Bp080-Pa Structure and Process-Ver 1.0

BP.
080 Future Process Model

November 23, 2009
AIM
BP.080 FUTURE PROCESS

MODEL
Oracle Projects Structure and
Process
Author:
Creation Date:
November 23, 2009
Last Updated:
November 23, 2009
Document Ref:
Version:
1.0
Approvals:
Swanepoel Boetie
Marius Geyser
Chris Makousa
Copy Number
Oracle Projects Structure and Process
Process Step Catalogs
_____
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BP.080 Future Process Model

November 23, 2009
Open and Closed Issues for this Deliverable

Open Issues
ID
Issue
Resolution
Responsibility
Target
Date
Impact
Date
Resolution
Responsibility
Target
Date
Impact
Date
1
2
3
Closed Issues
ID
Issue
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November 23, 2009
Document Control
Change Record
5
Date
Author
Versio
n
Change Reference
Reviewers
Name
Position
Distribution
Copy
No.
Name
Location
1
2
3
4
Library Master
Marius Geyser
Johan Opperman
Jaco Hattingh
Project Library
Project Manager - Harmony
Project Manager E.com
Project Leader E.com
Note To Holders:
If you receive an electronic copy of this document and print it out, please
write your name on the equivalent of the cover page, for document
control purposes.
If you receive a hard copy of this document, please write your name on
the front cover, for document control purposes.
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November 23, 2009
Contents
Open and Closed Issues for this Deliverable...............................................ii

Open Issues........................................................................................... ii
Closed Issues......................................................................................... ii
Document Control......................................................................................iii
Event Catalog.............................................................................................6
Creation of Project.................................................................................6
Project Budget Management.................................................................6
Project Expenditure Management.........................................................7
Project Billing........................................................................................ 7
Summarization......................................................................................7
Change Control.....................................................................................8
Project Closure......................................................................................8
Process Listing and Process Descriptions....................................................9
Process Listing and Description for Oracle Projects...............................9
High Level Flow Project to Profit..........................................................14
Process Relationships for Plan to Project Budget.................................15
Process Relationships for Project Execution to Invoice/Asset..............16
Process Relationships for Analysis to Project Closure..........................17
Function Hierarchy....................................................................................18
Oracle Projects....................................................................................18
Process Step Catalogs...............................................................................20
Project
Project
Project
Project
Project
Project
Project
Initiation..................................................................................20
Planning...................................................................................21
Budgeting................................................................................22
Execution.................................................................................23
Expenditures...........................................................................24
Billing......................................................................................26
Closeout..................................................................................26
Process Flow Diagrams.............................................................................28

Process Relationships for Define Project Charter.................................28
Process Relationships for Define Project Scope...................................29
Process Relationships for Define Project Schedule..............................30
Process Relationships for Define Project Plan......................................31
Process Relationships for Develop Project Template and Work
Breakdown Structure...........................................................................32
Process Relationships for Define Project Details..................................33
Process Relationships for Define Project Charge Control.....................34
Process Relationships for Define Contract Funding.............................35
Process Relationships for Approve Project...........................................36
Process Relationships for Define Project Budget.................................37
Process Relationships for Manage Project Budget...............................38
Process Relationships for Manage Project...........................................39
Process Relationships for Manage Change Control..............................40
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November 23, 2009
Process Relationships for Review Project Performance........................41

Process Relationships for Enter Project Timecard Expenditures..........42
Process Relationships for Enter Project Expense Report Expenditures 43
Process Relationships for Manage Project Commitments....................44
Process Relationships for Enter Project Supplier Invoice Expenditures46
Process Relationships for Enter Project Inventory Expenditures..........47
Process Relationships for Enter Project Capital Asset Expenditures....48
Process Relationships for Process Project Expenditures......................49
Process Relationships for Process Project Allocations..........................50
Process Relationships for Process Cross Charges for Shared Resources
............................................................................................................ 51
Process Relationships for Generate Financial Transactions.................54
Process Relationships for Manage Project Expenditures Adjustments.55
Process Relationships for Manage Project Revenue Recognition.........56
Process Relationships for Manage Project Invoices.............................57
Process Relationships for Complete and Settle Contract.....................58
Process Relationships for Close Project...............................................59
To-Be Activities.......................................................................................... 60
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Event Catalog
This component lists all events to which the business responds.
Creation of Project
PA_E_001
Name
Type
Description
Frequency
Create a new project

from
an
existing
template or a Project
Manual
This event is triggered when a new project is

