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Activity Guide
D102828GC50
Edition 5.0 | May 2018 | D103316
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Table of Contents
Oracle Project Portfolio Management Cloud: Project Financial Management Implementation – Table of
Contents iii
Practice 6-5: Classifying an Organization to Own Projects and Tasks or Incur Costs on a
Project ....................................................................................................................................... 87
Demonstration 6-6: Selecting the Organization Hierarchy Type and Classifications .................... 89
Demonstration 6-7: Assigning Project Organization to the Organization Hierarchies ................... 90
Practice 6-8: Selecting Organization Hierarchies for the Business Unit ....................................... 92
Practice 6-9: Verifying the Project Organization Configuration .................................................... 95
Practices for Lesson 7: Define Project Foundation Configuration ........................................... 97
Practices for Lesson 7: Overview ............................................................................................... 98
Practice 7-1: Creating a Project.................................................................................................. 99
Practice 7-2: Creating an Expenditure Type ............................................................................... 100
Practice 7-3: Creating a Class Category and Codes ................................................................... 104
Practice 7-4: Creating a Nonlabor Resource .............................................................................. 108
Practice 7-5: Creating a Nonlabor Rate Schedule....................................................................... 109
Practice 7-6: Assigning Rate Schedules to a Labor Resource .................................................... 111
Practice 7-7: Creating a Planning Resource Breakdown Structure.............................................. 112
Practice 7-8: Creating a Burden Cost Code ................................................................................ 115
Practice 7-9: Creating a Burden Structure .................................................................................. 116
Practice 7-10: Creating a Burden Schedule ................................................................................ 118
Practice 7-11: Creating a Project Type ....................................................................................... 122
Practices for Lesson 8: Define Project Control Configuration .................................................. 127
Practices for Lesson 8: Overview ............................................................................................... 128
Demonstration 8-1: Reviewing an Existing Financial Plan Type .................................................. 129
Practice 8-2: Creating a Financial Plan Type .............................................................................. 135
Practice 8-3: Creating a Project Plan Type ................................................................................. 140
Practice 8-4: Creating a File-Based Data Import for Project Budgets .......................................... 144
Practices for Lesson 9: Define Project Costing Configuration ................................................. 147
Practices for Lesson 9: Overview ............................................................................................... 148
Practice 9-1: Creating Transaction Source, Document, and Document Entry .............................. 149
Demonstration 9-2: Defining a Flexfield Segment Value Set ....................................................... 152
Demonstration 9-3: Defining a Cost Collection Flexfield Segment............................................... 154
Demonstration 9-4: Creating Standard Unit Costs ...................................................................... 157
Practice 9-5: Creating a Capitalized Interest Rate ...................................................................... 158
Practice 9-6: Creating a Capitalized Interest Rate Schedule ....................................................... 160
Practice 9-7: Creating a User Group to Enable Project Team Members to Enter Time for
Projects ..................................................................................................................................... 162
Practice 9-8: Creating a Time Entry Profile ................................................................................. 163
Practice 9-9: Creating a Time Processing Profile........................................................................ 165
Practices for Lesson 10: Define Project Billing Configuration.................................................. 167
Practices for Lesson 10: Overview ............................................................................................. 168
iv Oracle Project Portfolio Management Cloud: Project Financial Management Implementation – Table of Contents
Practice 10-1: Creating Event Types .......................................................................................... 169
Practice 10-2: Creating Revenue Methods ................................................................................. 171
Practice 10-3: Creating Invoice Methods .................................................................................... 174
Practice 10-4: Creating Invoice Formats..................................................................................... 176
Demonstrations 10-5 to 10-9: Intercompany Project Flow ........................................................... 182
Demonstration 10-5: Adding a Provider Resource ...................................................................... 183
Demonstration 10-6: Creating a Project and Intercompany Contract in the Receiver Business
Unit............................................................................................................................................ 184
Demonstration 10-7: Creating an Intercompany Contract in the Provider Business Unit .............. 188
Demonstration 10-8: Entering Costs, Generating Revenue, and Billing the Receiver Business
Unit............................................................................................................................................ 191
Demonstration 10-9: Importing invoices, Generating Revenue, and Billing the Customer............ 197
Practices for Lesson 11: Define Project Performance Reporting Configuration...................... 201
Practices for Lesson 11: Overview ............................................................................................. 202
Demonstration 11-1: Setting Up Summarization Options ............................................................ 203
Demonstration 11-2: Setting Up Performance Reporting Options ............................................... 205
Demonstration 11-3: Setting Up Analytic Reporting Options ....................................................... 206
Practice 11-4: Creating a Key Performance Indicator ................................................................. 208
Practices for Lesson 12: Define Project Templates................................................................... 211
Practices for Lesson 12: Overview ............................................................................................. 212
Practice 12-1: Creating a Project Template ................................................................................ 213
Practice 12-2: Creating a Project from a Template ..................................................................... 220
Practice 12-3: Duplicating a Project Template ............................................................................ 221
Practices for Lesson 13: Define Approvals and Workflows ...................................................... 223
Practices for Lesson 13.............................................................................................................. 224
Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the
Life of a Project Manager ............................................................................................................ 225
Practices for Lesson 14: Overview ............................................................................................. 226
Practice 14-1: Creating a Project................................................................................................ 227
Practice 14-2: Creating a Project Budget .................................................................................... 229
Practice 14-3: Managing Project Costs....................................................................................... 231
Practice 14-4: Reviewing Capital Assets .................................................................................... 236
Practice 14-5: Managing Contracts ............................................................................................ 237
Demonstration 14-6: Monitoring Project Performance................................................................. 242
Practices for Appendix A: Reporting and OTBI in Project Financial Management .................. 247
Practices for Appendix A ............................................................................................................ 248
Practices for Appendix B: Integration Services in Project Financial Management.................. 249
Practices for Appendix B ............................................................................................................ 250
Oracle Project Portfolio Management Cloud: Project Financial Management Implementation – Table of
Contents v
Copyright © 2018, Oracle and/or its affiliates. All rights reserved.
vi Oracle Project Portfolio Management Cloud: Project Financial Management Implementation – Table of Contents
Practices for Lesson 1:
Project Financial
Management Course
Overview
Practices for Lesson 1: Overview
Overview
In these practices, you will be:
Getting started in Oracle Cloud Applications.
Navigating in Oracle Project Portfolio Management Cloud applications.
Note: Use Firefox and the following usernames with the password assigned by OU
Operations for all activities unless otherwise specified.
Students: PPMXX.Student where XX = 01 to 30
Instructors: PPMXX.Instructor where XX = 00
If the Navigator does not allow scrolling or closes before you can get to the items that are at the
bottom of the box, use the following work around:
Use Internet Explorer (IE).
Use F11 function to maximize the screen.
Use Control and Scroll Down to minimize screen.
Overview
In this practice, you will be
Running the session warmer scripts.
Introduced to Oracle Cloud Applications
Learning basic navigation features.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
Note: The global area at the top of the page is always available no matter where you are in
Oracle Fusion Applications.
Overview
In this practice, you will learn to navigate in the application to some key pages and work areas
you will use throughout this course.
You can navigate in the application using any of the following:
Springboard on the Home page
Navigator
Administration menu
Project Management Infolets
Note: Project application administrators can only use the Navigator; however, the project
manager can use both the Navigator and the Springboard.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
As a project manager you will need to access the Project Management and Project Financial
Management work areas. You can do so using either of these:
Springboard
Navigator
11. To see the expanded view of an infolet, click the Expanded View icon at the bottom right
corner of an infolet.
12. To view the actions you can take on an infolet, click the Actions icon at the top right corner
of the infolet.
Overview
In these practices and demonstrations, you will be:
Browsing offerings and reviewing related documents for planning implementation.
Opting into an offering and its functional areas and features as applicable to your
business requirements.
Accessing task lists and tasks.
Managing setup data by bulk entry using CSV files.
Copying setup data.
Migrating setup data.
Overview
In this practice, you will gain an understanding of the Project Financial Management offering.
You are an Implementation manager for your Oracle Cloud Financial Management
implementation. In preparation for implementation, you need to review the Project Financial
Management offering and related documents.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: More… > My Enterprise > Offerings.
2. Select the Project Financial Management offering icon and notice how the title in the side
pane becomes Project Financial Management and the Project Financial Management
offering description appears.
3. Notice the Status is Enabled.
4. Expand the Related Documents link and click on one of the following links for more details
about the offering.
Associated Features shows a list of features and functionality of this offering that
can optionally be implemented.
Setup Task Lists and Tasks shows a complete list of all setup tasks, including
prerequisites that should be performed to make this offering ready for transaction.
Related Business Objects shows a complete list of all setup data, including
prerequisites that should be entered for this offering.
Related Enterprise Applications shows a list of all J2EE applications required to
set up this offering.
Overview
In this demonstration you will:
Use the Opt In button to explore the offering’s functional areas and features as
applicable to your business requirements.
Review and opt into the new features of your enabled offerings after your cloud
applications is upgraded.
Assumptions
Sign in as your PPM00.Instructor user to perform this demonstration.
Tasks
1. Navigate to: More… > My Enterprise > Offerings.
2. Select the Project Financial Management offering icon > Opt In Features button.
Note: The first line if for the Offering and is enabled which affects how the Functional Setup
Manager generates setup tasks for your implementation.
a. All tasks needed to set up your selection are included in the auto generated task list.
b. Tasks that are not needed by the offerings and options you have selected are
excluded.
3. Click the View All History button to see who enabled the offering and any changes.
4. Click the Done button.
6. Click Done.
7. You are now ready to generate setup tasks and start implementing the offerings of your
choice.
Overview
In this practice you will be managing setup data by:
Using the functional areas of an offering.
Using an implementation project.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
Note: Many other tasks under the General Ledger Functional Area are also now scoped for
the US Primary Ledger.
Field Value
Name XXImplementation Project
Code XXIMPLEMENTATION_PROJECT_01
Description XXImplementation Project
16. Expand Define Common Applications Configuration for Financials > Define Ledgers >
Define Accounting Configurations.
18. From the Primary Ledger field, select Select and Add.
Overview
In this practice you will be:
Creating CSV files from the Manage Business Unit task.
Viewing the CSV files created.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management >
Organization Structures.
Note: If the Actions column is not visible, follow step 2. If it is visible go to step 3.
2. Click View > Columns > Select Actions.
4. Change the Process Name and Description to: XXManage Business Units.
5. In the Business Unit: Scope section, click Add.
Note: Because we didn’t input any new data, we have nothing to import.
17. Click Cancel.
Overview
In this practice you will be:
Copying the setup data from the US1 Business Unit.
Fixing an error.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
Field Value
Business Unit US1 Business Unit
Request Name XXUS1 Business Unit Copy
Field Value
Business Unit USXX BU
Organization Code USXX BU
16. Hover over the Message text to see the cause of the error.
Note: The Cause and Action fields are not populated.
Overview
In this practice you will be:
Exporting a functional area.
Viewing the importing a functional area demonstration.
Viewing the Comparison Report to verify the difference between the source and target
environments demonstration.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
3. Change:
Field Value
Process Name USXX_BU_YYYYMMDD
Description USXX_BU_YYYYMMDD
8. Click Submit.
9. Click OK.
10. Click Actions > Export > View All.
STOP: Your instructor performs these steps because the import process creates
a system generated file name without your XX. You would not be able to
distinguish which one is yours.
Note: Normally you import into a different instance. For instance, Dev to Prod. For class
purposes we can only import into the same instance. This is why we have no differences.
29. Click Continue to Import.
30. Click OK.
Note: This user action required is not required for the import process to complete. It is
required you want users to have access to your business unit.
