R12 Projects Suite Implementation Checklist

Projects Application
Module
Project Foundation
Project Foundation
Project Foundation
Project Foundation
Project Foundation
Project Foundation
Project Foundation
Setup
Step
PJF-P1.1
PJF-P1.2
PJF-P1.3
PJF-P2.1
PJF-P2.2
PJF-P2.3
PJF-P2.4
Project Foundation
PJF-P2.5
Project Foundation
PJF-P2.6
Project Foundation
Project Foundation
PJF-P2.7
PJF-P3.1
Project Foundation
Project Foundation
PJF-P3.2
PJF-P3.3
Project Foundation
PJF-P3.4
Project Foundation
PJF-P3.5
Project Foundation
PJF-P3.6
Project Foundation
PJF-P3.7
Project Foundation
PJF-P3.8
Project Foundation
PJF-P3.9
Project Foundation
PJF-P3.10
Project Foundation
PJF-P3.11
Project Foundation
PJF-P4.1
Project Foundation
Project Foundation
PJF-P5.1
PJF-P5.2
Project Foundation
PJF-P5.3
Project Foundation
PJF-P5.4
Project Foundation
Project Foundation
Project Foundation
PJF-P5.5
PJF-P5.6
PJF-P5.7
Project Foundation
Project Foundation
PJF-P5.8
PJF-P5.9
Project Foundation
PJF-P5.10
Project Foundation
PJF-P6.1
Project
Project
Project
Project
Project
Project
Project
Foundation
Foundation
Foundation
Foundation
Foundation
Foundation
Foundation
PJF-P7.1
PJF-P7.2
PJF-P7.3
PJF-P8.1
PJF-P8.2
PJF-P8.3
PJF-P8.4
Project Foundation
PJF-P8.5
Project Foundation
Project Foundation
PJF-P8.6
PJF-P8.7
Project
Project
Project
Project
Project
Project
Project
PJF-P8.8
PJF-P8.9
PJF-P9.1
PJF-P9.2
PJF-P9.3
PJF-P10.1
PJF-P10.2
Foundation
Foundation
Foundation
Foundation
Foundation
Foundation
Foundation
Project
Project
Project
Project
Project
Project
Project
Foundation
Foundation
Foundation
Foundation
Foundation
Foundation
Foundation
PJF-P10.3
PJF-P10.4
PJF-P10.5
PJF-P10.6
PJF-P10.7
PJF-P10.8
PJF-P10.9
Project Foundation
PJF-P10.10
Project Foundation
PJF-P10.11
Project
Project
Project
Project
Foundation
Foundation
Foundation
Foundation
PJF-P10.12
PJF-P11.1
PJF-P11.2
PJF-P11.3
Project
Project
Project
Project
Project
Project
Foundation
Foundation
Foundation
Foundation
Foundation
Foundation
PJF-P11.4
PJF-P11.5
PJF-P11.6
PJF-P11.7
PJF-P11.8
PJF-P11.9
Project Foundation
PJF-F1.1
Project Foundation
PJF-F1.2
Project Foundation
PJF-F1.3
Project Foundation
PJF-F1.4
Project Foundation
PJF-F1.5
Project Foundation
PJF-F1.6
Project Foundation
PJF-F1.7
Project Foundation
PJF-F2.1
Project Foundation
PJF-F2.2
Project Foundation
PJF-F2.3
Project Foundation
PJF-F2.4
Project Foundation
PJF-F2.5
Project Foundation
PJF-F2.6
Project Foundation
PJF-F2.7
Project Foundation
PJF-F2.8
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Foundation
Foundation
Foundation
Foundation
Foundation
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
PJF-F2.9
PJF-F3.1
PJF-F4.1
PJF-F5.1
PJF-F5.2
PJC-P1.1
PJC-P2.1
PJC-P2.2
PJC-P2.3
PJC-P2.4
PJC-P2.5
PJC-P2.6
PJC-P2.7
PJC-P3.1
PJC-P3.2
PJC-P3.3
PJC-P3.4
PJC-P3.5
PJC-P3.6
PJC-P3.7
PJC-P3.8
Project
Project
Project
Project
Costing
Costing
Costing
Costing
PJC-P3.9
PJC-P3.10
PJC-P3.11
PJC-P3.12
Project Costing
PJC-P3.13
Project Costing
PJC-P3.14
Project Costing
PJC-P3.15
Project Costing
PJC-P3.16
Project Costing
PJC-P3.17
Project Costing
PJC-P3.18
Project Costing
PJC-P3.19
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
PJC-P3.20
PJC-F1.1
PJC-F1.2
PJC-F1.3
PJC-F2.1
PJC-F2.2
PJC-F2.3
PJC-F2.4
PJC-F2.5
PJC-F2.6
PJC-F2.7
PJC-F2.8
PJC-F2.9
PJC-F3.1
PJC-F3.2
PJC-F3.3
PJC-F3.4
PJC-F4.1
PJC-F4.2
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Project Costing
PJC-F4.3
Project Costing
Project Costing
PJC-F4.4
PJC-F4.5
Project
Project
Project
Project
Project
Project
Project
Project
PJC-F5.1
PJC-F6.1
PJC-F6.2
PJC-F6.3
PJC-F7.1
PJC-F7.2
PJC-F7.3
PJC-F7.4
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Project Costing
Project Costing
PJC-F7.5
PJC-F7.6
Project Costing
PJC-F7.7
Project Costing
Project Costing
Project Costing
PJC-F7.8
PJC-F8.1
PJC-F8.2
Project
Project
Project
Project
Project
Project
Costing
Costing
Costing
Costing
Costing
Costing
PJC-F8.3
PJC-F8.4
PJC-F8.5
PJC-F8.6
PJC-F9.1
PJC-F9.2
Project Costing
PJC-F9.3
Project Costing
PJC-F9.4
Project Costing
PJC-F9.5
Project Costing
PJC-F9.6
Project Costing
Project Costing
PJC-F9.7
PJC-F9.8
Project Costing
PJC-F9.9
Project Costing
Project Costing
PJC-F9.10
PJC-F9.11
Project Costing
PJC-F9.12
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
PJC-F9.13
PJC-F9.14
PJC-F9.15
PJC-F9.16
PJC-F9.17
PJC-F9.18
PJC-F9.19
PJC-F9.20
PJC-F10.1
PJC-F10.2
Project Costing
Project Costing
PJC-F10.3
PJC-F10.4
Project
Project
Project
Project
Costing
Costing
Costing
Costing
PJC-F10.5
PJC-F10.6
PJC-F10.7
PJC-F10.8
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
Costing
PJC-F10.9
PJC-F11.1
PJC-F11.2
PJC-F11.3
PJC-F11.4
PJC-F11.5