to be created
Regularly
Name
Type
Description
Frequency
Create Approved Cost

Budget and Approved
Revenue Budgets for
the Project
Implement
Change
Orders Financial Impact
Manual
This event is triggered when a cost or

revenue budgets are to be created after the
creation of Project
Regularly
Manual
This event is triggered when a change order

having financial impact has been approved.
It is included in cost or revenue budgets so
that budgets are updated.
Regularly
Project Budget Management
PA_E_002.1
PA_E_002.2
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Project Expenditure Management
PA_E_003.1
PA_E_003.2
PA_E_003.3
PA_E_003.4
Name
Type
Description
Frequency
Entry of costs against

the tasks of the project
Interfacing of project
costs from other system
Journalizing
Project
Costs
Interfacing project cost
to the other systems
Manual
Entry of expenditures in pre approved

expenditure batches
Interfacing project costs from various
modules like purchasing, payables etc
Automated generation of accounting entries
for costs
Interfacing project costs to various modules
like general ledger, purchasing, accounts
payables, etc
Daily, Weekly
Internal
Internal
Internal
Daily, Weekly
Daily, Weekly
Daily, Weekly
Project Billing
PA_E_004.1
PA_E_004.2
PA_E_004.3
Name
Type
Description
Frequency
Creation
of
Manual
Event
Journalising
Project
Revenue
Interfacing
project
revenue to the other
systems
Internal
Monthly
Internal
Creation of Manual Event for revenue

generation of the project
Automated generation of accounting entries
for revenue
Interfacing project revenue to general ledger
Name
Type
Description
Frequency
Run
Summarization
request
Internal
This is the process that summarizes the

project information for reporting the project
status.
Daily
Internal
Monthly
Monthly
Summarization
PA_E_005
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Change Control
Name
PA_E_006
Type
Description
Frequency
Manual
Creating Change Documents like Change

Requests and Change Orders
Regularly
Name
Type
Description
Frequency
Closing the project
Manual
Closure of projects.
Regularly
Creating
Documents
Change
Project Closure
PA_E_007
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Process Listing and Process Descriptions

The following colour codes are used throughout the process listing and process descriptions section:
Colour
Description
Green
Pink
Blue
Purple
Yellow
Red
A client requirement that is standard in OBM.

A client requirement that is not standard in OBM.
A client specific requirement (customisation may be required).
A future requirement.
More information required for implementation.
Not required by client.
The Gap ID column in the following tables indicates a client specific requirement where customization might be
required. The customization type is indicated using the following Gap IDs:
Gap ID
Description
A
AL
C
CF
DFF
E
F
I
P
R
W
Attachment
Alert
Customized Responsibility or Menu
Customised Form or Screen
Descriptive Flexfield
Excel Spreadsheet
Financial Statement Generator (FSG) Report
Interface
Program
Customized Report
Workflow
Process Listing and Description for Oracle Projects
PMS01
PM5803
PMS02
Event
Process Title
Description of Process
Output
Project Initiation
Project Initiation
This process covers committing the organization to begin the

project or the next phase of a project.
A new project will be

initiated
Define Project Charter
Define Project Charter
This process covers defining the objectives and scope of a

project.
Projects
Scope
and
activities will be defined
Project Planning
Project Planning
GAP
This process covers devising and maintaining a workable

scheme to accomplish the business need that the project
was undertaken to address.
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Event
Process Title
PM5800
Import Project Plan
Import Project Plan
This process covers capturing the project workplan from an

external system.
PM5806
Define Project Scope
Define Project Scope
This process covers developing a written scope statement

as the basis for future project decisions. (SOA)
Scope
defined
Statement
is
PM5809
Define Project Schedule
Define Project Schedule
This process covers analyzing activity sequences, activity

durations and resource requirements to create the project
schedule. (MPP)
Project
defined
Schedule
is
PM5812
Define Project Plan
Define Project Plan
This process covers taking the results of all the planning

processes and putting them into a consistent, coherent
document.
PM5815
Develop Project Template

and Work Breakdown
Structure
Develop Project Template and Work

Breakdown Structure
This process covers creating project templates and

associated work breakdown structures in preparation for
project creation in the project information system.
Information
will
be
provided to Investors,
Creditors and External
parties.
Project Templates
and
Work
Breakdown
Structure
PM5818
Define Project Details
Define Project Details
This process covers creating a project in the project

information system and defining the details of the project.
Project
defined
PM5819
Define Project Charge

