. These features include multi-fund accounts receivable, encumbrance reconciliation reports, Governmental Accounting Standards Board (GASB) 34/35 asset accounting, enhanced funds available inquiry, the Funds Available Detail report, and the Funds Check API. Oracle Purchasing User's Guide This guide describes how to create and approve purchasing documents, including requisitions, different types of purchase orders, quotations, RFQs, and receipts. This guide also describes how to manage your supply base through agreements, sourcing rules, and approved supplier lists. In addition, this guide explains how you can automatically create purchasing documents based on business rules through integration xxi

22 with Oracle Workflow technology, which automates many of the key procurement processes. Oracle Receivables User Guide This guide provides you with information on how to use Oracle Receivables. Use this guide to learn how to create and maintain transactions and bills receivable, enter and apply receipts, enter customer information, and manage revenue. This guide also includes information about accounting in Receivables. Use the Standard Navigation Paths appendix to find out how to access each Receivables window. Oracle Subledger Accounting Implementation Guide This guide provides setup information for Oracle Subledger Accounting features, including the Accounting Methods Builder. You can use the Accounting Methods Builder to create and modify the setup for subledger journal lines and application accounting definitions for Oracle subledger applications. This guide also discusses the reports available in Oracle Subledger Accounting and describes how to inquire on subledger journal entries. Oracle Time & Labor Implementation and User Guide This guide describes how to capture work patterns such as shift hours so that this information can be used by other applications such as Oracle General Ledger and Oracle Projects. BIS User Guide Online Help This guide is provided as online help only from the BIS application and includes information about intelligence reports, Discoverer workbooks, and the Performance Management Framework. Installation and System Administration Oracle Applications Concepts This guide provides an introduction to the concepts, features, technology stack, architecture, and terminology for Oracle Applications. It is a useful first book to read before installing Oracle Applications. Installing Oracle Applications This guide provides instructions for managing the installation of Oracle Applications products. Much of the installation process is handled using Oracle Rapid Install, which minimizes the time to install Oracle Applications and the technology stack by automating many of the required steps. This guide contains instructions for using Oracle Rapid Install and lists the tasks you need to perform to finish your installation. xxii

23 You should use this guide in conjunction with individual product user's guides and implementation guides. Oracle Applications Upgrade Guide: Release 11i to Release 12 Refer to this guide if you are upgrading your Oracle Applications Release 11i products to Release 12. This guide describes the upgrade process and lists database and product-specific upgrade tasks. You must be at Release 11i to upgrade to Release 12. You cannot upgrade to Release 12 directly from releases prior to 11i. Maintaining Oracle Applications Use this guide to help you run the various AD utilities, such as AutoUpgrade, AutoPatch, AD Administration, AD Controller, AD Relink, License Manager, and others. It contains how-to steps, screenshots, and other information that you need to run the AD utilities. This guide also provides information on maintaining the Oracle Applications file system and database. Oracle Applications System Administrator's Guide This guide provides planning and reference information for the Oracle Applications System Administrator. It contains information on how to define security, customize menus and online help, and manage concurrent programs. Oracle Alert User's Guide This guide explains how to define periodic and event alerts to monitor the status of your Oracle Applications data. Oracle Applications Developer's Guide This guide contains the coding standards followed by the Oracle Applications development staff. It describes the Oracle Application Object Library components needed to implement the Oracle Applications user interface described in the Oracle Applications User Interface Standards for Forms-Based Products. It also provides information to help you build your custom Oracle Forms Developer forms so that they integrate with Oracle Applications. Other Implementation Documentation Multiple Organizations in Oracle Applications This guide describes how to set up and use Oracle Projects with Oracle Applications' Multiple Organization support feature, so you can define and support different organization structures when running a single installation of Oracle Projects. xxiii

24 Oracle Workflow Administrator's Guide This guide explains how to complete the setup steps necessary for any Oracle Applications product that includes workflow-enabled processes, as well as how to monitor the progress of runtime workflow processes. Oracle Workflow Developer's Guide This guide explains how to define new workflow business processes and customize existing Oracle Applications-embedded workflow processes. It also describes how to define and customize business events and event subscriptions. Oracle Workflow User's Guide This guide describes how Oracle Applications users can view and respond to workflow notifications and monitor the progress of their workflow processes. Oracle Workflow API Reference This guide describes the APIs provided for developers and administrators to access Oracle Workflow. Oracle Applications Flexfields Guide This guide provides flexfields planning, setup and reference information for the Oracle Projects implementation team, as well as for users responsible for the ongoing maintenance of Oracle Applications product data. This manual also provides information on creating custom reports on flexfields data. Oracle etechnical Reference Manuals Each etechnical Reference Manual (etrm) contains database diagrams and a detailed description of database tables, forms, reports, and programs for a specific Oracle Applications product. This information helps you convert data from your existing applications and integrate Oracle Applications data with non-oracle applications, and write custom reports for Oracle Applications products. Oracle etrm is available on Oracle MetaLink. Oracle Applications User Interface Standards for Forms-Based Products This guide contains the user interface (UI) standards followed by the Oracle Applications development staff. It describes the UI for the Oracle Applications products and tells you how to apply this UI to the design of an application built by using Oracle Forms. Oracle Manufacturing APIs and Open Interfaces Manual This manual contains up-to-date information about integrating with other Oracle xxiv