32. Click the Waiting for Manual Import link.
33. Click Resume.
34. Deselect Pause process each time an error occurs.
35. Click Yes.
36. Click OK.
37. Wait until the Latest Import is Ready for data validation….
38. Click the Ready for data validation…link.
Overview
In this practice, you will be:
Downloading the rapid implementation workbook
Entering Data in the Rapid Implementation Spreadsheet
Reviewing how to upload a rapid implementation workbook
Overview
In this practice, you review how to use the rapid implementation process to enter project set up
data, validate, and upload the data. Rapid implementation is a process to expedite your
configuration of the Project Financial Management applications. You use worksheets in a
workbook to expedite loading initial implementation settings.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Tasks panel tab > Search > Define Project
Financial Management Configuration for Rapid Implementation.
2. Click the Define Project Financial Management Configuration for Rapid
Implementation link in the search results region.
3. From the Define Project Financial Management Configuration for Rapid Implementation
page, click Create Project Financial Management Setup Data in Spreadsheet, to
download the ProjectsDataUpload.xlsm workbook.
4. Click Open with Microsoft Office Excel (default). The Projects Workbook Instructions tab
opens first. It contains instructions on loading your implementation data and uploading the
workbook.
5. If Security Warning displays under the ribbon menu bar, click the Options button and
select the Enable this content option and OK.
Note: You can view additional details and recommendations about macro settings in the
Enabling Macros for Loading the Data section of the Project Workbook Instruction sheet.
6. Save the file as XXRapidImplementationForPFM.xlsm on your desktop.
7. Review the worksheets that are available for rapid implementation by right clicking in the in
the spreadsheet navigation control area in the far lower left corner or the workbook.
8. Click the Options workbook tab. Notice that Professional Services is the default value
selected in the Industry field, and the Burdening option is set to No. Change the industry to
Engineering and Construction, it changes the Burdening option to Yes.
9. Click the Update Spreadsheet button to show or hide spreadsheet columns based on your
selections.
10. Notice the Burden Structure and Burden Schedule worksheets are now displayed.
11. Click the Project Types worksheet. In the Project Types worksheet, notice the Enable
Burdening column is now available.
12. In the Project Types worksheet, create a new project type by completing the fields as
shown in this table.
john.doe@oracle.com Labor
After you finish entering your setup data, you can upload the worksheet.
17. Click the Project Workbook Instructions worksheet tab to go to the Project Workbook
Instructions worksheet.
18. Click the Generate CSV File button. Notice that a warning is displayed indicating there’s a
problem with the data.
19. Select OK and you’re taken to the Validation Report worksheet.
20. On the Validation Report worksheet, there are two errors:
Allow Resource Changes at Project Level – You must provide a value for the
attribute Allow Resource Change at Project Level. For example, Yes.
Resource Format – You must provide a value for the attribute Resource Format. For
example, Person (Email).
21. Enter valid data, such as project organizations, project types, expenditures types, and
subledger accounting. Review the description on each worksheet for additional information.
22. Click the Projects Workbook Instructions worksheet tab to return to the instructions
worksheet.
23. Click the Generate CSV File button again and save the Zip file it produces.
24. Click OK.
Overview
In these practices and demonstrations, you will be:
Creating an implementation administrator.
Creating a functional user.
Copying a role.
Comparing a role.
Creating an employee.
Editing your user.
Managing your user.
Managing passwords and notifications.
Overview
In this demonstration, you will create a user that includes the following roles:
Application Implementation Consultant
IT Security Manager
HCM Applic Admin - View All
Line Manager
Important: You do not need to sign in as the user you create for the remaining activities.
Note: Line manager is not a typical implementation administrator role; however, it is included in
this demonstration to enable the on-boarding of a new employee for future demonstrations
Assumptions
Sign in as your PPMXX.Instructor user to perform this demonstration.
Tasks
1. Navigate to: My Workforce > New Person.
2. From the Tasks panel tab, click Hire an Employee.
3. On the Hire an Employee: Identification page, complete the following information:
Field Value
Hire date Current date
Hire Action Hire
Legal employer US1 Legal Entity
Last Name Your Last Name
First Name Your First Name
Date of Birth 1/1/85
4. In the National Identifiers region, click Add Row and enter the following information:
Field Value
Primary Selected (default)
Country United States (Default)
National ID Type Social Security Number
National ID 240-XX-2075
7. In the Phone Details region, click Add Row, and enter the following information.
Field Value
Primary Selected (default)
Type Work Phone
Country Code United States 1
Area Code 650
Number 333-4444
8. In the E-Mail Details region, click Add Row, and enter the following information.
Field Value
Primary Selected (default)
Type Work E-Mail
E-Mail first.last name@vision.com
9. Click Next.
10. In the Assignment tab, select US1 Business Unit in the Business Unit drop-down list.
11. In the Assignment EIT Information EFF: Assignment Extra Information section, enter
Marlin, Amy in the Name field under Manager Details.
12. Click Next. You will see your employee details in the Employee Information header with
Worker Type: Employee. In the Role Requests region, note the role request has a status
of Add Requested and a provisioning method of Automatic.
13. Click Next. Review your information.
14. Click Submit.
15. Click Yes.
16. Click OK.
17. Navigate to: My Workforce > Person Management.
Overview
In this demonstration, you will create a user that includes the following roles:
Project Accountant
Project Administrator
Project Application Administrator
Project Billing Specialist
Project Creator
Project Manager
Project Team Member
Non-project roles
Accounts Payable Supervisor
Resource Directory
To create project contracts, all users created must be added to the Resource Directory as
resources. Important: You don’t need to sign in as the user you create for the remaining
activities.
Assumptions
Sign in as your PPMXX.Instructor user to perform this demonstration.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Initial
Users > All Tasks > Create Implementation Users.
2. Click the Users tab.
3. In the Users tab, search for the project implementation administrator that you created
earlier.
Tip: Search using the last name of your project implementation administrator you created in
the prior activity. For example, Firstname.Lastname.
4. In the User section, click the user login Firstname.Lastname to open the User Accounts
Details: Firstname.Lastname page.
5. Click the Edit button.
6. In the Roles section, click the Add Role button.
7. In the Add Role Membership window, enter Project Accountant for Business Unit US1
Business in the Search field and click Search.
8. Select the Project Accountant for Business Unit US1 Business row, and click Add Role
Membership.
17. In the Search Results: People section, select the user you created and click Add as
Resource button.
18. Click OK on the message.
19. Click Save and Close.
20. Click Done.
Overview
In this practice, you will be copying a role.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: More… > Tools > Security Console.
2. Search for the Accounts Payable Manager.
3. Click the drop-down arrow in the Accounts Payable Manager row.
4. Select Copy Role.
Overview
In this practice you will be comparing your role to the original Accounts Payable Manager.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: More… > Tools > Security Console.
2. Search for the Accounts Payable Manager.
3. Select the drop-down arrow.
4. Select Compare Roles.
.
5. Search for your XXAccounts Payable Manager Copy role.
6. In the Filter Criteria, deselect Function security policies.
7. Select Compare.
9. Select Done.
Overview
In this practice, you will be creating an employee from HCM’s Hire an Employee page.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: My Workforce > New Person.
2. Click the Tasks panel tab > Hire an Employee.
3. Enter the following required fields:
Field Value
Hire Date Today (defaults)
Hire Action Hire
Legal Employer US1 Legal Entity
Last Name Manager
First Name XXAccounting
4. Click Next.
Note: If you get a Matching Person Records window, click Continue.
8. Click Next.
9. Scroll down to the Assignment tab, select or enter:
Field Value
Business Unit US1 Business Unit
Department Accounting US
Location Chicago
Overview
In this practice, you will be editing you user created from your new employee.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: More… > Tools > Security Console.
2. Click on the Users tab.
Overview
In this practice, you will be:
Changing your password using Set Preference.
Looking at your notifications.
Exploring your user’s roles.
Assumptions
Sign in as your XXAccounting.Manager user where XX is the number assigned by the
instructor using the password of Welcome1.
Tasks
Overview
In this practice you will be:
Reviewing the password security features.
Reviewing notification templates.
Running the User Password Changes Audit Report.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: More… > Tools > Security Console.
18. Select Open with: Windows Explorer (default) and click OK.
76 Practices for Lesson 5: Define Subledger Accounting Rules for Project Financial Management
Practices for Lesson 6:
Define Project Financial
Management Organizations
Practices for Lesson 6: Overview
Overview
In these practices and demonstrations, you will be:
Creating a legal entity.
Creating a business unit.
Creating a project unit.
Creating an organization.
Classifying an organization to own projects and tasks or incur costs on a project.
Selecting organization hierarchy type and classifications.
Reviewing organization hierarchies and activate the tree structure.
Selecting organization hierarchy for the business unit.
Verifying the project organization configuration.
Overview
In this practice, you learn to create a legal entity for your organization and review it.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Legal
Structures > Manage Legal Entity.
Note: Legal Entities are not offering specific. For example, the tasks Define Legal Entities
for Project Financial Management and Define Enterprise Structures for Financials use the
same page to create legal entities.
2. Next to Manage Legal Entities, click the Select Scope link.
3. Select Manage Legal Entity.
4. In the Legal Entity field, select Create New.
5. Click Apply and Go to Task.
6. Click Create.
7. In the Create Legal Entity page, enter the following details:
Field Value
Country United States
Name PPMXXLegal Entity
Legal Entity Identifier PPMXXUS00
Payroll statutory unit Deselected
Legal Employer Selected
Payroll Statutory Unit US1 Legal Entity
Field Value
Legal Address 500 ORACLE PKWY,REDWOOD CITY, CA
94065
EIN or TIN PPMXX123456
Legal Reporting Unit Registration Number PPMXX-123456
Overview
In this practice, you learn to create a business unit with billing and revenue management,
payables invoicing, project accounting, and expense management business functions.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management >
Organization Structures > Manage Business Unit.
2. On the Manage Business Units page, in the Search Results section, click the Create icon.
3. Enter the following details on the Create Business Unit page:
Field Value
Name PPMXXBusiness Unit
Default Set CONSERV
Active Selected
Overview
In this practice, you learn to create and configure a project unit. To create a project unit
organization, either enable an existing organization as a project unit or create a new
organization as a project unit in Oracle Fusion Human Capital Management. After an
organization is defined as a project unit, the project unit appears in searches on the Manage
Project Units page.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Organizations > Manage Project Unit Organizations.
2. On the Manage Project Unit Organizations page, click the Create icon in the Search
Results section and enter the following details:
Field Value
Create new Selected
Code PPMXXPROJECT_OPS
Name PPMXXProject Operations
Overview
In this practice, you learn to create an organization for your project enterprise structure.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management >
Workforce Structures > Manage Departments.
2. In the Manage Departments page, in the Search Results section, click the Create icon and
enter the following details:
Field Value
Create new Selected
Effective Start Date 1/1/01
Department Set US Department Set
Name PPMXXUS Consulting
Status Active
3. Click Next.
4. Review the input fields available in the GL Cost Center Information section; however, do not
enter any data.
Notice that you can enter a company and cost center for each department. If you enter
values for these fields, they become sources in subledger accounting.
5. Click Submit.
6. Click Yes in the warning message window.
7. Click OK.
8. Click Done.
Overview
In this practice, you learn to classify an organization as a project owning and project expenditure
organization. If an organization can be a project and task owning organization, you also specify
whether the organization allows indirect, capital, and contract projects. You also associate the
organization with a default project unit that is used during the project definition flow to control
the list of organizations that can own the project.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Organizations > Manage Project Organization Classifications.