PJC-F12.1
PJC-F12.2
PJC-F13.1
PJC-F14.1
PJC-F14.2
PJC-F14.3
Project
Project
Project
Project
Costing
Costing
Costing
Costing
PJC-F15.1
PJC-F15.2
PJC-F15.3
PJC-F15.4
Project Costing
Project Costing
Project Billing
PJC-F15.5
PJC-F15.6
PJB-P1.1
Project Billing
PJB-P2.1
Project Billing
Project Billing
PJB-P2.2
PJB-P2.3
Project Billing
PJB-P2.4
Project Billing
PJB-P2.5
Project Billing
PJB-P2.6
Project Billing
PJB-P2.7
Project Billing
PJB-P2.7
Project Billing
PJB-P2.8
Project Billing
PJB-P2.9
Project Billing
PJB-P2.10
Project Billing
Project Billing
PJB-P2.11
PJB-P2.12
Project Billing
PJB-P2.13
Project Billing
PJB-P2.14
Project Billing
PJB-P2.15
Project Billing
PJB-P2.16
Project Billing
PJB-P2.17
Project Billing
PJB-P2.18
Project Billing
PJB-P2.19
Project Billing
PJB-P2.20
Project
Project
Project
Project
Project
Project
PJB-P2.21
PJB-P3.1
PJB-P3.2
PJB-P3.3
PJB-P3.4
PJB-P3.5
Billing
Billing
Billing
Billing
Billing
Billing
Project
Project
Project
Project
Project
Project
Project
Project
Billing
Billing
Billing
Billing
Billing
Billing
Billing
Billing
PJB-P4.1
PJB-P5.1
PJB-P5.2
PJB-P5.3
PJB-P5.4
PJB-P5.5
PJB-P5.6
PJB-P5.7
Project Billing
Project Billing
Project Billing
PJB-P5.8
PJB-P5.9
PJB-P5.10
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Billing
Billing
Billing
Billing
Billing
Billing
Billing
Billing
Billing
Billing
PJB-P5.11
PJB-P5.12
PJB-P5.13
PJB-P5.14
PJB-P5.15
PJB-P5.16
PJB-P5.17
PJB-P5.18
PJB-P5.19
PJB-P5.20
Project
Project
Project
Project
Project
Project
Billing
Billing
Billing
Billing
Billing
Billing
PJB-P5.21
PJB-P5.22
PJB-P5.23
PJB-P5.24
PJB-P5.25
PJB-P5.26
Project Billing
PJB-F1.1
Project Billing
Project Billing
PJB-F1.2
PJB-F1.3
Project
Project
Project
Project
Billing
Billing
Billing
Billing
PJB-F1.4
PJB-F1.5
PJB-F1.6
PJB-F1.7
Project Billing
PJB-F1.8
Project
Project
Project
Project
Project
Project
Project
Project
Billing
Billing
Billing
Billing
Billing
Billing
Billing
Billing
PJB-F1.9
PJB-F1.10
PJB-F1.11
PJB-F1.12
PJB-F1.13
PJB-F2.1
PJB-F2.2
PJB-F2.3
Project Billing
PJB-F3.1
Project Billing
Project Billing
PJB-F3.2
PJB-F3.3
Project Billing
PJB-F3.4
Project Billing
PJB-F3.5
Project Billing
PJB-F3.6
Project Resource
Management
PJR-P1.1
Project Resource
Management
PJR-P2.1
Project Resource
Management
PJR-P2.2
Project Resource
Management
PJR-P2.3
Project Resource
Management
PJR-P2.4
Project Resource
Management
PJR-P2.5
Project Resource
Management
PJR-P2.6
Project Resource
Management
PJR-P2.7
Project Resource
Management
PJR-P2.8
Project Resource
Management
PJR-P2.9
Project Resource
Management
PJR-F1.1
Project Resource
Management
PJR-F2.1
Project Resource
Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
Project Management
PJR-F2.3
PJT-P1.1
PJT-F1.1
PJT-F1.2
PJT-F1.3
PJT-F1.4
PJT-F1.5
PJT-F1.6
PJT-F1.7
PJT-F2.1
PJT-F2.2
PJT-F2.3
PJT-F2.4
PJT-F2.5
PJT-F3.1
PJT-F3.2
PJT-F3.3
PJT-F3.4
PJT-F3.5
PJT-F3.6
PJT-F3.7
PJT-F3.8
PJT-F3.9
PJT-F3.10
PJT-F3.11
PJT-F3.12
PJT-F3.13
PJT-F3.14
PJT-F3.15
PJT-F4.1
PJT-F4.2
PJT-F4.3
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
PJT-F4.4
PJT-F4.5
PJT-F4.6
PJT-F4.7
PJT-F5.1
PJT-F6.1
PJT-F6.2
PJT-F6.3
PJT-F6.4
PJT-F6.5
PJT-F6.6
Management
Management
Management
Management
Management
Management
Management
Management
Management
Management
Management
Project
Project
Project
Project
Project
Project
Management
Management
Management
Management
Management
Management
PJT-F6.7
PJT-F7.1
PJT-F7.2
PJT-F7.3
PJT-F7.4
PJT-F7.5
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Project
Management
Management
Management
Management
Management
Management
Management
Management
Management
Management
Management
Management
Management
Management
Management
Management
Management
Management
Management
Collaboration
Collaboration
Collaboration
PJT-F7.6
PJT-F8.1
PJT-F8.2
PJT-F8.3
PJT-F8.4
PJT-F8.5
PJT-F9.1
PJT-F9.2
PJT-F9.3
PJT-F9.4
PJT-F9.5
PJT-F9.6
PJT-F10.1
PJT-F10.2
PJT-F10.3
PJT-F10.4
PJT-F10.5
PJT-F10.6
PJT-F10.7
PJL-P1.1
PJL-P2.1
PJL-P2.2
Setup
Define ledger
Set the profile option GL: Ledger
Enable additional currencies you plan to use
Define locations
Define organizations
Set the profile option HR: Cross Business Group
Enable Multiple Organization Architecture
Define default operating unit for the project expenditure organizations
Define organization hierarchies and/or global organization hierarchies
Assign a Project Burdening Hierarchy for each business group
Set the profile option PA: Enable Enhanced Period Processing
Define GL and PA periods - MUST DO PJF-P4.1 DEFINE IMPLEMENTATION OPTIONS
before this step is completed.
Set the GL period status
Define calendar types
Define calendar shifts and shift patterns

