Oracle

© 2009 Oracle Corporation – Proprietary and Confidential 1-1

 Oracle Project Management
Create, Update and Managing Workplan

Mohini S Vashist
Senior Support Engineer, Global Support Services

© 2009 Oracle Corporation – Proprietary and Confidential 1-2

 Table of Contents
• Workplan Overview ……………………………………...5
1. Workplan Topical View.….……….……………………7
• Project and Structures……………….………………….11
• Workplan Management………………..………………..14
1. Some Terminology in Workplan……………………..16
• Creating Workplan………………………………………17
• Setting up Workplan……………………………………..21
• Task Attributes……..…….………………………………24
• Task Management ..…………………………………….30

© 2009 Oracle Corporation – Proprietary and Confidential 1-3

 Table of Contents Contd….

• Data Objects/Table Data/Data Flow …………………..51

• Table Data……………………………..…………………53
• Data Objects – Tables…..………………………………61
• Tracing the Issue………………………………………..63
• PA.M Workplan New Features……………………..…65
• Workplan Structure Functionality PJ and PM……….66
• Current issue/Troubleshooting………………………..67
• Additional Resources - URLs……………………..…..70
• Q&A………………………………………………..…….71

© 2009 Oracle Corporation – Proprietary and Confidential 1-4

Workplan
Overview

© 2009 Oracle Corporation – Proprietary and Confidential 1-5

 Workplan Overview

Workplan is a set up/component in Oracle Project

Management suite to provide a structure/tool to project
managers to track progress of projects. Workplan
achieves this by providing:
1. A high degree of visibility and control with enough
details for each team member in the project.
2. An efficient means of communication to/from project
managers and amongst team members, which in turn
drives efficient collaboration, thereby helping
scheduled completion of tasks.

© 2009 Oracle Corporation – Proprietary and Confidential 1-6

 Workplan Topical View

1. Workplan gives you full visibility and updatability by all

members with excellent control and access over
workplan information from single repository. One can
see:
a. Phase of the Project
b. Planned work information
c. Work assignments
d. Progress (Work Units)
2. Team members enter information from lowest level of
granularity in the project which gives very accurate and
timely status of project.
© 2009 Oracle Corporation – Proprietary and Confidential 1-7
 Workplan Topical View Contd…

2. Workplan Structure and Financial structure allows

Project Managers to manage project work execution via
Workplan separately from project financial aspects.
3. Skelton project workplan structure from any other setup
can be used which can leverage best practices of
another project and if it has used standard then current
project inherits it in project work execution.
4. Web-Based interaction of suite helps in collaboration in
very flexible environments.

© 2009 Oracle Corporation – Proprietary and Confidential 1-8

 Workplan Topical View Contd…

1. Workplan Publish: An unpublished workplan version is

published, causes all other unpublished versions to be deleted.
2. Designate Baseline version: A published workplan version
may be designated as the baseline version for the project
which gives flexibility of different starting points.
3. Change Control: Change Control is administered through a
locking mechanism as well as approval and publication of the
workplan.
4. Approval of Workplan: Workplans are routed to an approver
through workflow.The approver may Approve, Reject or
Reassign the request of approval.

© 2009 Oracle Corporation – Proprietary and Confidential 1-9

 Workplan Topical View Contd…
5. An approved workplan version is ready for publication and If
auto-publication is enabled, the workplan version will
automatically be published.
6. On publcation, a notification will be sent to all project
members/stake holders and task managers of the project to
inform them of the publication of a new workplan version.
7. It may be be useful for shorter or simpler projects to disable
versioning to allow for quicker administration of the projects.
This disables approval and publication, and all changes made
to the workplan are immediately reflected to all users.

© 2009 Oracle Corporation – Proprietary and Confidential 1-10

 Projects
and
Structures
© 2009 Oracle Corporation – Proprietary and Confidential 1-11
 Projects and Structures

• Structure is hierarchically arranged tasks which are

unique within a project. There can be many structures.
• Currently there can only be two structures (Workplan
and Financial).
• Two structures were introduced in 11i PJT. Before PJT
the model only had one structure (Financial).
• Workplan Structure is only available in PJM Foundation
• The Workplan Structure depends on the customer’s
business need and their project management
requirements . It can be complex or simple.