2. In the Search section, enter the following:
Field Value
Name PPMXXUS Consulting
Effective Date Today’s date
3. Click Search.
4. In the Search Results section, select the PPMXXUS Consulting row and click Edit.
5. In the Edit Project Organization Classifications window, in the Change All Selected section,
enter the following:
Field Value
Classify as project task owning Selected
organization
Allow indirect projects Selected
Overview
In this demonstration, you learn to select an organization hierarchy type for Project Financial
Management and assigning project organization classifications to organizations. You can assign
organization hierarchies to the project business units such as the project and task owning
organization hierarchy and project expenditure organization hierarchy.
Assumptions
Sign in as your PPMXX.Instructor user to perform this demonstration.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Organizations > Manage Organization Hierarchies and Classifications.
2. In the Manage Organization Hierarchies and Classifications page, review the default
organization hierarchy type. Note that the HCM Organization Hierarchy Tree Structure is
selected from the Type choice list and is the organization hierarchy type for Project
Financial Management. Leave the organization hierarchy type unchanged.
3. In the Organization Classifications section, ensure the following organization classifications
are included under the Selected column.
Business Unit
Partner Organization
Project Expenditure Organization
Project Task Owning Organization
Project Unit Classification
To move an organization classification from the Available column to the Selected column,
select the needed classification and click the Move selected items to other list icon.
Note: The project expenditure organizations are usually the departments.
4. Click Save and Close.
5. Click Yes in the message.
6. In the Default Hierarchy window, complete the following information:
Field Value
Tree Name Project Organization Hierarchy
Tree Version Name Project Organization Hierarchy V1
Organization Vision Corporation
7. Click OK.
Overview
In this demonstration, you learn how to review the organization hierarchies defined for the
organization, add a tree node, and activate the organization tree structure.
Also in this demonstration, you review how to submit the Maintain Project Organizations
process. You must run the Maintain Project Organizations process after you add organizations,
project classifications, or business units. Also, run the process after you update project
organization classifications or hierarchies.
Assumptions
Sign in as your PPMXX.Instructor user to perform this demonstration.
Tasks
Overview
In this practice, you learn to configure your business unit for the project accounting business
function. A project and task owning organization hierarchy is associated to each business unit to
restrict the project owning organizations while creating projects owned by the business unit.
You can associate a project expenditure organization hierarchy to the business unit to restrict
which organizations can incur costs within the business unit. You can use the starting
organization to further restrict which organizations are available to a specific branch of the
hierarchy.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Prerequisites
The following conditions are required before an organization can become a project and task
owning organization:
You must assign the Project and Task Owning Organization classification to the
organization.
The organization must belong to the hierarchy that you specify while configuring the
project accounting business function.
The following conditions are required before an organization can become a project expenditure
organization:
You must assign the Project Expenditure Organization classification to the
organization.
The organization must belong to the hierarchy that you specify while configuring the
project accounting business function.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Organizations > Configure Project Accounting Business Function.
2. In the Select Scope window, select Select and Add from the Business Unit choice list.
3. Click Apply and Go to Task.
4. Enter PPMXXBusiness Unit in the Name field.
5. Click Search.
6. Select the row with your business unit in the Search Results section.
7. Click Save and Close.
8. On the Configure Project Accounting Business Function page, in the Project Options
section, in the Project Setup tab, enter the following values:
Field Value
Tree Name Project Organization Hierarchy
Tree Version Name Project Organization Hierarchy V1
Organization Vision Corporation
Field Value
Project Accounting Calendar AccountingMMYY
Expenditure Cycle Start Day Monday
Rate Type Corporate
Date Type Transaction date
11. In the Project Units tab, select and move the following projects to Selected Project Units:
Consulting Services
Internal Services
PPMXXProject Operations
12. Click Save and Close.
Overview
In this practice, you learn how to verify that you correctly configured your project organization.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
4. Click Cancel.
Note: If no values are available in the Organization field, then verify the following:
Project organization classifications are correctly configured.
The project organization is added to the hierarchy specified for the Project Accounting
Business Functions.
The Maintain Project Organizations process ran successfully.
Overview
In these practices, you will be:
Creating a project.
Creating an expenditure type.
Creating a class category and codes.
Creating a nonlabor resource.
Creating a nonlabor rate schedule.
Assigning a rate schedule to a labor resource.
Creating a planning resource breakdown structure.
Creating a burden cost code.
Creating a burden structure.
Creating a burden schedule.
Creating a project type.
Overview
In this practice, you learn to create a project using an existing template. You select the
appropriate copy options and edit the project definition.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Projects > Projects Financial Management.
2. On the My Projects page, click the Create icon.
3. In the Create Project window enter US Billable with Burden in the Source Template field
and enter Tab.
Note that the US Billable with Burden project template has most of the tasks and task
assignments that you need for a new project.
4. Enter the following project details on the Create Project window:
Field Value
Source Template US Billable with Burden (default value)
Project Name PPMXX_Project
Project Number PPMXX_Project 1
Project Start Date Current date (default value)
Organization Consulting East US
Legal Entity US1 Legal Entity
Business Objective Business Growth
Project Manager Student, PPMXX
Overview
In this practice, you learn to create an expenditure type for your project with burden transaction.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Foundation > Manage Expenditure Types.
Use the Manage Expenditure Types page to define new expenditure types and to review,
edit, or delete existing expenditure types and the associated expenditure type classes,
assigned sets, and tax classification codes.
2. Click Add Row.
3. Enter the following expenditure details:
Field Value
Expenditure Type G&A XX
Description General and administrative expenses
Expenditure Category Overhead
Revenue Category Other
Unit of Measure Currency
Rate Required Disable
Proceeds of Sale Disable
From Date 1/1/12
To Date Blank
4. Click Add Row in the G&A XX: Expenditure Type Classes table to assign the expenditure
type class to the expenditure type.
6. Click Add Row in the G&A XX: Assigned Sets table to assign the expenditure type to one
or more reference data sets so that only expenditure types that are relevant to the project
unit are available for the project.
7. In the Code field, search and select CONSERV to select the reference data set for this
expenditure type and press Tab to populate the set name and description.
8. For this activity, you will not add Tax Classification Codes.
9. Click Save and Close.
13. Click Add Row in the Professional XX: Expenditure Type Classes table to assign the
expenditure type class to the expenditure type.
14. Enter the following expenditure type classes details:
Field Value
Name Overtime
From Date 1/1/01
To Date Blank
15. Click Add Row in the Professional XX: Assigned Sets table to assign the expenditure
type to one or more reference data sets so that only expenditure types that are relevant to
the project unit are available for the project.
16. In the Code field, search and select CONSERV to select the reference data set for this
expenditure type and press Tab to populate the set name and description.
17. Don’t add a tax classification code.
18. Click Save.
19. Click Add Row in the Professional XX: Assigned Sets table to assign the expenditure
type to another reference data sets.
20. In the Code field, search and select INTSERV to select the reference data, press Tab to
populate the set name and description.
21. Don’t add a tax classification code.
22. Click Save.
23. Click Add Row in the Professional XX: Assigned Sets table to assign the expenditure
type to another reference data sets.
24. In the Code field, search and select PRGUSPROJ to select the reference data, press Tab
to populate the set name and description.
25. Don’t add a tax classification code.
26. Click Save.
Overview
In this practice, you learn to create a class category and codes. Depending on the funding
source, you must classify your projects to accurately report revenues.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Foundation > All Tasks > Manage Project Class Categories
Note: Use the Manage Project Class Categories task to create new class categories and to
review, edit, or delete existing class categories and their associated class codes.
2. Click the Create icon in the Search Results section of the Manage Class Categories
page to provide basic information about class categories, specify how categories are used
on project types and projects, and define the associated class codes.
3. Enter the following details:
Field Value
Name XXProject Funding Source
Class Category Description Source of funding for consulting projects.
From Date 1/1/12
Assign to all projects Selected
Select the Assign to all projects option to indicate
that all projects must have a code assigned to
this class category. Do not enable the option if
this class category is optional.
Note: If you do not select this option, use the
Project Types tab to associate individual project
types with the class category.
Assign to all project types Selected
Available as accounting source Disable
Use the Available as accounting source option to
indicate that the class category is available as an
accounting source so that Oracle Fusion
Subledger Accounting can use the category to
create mapping sets, account rules, journal line
rules, and description rules.
This option is disabled if another class category
is already selected as the accounting source.
4. Click Add Row in the Class Codes tab of the Additional Information section to define
class codes for the category to create more specific groups of projects for reporting.
5. Enter the following details:
Field Value
Name Federal
Class Code Description Project is funded by a federal agency
From Date 1/1/12
18. Click Add Row in the Foreign government: Assigned Sets section.
19. Click in the Set Code field, enter CONSERV and press Tab.
Overview
In this practice, you learn to create a nonlabor resource for your project.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Foundation > Manage Nonlabor Resources.
2. On the Manage Nonlabor Resources page, click Add Row to create new nonlabor
resources.
3. Enter the following details:
Field Value
Nonlabor Resource User Experience Studio XX
Description Central lab for user experience research.
Expenditure Type Computers
Equipment Resource Class Selected
From Date 1/1/01
4. Click Add Row in the User Experience Studio 03: Nonlabor Resource Organizations
section to specify the organizations to which a nonlabor resource is assigned.
5. Enter the following details:
Field Value
Name Applications and Services
From Date 1/1/01
Overview
In this practice, you learn to create a nonlabor rate schedule using the User Experience Studio
nonlabor resource that you have created in the previous practice.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Foundation > Manage Rate Schedules.
2. Use the the Manage Rate Schedules page to create, delete, and maintain rate schedules.
You can create rate schedules for jobs, persons, resource classes, and nonlabor
expenditures. In this activity, you will create a nonlabor rate schedule that contains your
User Experience Studio XX nonlabor resource.
3. Click Add Row in the Manage Rate Schedules page.
4. Enter the following details:
Field Value
Name Nonlabor Cost Rates XX
Description Rate Schedule for Nonlabor Costs XX
Project Rates Set COMMON
Note: Use the Project Rates Set field to
assign the rate schedule to a specific set,
such as a business unit. The rate schedule is
available only to organizations associated
with the project rates set.
5. Click Add Row in the Nonlabor Cost Rates XX: Nonlabor Resource Rates section to
define rates or percentage markups for nonlabor expenditure types, or by a combination of
nonlabor expenditure types, nonlabor resources, and nonlabor resource organizations.
Project Financial Management uses the most detailed applicable rate. For example, if a rate
exists for the expenditure type, nonlabor resource, and nonlabor resource organization
combination, that is the rate used.
If that combination does not exist, then the application uses the rate for the expenditure
type and nonlabor resource combination. Otherwise, the rate for the expenditure type is
used.
Rate 95.00
From Date 1/1/01
Overview
In this practice, you learn assign a rate schedule to a labor resource. This rate is used in the
lifecycle practice where you create a cost transaction for an external time entry application, and
submit the process to import costs.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Foundation > Manage Rate Schedules.
2. On the Manage Rate Schedules page, click the Query by Example icon, enter US Person
Cost Rates in the field above the name column, and press Enter.
3. Select the US Person Cost Rates row.
4. Click Add Row in the US Person Cost Rates: Person Rates region and enter:
Field Value
Person Name Student, PPMXX
Person Number Automatically populated
Person Job Assignment Consultant
Person Assignment Organization Consulting East US
Unit of Measure Hours (default)
Rate 50
Markup Percent Leave blank
From Date Leave current default date
Overview
In this practice, you learn to create a planning resource breakdown structure for your project
with multiple expenditure categories.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Foundation > Manage Planning and Billing Resource Breakdown Structures.