Define calendar exceptions
Define calendars
Assign calendar shifts

Set the following profile options:
PA: Default Calendar
PA: Global Week Start Day
PA: Availability/Over commitment Calculation Period
PA: Percentage of Resources Capacity
PA: Availability Duration
Define default calendar for the project expenditure organization

Run the Generate Calendar Schedules process
Define implementation options (System, Currency, Project Setup, Expnd/Costing,

Billing, and Cross Charge)
Define job groups

Define job levels and job codes
Define jobs
Define job mapping
Set profile option PA Project Resource Job Group, or define the job group for the
organization
Define rating scales
Define competencies
Define people, including address, assignment, job, supervisor and competencies
Migrate resource data from other systems
Run PRC: Maintain Project Resources

Define rate schedules
Define roles
Define role lists
Define project roles for organizations
Implement responsibility-based security
Set the profile option PA: Cross-Project User View
Set the profile option PA: Cross-Project User Update
Set the profile option PA: View All Project Resources
Implement role-based security
Implement organizational authority
Implement project security extension
Define security profiles and/or global security profiles
Set the profile option HR: Security Profile
Define additional task statuses
Define additional task types
Define additional task priorities
Define additional statuses
Define additional classifications, class categories and class codes
Define services types

Define project customer relationships
Define contact types
Define probability lists
Define resource lists
Implement resource classes
Define planning resource lists
Define resource breakdown structures
Define cycles
Define work types