© 2009 Oracle Corporation – Proprietary and Confidential 1-12

 Projects Structures Contd..
• Workplan Structure in a project is used for Workplan
functionality such as the planning of work and task
progress collection.
Project Structures (Workplan/Financial) are integrated in
four different ways:
• Fully shared
• Partially shared
• Non-shared and mapped
• Non-shared
When Workplan Structure and Financial Structure are
share then workplan management functionality act upon
both structure. © 2009 Oracle Corporation – Proprietary and Confidential
1-13
 Workplan
Management
© 2009 Oracle Corporation – Proprietary and Confidential 1-14
 Workplan Management Structures

Web based Workplan Definition

Versioning
Baselining
Workplan Approval
Workplan Publication
Comparing workplans
Third Party Project Tool Integration

© 2009 Oracle Corporation – Proprietary and Confidential 1-15

 Some Terminology in Workplan
1. Work Quantity in Workplan: Work Quantity is more
accurate measure of to quantify work in task vs. vague
measures which can not be compared or rolled or
shown. Work Quantity can be any user-defined
measure of work such as number of walls painted ,
number of windows installed , number of lines of code
written etc.
2. Base % Complete: Base %age Complete is derived or
manually entered at lowest level tasks and is rolled up
for higher level tasks till the top task.
3. Rolled Up Effective % Complete: Rolled up %age
Complete is used for top tasks and is rolled up from the
% Complete of subtasks or lowest level tasks.
© 2009 Oracle Corporation – Proprietary and Confidential 1-16
Creating
Workplan
© 2009 Oracle Corporation – Proprietary and Confidential 1-17
 Create Workplan
1. Create First Project Template and Enable Workplan &
Financial structure. Structure is hierarchically arranged
tasks representing business logic of a project and right
now there are only two structures, Workplan & Financial.
2. Create Project from This template.
3. Workplan structure in a project gives functionality such
as the planning of work and task progress collection.
4. Financial Structure is to create transactions, budgeting,
etc.
5. Create Tasks and Subtasks which will be reflected in the
workplan structure.
6. Enable workplan versioning for your workplan to modify
or alter the tasks in the structure.
© 2009 Oracle Corporation – Proprietary and Confidential
1-18
 Workplan Creation
1. It is possible to choose whether the workplan and
financial structures will be one single or two
separate structures.
2. By using a single structure, project managers can
manage project finances and work using the same
structure. In this case, progress information can
only be entered through the web interface.
3. Using separate structures allows financial and work
management to be carried out totally separately for
a project.

© 2009 Oracle Corporation – Proprietary and Confidential 1-19

 Workplan Creation Cont..

1. When a workplan structure is shared with a financial

structure, it is possible to automatically update task
transaction dates so that they reflect the most up-to-date
workplan dates such as actual or scheduled dates.
2. Work Quantity can be enabled at the workplan level.
3. Approval options must be set up to use approval routing
and notifications.

© 2009 Oracle Corporation – Proprietary and Confidential 1-20

 Setting
Up
Workplan
© 2009 Oracle Corporation – Proprietary and Confidential 1-21
 Setting up workplan
• Create Project and Name the Structure
• Lifecycle
• Current Phase
• Enable Workplan Versioning
• Automatically Publish Workplan
• Enable Work Quantity
• Schedule using Third Party Software
• Allow Dependencies Only for Lowest Tasks
• Enable Task Execution Workflow
• Automatically Update Task Transaction Set Up
© 2009 Oracle Corporation – Proprietary and Confidential 1-22
Enabling Structures in Workplan

© 2009 Oracle Corporation – Proprietary and Confidential 1-23

Project Snapshot made From Template

© 2009 Oracle Corporation – Proprietary and Confidential 1-24

Setting Up Workplans

© 2009 Oracle Corporation – Proprietary and Confidential 1-25

 Task
Attributes
© 2009 Oracle Corporation – Proprietary and Confidential 1-26
 Task Attributes of a Workplan

Task Type
Critical  Some tasks are more critical than others.
Milestone  Any milestone attached to task.
Priority  Relative Importance of Task.
Work Quantity  Defines quantity of work performed
vs. just effort.
Planned Effort
Phase  In what phase the task is
Scheduled Dates  Start and Finish date.

© 2009 Oracle Corporation – Proprietary and Confidential 1-27

Task Type Details After Creation

© 2009 Oracle Corporation – Proprietary and Confidential 1-28

 Define Task Details

Task details can be entered as:

• A Service Type
• Duration of the task
• Location and address of the task
• Flag to determine weather task is chargeable

© 2009 Oracle Corporation – Proprietary and Confidential 1-29

 Task
Management

© 2009 Oracle Corporation – Proprietary and Confidential 1-30

 Managing Tasks

Following actions are applicable when managing a task.