Note: Use the Planning Resource Breakdown Structures page create new planning
resource breakdown structures and to review existing planning and billing resource
breakdown structures.
2. Click the Create icon in the Planning Resource Breakdown Structures page to enter a
name and description for the new planning resource breakdown structure and to select
active dates, project unit, and optionally, a job set.
3. Enter the following details:
Field Value
Name Consulting Services Prelim Planning XX
Description Use for initial and pre-bid financial planning
for consulting
Project Unit Consulting Services
4. Click Next.
5. In the Create Planning Resource Breakdown Structure page, select the resource formats
and resource format hierarchies to use for creating planning resources:
7. Click Next to view the Create Planning Resource Breakdown Structure: Add
Resources page and use it to create planning resources based on the selected resource
format hierarchies.
8. Select the row that contains the Project Nonlabor Resource resource format.
9. Click Add in the Project Nonlabor Resource: Planning Resources section.
10. Enter the following details:
Field Value
Name User Experience Studio
Project Nonlabor Resource User Experience Studio XX
Organization Consulting US
19. Click Add to add another planning resource for the Expenditure Category: Job:
Organization resource format.
20. Enter the following details:
Field Value
Name US Developer
Expenditure Category Labor
Job Programmer
21. Click Save and Preview to review the planning resources and resource structure you
created.
22. Click Done.
23. In Save menu, click the Save and Close.
24. Click Done.
Overview
In this practice, you learn to create a burden cost codes and apply them to various types of raw
costs.
In a subsequent activity, you will create an additive burden structure to apply different burden
costs to labor and expense report raw costs.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management >
Burdening > Manage Burden Cost Codes.
Note: Use the Manage Burden Cost Codes page to create new burden cost codes and to
review, edit, or delete existing burden cost codes and the associated expenditure types.
2. Click Add Row and enter the following details:
Field Value
Burden Cost Code G&A XX
Description Burden cost code for general and
administrative expenses
Expenditure Type Overhead
Overview
In this practice, you learn to create a burden structure using the General and Administrative
burden cost code that you have created in the previous activity.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management >
Burdening > Manage Burden Structures.
Note: Use the Manage Burden Structures page to define new burden structures and to
review, edit, or delete existing burden structures and the associated burden cost bases,
burden cost codes, and expenditure types.
2. Click Add Row and enter the following details:
Field Value
Name Labor and Expenses XX
Description Burden structure for labor and expenses
Structure Type Additive
3. Click Add Row in Labor and Expenses XX: Cost Base Assignments section to specify
the burden cost bases that group raw costs for the purpose of calculating burdened costs.
4. Select Labor in Cost Base to apply burden costs to labor raw costs.
5. Click Add Row in the Labor: Cost Base Assignment Details section, Burden Cost
Codes tab to group the burden cost codes with the expenditure types to which they will be
applied.
6. Select Fringe as Burden Cost Code.
Burden cost codes are automatically assigned a Precedence value of 1 because additive
burden structures apply each burden cost code using the same precedence when
calculating burden costs.
7. Click Add Row and select Overhead as Burden Cost Code.
8. In the Expenditure Types tab, click Add Row.
9. Select Administrative list item in the Expenditure Type list.
10. Click Add Row and select Professional in the Expenditure Type list.
Overview
In this practice, you learn to create a burden schedule to specify the burden multipliers for the
cost codes on the burden structure you have created in the previous activity.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management >
Burdening > Manage Burden Schedules.
Note: Use the Manage Burden Schedules page to define new burden schedules and to
review, edit, or delete existing burden schedules and the associated multipliers, and
organization and burden cost code combinations.
2. Click Add Row on the Manage Burden Schedules page and enter the following details:
Field Value
Name Internal Costing XX
Description Burden schedule for internal costing
Type Provisional
Note: Use the Type choice list to select a
provisional schedule if you plan to use estimated
multipliers until actual multipliers are available.
3. Click Save.
4. Click Add Row in the Internal Costing XX: Burden Schedule Versions section to define
the date range within which multipliers are effective. You can create an unlimited number of
versions for a burden schedule, but you can have only one active version at a time.
5. Enter the following details:
Field Value
Version XXBurden Schedule Version
From Date 1/1/01
To Date Blank
Note that the values for Burden Structure,
Organization Hierarchy, Hierarchy Version, and
Hierarchy Start Organization are from the burden
schedule. You can change them for the version as
needed.
Type Provisional
6. Click Add Row in the XXBurden Schedule Version: Burden Multipliers section to add or
copy multipliers for the burden schedule. Define the multipliers for an organization only if
you want to override the multipliers of the parent organization.
8. Click Add Row in the XXBurden Schedule Version: Burden Multipliers table and enter
the following details:
Field Value
Organization Vision Corporation
Burden Cost Code G&A XX
Multiplier 0.1
9. Click Add Row in the XXBurden Schedule Version: Burden Multipliers table and enter
the following details:
Field Value
Organization Vision Corporation
Burden Cost Code Overhead
Multiplier 0.155
Costs for operating the Consulting East US organization are higher than in other
organizations, so the Finance department provided you with a separate set of provisional
multipliers for Consulting East US.`
11. Click Add Row in the XXBurden Schedule Version: Burden Multipliers table and enter
the following details:
Field Value
Organization Consulting East US
Burden Cost Code G&A XX
Multiplier 0.15
12. Click Add Row in the XXBurden Schedule Version: Burden Multipliers table and enter
the following details:
Field Value
Organization Consulting East US
Burden Cost Code Overhead
Multiplier 0.16
Overview
In this practice, you learn to create a project type and enable burdening, billing, and
capitalizations.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management >
Burdening > All Tasks > Manage Project Types: Burdening Options.
Note: Use the Manage Project Types page to view, create, and edit project types that
control how Project Financial Management creates and processes projects.
2. Click the Create icon on the Manage Project Type page to view the Create Project Type
page where you can specify basic project configuration options, such as burdening, billing,
and capitalization options, and class categories, that are inherited by each project
associated with the project type.
3. Enter the following details:
Field Value
Name XXSales Proposal
Set Internal Services Set
Description Used to track project costs for sales proposals
Field Value
Default Cost Burden Schedule Internal Costing XX
Allow cost burden schedule change for Selected
projects and tasks Select to allow a change of the default cost
burden schedule when creating and
maintaining projects and tasks. Do not
enable this option if you want all projects of a
project type to use the same schedule for
internal costing.
Include burden cost on same expenditure Selected
item Select to store the total burdened cost
amount as a value with the raw cost on each
expenditure item. Project Financial
Management displays the raw and burdened
costs of the expenditure items on windows
and reports.
Export Supplier Invoices to These options are not available because you selected
Oracle Fusion Assets to use grouping for supplier invoices
Overview
In these practices and demonstrations, you will:
Reviewing an existing financial plan type.
Creating a financial plan type.
Creating a project plan type.
Creating a file-based data import for project budgets.
Overview
In this demonstration, you review an existing financial plan type of forecast plan class that
supports planning for cost and revenue in separate plan versions. You also review plan settings,
rate settings, and generation options.
Assumption
Sign in as your PPMXX.Instructor user to perform this demonstration.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Control > Manage Financial Plan Types.
2. In the Manage Financial Types page, click the Primary Forecast planned cost and
Revenue separately link to navigate to the Edit Financial Plan Type page.
3. Review the following details in the Edit Financial Plan Type: Primary Forecast planned cost
and Revenue separately page:
Field Value
Name and Description Indicates the nature and purpose of the
financial plan version created using the
financial plan type.
From and To Dates Indicates when the financial plan type is
available for use.
Plan class Determines whether the financial plan type is
used to create budget versions or forecast
versions.
Planning Amounts Determines whether associated financial plan
versions will contain costs amounts, revenue
amounts, or both.
For example, the value selected here is Cost
and revenue in separate plan versions.
Before creating a financial plan version,
project managers using this financial plan
type must select whether they want to plan
for cost or revenue.
Forecast Setup Options region Select basic setup options, including those
for primary forecast designations, use of
workflow, approval options, and use of
transaction currencies.
Use workflow for status changes Triggers notifications when you change the
version status or submit a request to change
the version status.
Set as default financial plan type Indicates that the financial plan type is the
default option when project managers create
a forecast version on a project.
Note that the option is deselected for the
current financial plan type.
Enable planning in multiple transaction Indicates that you want to enter amounts in
currencies currencies other than the project currency.
When you select this option, you must
provide currency conversion attributes in the
Currency Settings tab.
Automatically submit forecasts for Indicates that a primary forecast version must
approval be created and submitted for approval when
a project manager creates the first baseline
version for the approved budget.
Automatic submission for approval applies
only to primary forecasts.
Automatically approve forecasts If you do not use workflow for forecast
approvals, use the Automatically approve
forecasts option to decide if project managers
can approve forecast versions directly
without first submitting them to an approver.
4. Review Planning Options to define various plan, currency, rate, generation, reporting, and
export settings for your financial plan type. These settings are inherited by associated
financial plan versions.
7. Review Rate Settings tab to specify the actual or planning rates used to calculate cost and
revenue amounts on associated financial plan versions.
Cost and Revenue Options If using actual rates, optionally specify cost
rate and bill rate schedules at the resource
class level. These rates are used if actual
cost or revenue derivation logic is unable to
derive rates.
8. Review Generation Options tab to indicate how cost and revenue are calculated when you
generate a financial plan version from another financial plan or from the project plan.
Field Value
Forecast ETC Method Defines how estimate-to-complete values are
calculated for associated forecast versions.
Carry forward unused amounts from past If you are using Remaining plan as your
periods forecast ETC method, then you can use the
Carry forward unused amounts from past
periods option to control whether unused
source plan amounts can carry over from
periods prior to the actual amounts through
period.
Actual Amounts Through Period Select the period through which to obtain
actual amounts when generating forecast
amounts.
ETC Generation Source, Source Plan Decides whether forecast versions are
Type, and Source Plan Version generated based on another financial plan or
the project plan.
Retain Manually Added Forecast Lines Indicates whether lines added by project
managers are retained when an existing
Retain override rates from source Indicates whether override rates entered in
the generation source must be used to
generate amounts in the target version.
9. Review Reporting Options tab to indicate how to roll up amounts for planning resources,
report quantity when planning for cost and revenue in separate financial plan versions,
calculate margins, and display amounts.
Field Value
Report Quantity Using Determines whether cost or revenue quantity
is used for reporting quantity when planning
for cost and revenue in separate financial
plan versions.
The current selection, Cost, indicates that
quantity is derived from the cost version of
the financial plan type.
10. Review Export Options tab to determine the amounts, rates, and quantities that you can
export to Excel.
Available Measures and Selected Select which financial plan information you
Measures can review and edit in Excel.
Overview
In this practice, you learn to create a financial plan type with plan settings, currency settings,
rate settings, and general options.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Control > Manage Financial Plan Types.
2. On the Manage Financial Plan Types page, click the Create icon and select Financial Plan
Type for Non-Sponsored Project.
3. In the Create Financial Plan Type page, enter the following details:
Field Value
Name XXConsulting Services Cost Plus Budget
Revenue Selected
14. In the Revenue Options section, the values are automatically entered when the option Use
same conversion attribute for all currency conversions is enabled.
15. Click Save.
16. Click the Planning Currency Edit icon.
17. In the Manage Planning Currencies window, enter CNY in the Currency field.
18. Click Add Row and enter USD in the Currency field.
19. Click OK.
20. Click Save.
21. Open the Rate Settings tab to specify the actual or planning rates used to calculate cost
and revenue amounts on associated financial plan versions.