Define Request Groups for Reporting and Processing
Define Responsibilities for Users
Define Additional Users
Initiate Deferred Workflow Process

Define Frequently Used Folders
Define Descriptive Flexfields
Define Additional Page Layouts
Set the Profile Option PA: Highlight Starting Tasks: Number of Days
Gather Schema Statistics
Define additional status for Organization Forecasting
Update status controls to include project in Organization Forecasts
Define an organization project type
Define an organization project template
Define organization forecasting options
Define adjustment reasons
Calculate initial forecast amounts
Define unassigned time options
Define utilization categories
Set the following profile options for utilization:

PA: Require Work Type Entry for Expenditures
PA: Resource Utilization Calculation Method
PA: Utilization Manager Default Period Type
PA: Utilization Manager Default Calculation Method
PA: Resource Utilization Period Type
Set up global profile options
Set up organization security profiles
Define Oracle Daily Business Intelligence for Projects Implementation Options
Update period and organization information
Summarize financial and resource data
Implement Oracle Discoverer
Implement Oracle Sales opportunities with Oracle Projects
Implement Oracle Advanced Product Catalog Integration
Define control actions
Define source products
Set the profile option PA: Licensed to Use Project Costing
Define expenditure categories
Define revenue categories
Define units
Define expenditure types
Define transaction sources
Implement transaction control extension
Implement auto-approval extension
Define custom sources
Define journal line types
Define journal entry descriptions
Define mapping sets
Define account derivation rules
Define journal lines definitions
Define application accounting definitions
Define subledger accounting methods
Assign application accounting definitions to a subledger account method
Assign subledger accounting method to a ledger
Update post-accounting program assignments
Define cross-entity balancing rules
Define accounting for labor costs
Define accounting for expense report costs

Define accounting for usage costs
Define accounting for miscellaneous costs
Define accounting for burden transactions
Define accounting for total burden costs
Define accounting for WIP and Inventory costs
Define accounting for supplier cost adjustments
Define non-labor resources
Define non-labor cost rates
Define non-labor cost rate overrides
Define labor costing multipliers
Define labor costing rules
Define cost rate schedules
Assign costing rule and rate schedule
Define labor costing overrides
Implement labor costing extension
Implement labor transaction extension
Implement overtime processing
Implement overtime calculation extension
Implement asset extensions
Define standard unit costs for asset cost allocations
Enable retirement cost processing
Define proceeds of sale expenditure types
Define capitalized interest rate names
Define capitalized interest rate schedule
Specify default capitalized interest rate schedules for capital project types
Update project status controls to enable capitalized interest processing
Implement the Capitalized Interest Extension
Define allocation rules - shows how rule is used - no setup required.
Define AutoAllocation sets
Implement Workflow for AutoAllocations
Implement allocation extensions
Define cost bases and cost base types
Define burden cost codes
Define burden structures
Set the profile option PA: Default Burden Schedule Type
Define burden schedules

Implement burden costing extension
Enable the profile option PA: Create Incremental Transactions for Cost Adjustments
Resulting from a Burden Schedule Recompilation
Set the Profile Option PA: Report Separate Burden Transactions with Source Resources
Define transfer price rules
Define transfer price schedules
Define cross charge implementation options (for all operating units using borrowed
and lent processing)
Define provider and receiver controls
Define accounting for borrowed and lent transactions
Implement cross charge client extensions
Define transfer price rules
Define transfer price schedules
Define additional expenditure types, agreement types, billing cycles, invoice formats,
transaction sources, and supplier types for intercompany billing
Define an internal supplier for the provider operating unit
Define an internal customer for the receiver operating unit (global setup)
Define supplier sites for internal supplier (for each
receiver operating unit)
Define bill to and ship to sites for internal customer (for each provider operating unit)
Define internal billing implementation options
Set up tax and configure for each provider operating unit in Oracle E-Business Tax to
derive default tax classification codes on internal Oracle Receivables invoices
Set up tax and configure for each receiver operating unit in Oracle E-Business Tax to
derive default tax classification codes on internal Oracle Payables invoices
Define an agreement for intercompany billing projects
Define an intercompany project type and project template(for each Operating Unit)
Define intercompany billing projects (for each provider operating unit)
Define provider and receiver controls (for each operating unit)
Define the Supplier Invoice Charge Account for internal invoicing
Implement Payables Open Interface Workflow
Define accounting for intercompany billing transactions
Define accounting for provider cost reclassification
Define invoice rounding account for intercompany transactions
Implement cross charge client extensions
Install and implement Oracle Payables and Purchasing
Set the profile options for project-related document entry
Set the profile option PA: AP Discounts Interface Start Date (mm/dd/yyyy)
Define the Account Generator for the supplier invoice account
Define the Account Generator for project-related purchasing transactions