Create
Copy
Indent
Outdent
Move
Update
Delete

© 2009 Oracle Corporation – Proprietary and Confidential 1-31

 Create Task

© 2009 Oracle Corporation – Proprietary and Confidential 1-32

 Update Tasks

© 2009 Oracle Corporation – Proprietary and Confidential 1-33

Task Details Which can be Updated

© 2009 Oracle Corporation – Proprietary and Confidential 1-34

Task Names Modified

© 2009 Oracle Corporation – Proprietary and Confidential 1-35

Copy Task – Peer At Subtask Level

© 2009 Oracle Corporation – Proprietary and Confidential 1-36

Post Copy Follow-up

© 2009 Oracle Corporation – Proprietary and Confidential 1-37

Run Process Updates to Apply Changes

© 2009 Oracle Corporation – Proprietary and Confidential 1-38

In-Process Update After Process Update Run

© 2009 Oracle Corporation – Proprietary and Confidential 1-39

Completed Update Process After Clicking on View
Concurrent Requests

© 2009 Oracle Corporation – Proprietary and Confidential 1-40

Task Created Via Copy

© 2009 Oracle Corporation – Proprietary and Confidential 1-41

Move Task as Peer Task

© 2009 Oracle Corporation – Proprietary and Confidential 1-42

Error when You move as Peer Task

© 2009 Oracle Corporation – Proprietary and Confidential 1-43

Moving as Subtask 3.1.2 Under 3.1.1

© 2009 Oracle Corporation – Proprietary and Confidential 1-44

 Outdent a Subtask

© 2009 Oracle Corporation – Proprietary and Confidential 1-45

Indent a Subtask Selection

© 2009 Oracle Corporation – Proprietary and Confidential 1-46

Indent a Subtask Result

© 2009 Oracle Corporation – Proprietary and Confidential 1-47

Recycle/Delete Task

© 2009 Oracle Corporation – Proprietary and Confidential 1-48

Recycle/Delete Task Cont….

© 2009 Oracle Corporation – Proprietary and Confidential 1-49

Recycle/Delete Task Cont….

© 2009 Oracle Corporation – Proprietary and Confidential 1-50

Data Objects
/Table Data
/Data Flow
© 2009 Oracle Corporation – Proprietary and Confidential 1-51
Table Data/Data Flow

© 2009 Oracle Corporation – Proprietary and Confidential 1-52

Table Data

© 2009 Oracle Corporation – Proprietary and Confidential 1-53

 Table Data
select name, segment1, project_id from PA_PROJECTS_ALL
where segment1 = 'Mohini_project-wp%'
NAME SEGMENT1 PROJECT_ID
Mohini_project-wp Mohini_project-wp 12922

