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Demonstration
of
PSU and PISU Menu Paths
Oracle Applications Framework and
Personalizations
• What is the Applications Framework?
– Oracle’s forward going development
environment
– Java-based application tier frameworks
and associated services
– Designed to facilitate the rapid deployment
of HTML-based application.
Oracle Applications Framework and
Personalizations (Continued)
• What Are Personalizations?
– Tailoring the UI look-and-feel, layout or visibility of
page content to suit a business need or user
preference.
– Translate from delivered UI definitions into client
UI definitions
– Stored separately and thus not affected by product
upgrades and patches.
– Three Types: Development’s; Administrator’s; and
End-User’s
Oracle Applications Framework and
Personalizations (Continued)
• What Are Administrator Personalizations?
– Personalizations defined by an Applications
Administrator
– Can only be changed or deleted by the
Applications Administrator
– Are visible and usable by all End-Users
– Grouped into the following levels: Function;
Industry; Localization; Site; Organization;
Responsibility; and Seeded User
Oracle Applications Framework and
Personalizations (Continued)
• What are (End) User Personalizations?
– Limited to use by the user that created
them
– Not seen or usable by other users
HTML vs Forms in the Projects
Suite
• What Functions and Features of the
Projects Suite Use:
– HTML-based pages
– Forms-based pages
– Both/Either
See: Functions and Features Matrix
Implementation and Use Issues
• Documentation
• User Defined Attributes versus Descriptive
Flexfields
• Budgeting and Budgetary Control
• Microsoft Integration
• Different Name, Same Feature/Function
• Date Differences in HTML vs Forms
• Licensing
Implementation and Use Issues
(Continued)
• Documentation
– Implementation and User Guides
• Don’t make a clear distinction between features
and functions available and usable in Forms,
HTML, or both.
• No longer make reference to some features
and functions unique to Forms, i.e. Budgeting
via existing Budget Types
Implementation and Use Issues
(Continued)
• User Defined Attributes versus Descriptive Flexfields
– User Defined Attributes (UDAs) – Enable you to define project- and task-
level attributes that fit the unique needs of your enterprise. “DFFs on
Steroids.” They are unique to the HTML-based application pages
– Descriptive Flexfields (DFF) – Implementation-defined, form-specific
storage of enterprise data. Available primarily via Forms, some data
viewable from HTML. Availability pre-determined by Applications
Development
– Data for Project and Task DFFs are stored along with project and task data
in the PA_PROJECTS_ALL and PA_Tasks tables
– Data for Projects’ UDAs are stored in the PA_PROJECTS_ERP_EXT_B
table
– Data from both can be used for AutoAccounting, Account Generation and
Subledger Accounting (R12)
Implementation and Use Issues
• Budgeting, Budgetary Control, and Budget
Integration
– New “Plan” Types introduced in Family Pack M (5/05) to
accommodate enhanced budgeting engine
– Existing Budget Types convertible during upgrade
– Enhanced budgeting unique to HTML pages
– New Plan types not usable/compatible with Budgetary
Control and Budget Integration functionality
– Different implementation path to use Budgetary Control
and/or Budget Integration
– See also MS Excel Integration Issue
Implementation and Use Issues
(Continued)
• Microsoft Integration
– Budget Entry and Update via MS Excel
only accessible through HTML pages
– MS Project integration available through
HTML pages
Implementation and Use Issues
(Continued)
• Different Name, Same Feature/Function
– Customers and Contacts in Forms is the same as Billing
Accounts in HTML pages
– Key Members in Forms is the same as Team Members in
HTML pages
– DFF defined at Project-level in Forms shows up in the Other
Information section of Additional Information in HTML pages
– DFF defined at Financial Task-level in Forms shows up in
the Other Task Information section of HTML pages
Implementation and Use Issues
(Continued)
• Date Differences in HTML vs Forms
– Forms Dates:
• Project Start Date – From Project Quick Entry
• Task Start Date – Initially Defaults from Project Start Date
• Project End Date (Conditionally Optional) – From Project Quick Entry
• Task End Date – Initially Defaults from Project End Date
– HTML Dates:
• Target Dates: Defaults from Project Quick Entry
• Scheduled Dates: Workplan Task-based
• Baseline Dates: Workplan Task-based
• Estimated Dates: Workplan Task-based
• Actual Dates: Workplan Task-based
• Transaction Dates: Defaults from Project Quick Entry
Implementation and Use Issues
(Continued)
• Licensing
– Separate Licenses for: Costing; Billing;
Management; Resource Management;
Portfolio; and Collaboration
– Foundation included with any of the above
– Question: Can the HTML-based forms be
used without Project Management
License? Official Answer from Oracle: Yes.
Use Strategies
• Project Definition in HTML
– If Costing Only, No Problem
– If Costing and Billing, Agreements, Funding, and
Rate Schedules in Forms
• Project Definition in Forms
– Unable to Utilize UDAs and HTML
Personalizations
– DFFs, Class Categories and Codes may be
sufficient to meet requirements
Suggested Resources
• Oracle Applications Framework Personalization Guide -
MetaLink Document Number B25439-02 (R 11.5.10.2)
– Chapter 3, Personalizing Your Pages and Portlets
– Chapter 4, Administrative-Level Personalizations
– Chapter 6, User-Level Personalization User Interface
• Oracle Projects Implementation Guide - MetaLink Document
Number B12389-04 (R 11.5.10.2)
– Special Emphasis on Page Layouts and Personalizations–
Beginning at Page 2-123
• MetaLink Documents
– Dates in Self Service Web Application vs Forms-Based Projects
Application – ML Doc ID: Note: 361507.1 Dated 25-OCT-2006
Suggested OAUG Presentations
• The Magic Bullet for Oracle Project
Customizations: User Defined Attributes
• Unfold the Mystic Power of Page
Layouts and Personalization in Oracle
Projects
Contact Information