Specify a default supplier cost credit account
Define project-related distribution sets
Define Payables Descriptive Flexfields
Set the following profile options:
PA: Transfer DFF with AP
PA: Transfer DFF with PO
Install and implement Oracle Internet Expenses
Set profile options to enable project-related expense report entry
Set expense report approval profile options
Define the Project Expense Report Account Generator
Define a project-related expense report template in Oracle Payables
Install and implement Oracle Inventory
Define project-related transaction types in Oracle Inventory
Install and implement Oracle Project Manufacturing
Install and implement Oracle Time & Labor
Set profile options for project-related timecards
Implement client extensions to route and approve timecards
Install and implement Oracle
Payables and Purchasing for
integration with Oracle Project
Costing
Set the PA: Pay When Paid profile option to Yes
Set up a document style with complex payment terms
Enable project for automatic release of pay when paid invoices
Implement Send AR
Notification workflow and enable project for AR receipt notification
Implement Pay When Paid client extension
Set the profile option PA: Licensed to Use Project Billing
Define Receivables System Options
Set up tax in Oracle E-Business Tax and assign tax classification codes
Define payment terms
Define rate schedules
Define invoice formats
Define invoice print method
Define credit types
Define credit types
Define event types
Design and assign billing assignments
Define percent complete revenue accrual and invoicing options

Set the profile option PA: Maintain Unbilled Receivables and Unearned Revenue
Balances
Set the profile option: PA Interface Unreleased Revenue to GL
Implement billing extensions
Implement labor billing extension
Implement billing cycle extension
Implement retention billing extension
Implement automatic invoice approve/release extension
Implement the AR transaction type extension
Implement the output tax extension
Implement the revenue-based cost accrual extension
Implement cost accrual billing extension

Define agreement types
Define agreement templates
Enter prepayment receivables activities
Implement funding revaluation factor extension
Implement Advanced Required extension
Define customers
Define custom sources
Define journal line types
Define journal entry descriptions
Define mapping sets
Define account derivation
Define journal lines definitions
Define application accounting definitions
Assign application accounting definitions to a subledger accounting method
Assign a subledger accounting method to a ledger
Update post-accounting program assignments
Set the profile option PA: Selective Flexfield Segment for AutoAccounting
Define accounting for labor revenue
Define accounting for expense report revenue
Define accounting for usage revenue
Define accounting for miscellaneous revenue
Define accounting for burden transaction revenue
Define accounting for inventory revenue
Define accounting for work in process revenue
Define accounting for supplier invoice revenue
Define accounting for event revenue
Define accounting for unbilled receivables, unearned revenue, and receivables
Define accounting for realized gains
Define accounting for realized losses
Define accounting for interproject transactions
Define invoice rounding account
Define accounting for invoice write-offs
Define additional expenditure types, agreement types, billing cycles, invoice formats,
and supplier types for inter-project billing
Define an internal supplier for the provider operating unit

Define an internal customer for the receiver operating unit
Define supplier sites for internal suppliers

Define bill to and ship to sites for internal customer
Define internal billing implementation options
Define provider and receiver controls
In Oracle E-Business Tax, set up tax for internal Oracle Receivables invoices and
configure for each provider operating unit
In Oracle E-Business Tax, setup tax for internal Oracle Payables invoices and configure
for each receiver operating unit
Define provider and receiver projects
Define the Supplier Invoice Charge Account for internal invoicing
Implement Payables Open Interface Workflow
Implement Inter-Project Billing extensions
Define billing implementation options
Define retention invoice format
Define account for unbilled retention
Install and implement Oracle Receivables
Define transaction types
Set profile options for project invoices
Define Automatic Accounting in Receivables
Define salespersons for sales credit
Implement Receivables installation override extension
Set the profile option PA: Licensed to Use Oracle Project Resource Management
Define additional requirement statuses, candidate statuses, assignment approval
statuses, and assignment scheduling statuses.
Set the requirement status, candidate status, and assignment status profile options
Define advertisement rules
Define team templates
Define staffing priority codes
Implement assignment approval workflow
Implement assignment approval workflow extensions
Implement candidate notification workflow
Implement candidate notification workflow extension
Define forecasting options
Implement Discoverer reporting
Perform Oracle Discoverer post-installation tasks

Set the profile option PA: Licensed to Use Project Management
Enable workplan structure and workplan versioning
Define additional progress statuses
Define work items
Define workplan change reasons
Set the profile option PA: Task Managers Must be Project Members
Set the profile option PA: Workplan Tasks Default View
Implement workplan workflow extension
Enable Deliverables on Project Templates
Define a Deliverable Type
Define a deliverable status
Implement Supply Chain Integration
Implement Billing Integration
Define financial plan types
Create additional period profiles
Create additional spread curves
Define planning resources
Define resource breakdown structures
Define planning rate schedules
Define budget change reasons
Implement integration with Microsoft Excel
Define additional budget types
Define additional budget entry methods
Implement budgetary controls
Implement budget integration
Implement integration with the Budget Execution module
Implement client extensions for budgeting and forecasting
Implement workflow for budgeting and forecasting
Define control item classifications
Define control item statuses
Define control item status lists
Define additional control item priorities, level of effort, and source types
Define control item types
Implement control item numbering extension
Implement issue and change workflow extension
Implement Microsoft Project integration
Define global business intelligence profile options
Set default project performance reporting options
Define project performance reporting setup options
Define custom measures
Define page layouts
Define row sets
Create custom reports