select name, segment1, structure_sharing_code

from PA_PROJECTS_ALL where project_id = 12922
NAME SEGMENT1 STRUCTURE_SHARING_CODE
Mohini_project-wp
Mohini_project-wp
SHARE_FULL
© 2009 Oracle Corporation – Proprietary and Confidential 1-54
 Table Data Contd …
select structure_type_id, structure_type from PA_STRUCTURE_TYPES
where structure_type_id in
(select structure_type_id
from PA_PROJ_STRUCTURE_TYPES
where proj_element_id in
(select proj_element_id
from PA_PROJ_ELEMENTS
where project_id = 12922)) order by structure_type;
STRUCTURE_TYPE_ID STRUCTURE_TYPE
8.00 DELIVERABLE
6.00 FINANCIAL
1.00 WORKPLAN
© 2009 Oracle Corporation – Proprietary and Confidential 1-55
 Table Data Contd…
select proj_element_id, object_type, element_number, name
from PA_PROJ_ELEMENTS where project_id = 12922
PROJ_ELEMENT_ID OBJECT_TYPE ELEMENT_NUMBER NAME
364362 PA_STRUCTURES 364362 Mohini_project-wp
364363 PA_STRUCTURES 364363 Mohini_project-wp: Deliverable
364392 PA_TASKS .2Mohini_taks1.1.1 .2Mohini_taks1.1.1
364365 PA_TASKS Mohini_taks1 Mohini_Top_Task1
364366 PA_TASKS Mohini_taks1.1 Mohini_taks1.1
364367 PA_TASKS Mohini_taks1.1.1 Mohini_taks1.1.1
364369 PA_TASKS Mohini_taks2 Mohini_Top_Task2
364370 PA_TASKS Mohini_taks2.1 Mohini_taks2.1
364371 PA_TASKS Mohini_taks3 Mohini_Top_Task3
364372 PA_TASKS Mohini_taks3.1 Mohini_taks3.1
364373 PA_TASKS Mohini_taks3.1.1 Mohini_taks3.1.1
364374 PA_TASKS Mohini_taks3.1.2 Mohini_taks3.1.2
364375 PA_TASKS Mohini_taks3.1.2.1 Mohini_taks3.1.2.1
364376 PA_TASKS Mohini_taks3.1.2.2 Mohini_taks3.1.2.2
364368 PA_TASKS Mohini_task1.2 Mohini_task1.2
© 2009 Oracle Corporation – Proprietary and Confidential 1-56
 Table Data Contd…
select element_version_id, wbs_level, wbs_number, financial_task_flag,
task_unpub_ver_status_code from PA_PROJ_ELEMENT_VERSIONS
where project_id = 12922
ELEMENT_VERSION_ID WBS_LEVEL WBS_NUMBER FINANCIAL_TASK_FLAG TASK_UNPUB_VER_STATUS_CODE
381758 3 1.1.2 Y WORKING
381722 0 N
381723 0 N
381725 1 1 Y PUBLISHED
381726 2 1.1 Y PUBLISHED
381731 1 3 Y PUBLISHED
381732 2 3.1 Y PUBLISHED
381733 3 3.1.1 Y PUBLISHED
381734 3 3.1.2 Y PUBLISHED
381735 4 3.1.2.1 Y PUBLISHED
381736 4 3.1.2.2 Y PUBLISHED
381727 3 1.1.1 Y PUBLISHED
381728 2 1.2 Y PUBLISHED
381729 1 2 Y PUBLISHED
381730 2 2.1 Y PUBLISHED
381745 0 N
381746 1 1 Y PUBLISHED
381747 2 1.1 Y PUBLISHED
381748 3 1.1.1 Y PUBLISHED
381749 2 1.2 Y PUBLISHED
381750 1 2 Y PUBLISHED
381751 2 2.1 Y PUBLISHED
381752 1 3 Y PUBLISHED
381753 2 3.1 Y PUBLISHED
381754 3 3.1.1 Y PUBLISHED
381755 4 3.1.1.1 Y PUBLISHED
381756 5 3.1.1.1.1 Y PUBLISHED
381757 4 3.1.1.2 Y TO_BE_DELETED
© 2009 Oracle Corporation – Proprietary and Confidential 1-57
 Table Data Contd…
select pev_structure_id, element_version_id, proj_element_id,name, current_flag,
status_code, current_working_flag from PA_PROJ_ELEM_VER_STRUCTURE where project_id = 12922
PEV_STRUCTURE_ID ELEMENT_VERSION_ID PROJ_ELEMENT_ID NAME CURRENT_FLAG STATUS_CODE CURRENT_WORKING_FLAG
363009 381722 364362 Mohini_project-wp Y STRUCTURE_PUBLISHED N
363010 381723 364363 Mohini_project-wp: Deliverable N STRUCTURE_PUBLISHED Y
363012 381745 364362 Mohini_project-wp-one N STRUCTURE_WORKING Y

© 2009 Oracle Corporation – Proprietary and Confidential 1-58

 Table Data Contd…
select pev_schedule_id, element_version_id, proj_element_id,
calendar_id from PA_PROJ_ELEM_VER_SCHEDULE where project_id = 12922
PEV_SCHEDULE_ID ELEMENT_VERSION_ID PROJ_ELEMENT_ID CALENDAR_ID
358164 381722 364362 549
358165 381723 364363 549
358167 381725 364365 549
358168 381726 364366 549
358169 381727 364367 549
358170 381728 364368 549
358171 381729 364369 549
358172 381730 364370 549
358173 381731 364371 549
358174 381732 364372 549
358175 381733 364373 549
358176 381734 364374 549
358177 381735 364375 549
358178 381736 364376 549
358187 381745 364362 549
358188 381746 364365 549
358189 381747 364366 549
358190 381748 364367 549
358191 381749 364368 549
358192 381750 364369 549
358193 381751 364370 549
358194 381752 364371 549
358195 381753 364372 549
358196 381754 364373 549
358197 381755 364374 549
358198 381756 364375 549
358199 381757 364376 549
358200 381758 364392 549
© 2009 Oracle Corporation – Proprietary and Confidential 1-59
 Table Data Contd…
select proj_element_id, wp_auto_publish_flag, wp_enable_version_flag,
auto_rollup_subproj_flag from PA_PROJ_WORKPLAN_ATTR where project_id=12922
PROJ_ELEMENT_ID WP_AUTO_PUBLISH_FLAG WP_ENABLE_VERSION_FLAG AUTO_ROLLUP_SUBPROJ_FLAG
364362 N Y Y
364363 N N Y