25 Manufacturing applications and with your other systems. This documentation includes APIs and open interfaces found in Oracle Manufacturing. Oracle Order Management Suite APIs and Open Interfaces Manual This manual contains up-to-date information about integrating with other Oracle Manufacturing applications and with your other systems. This documentation includes APIs and open interfaces found in Oracle Order Management Suite. Training and Support Training Oracle offers a complete set of training courses to help you and your staff master Oracle Projects and reach full productivity quickly. These courses are organized into functional learning paths, so you take only those courses appropriate to your job or area of responsibility. You have a choice of educational environments. You can attend courses offered by Oracle University at any of our many Education Centers, you can arrange for our trainers to teach at your facility, or you can use Oracle Learning Network (OLN), Oracle University's online education utility. In addition, Oracle training professionals can tailor standard courses or develop custom courses to meet your needs. For example, you may want to use your organization structure, terminology, and data as examples in a customized training session delivered at your own facility. Support From on-site support to central support, our team of experienced professionals provides the help and information you need to keep Oracle Projects working for you. This team includes your Technical Representative, Account Manager, and Oracle's large staff of consultants and support specialists with expertise in your business area, managing an Oracle server, and your hardware and software environment. Do Not Use Database Tools to Modify Oracle Applications Data Oracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data Browser, database triggers, or any other tool to modify Oracle Applications data unless otherwise instructed. Oracle provides powerful tools you can use to create, store, change, retrieve, and maintain information in an Oracle database. But if you use Oracle tools such as SQL*Plus to modify Oracle Applications data, you risk destroying the integrity of your data and you lose the ability to audit changes to your data. Because Oracle Applications tables are interrelated, any change you make using an Oracle Applications form can update many tables at once. But when you modify Oracle Applications data using anything other than Oracle Applications, you may change a xxv

26 row in one table without making corresponding changes in related tables. If your tables get out of synchronization with each other, you risk retrieving erroneous information and you risk unpredictable results throughout Oracle Applications. When you use Oracle Applications to modify your data, Oracle Applications automatically checks that your changes are valid. Oracle Applications also keeps track of who changes information. If you enter information into database tables using database tools, you may store invalid information. You also lose the ability to track who has changed your information because SQL*Plus and other database tools do not keep a record of changes. xxvi

27 1 Overview of Project Management This chapter provides a brief overview of Oracle Project Management. This chapter covers the following topics: Features of Project Management Features of Project Management Oracle Project Management provides project managers a solution for maintaining control and visibility of all aspects of their projects. As a project manager, you can view project information at a single source point enabling you to track and manage a project through the project lifecycle, from creating and planning, through to completion. Using Oracle Project Management, you can: Create, manage, version, and view workplans. Track progress against the workplan. Link Microsoft Project with Oracle Projects enabling you to work with a project using both applications. Create budgets and forecasts to plan and manage the financial performance of projects throughout the project lifecycle. Track and monitor the performance of a project, and analyze financial and effort information by task, resource, and time. View exceptions for key financial and schedule metrics, and send automated status report notifications to key project stakeholders. Provide a timely and consistent view of project status information to all audience members and project stakeholders. Overview of Project Management 1-1

28 Manage issues such as concerns, problems, and outstanding questions for projects and tasks. Manage actions or changes that affect the scope, value, or duration of projects and tasks. Attach and manage documents for projects and tasks. Search and review the current financial status of projects and review detailed financial performance for projects and tasks. Workplan and Progress Management A workplan contains a hierarchical organization of tasks within a project. Each workplan contains an unlimited number of tasks and you can define as many levels as you want. A project structure is sometimes referred to as a work breakdown structure, or WBS. You can set up two types of structures in Oracle Projects: workplan structures and financial structures. Workplan management helps project managers and team members deliver projects on time, financial structures help project and financial administrations track financial information for one project, or for all projects within an organization. You can define a unique workplan for each of your projects, as opposed to using a single standard template. You can create tasks, or copy tasks from other projects and templates to save time. You can manage tasks and task hierarchies within the workplan, and expand or collapse the work breakdown structure to give you a high-level view of your projects and tasks. Workplan and progress management also assists team members to manage their tasks effectively, and communicate their progress to project managers. You can view the latest unpublished workplan, create and maintain tasks, and publish a new workplan version. Project managers and team members can update the workplan with progress reports. As a team member, you can view all individual tasks assigned to you that require progress reports. As a project manager, you can provide progress reports for individual tasks, and also update the progress on the whole project. By publishing your progress, you can communicate changes to the workplan to the project team. You also can communicate progress information with reduced administration by automatically rolling up the progress information within the work breakdown structure. When a team member provides progress for your project, you receive an automated notification alerting you to any significant issues or date changes. maintains a history of progress updates. In addition, you can also enable the collection of remaining effort and percentage complete to be reported at the workplan level. You can use workplan versioning to create multiple working versions and evaluate 1-2 Oracle Project Management User Guide

29 schedule changes. All previously published workplan versions are stored for tracking purposes and are saved in the historical archive. For more information on workplan and progress management, see: Creating and Updating Workplans, page 2-2. Integrating with Microsoft Project You can continue to use Microsoft Project when working with your projects, while benefiting from the features that it has to offer. You can send and receive a project, send an update, view real-time project information, and receive real-time values for task attributes. You can send the following information from Microsoft Project to : Schedule Budget You can send the following information to Microsoft Project from: Project templates Existing projects Resources and rates Progress and actual effort Cost progress You can use Microsoft Project to update the project schedule, progress, and budget information. After all project details have been entered, you can then send the project plan to a workplan or financial structure. Version details are displayed when a project plan is linked to a workplan structure and versioning is enabled. For more information on integrating with Microsoft Project, see: Overview of Microsoft Project Integration, page 5-1. Budgeting and Forecasting You can create budgets and forecasts to manage the financial performance of a project throughout the project lifecycle. You can also create multiple budgets and forecasts for a project to demonstrate different scenarios. You can track project status and performance by comparing project budget and forecast amounts to actual amounts using Project Performance Reporting and Project Status Inquiry features. Using budgeting and forecasting you can perform the following functions: Maintain budget and forecast plan types Overview of Project Management 1-3