Define key performance areas
Define performance statuses and indicators
Define performance rules
Define key performance area scoring rules
Configure e-mail notifications for automated status reports
Schedule generation of exceptions and e-mail notifications, and calculation of scores
Set reporting pack address options
Set reporting pack processing option
Create additional report templates
Define reporting pack
Schedule the generation and distribution of reports
Define derived columns
Define display columns
Implement commitments from external systems
Implement custom reporting strategy
Implement commitment changes extension
Implement project status inquiry extension
Define additional project status report sections
Define additional project status report page layouts
Define additional report types
Define additional reported statuses
Define additional reporting cycles
Define project status report reminder rules
Define project status report workflow extension
Set the profile option PA: Licensed to Use Project Collaboration
Define additional team member home page layouts
Set the profile option PA: Team Home Page Layout
Required /
Optional
Required - All
Required - All
Optional - All
Required - All
Required - All
Optional - All
Optional - All
Required - PJR
Optional - PJC
Site
OU (set at the responsibility level)
Site
Business Group
Business Group
Site
Site
Required - All
Site
Optional - PJC, PJB

Optional PJC, PJB
Site
Site
Required - All
Optional PJC, PJB
Ledger
Ledger
Required - PJR, PJT

Optional - PJC
Site
Required - PJR, PJT

Optional - PJC
Site
Optional - PJR, PJT,

PJC
Site
Required - PJR, PJT

Optional - PJC
Site
Required - PJR, PJT

Optional - PJC
Site
Setup Level
Site
Required - PJR, PJT

Optional - PJC
Site
Required - PJR
Optional PJC, PJT
Required - PJR
Optional - PJC
Site
Site
Required - All
Required - PJR
OU
Optional - PJC, PJB

Required - PJR
Required - PJR
Business Group
Site
Optional - PJC, PJB
Business Group
Optional - PJR, PJB,

PJC
Business Group
Required - PJR
Required - PJR
Required - PJR
Required - PJR
Optional - All
Optional - All
Required - PJR
Site
Business Group
Business Group
Business Group
Site
Optional PJC(utilization)
Site
Optional - PJC, PJB,

PJT
OU
Required - PJR, PJT,

PJL
Optional
Optional
Optional
Optional
Optional
Optional
Optional
PJC, PJB
All
All
All
All
All
All
Business Group
Site
Site
Site
Site
Site
Site
Optional - PJR, PJT,

PJL
Site
Optional - PJC, PJR,

PJT, PJL
Optional - All
Site
Site
Optional - All
Required - All
Optional - PJT
Optional - PJT
Optional - PJT
Optional - All
Optional - All
Business Group (need to be changed