22. Click the Add Row button in the Rate Schedules section to specify rate settings for a
business unit.
23. Enter the following details:
Field Value
Rate Schedules region
Overview
In this practice, you learn to create a project plan type with plan settings, progress settings, rate
settings, and budget options.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Control > Manage Project Plan Types.
2. On the Manage Project Plan Types page, click Create.
3. In the Create Project Plan Type page, enter the following details:
Field Value
Name XXInternal Services Short-Term Projects
4. In the Planning Options section, open Set Assignments tab to associate sets with project
plan types so that project managers can use them to create project plans for projects or
project templates.
5. Click Add Row and enter INTSERV in the Code field.
9. Open the Task Settings tab to specify task and task assignment date settings.
10. Enter the following details:
Field Value
Use task planned dates as task Deselected
assignment dates and Deselected because you are using Microsoft
Project as the scheduling application.
11. Open the Rate Settings tab to specify the actual or planning rates used to calculate cost
and revenue amounts on the project plan.
12. Click Add Row and enter the following:
Field Value
Business Unit US1 Business Unit
13. In the US1 Business Unit: Details section, select US Resource Class Cost Rates in the
Resource Class Raw Cost Rate field.
14. Open the Progress Settings tab to define how progress values are calculated and roll up
the task hierarchy. These options indicate default values that you can modify at the project
level.
15. Enter the following details:
Field Value
Physical Percent Complete Calculation Cost
Method This value defines the default method for
calculating physical percent complete. You
can override this value for lowest-level tasks.
16. Open the Budget Generation Options tab to specify if a budget version is generated when
you set a baseline for your project plan and to specify how the budget version is generated.
These options indicate default values that you can modify at the project level.
17. Enter the following details:
Field Value
Generate budget version when setting Selected
baseline for project plan
Financial Type Approved Cost Budget
This financial plan type is used as the source
of planning options when you generate your
budget versions.
Overview
In this practice, you learn to use the File-Based Data Import feature to import project budget.
You can create budgets in external applications and import them into Oracle Fusion
Applications. Use the Oracle Help Center and navigation to access the
ProjectBudgetsImportTemplate.xlsm workbook.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Open a browser window.
2. In your browser window, go to: http://docs.oracle.com/
3. Search for ProjectBudgetsImportTemplate.xlsm.
Note: You can also use the file in the D:\\Lab folder instead of searching in the Oracle Help
Center.
4. In the results for ProjectBudgetsImportTemplate.xlsm, find the result that corresponds to
your release.
5. Click the Details link.
6. On the Import Project Budgets documentation page, click the
ProjectBudgetsImportTemplate.xlsm link in the File Links section to download the macro
enabled file-based data import template to import project budgets.
7. Select Open with Microsoft Excel (default) and click OK.
8. If Security Warning displays under the ribbon menu bar, click the Options button and
select the Enable this content option and OK.
9. Click the PJO_BUDGETS_XFACE tab in the workbook.
10. Refer to the bubble text on each column header for a description of the data and data type
required and for detailed instructions on entering data in the column.
11. In the PJO_BUDGETS_XFACE worksheet, enter the following:
Column Value
Financial Plan Type Approved Cost and Revenue in same plan
version
Project Name PPMXX_Project
Task Number 1
Task Name Pre-Implementation
Plan Version Name 2
Plan Version Status Working
12. Click the Generate CSV File button, in the Instruction and CSV Generation worksheet.
This generates the CSV files and creates a ZIP file named: PjoBudgetsXface.zip.
13. Save the ZIP file to your desktop.
Overview
In these practices and demonstrations, you will:
• Creating transaction source, document, and document entry.
• Defining a flexfield segment value set.
• Defining a cost collection flexfield segment.
• Defining standard unit costs.
• Creating a capitalized interest rate.
• Creating a capitalized interest rate schedule.
• Creating a user group to enable project team members to enter time for projects.
• Creating a time entry profile.
• Creating a time processing profile.
Overview
In this practice, you learn how to define a transaction source, document, and document entry to
import the straight and overtime transactions for Vision Corporation time cards that are
maintained in third-party applications.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Costing Base > Manage Project Transaction Sources.
2. Click Create on the Manage Transaction Sources page.
3. Create a transaction source by completing the fields in the Create Source window as
shown in this table.
Field Value
Transaction Source XXVision Time Entry System
Description Time Entry System
Processing Set Size 750
Use the Processing Set Size field to transfer a large number of transactions by processing
transactions in sets. The processing set size determines the number of transactions the
import process handles in a set.
4. Click Save and Close.
5. Select the XXVision Time Entry System transaction source row.
6. In the Documents section, click Create.
7. Create a document and define the importing, processing, and accounting options for
transactions by completing the fields in the Create Document window as shown in this
table.
Field Value
Document XXVision Time Cards
Description Document for importing Vision time cards.
From Date 01/01/YY (YY = current year)
8. Use the Import Options and Accounting Options sections to select your specific
requirements if costs are accounted in the third-party application.
Overview
In this demonstration, you learn how to define a flexfield segment value set.
Assumptions
Sign in as your PPMXX.Instructor user to perform this demonstration.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Costing Base > Manage Project Costing Value Sets.
2. Click Create in the Search Results section.
3. Create a value set by completing the fields in the Create Value Set page as shown in this
table.
Field Value
Value Set Code Expense Location 00
Description Expense Location Set 00 for Transactions
Module Project Costing
Validation Type Independent
Value Data Type Character
Value Subtype Text
Maximum Length 30
Overview
In this demonstration, you learn how to define and deploy a context sensitive segment in the
Cost Collection flexfield to track the expense location of expense transactions. You can verify
these expense location segments when you create an unprocessed transaction for a third-party
application.
Note: To track the expense location across the expenses flow (for transactions originating in
Oracle Fusion applications such as Oracle Fusion Expenses and Oracle Fusion Payables), you
must add the segment to each context including the PJC: All context and enable the field.
Assumptions
Sign in as your PPMXX.Instructor user to perform this demonstration.
Tasks
1. Navigate to: Setup and Maintenance >Setup: Project Financial Management > Project
Costing Base > All Tasks > Manage Project Standard Cost Collection Flexfield.
2. Select the Project Costing Details flexfield row on the Manage Project Standard Cost
Collection Flexfield page.
3. Click Edit.
4. In the Context Sensitive Segments section, select PJC: All from the Context list.
5. To define the expense location as a segment, select and edit only the user-defined
attributes, such as USER_DEF_ATTRIBUTE1, and so on. Don't select the reserved or
other attributes.
6. Click the USER_DEF_ATTRIBUTE1, or the next available row.
7. Click Edit.
8. Edit the user defined attribute on the Edit Segment page by completing the fields as shown
in this table.
Field Value
Name Expense Location 00
Description Expense location of the transaction.
Enabled Selected
9. Associate a value set to the Expense Location 00 segment. In the Validation section, click
the Value Set list.
10. Click the Expense Location 00 list item.
11. You can define the segment as a required field. For this demonstration, leave the Required
option unselected to make it optional for the user when entering the transaction.
Overview
In this demonstration, you learn how to define a standard unit cost for the asset categories
Office Equipment and Office Building within the US Corporate Book asset book.
Assumptions
Sign in as your PPMXX.Instructor user to perform this demonstration.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Capital
Projects > All Tasks > Manage Standard Unit Costs.
2. Click Add Row.
3. Select US Corporate Book from the Asset Book list.
4. Click the Asset Category dialog box.
5. Select BUILDING as Major Category value.
6. Select OFFICE as Minor Category value.
7. Click OK.
8. Enter 10000.00 in the Cost per Unit field.
9. Click Add Row.
10. Select US Corporate Book from the Asset Book list.
11. Click the Asset Category dialog box.
12. Select EQUIPMENT as Major Category value.
13. Select OFFICE as Minor Category value.
14. Click OK.
15. Enter 2000.00 in the Cost per Unit field.
16. Click Save and Close.
Overview
In this practice, you learn how to define a capitalized interest date to calculate and capitalize
interest on the construction-in-progress costs.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Capital
Projects > Manage Capitalized Interest Rates.
2. On Manage Capitalized Interest Rates page, click Add Row.
3. Create a capitalized interest rate by completing the fields as shown in this table.
Field Value
Name XXStandard CI Rate
Description Interest rate for capital projects longer than 30 days.
Expenditure Type Interest
From Date 1/1/YY (YY = current year)
4. Click Save.
5. In the Details section, click Add Row.
6. Specify the required attributes by completing the fields as shown in this table.
Field Value
Business Unit US1 Business Unit
Expenditure Organization Source Project-owning organization
Amount Type Total CIP
Project Amount Threshold 20000
Project Days 30
Task Amount 5000
Interest Method Simple
Basis Method Spread Evenly
Overview
In this practice, you learn how to define a capitalized interest rate schedule and schedule
version.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Capital
Projects > Manage Capitalized Interest Rate Schedules.
2. On Manage Capitalized Interest Rate Schedules page, click the View menu and
Columns > Show All.
3. Click Add Row.
4. Create a capitalized interest rate schedule by completing the fields as shown in this table.
Field Value
Name XXStandard CI Rate Schedule
Description Interest rate for capital projects
Default Organization Hierarchy Project Organization Hierarchy
Hierarchy Version Project Organization Hierarchy V1
Hierarchy Start Organization Vision Corporation
From Date 1/1/YY (YY = current year)
5. Click Save.
6. In the Schedule Version section, click Add Row.
7. Add a version for the interest rate schedule by completing the fields as shown in this table.
Field Value
Name XX 20YY-Version 2 (YY = current year)
From Date 1/1/20YY (20YY = current year)
Overview
In this practice, you learn how to create a user group for project team members so that they can
enter time for only the projects to which they are assigned.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance.
2. In the Tasks panel tab, click Search.
3. Search for the Manage HCM Groups task.
4. Click the Manage HCM Groups task.
5. In the Search Results section, click Create.
6. On the Create Group page, create a group by completing the fields as shown in this table.
Field Value
Name XXProjects Usage
Description Group that includes all persons. You can use it to configure a setup profile
for project team members.
Overview
In this practice, you learn how to create a time entry profile for project team members so that
they can enter time only for the projects to which they are assigned.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance.
2. In the Tasks panel tab, click Search.
3. Search for the Manage Worker Time Entry Profiles task.
4. Click the Manage Worker Time Entry Profiles task.
5. On the Manage Worker Time Entry Setup Profiles page, click Create.
6. Create a worker time entry profile on the Create Worker Time Entry Setup Profile: Profile
Values page by completing the fields as shown in this table.
Field Value
Profile Name XXProject Team Member Profile
Description Profile to enter project time based on project team membership
Effective Start Date 1/1/YY (YY = current year)
Layout Set Projects Layout Set Filtered by Project Team Members
Overview
In this practice, you learn how to create a time processing profile for project team members so
that they can enter time for only the projects to which they’re assigned.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance.
2. In the Tasks panel tab, click Search.
3. Search for the Manage Worker Time Processing Profiles task.
4. Click the Manage Worker Time Processing Profiles task.
5. On the Manage Worker Time Processing Setup Profiles page, click Create.
6. Create a time processing profile on the Create Worker Time Processing Setup Profile:
Profile Values page by completing the fields as shown in this table.
Field Value
Profile Name XXProjects Time Processing Profile
Description Profile to process project time based on project team membership
Effective Start Date 1/1/YY (YY = current year)
Time Card Period Projects and Payroll Weekly Starting Monday
Time Consumer Set Projects and Payroll
7. Click Next.
8. In the Group Assignments section on the Create Worker Time Processing Setup Profile:
Group Assignments, click Add.