select proj_fp_options_id, fin_plan_option_level_code, cost_resource_list_id,

fin_plan_version_id, rbs_version_id from PA_PROJ_FP_OPTIONS where project_id=12922
PROJ_FP_OPTIONS_ID FIN_PLAN_OPTION_LEVEL_CODE COST_RESOURCE_LIST_ID FIN_PLAN_VERSION_ID RBS_VERSION_ID
385275 PLAN_VERSION 1000 365515
385287 PLAN_VERSION 1000 365521

© 2009 Oracle Corporation – Proprietary and Confidential 1-60

Data Objects -
Tables
© 2009 Oracle Corporation – Proprietary and Confidential 1-61
 Database Objects – Tables

PA_PROJ_ELEMENTS
PA_PROJ_ELEMENT_VERSIONS
PA_PROJ_ELEM_VER_STRUCTURE
PA_PROJ_ELEM_VER_SCHEDULE
PA_STRUCTURE_TYPES
PA_PROJ_STRUCTURE_TYPES
PA_PROGRESS_ROLLUP
PA_OBJECT_RELATIONSHIPS
PA_PERCENT_COMPLETES

© 2009 Oracle Corporation – Proprietary and Confidential 1-62

Tracing the Issue

© 2009 Oracle Corporation – Proprietary and Confidential 1-63

 Running Trace For Debugging

Article-ID: Note 190685.1

Topic Title: How to Run Statement Level/Java trace or a
SQL Trace in Self Service Application

© 2009 Oracle Corporation – Proprietary and Confidential 1-64

 PA.M Workplan New Features
• Support for Task Dependencies
• Assign resources to tasks
• Visibility of task attachments from workplan view
• Additional workplan and financial structure integration options
1. Partially shared structures
2. Non-shared (You can also map workplan tasks too.)
3. Task based mapping
4. Ability to Delete Published versions.
• Update task page includes task creation, maintenance, deletion
option.( It was only available on update work brake down page)
• Apply latest progress page show confirmation of the action
• Simplified workplan navigation
• Assign team roles to workplan tasks

© 2009 Oracle Corporation – Proprietary and Confidential 1-65

Workplan structure Functionality PJ & PM

© 2009 Oracle Corporation – Proprietary and Confidential 1-66

Current Issue &
Troubleshooting
© 2009 Oracle Corporation – Proprietary and Confidential 1-67
 Current issue/Troubleshooting
Bug.5514336 (93) WORKPLAN CAN'T BE PUBLISHED
Bug.6188318 (93) PUBLISH WORKPLAN SHOWS ERROR
THIS PLAN VERSION IS LOCKED BY ANOTHER USER
(Bug has a update script to resolve the locking issue.)
Note.551253.1 Lim/Mod "Prc Process Structure Updates" Failed
And Publish Workplan No Longer Available
Note.754090.1 Ext/Mod Creating a task in Workplan for a Project
with Task Name more than 150 Characters errors.
Note.756509.1 Ext/Mod Ora-01422 Returns More Than The
Number Of Lines On Publish Workplan

© 2009 Oracle Corporation – Proprietary and Confidential 1-68

 Current issue/Troubleshooting Contd….
Note.415840.1 Ext/Pub How To Update The Task Progress
Weighting (%)
Note.296741.1 Ext/Pub How To Enable Workplan Structures for a
Project
Note 340499.1 - Oracle Project Management Workplan Data
Collection Test
Note.779315.1 Lim/Mod Processes to Update And Publish
Workplan Finishes With Errors.
Note 360027.1 Package ''PA_OTC_API'' Is Invalid After
Applying 11i.PA.M RUP 2
When deleting a project or task, the following error is displayed :
CHECK_OTL_TASK_EXCEPTION
© 2009 Oracle Corporation – Proprietary and Confidential 1-69
Additional
Resources
© 2009 Oracle Corporation – Proprietary and Confidential 1-70
 Additional Resources - URLs
http://www.oracle.com/education/index.html

http://www.oracle.com/applications/home.html

http://www.oracle.com/technology/documentation/applications.html

http://www.oracle.com/support

© 2009 Oracle Corporation – Proprietary and Confidential 1-71

 Q&A

Questions
&
Answers
© 2009 Oracle Corporation – Proprietary and Confidential 1-72