when adding new OU)
Site
Site
Site
Site
Site
Site
Required - All
Required - PJB
Required - PJB
Optional - All
Required - All
Optional - PJT
Optional - PJT
Optional - PJT, PJC
(allocations)
Required - PJB
Optional - PJT
Required - PJR
Optional - PJC, PJB
Optional - All
Optional - All
Optional - All
Required - PJR
Site
Site
Site
Site
Business Group
Site
Business Group
Business Group
Site
Site
Site
Site / OU
Site
Optional - PJF
(utilization)
PJT (budgetary
controls)
Optional - All
Optional - All
Optional - All
Optional - All
Optional - All
Site
Site
Site
Site
Site
Site
Optional - PJC, PJR
Site
Required - PJC, PJR
Site
Required - PJC, PJR
OU
Required - PJC, PJR
OU
Required - PJC, PJR
OU
Required - PJC, PJR
Site
Required - PJC, PJR
Site
Required - PJC, PJR
OU
Required - PJC, PJR
Site
Required - PJC, PJR
Site
Required - PJC, PJR
Site
Required - PJC, PJR
Site
Required - PJC, PJR
Site
Required - PJC, PJR
Site
Required - PJC, PJR
Site
Required
Required
Required
Required
Required
Required
Required
Required
Required
Required
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Ledger
Ledger
Ledger
Ledger
Ledger
Ledger
Ledger
Optional
Optional
Optional
Optional
Optional
PJC, PJR
All
All
All
All
Ledger
Ledger
Ledger
Ledger
OU (AutoAccounting,
based on PJF)
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Required
Required
OU (AutoAccounting,
based on PJF)
OU (AutoAccounting,
based on PJF)
OU (AutoAccounting,
based on PJF)
OU (AutoAccounting,
based on PJF)
OU (AutoAccounting,
based on PJF)
OU (AutoAccounting,
based on PJF)
OU (AutoAccounting,
based on PJF)
Site
OU (based on PJF)
OU (based on PJF)
OU
OU
OU
OU
OU (based on PJF)
Site
Site
Site
Site
Site
OU
Site
Site
Site / Exclusions OU
Site
Required
OU
Required
Optional
Site
Site
Required
Required
Required
Optional
Required
Required
Required
Required
OU
OU
Site
Site
Site
Site
Site
OU
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Required
Required
Optional
Optional
Optional
Required
Optional
Site
Site
Optional
Site
Required
Required
Required
Site
Site
Site
Required
Required
Required
Optional
Required
Required
OU
OU
OU
Site
Site
Site
Optional
See individual definitions
Required
OU
Required
OU
Required
OU
Required
Required
OU
OU
Required
OU
Required
Required
OU
OU
Required
OU
Required
Required
Required
Required
Required
Required
Required
Required
Required
Required
OU
OU
OU
OU
OU
OU
OU
OU
Site
Site
Optional
Required
Site
Site
Required
Optional
Optional
Optional
Site
OU
Site
Site
Optional
Required
Required
Optional
Required
Required
Required
Required
Required
Required
Optional
Optional
Site
Site
Site
Site
Site
Site
Site (by Inventory Organization)
Site
Site
Site
Required
Required
Required
Required
Site
Responsibility
OU
Project Type, Project
Optional
Optional
Required
Responsibility
Site
Site
Required
OU
Required
Required
OU
Site
Optional
OU (based on PJF)
Required
Site
Optional
Site
Required
Site
Required
Site
Optional
Site
Optional
Site
Optional
Site
Optional
Optional
Site
OU (can vary by OU)
Optional
Site
Optional
Site
Optional
Site
Optional
Site
Optional
Site
Optional
Site
Optional
Site
Optional
Site
Optional
Required
Optional
Optional
Optional
Optional
Site
Site
OU
OU
Site
Site
Required
Optional
Optional
Optional
Optional
Optional
Optional
Optional
OU
Ledger
Ledger
Ledger
Ledger
Ledger
Ledger
Ledger
Optional
Optional
Optional
Ledger
Ledger
Ledger
Required
Required
Required
Required
Required
Required
Required
Required
Required
Required
Site (cannot vary by

OU (AutoAccounting
OU (AutoAccounting
OU (AutoAccounting
OU (AutoAccounting
OU (AutoAccounting
OU (AutoAccounting
OU (AutoAccounting
OU (AutoAccounting
OU (AutoAccounting
OU)
based
based
based
based
based
based
based
based
based
on
on
on
on
on
on
on
on
on
PJF)
PJF)
PJF)
PJF)
PJF)
PJF)
PJF)
PJF)
PJF)
Required
Optional
Optional
Optional
Required
Required
OU
OU
OU
OU
OU
OU
based
based
based
based
on
on
on
on
PJF)
PJF)
PJF)
PJF)
Optional
Site
Required
Required
OU
OU
Required
Required
Required
Required
OU
OU
OU
OU
Required
OU
(AutoAccounting
(AutoAccounting
(AutoAccounting
(AutoAccounting
Required
Required
Required
Required
Optional
Required
Required
OU
OU
OU
Site
OU
OU
OU
Required
OU
Required
Required
OU
OU
Optional
OU
Optional
OU
Optional
Site
Required
Site
Optional
Site
Site
Optional
Site
Optional
Site
Optional
Site
Optional
Site
Optional
Site
Optional
Site
Optional
Site
Required
OU
Required
Site
Required
Required
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Required
Required
Optional
Optional
Optional
Required
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Required
Optional
Optional
Site
Site
OU
Site
Site
Site
Site
Site
Site
OU
Site
Site
Site
OU
Site
Site
Site
Site
Site
OU
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Optional
Required
Optional
Optional
Required
Required
Optional
Required
Optional
Optional
Optional
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Optional
Optional
Optional
Required
Required
Optional
Site
Site
Site
Site
Site
Site
Optional
Required
Optional
Optional
Required
Required
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Required
Optional
Optional
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Site
Responsibility
General Ledger Setup
System Administrator
Projects Implementation
Super User
Super User
Super User
Super User
Projects Implementation Super User







Project Super User
Project Super User
Project Super User
Super User
Super User
Super User
Super User
Project Super User
Project Super User
Super
Super
Super
Super
Super
User
User
User
User
User
Project Super User


Project Super User
Project Super User
Project Super User

Defined in PLM
Projects
Projects
Projects
Projects
Implementation
Implementation
Implementation
Implementation
Super User
Super User
Super
Super
Super
Super
Super
Super
Super
Super
Super
Super
Super
Super
Super
Super
Super
User
User
User
User
User
User
User
User
User
User
User
User
User
User
User
Super
Super
Super
Super
User
User
User
User