9. In Group Name column, select the value XXProjects Usage from the list.
10. Click Next.
11. In the Priority Order section of the Create Worker Time Processing Setup Profile: Profile
Priority page, click Move to Top.
12. Click Next.
13. Click Save and Close.
14. Click OK.
15. Click Done twice.
Overview
In these practices and demonstrations, you will be:
Creating event types.
Creating revenue methods.
Creating invoice methods.
Creating invoice formats.
Adding a provider resource.
Creating a project and intercompany contract in the receiver business unit.
Creating an intercompany contract in the provider business unit.
Entering costs, generating revenue, and billing the receiver business unit.
Importing invoices, generating revenue, and billing the customer.
Overview
Vision Corporation uses project contracts to create invoices and recognize revenue for
consulting services in the United States. The US1 business unit uses event types to
accommodate a variety of billing scenarios. Most events are from labor, and they want to track
revenue for labor, fixed prices, fees, and milestones. The US1 business unit does not assign tax
classification codes to event types.
In this practice, you create event types for invoices and revenue.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Billing Base > Manage Event Types.
2. On the Manage Event Types page, click the Add Row icon.
3. Create an event type by completing the fields as shown in this table.
Field Value
Event Type XXPercent Complete Invoice
Description Event type for the percent complete invoice
classification method.
Revenue Category Labor
Revenue Deselected
Invoices Selected
From Date 1/1/01
4. Click Save.
5. Click the Add Row icon.
6. Create an event type by completing the fields as shown in this table.
Field Value
Event Type XXPercent Complete Revenue
Description Event type for the percent complete revenue
classification method.
Revenue Category Labor
Revenue Selected
7. Click Save.
8. Click the Add Row icon.
9. Create an event type by completing the fields as shown in this table.
Field Value
Event Type XXPercent Spent Invoice
Description Event type for the percent spent invoice
classification method.
Revenue Category Labor
Revenue Deselected
Invoices Selected
From Date 1/1/01
Overview
Vision Corporation uses project contracts to recognize revenue for consulting services in the
United States. The consulting services organizations are within the Consulting Services project
unit, which is part of the US1 business unit. The implementation team defines revenue methods
for recognizing contract revenue. Each revenue method uses a predefined revenue method
classification, which is the source used to calculate and recognize revenue amounts.
This implementation environment contains several revenue method classifications that were
previously created. These are:
Amount Based Method
As Billed
As Incurred
Percent Complete
Rate Based Method
In this practice, you create a revenue method for each predefined revenue method
classification. The revenue methods you create in this practice are for contracts that bill external
parties. These are not enabled for intercompany billing.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Billing Base > Manage Revenue Methods.
2. On the Manage Revenue Methods page, click the Create icon.
3. Create a revenue method by completing the fields as shown in this table.
Field Value
Name XXAmount Based Revenue Method
Status Active
Revenue Method Classification Amount Based
4. Click Save and Close to return to the Manage Revenue Methods page.
5. Click the Create icon.
7. Click Save and Close to return to the Manage Revenue Methods page.
8. Click the Create icon.
9. Create a revenue method by completing the fields as shown in this table.
Field Value
Name XXAs Incurred Revenue Method
Status Active
Revenue Method Classification As Incurred
10. Click Save and Close to return to the Manage Revenue Methods page.
11. Click the Create icon.
12. Create a revenue method by completing the fields as shown in this table.
Field Value
Name XXPercent Complete Revenue
Status Active
Revenue Method Classification Percent Complete
Note: The Percent Spent revenue method classification is a seeded billing enhancement
that can't be modified.
Note: The Rate Definition region is automatically added to the revenue method when you
select the Rate Based revenue method classification.
19. Select the schedule types for the revenue method as shown in this table.
Field Value
Labor Schedule Type Bill rate
Nonlabor Schedule Type Bill rate
Overview
Vision Corporation uses project contracts to create invoices for consulting services in the United
States. The consulting services organizations are within the Consulting Services project unit,
which is part of the US1 business unit. The implementation team defines invoice methods that
calculate invoice amounts and create invoices for contracts. Each invoice method uses a
predefined invoice method classification, which is the source used to calculate invoice amounts.
This implementation environment contains several invoice method classifications that were
previously created. These are:
Amount Based
Percent Complete
Percent Spent
Rate Based
In this practice, you create an invoice method for each predefined invoice method classification.
The invoice methods you create in this practice are for contracts that bill external parties. These
are not enabled for intercompany billing.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Billing Base > Manage Invoice Methods.
2. On the Manage Invoice Methods page, click the Create icon.
3. Create an invoice method by completing the fields as shown in this table.
Field Value
Name XXAmount Based Invoice
Status Active
Invoice Method Classification Amount Based
4. Click Save and Close to return to the Manage Invoice Methods page.
5. Click the Create icon.
Note: The Percent Complete invoice method classification is a seeded billing enhancement
that can't be modified.
7. Click Save and Close to return to the Manage Invoice Methods page.
8. Click the Create icon.
9. Create an invoice method by completing the fields as shown in this table.
Field Value
Name XXPercent Spent Invoice
Status Active
Invoice Method Classification Percent Spent
Note: The Percent Spent invoice method classification is a seeded billing enhancement
that can't be modified.
10. Click Save and Close to return to the Manage Revenue Methods page.
11. Click the Create icon.
12. Create a revenue method by completing the fields as shown in this table.
Field Value
Name XXRate Based Invoice
Status Active
Invoice Method Classification Rate Based
13. The Rate Definition region is automatically added to the revenue method when you select
the Rate Based invoice method classification. Select the schedule types for the invoice
method as shown in this table.
Field Value
Labor Schedule Type Bill rate
Nonlabor Schedule Type Bill rate
Overview
Vision Corporation uses three invoice formats, including labor, nonlabor and event invoice
formats. All invoice formats are grouped by contract line.
In this practice, you create labor, nonlabor, and event invoice formats.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Billing Base > All Tasks > Manage Invoice Formats.
2. On the Manage Invoice Formats page, click the Add Row icon in the Invoice Format
Header section.
3. Create a labor invoice format by completing the fields as shown in this table.
Field Value
Name XXJob
Format Type Labor
From Date 1/1/01
Grouping Option Contract Line, Job
4. In the XXJob: Invoice Format Details region, click the Add Row icon.
5. Enter the invoice format details as shown in this table.
Field Value
Start Position 1
End Position 30
Field Name Job Name
6. Click Save.
7. In the XX Job: Invoice Format Details region, click the Add Row icon.
8. Enter the invoice format details as shown in this table.
Field Value
Start Position 35
End Position 50
9. Click Save.
10. In the XXJob: Invoice Format Details region, click the Add Row icon.
11. Enter the invoice format details as shown in this table.
Field Value
Start Position 52
End Position 57
Field Name Text
Text Hours
15. In the XXJob by Project and Task: Invoice Format Details region, click the Add Row
icon.
16. Enter the invoice format details as shown in this table.
Field Value
Start Position 1
End Position 25
Field Name Contract Line Task Name
29. In the XXExp Type by Project Task: Invoice Format Details region, click the Add
Row icon.
30. Enter the invoice format details as shown in this table.
Field Value
Start Position 1
End Position 30
Field Name Contract Line Task Name
Name XXEvent
Format Type Events
From Date 1/1/01
Grouping Option Contract Line Project/Task, Event Number
46. In the XXEvent: Invoice Format Details region, click the Add Row icon.
47. Enter the invoice format details as shown in this table.
Field Value
Start Position 1
End Position 60
Field Name Contract Line Project Name
Overview
In these demonstrations, you observe an Intercompany project flow where organizations share
their project resources with other organizations. The resources from UK Business Unit
(Provider) render services to US Business Unit (Receiver).
In these demonstrations, you will be:
Adding a provider resource.
Creating a project and intercompany contract in the receiver business unit.
Creating an intercompany contract in the provider business unit.
Entering costs, generating revenue, and billing the receiver business unit.
Importing invoices, generating revenue, and billing the customer.
Overview
In this demonstration, you add a provider resource in the receiver business unit’s bill rate
schedule.
Assumptions
Sign in as your PPM00.Instructor user to perform this demonstration.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Foundation > Manage Rate Schedules.
2. On the Manage Rate Schedules page, click Query By Example.
3. Enter US% and press Enter.
4. In the search results, select the US Person Bill Rates row.
5. Click Add Row in the US Person Bill Rates: Person Rates section.
6. Enter information about the resource by completing the fields as shown in this table.
Column Value
Person Name Hopkins, Honey
Rate 120.00
From Date Current date
To Date Two years from today (Current date + 2
years)
Overview
In this demonstration, you first create a project in the receiver business unit. You then create an
Intercompany contract in the receiver business unit.
Assumptions
Sign in using Amy.Marlin.
Tasks
Create Project
1. Navigate to: Projects > Projects Financial Management.
2. On the My Projects page, click Create.
3. In the Create Project window, enter the details for the new project as shown in the following
table. Ensure that the mandatory fields, which are marked with an asterisk (*), have values
in them.
Column Value
Source Template US North Billable No Burden
Project Name PPMXX Financials Upgrade Project
Note: Write down the project name for reference.
Project Number PPMXX10001
Note: Write down the project name for reference.
Project Start Date Current date
Project Finish Date Enter a date that is 1 year or ahead of the start date. For
example, MM/DD/YY+1 (YY = current year).
Project Manager Marlin, Amy
Overview
In this demonstration you create an intercompany contract in the provider business unit.
Assumptions
Sign in using Honey.Hopkins.
Tasks
1. Navigate to: Contract Management > Contracts.
2. Click Create Contract from the Tasks panel tab.
3. Enter information about the contract by completing the following fields in the Create
Contract window.
Column Value
Business Unit UK Business Unit
Legal Entity UK Legal Entity (Updates by default)
Type Sell: Project Lines, Intercompany
Number Enter a unique number. For example,
PPMXXCONTRACT #.
Primary Party Intercompany
Start Date Accept today’s date.
End Date Enter a date that is 1 year or ahead of the
start date.
Currency GBP – Pound Sterling
12. In the Invoice Summarization Options region, enter information as shown in the following
table.
Column Value
Labor Format Intercompany Labor
Event Format Intercompany Event
Nonlabor Format Intercompany Non Labor
Overview
In this demonstration, you log in as the project manager of the Provider Business Unit. Then,
you demonstrate how to enter costs, generate revenue, and bill the Receiver business unit.
Assumptions
Sign in using Honey.Hopkins.
Tasks
1. Navigate to: Projects > Costs.
2. Click Manage Unprocessed Costs in the Tasks panel tab.
3. Click the Create icon to enter a new transaction on the Search Results section.
4. In the Create Transaction window, enter the information shown in the table:
Column Value
Expenditure Batch Enter a batch name. For example, AM_L01.
Business Unit UK Business Unit
Source External Time Entry System
Document Timecard
Document Entry Straight Time
5. Click OK.
6. Complete the following details for the transaction.
Column Value
Project Number Search for and select the receiver project number for that
you created earlier. In this example, PPMXX10001.
Task Number 1.0
Expenditure Item Date Use the current date.
Expenditure Type Professional
Expenditure Organization Consulting South UK
Billable Yes
Person Name Enter a resource name. The remaining Person Details
are automatically populated. For this demonstration enter
Hopkins, Honey.
Overview
In this demonstration, you log in as project manager from the receiver business Unit. You then
import invoices, generate revenue, and bill the customer.
Assumptions
Sign in using PPM00.Instructor.
Tasks
1. Open the Invoices work area.
Navigate to: Payables > Invoices.
2. In the Tasks panel tab, select Import Invoices.
3. Select US Primary Ledger in the Ledger field and Projects intercompany invoices in
Source, then click Submit and OK.
4. Navigate to: Payables > Invoices.
5. Click the Tasks panel tab, select Manage Invoices to check whether the invoice is
imported.
6. Enter the invoice number you noted down earlier in the Invoice Number field and click
Search. In this example, the invoice number is PPMXXCONTRACT.1.
7. Select your invoice row, click Actions > Edit.
8. Ensure the following distribution combination: 101.10.59110.000.000.000 is in the
Distribution Combination field. Enter the combination if needed.
9. Click Invoice Actions, select Validate. Notice the validation status is now Validated.
10. Click Save and Close.
11. Click Done.
12. Click the Tasks panel tab, select Create Accounting.
13. Complete the following information in the Submit Request page.
Column Value
Overview
In these practices and demonstrations, you will be:
Setting up summarization options for a project unit.
Setting up performance reporting options for a project unit.
Setting up analytic reporting options for a project unit.
Creating a Key Performance Indicator.
202 Practices for Lesson 11: Define Project Performance Reporting Configuration
Demonstration 11-1: Setting Up Summarization Options
Overview
In this demonstration, you will set up summarization options for a project unit.
Assumptions
Sign in as your PPMXX.Instructor user to perform this demonstration.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Performance Reporting > All Tasks > Manage Project Unit Options: Performance
Reporting Options.
2. Use the Manage Project Units page to create or edit a project unit.
3. Click the CONSERV link in the Search Results section.
4. Click the Reporting Setup train stop link.
5. Use the Manage Project Units: Reporting Setup page to set up summarization,
performance reporting, and analytic reporting options for projects in this project unit.
6. Use the Summarization Options tab to specify the summarization data sources,
commitments to include in summarization, currency types, calendar types, and the planning
amount allocation basis for summarization of projects in this project unit.
7. Use the Data Sources region to include cost, commitment, and budgets and forecasts in
summarization.
8. Use the Include in Summarization options to include or exclude cost, commitments, and
budgets and forecasts in summarization.
9. Use the Commitments region to include purchase requisitions, purchase orders, supplier
invoices, and other commitments in summarization.
10. Use the Currency Types region to select one or more currency types to summarize and
display financial information on project performance reports.
11. Project currency is selected for the Consulting Services project unit. If summarized data
already exists, you can’t change to other currency types unless you purge existing data.
12. Select to summarize data by Transaction currency if required.
Click the Transaction currency option.
13. A message is displayed that states that enabling this option generates large volumes of
data, Use it only if absolutely necessary.
Click No to dismiss the message.
14. Use the Calendar Types region to select one or both calendar types to summarize and
display data on the project performance reports.
15. Use the Project accounting calendar option to use the accounting calendar for data
summarization.
16. Use the Accounting calendar option to use the accounting calendar for data
summarization.
Practices for Lesson 11: Define Project Performance Reporting Configuration 203
17. Use the Planning Amount Allocation region to set the basis method of allocating planning
amounts while summarizing project data.
Select a planning amount allocation basis if you selected the budgets ad forecast data
source for summarization.
18. Click the Save and Close button. You have successfully set up summarization options.
19. Click Done.
204 Practices for Lesson 11: Define Project Performance Reporting Configuration
Demonstration 11-2: Setting Up Performance Reporting Options
Overview
In this demonstration, you will set up performance reporting options for a project unit.
Assumptions
Sign in as your PPMXX.Instructor user to perform this demonstration.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Performance Reporting > All Tasks > Manage Project Unit Options: Performance
Reporting Options.
2. Use the Manage Project Units page to create or edit a project unit.
3. Click the CONSERV link.
4. Click the Reporting Setup train stop link.
5. Use the Manage Project Units: Reporting Setup page to set up summarization,
performance reporting, and analytic reporting options for projects in this project unit.
6. Click the Performance Reporting Options tab.
7. Use the Performance Reporting Options tab to set up the default display on project
performance reports and manage key performance indicator (KPI) generation options
8. Use the Reporting Options region to set the default currency and calendar types, effort
unit of measure, project accounting period, accounting period, and amount scale on project
performance reports.
9. Select the Currency Type you want by default on the Project Management Dashboard.
10. Select the Calendar Type you want by default on the Project Management Dashboard.
11. Select the Effort Unit of Measure you want to use for performance reporting.
12. Select the default reporting period for Project Accounting and Accounting.
13. Use the Key Performance Indicators region to select if KPIs will be used for reporting.
14. Decide if your project unit will use KPIs to track project performance. Select the Track key
performance indicators option to specify that projects in the project unit will use KPIs.
15. Select the Generate key performance indicators after summarizing project data if you
want to run the generate KPI values process immediately after summarization is run.
16. Select the Summarize project data before generating key performance indicators if
you want summarization to be run before the generate KPI values process is run.
17. Click Save and Close.
18. You have successfully set up the reporting options for a project unit.
19. Click Done.
Practices for Lesson 11: Define Project Performance Reporting Configuration 205
Demonstration 11-3: Setting Up Analytic Reporting Options
Overview
In this demonstration, you will set up summarization options for a project unit.
Assumptions
Sign in as your PPMXX.Instructor user to perform this demonstration.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Performance Reporting > All Tasks > Manage Project Unit Options: Performance
Reporting Options.
2. Use the Manage Project Units page to create or edit a project unit.
3. Click the CONSERV link.
4. Click the Reporting Setup train stop link.
5. Click the Analytic Reporting Options tab.
6. Use the Analytic Reporting Options tab to track missing time cards that may affect project
performance measures for revenue, billing, and project margins. You can also specify the
number of days that are included in your exception reports.
7. Use the Track Missing Time option in the Missing Time section to track time transactions
that were expected but are missing for projects in the Consulting Services project unit.
8. Use the Include current week option to track missing time for the current expenditure
week.
9. Use the Number of Prior Weeks field to track missing time for the specified number of
prior weeks based on the expenditure cycle start day.
10. Use the Add Row button in the Missing Time Sources section to define the source
applications that you import time transactions from.
Click the Add Row button.
11. Select a source application for time transactions that you want to track.
Click the Source list.
12. Click the External Time Entry System list item.
13. Click the Document list.
14. Click the Timecard list item.
15. Add as many missing time sources as required.
Click the Add Row button.
16. Click the Source list.
17. Click the Oracle Fusion Projects list item.
18. Click the Document list.
19. Click the Capitalized Interest Expenditure list item.
206 Practices for Lesson 11: Define Project Performance Reporting Configuration
20. Use the Current Exception Reporting region to enter the number of days prior to the
current date that the application checks for unprocessed transactions and exceptions for
projects in this project unit.
21. Click the Save and Close button.
22. You have successfully set up analytic reporting options for a project unit.
23. Click Done.
Practices for Lesson 11: Define Project Performance Reporting Configuration 207
Practice 11-4: Creating a Key Performance Indicator
Overview
In this practice you create a KPI and add it to projects in the Consulting Services project unit.
You can then use KPIs and make available the standard measures that you want to use for
projects in the organization.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
208 Practices for Lesson 11: Define Project Performance Reporting Configuration
28% and the previous was 26%, the trend indicator shown is a positive trend with an
upward arrow.
17. In the Greater than or equal to threshold, select On Track in the Status Indicator column.
A KPI value less than the threshold could mean the project trend is deteriorating and is at
risk.
18. In the Less than threshold, select At risk in the Status Indicator column.
19. Click Save and Close.
20. Click Done.
Practices for Lesson 11: Define Project Performance Reporting Configuration 209
Copyright © 2018, Oracle and/or its affiliates. All rights reserved.
210 Practices for Lesson 11: Define Project Performance Reporting Configuration
Practices for Lesson 12:
Define Project Templates
Practices for Lesson 12: Overview
Overview
In these practices, you will be:
Creating a project template.
Creating a project from a template.
Duplicating a project template.
Overview
In this practice, you will create a project template and setting up project, financial, and reporting
options.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Setup and Maintenance > Setup: Project Financial Management > Project
Foundation > Manage Project Templates.
2. In the Manage Project Templates page, click Create Template.
Template Information
Use the Create Project Template page to provide basic project template information including
business unit, project unit, organization, project type, and project space for document
management. You can create a template by just entering the template information. Enter other
setup details as and when required.
3. Enter the following details in the Template Information section.
Field Value
Name XXProject Template
Number XXProject Template No.
Business Unit US1 Business Unit
Project Unit Consulting Services
Organization Consulting US
Legal Entity Leave as default (US1 Legal Entity)
Description Create projects with billable capital and
burden.
Project Type US Billable Capital with Burden
Initial Project Status Requested
7. Click Save.
Setup Options
Use the Setup Options section to select various options that templates capture, including basic
project information, financial options, and reporting options. You use the setup options while
creating a project from this project template.
Note: You can use Create Override to build and manage burden schedules.
69. Click Save and Close.
70. Click Done.
Overview
In this practice, you create a project from the template you created earlier.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
Overview
In this practice, you duplicate a project template and make changes to the duplicated template.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigation to: Setup and Maintenance > Setup: Project Financial Management >
Project Foundation > Manage Project Templates.
2. Enter US Billable with Burden in the Template Name field.
3. Click Search.
4. Select the US Billable with Burden row in the Search Results section.
5. Click the Duplicate icon.
6. In the Template Information section, enter the following details.
Field Value
Name XXUS Billable with Burden
Number XXPPM
From Date Today’s date
To Date blank
7. Click Continue.
8. Click Save to complete duplicating the project template.
9. Click Save and Close.
10. Click Done.
Overview
In these practices and demonstration, you will be:
Creating a project.
Creating a project budget.
Managing project costs.
Reviewing capital assets.
Managing contracts.
Monitoring project performance.
226 Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager
Practice 14-1: Creating a Project
Overview
In this practice, you learn how to create a project. You will use this project for the remaining
practices in this lesson.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
1. Navigate to: Projects > Project Financial Management.
2. On the My Projects page, click Create Project.
In the Create Project window Source Template field, search for and select the template
US Billable with Burden.
3. Create a project by completing the fields as shown in this table.
Field Value
Project Name PPMXX Lifecycle Project
Project Number PPMXX Lifecycle Project #
Project Start Date Today’s date
Organization Consulting North US
Legal Entity US1 Legal Entity (default)
Business Objective Business Growth
Project Manager Student, PPMXX
Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager 227
10. Complete the following fields as shown in this table.
Field Value
Person Student, PPMZZ.
Don’t use your own student ID. Instead, use
another student ID.
Project Role Team Member
Start Date Today’s date
You successfully created a project and assigned planning resources to tasks in the financial
project plan. You also set the baseline version of the financial project plan.
228 Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager
Practice 14-2: Creating a Project Budget
Overview
In this practice, you learn how to create a budget version for a project.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager 229
12. Select the subtasks 2.1, 2.2, and 2.3, right-click and select Adjust.
13. In the Adjust Amounts window Amount Type field, select Raw Cost.
14. In the Adjustment Percentage field enter 10.
15. Click Save and Close. The Revenue and Raw Costs amounts increase by 10%.
You successfully created a project budget version and set it as the baseline version.
230 Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager
Practice 14-3: Managing Project Costs
Overview
In this practice, you learn how to review project costs, create a labor expenditure item manually,
and post an invoice to your project.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Install and Configure ADFDi (Not required for Oracle University machine.)
Use the ADFDi using the adfdi-excel-addin-installer.exe for the installation.
Follow the instructions in R9_Installing_ADFdi_Smartview_FR.pdf.