Projects
Projects
Projects
Projects
Projects
Projects
Projects
Projects
Projects
Projects
Projects
Projects
Projects
Projects
Projects
Projects
Projects
Projects
Projects
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Super
Super
Super
Super
Super
Super
Super
Super
Super
Super
Super
Super
Super
Super
Super
Super
Super
Super
Super
User
User
User
User
User
User
User
User
User
User
User
User
User
User
User
User
User
User
User

Workflow Builder
Super User
Super User
Super
Super
Super
Super
User
User
User
User

Projects
Projects
Projects
Projects
Projects
Projects
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Super
Super
Super
Super
Super
Super
User
User
User
User
User
User

Defined in Oracle Payables or Oracle
Purchasing
Defined in Oracle Payables or Oracle
Purchasing
Tax Managers
Tax Managers
Workflow Builder
Workflow Builder
Workflow Builder
Workflow Builder
Super User
Super User
Super
Super
Super
Super
User
User
User
User
Workflow Builder
Payables Manager
Payables Manager
Internet Expenses
Workflow Builder
Payables Manager
Inventory
Oracle Time & Labor
Purchasing Implementation User
Projects Implementation User
Receivables Manager (Defined in Oracle
Receivables)
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Receivables Manager
Receivables Super User
Receivables Manager
Receivables Manager
Super
Super
Super
Super
Super
Super
Super
User
User
User
User
User
User
User

Projects
Projects
Projects
Projects
Projects
Projects
Projects
Projects
Projects
Projects
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Super
Super
Super
Super
Super
Super
Super
Super
Super
Super
User
User
User
User
User
User
User
User
User
User
Projects
Projects
Projects
Projects
Projects
Projects
Implementation
Implementation
Implementation
Implementation
Implementation
Implementation
Super
Super
Super
Super
Super
Super
User
User
User
User
User
User

Purchasing Super User, Payables Manager
Defined in Oracle Payables or Purchasing
Receivables Manager
Purchasing Super User, Payables Manager
Defined in Oracle Payables or Purchasing
Receivables Manager
Tax Managers
Projects Implementation Super

Workflow Builder
Workflow Builder
Receivables Manager
Defined in Oracle Receivables
Receivables Manager
Receivables Manager
Receivables Manager
Receivables Manager
User
User
User
User
User
Project Super User
Project Super User
Project Super User
Project Super User
Project Super User
Project Super User
Project Super User
Project Super User
Project Super User
Project Super User
Super User
Super User
Super User
Super User
Super User
Super
Super
Super
Super
Super
Super
Super
User
User
User
User
User
User
User

Project Super User
Project Super User
Project Super User

Project Super User
Project Super User
Project Super User
Project Super User
Project
Project
Project
Project
Project
Super
Super
Super
Super
Super
User
User
User
User
User

XML Publisher Administrator
Project Super User
Project Super User
Project Super User

Project Super User
Project Super User
Project Super User
Project Super User

R12 Projects Suite Implementation Checklist

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R12 Projects Suite Implementation Checklist

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Projects Application

Define calendar types

Define calendar shifts and shift patterns

Assign calendar shifts

Define default calendar for the project expenditure organization

Define implementation options (System, Currency, Project Setup, Expnd/Costing,

Define job groups

Run PRC: Maintain Project Resources

Define services types

Define work types

Initiate Deferred Workflow Process

Set the following profile options for utilization:

Define accounting for expense report costs

Define burden schedules

Define the Account Generator for project-related purchasing transactions

Define rate schedules

Define invoice formats

Define invoice print method

Define credit types

Define credit types

Define event types

Design and assign billing assignments

Define percent complete revenue accrual and invoicing options

Implement billing extensions

Implement labor billing extension

Implement billing cycle extension

Implement retention billing extension

Implement automatic invoice approve/release extension

Implement the AR transaction type extension

Implement the output tax extension

Implement the revenue-based cost accrual extension

Implement cost accrual billing extension

Define an internal supplier for the provider operating unit

Define supplier sites for internal suppliers

Perform Oracle Discoverer post-installation tasks

Create custom reports

Optional - PJC, PJB

Required - PJR, PJT

Required - PJR, PJT

Optional - PJR, PJT,

Required - PJR, PJT

Required - PJR, PJT

Required - PJR, PJT

Optional - PJC, PJB

Optional - PJC, PJB

Optional - PJR, PJB,

Optional - PJC, PJB,

Required - PJR, PJT,

Optional - PJR, PJT,

Optional - PJC, PJR,

Business Group (need to be changed

Optional - PJC, PJR

Required - PJC, PJR

Required - PJC, PJR

Required - PJC, PJR

Required - PJC, PJR

Required - PJC, PJR

Required - PJC, PJR

Required - PJC, PJR

Required - PJC, PJR

Required - PJC, PJR

Required - PJC, PJR

Required - PJC, PJR

Required - PJC, PJR