Configure Excel as per the Configure Excel slide in ADFDI.pdf
Tasks
5. Click OK.
6. On the Create Transaction page, in the General Details tab, complete the following fields
as shown in this table:
Field Value
Project Number PPMXX Lifestyle Project # (The project you created)
Task Number 1
Expenditure Item Date Current Date
Expenditure Type Professional XX
Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager 231
Expenditure Organization Consulting East US
Person Name Student, PPMXX
Time Card Details, Quantity 8
Original Transaction Reference PPMXX Batch
7. Click Save.
8. Click the Import and Process button, click Yes in the Warning window, and then click OK.
9. Click Done.
10. In the Overview page, expand the Process Monitor section and click the Refresh icon.
11. Check whether the status of the Import and Process Cost Transactions process has
Succeeded.
12. Click the Tasks panel tab, select Manage Project Costs.
13. Enter your project number, PMXX Lifestyle Project #, in the Project Number field and
click Search.
14. Click the Transaction Number link to review the transaction.
15. Click the General and Costing tabs to review the expenditure item details.
16. Click the Billing tab.
17. Review the Invoice Status status, Hold Invoice status, and Billable status of your
transaction.
18. Click Done.
232 Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager
Document Entry Straight Time
Expenditure Item Date Current date
Person Name Use any student user in the class that has a
rate schedule, or your user Student, PPMXX
if you created a rate schedule.
Project Number PPMXX Lifecycle Project (The project you
created in 14-1)
Task Number 2.1
Expenditure Type Professional XX
Expenditure Organization Consulting East US (Default auto populated)
Quantity 16
26. In the Excel ADF Desktop Integration tab, click Export to export the labor expenditure
item to the application.
27. Select Process transactions, click OK, and then click OK again in the Transaction Export
Summary window.
28. In the Costs work area, click the Tasks panel tab, select Manage Project Costs.
29. Enter your project number in the Project Number field and click Search.
30. Click the transaction number of the transaction that you created to review the expenditure
item details.
31. Click the Actions menu, select Account > Post to Ledger.
32. Click View Accounting to view the project accounting lines that are created.
33. Click Done.
Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager 233
37. In the Lines section, in line number 1, enter 1000 in the Amount field.
38. Click the Distribution tab.
39. In the Distribution Combination field, enter the following distribution combination:
101.10.60520.620.000.000.
40. In the Distribution Combination ID window, click OK.
41. Click the Project tab.
42. Complete the fields as shown in this table to enter project details.
Field Value
Project Number PPMXX Lifecycle Project #
Task Number 1
Expenditure Item Date Current date (Default)
Expenditure Type Supplies
Expenditure Organization Consulting North US
234 Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager
50. Expand the Process Monitor section and click Refresh to view the status of the process.
51. Click Tasks panel tab > Manage Project Costs to review the imported transactions.
52. Search for the PPMXX Lifecycle Project # in the Project Number field and click OK, and
then click Search.
53. Click the transaction number to review the expenditure item details.
54. Click Done.
You successfully created labor expenditure items manually, posted an invoice to the project,
and reviewed details of the transactions.
Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager 235
Practice 14-4: Reviewing Capital Assets
Overview
In this practice, you learn how to review capital assets.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
236 Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager
Practice 14-5: Managing Contracts
Overview
In this practice, you learn to create contracts. You also learn how to generate a contract invoice
and revenue.
Assumptions
Sign in as your PPMXX.Student user as assigned by the instructor.
Tasks
Create Contract
1. Navigate to: Contract Management > Contracts.
2. Click the Search panel tab, enter C10028 in the Number field and click Search.
3. Select the row with contract C10028 and click the Duplicate icon.
4. In the Duplicate Contract window, enter the values as shown in the following table.
Field Value
Number PPMXX Dixon Fin Upgrade Contract #
Retain dates Disabled
Start Date Current date
5. Click OK.
6. Click Yes in the warning message window.
7. On the Edit Contract page, enter PPMXX Dixon Financials Upgrade as the name and
description.
8. Click the Lines tab.
9. In the Line 1: Details section Overview tab, enter 12/31/XX+2 or December 31, two
years from the current year in the End Date field.
10. Click the Billing tab to view the resources that you can included for a given line.
Note: You can optionally set hard and soft limits at both the contract and the contract lines
level.
11. Click the Associated Projects tab.
12. Click the Create icon.
13. Search for and select your project: PPMXX Lifecycle Project.
14. In the Funded Amount field, enter 10,000.
Note: A contract line can be associated with many projects and tasks, while a project and
task can be equally associated with multiple contract lines. Projects may be related to
multiple contracts.
Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager 237
15. Click Save.
16. Click Submit.
17. On the Submit Contract: Review Approvers page, note the approver assigned, click
Submit.
18. Click Save > Save and Close.
19. To approve the contract, sign in as the contract approver kyle.hutchins.
20. Click the Notification icon and select the contract with your PPMXX name.
Tip: You might have to select pop-ups in your browser. The Notifications window opens in a
new window when you click the Notification icon.
21. Click Approve.
22. Sign out of the application.
23. Sign in as PPMXX.Student.
238 Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager
33. Click Submit, and then click OK.
34. On the Overview page, scroll down to the Process Monitor section to check the status of
your process.
35. Click the Refresh icon until the status changes to Succeeded.
36. Scroll back to the top of the page, enter the appropriate dates in the Search section and
click the Search Icon.
37. Click the Draft Invoices tab to view the draft invoice(s) generated.
38. Select your invoice and click Submit.
39. Click the Submitted Invoices tab, highlight your invoice, and click Approve.
40. Click the Release button.
41. Enter PPMXX_Receivables in the Receivables Invoice Number field and click Submit.
Tip: Note down the Receivables Invoice Number. You will require this number in a later
step.
42. Click the Released Invoices tab.
43. Select your invoice, click the Actions menu and select Transfer Invoice Details to
Receivables.
44. Click OK.
45. Navigate to: More… >Tools > Scheduled Processes > Schedule New Process.
46. Click the drop down arrow and select Search…
47. Enter Import AutoInvoice and click Search.
48. Select Import AutoInvoice, and click OK.
49. In the Parameters section, enter the information the following table:
Field Value
Business Unit US1 Business Unit (Default)
Transaction Source CONTRACT INVOICES
Default Date Current date
50. Click Submit, click OK, and then click Close in the Process window.
51. Click the Refresh icon to see if the Import AutoInvoice process succeeded.
52. Navigate to: Receivables > Billing.
53. From the Tasks panel tab, select Manage Transactions.
54. Enter your PPMXX_Receivables (your invoice number) in the Transaction Number field,
and click Search.
55. Click the transaction number in the Search section to review the details of the invoice.
56. From the Actions menu, select Post to Ledger.
57. Click View Accounting in the Confirmation window and review the accounting details.
58. Click Done.
Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager 239
Update the Invoice in Projects
59. Navigate to: Contract Management > Invoices.
Note: You will now set the invoice status to Accepted and initiate the Update Project
Contract Performance Data process.
60. On the Overview page, click the Released Invoices tab.
61. Select the row that contains your invoice. Notice that the invoice status is Transferred.
Tip: If you don’t see your invoice, use the search at the top of the page and ensure you
have the right dates.
62. From the Actions menu, and click. Confirm Invoice Acceptance Status in Receivables.
63. In the Process page, enter US1 Business Unit in the Business Unit field.
64. Click Submit.
65. Click OK.
66. Click the Tasks panel tab, select Manage Invoices.
67. On the Manage Invoices page, enter Accepted in the Invoice Status field, and PPMXX
Lifecycle Project in the Project Name field. Click Search to see if the invoice status has
changed to Accepted.
240 Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager
Accounting Period Current period for which the revenue is
generated
Contract Number The number of your contract (PPMXX Dixon
Fin Upgrade Contract #)
You successfully created a contract. You also successfully generated an invoice and contract
revenue for the project.
Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager 241
Demonstration 14-6: Monitoring Project Performance
Overview
In this demonstration, you analyze the information available on the Project Management
Dashboard and learn how you can take instant action from the infolets.
Assumptions
Sign in using Amy.Marlin.
Pre-Demo Tasks
Before you use the Project Management Dashboard to monitor the performance of your
projects, you must:
Run the Update Project Performance data process
Run the Generate KPI values process
242 Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager
18. In the KPI Period Determination Date field, enter a date that’s in the previous month. You
can click the Select Date icon to choose a date from an on-screen calendar.
19. In the Project Manager field, enter Marlin, Amy.
20. Click Submit.
21. Click OK.
22. Click Close.
24. Use the Infolet Repository icon to select the infolets you want to have on display. Drag the
infolets across the screen to rearrange them according to your preference.
25. Click the Expanded View icon to view more detailed information that’s on display in the
infolet.
26. Click the Front View icon to get back to the previous view.
27. From the Actions menu, select Edit Title and Views.
On the Edit Title and Views page you can change the infolet name in the Infolet Title field.
28. You can choose to select or disable the Front View or Expanded View options.
29. You can’t disable both views of the infolet. As an alternative, you can choose to hide it.
My Projects infolet
The front view of My Projects infolet displays the number of projects assigned to you.
30. From the Actions menu select Create Project. This creates a project using Project
Execution Management instead of Project Financial Management.
31. You can now create a new project on the Create Project window.
32. After you’re done, return to the Project Management Infolet.
33. From the Actions menu, select View Project List to navigate to the My Projects page. The
projects you manage are displayed here.
34. Click Done to return to the infolets.
Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager 243
Health infolet
35. Use the Health infolet to review project health based on the status of key performance
indicators (KPIs). The corresponding icons for the project health statuses On track, At risk,
and Critical help you to take a note of projects needing immediate attention.
36. Expand the infolet. Against each project you can see the Current and Prior health metrics
and the change between the two for a better understanding of KPI movement.
Note: Data is visible in the Prior and Change section when you have updated project
performance data and generated KPI values.
37. From the Actions menu of each project you can start a conversation, view KPI watchlist,
manage project costs, or manage project budget. To view KPI watchlist you can also click
the project name. Select a project.
38. On the KPI Watchlist page hover over the points in the KPI trend graphs to view the
generation dates for the KPI. You can see the current and prior values for the project’s key
performance indicators.
39. From the Actions menu for a KPI, select the View Costs option.
40. On the Manage Project Costs page project managers can track project costs to monitor
the financial health of the project, gaining immediate access to key cost-related information
for the project, including unplanned transactions, committed cost, and actual cost.
41. Apply filters to the search results on this page. You can also take immediate action by
initiating a cost adjustment, setting an actual cost transaction to billable or non-billable, and
make corrective adjustments through actionable analytics.
42. Click Done to return to the infolets.
Invoices infolet
48. Project managers can use the Invoices infolet to view the total number of project invoices
awaiting approval, and the total amount of those invoices.
49. Expand the infolet.
50. From the Actions menu against a pending invoice you can select Approve or Reject and
thus take action on the invoice without leaving the infolet.
51. Click the project name to navigate to the Manage Project Invoices page.
244 Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager
52. From the Actions menu for an invoice awaiting approval select Preview from the list. You
can now preview the pro forma formatted invoice, including estimated taxes.
53. Close the invoice preview.
54. Click Done to return to the infolets.
Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager 245
72. Click Cancel twice to return to the dashboard.
You successfully reviewed the performance of the project.
246 Practices for Lesson 14: Project Financial Management Lifecycle Case Study - A Day in the Life of a Project Manager
Practices for Appendix A:
Reporting and OTBI in
Project Financial
Management
Practices for Appendix A
248 Practices for Appendix A: Reporting and OTBI in Project Financial Management
Practices for Appendix B:
Integration Services in
Project Financial
Management
Practices for Appendix B