Control
Define Project Charge Control
This process covers defining project charge control so that

only planned charges are allowed.
Project Charge
are defined
Define Contract Funding
Define Contract Funding
This process covers entering agreements and funding

contract projects by the agreement amounts in the project
information system.
Agreements and funding

of projects are defined
Approve Project
Approve Project
This process covers reviewing or revising the plan and

approving the project for execution.
Project is Approved
Project Budgeting
Project Budgeting
This process covers defining and managing project budgets.
Project Budgets
Define Project Budget
Define Project Budget
This process covers defining the cost estimates for individual

work items (where appropriate revenue estimates should be
defined).
Project Budget created
Define Project Budgetary

Control
Define Project Budgetary Control
This process covers defining budgetary control so that

project expense costs are allowed only if there is enough
approved cost budget against the project.
Budgetary controls are

set
Manage Project Budget
This process covers baselining and approving the overall

cost and revenue estimates for individual work items.
Project
budget
are
changed, Submitted and
Baseline
Project Execution
Project Execution
This process covers managing a project delivery.
Manage Project
Manage Project
This process covers managing a project including the areas

of issues, schedule, delivery, resources and changes.
PM5821
PM5824
PMS04
PM5827
PM5828
PM5830
PMS04
PM5833
Output
GAP
Options
are
control
Management of issues,
schedule, delivery, resources
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Event
Process Title
Output
PM5836
Manage Change Control
Manage Change Control
This process covers coordinating changes across the entire

project including scope change control, schedule control,
cost control, quality control and risk response control.
Seting up
control
PM5839
Review Project
Performance
Review Project Performance
This process covers collecting and disseminating

performance information including status reporting, progress
measurement and forecasting.
Publishing Status reports
Project Expenditures
This process covers incurring expenditures against the

project.
PM3227
Transfer Project Costing

Transactions to GL
Transfer Project Costing

Transactions to GL
This process covers transferring project costing related

journals to the GL.
Projects
costs
transffered
PM3228
Transfer Project Billing

Transactions to GL
Transfer Project Billing

Transactions to GL
This process covers transferring project billing related

journals to the GL.
Projects revenue and

billing is transffered.
PM5842
Enter Project Timecard

Expenditures
Enter Project Timecard

Expenditures
This process covers incurring project timecard expenses and

recording those expenditures in the project information
system.
Capturing Labor effort
PM5845
Manage Project Expense

Report Expenditures
Manage Project Expense Report

Expenditures
This process covers incurring project expense report

expenses and recording those expenditures in the project
information system.
Capturing
Report Costs
PM5848
Manage Project
Commitments
Manage Project Commitments
This process covers incurring project requisition or project

purchase order expenses and recording those expenditures
in the project information system.
Capturing
Project
Requisition and purchase
order commitments
PM5851
Manage Project Supplier

Invoice Expenditures
Manage Project Supplier Invoice

Expenditures
This process covers incurring project supplier invoice

expenses and recording those expenditures in the project
information system.
Capturing Project Invoice

costs
PM5852
Manage Project Inventory

Expenditures
Manage Project Inventory

Expenditures
This process covers incurring project inventory expenses

and recording those expenditures in the project information
system.
Maintain
Inventory costs
PM5854
Enter Project Capital Asset

Expenditures
Enter Project Capital Asset

Expenditures
This process covers incurring project capital asset expenses

and recording those expenditures in the project information
system.
Recording Capital assets

expenses
PM5855
Import Project Expenditures

from External Systems
Import Project Expenditures from

External Systems
This process covers incurring project expenses from external

cost collection systems and recording those expenditures in
the project information system.
Importing
projects
expenditures
from
external systems
PM5857
Process Project
Expenditures
Process Project Expenditures
This process covers processing project expenditures and

distributing project costs against the individual projects in the
project information system.
Distributing projects to
the individual projects
PMS05
GAP
of
Change
are
Expense
Project
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Event
Process Title
Output
PM5858
Process Project Allocations
Process Project Allocations
This process covers allocating certain costs from one or

more source projects to one or more target projects. Source
amounts are gathered into a source pool and then allocated
to the targets at the rate that is specified in the project
information system.
Allocation of costs from

one or more projects to
one or more projects
PM5859
Process Cross Charges for

Shared Resources
Process Cross Charges for Shared

Resources
This process covers generating appropriate accounting

transactions for cross charges by shared resources across
organizational boundaries.
Generating
accounting
entries
for
shared
resources
PM5860
Generate Financial
Transactions
Generate Financial Transactions
This process covers creating financial transactions and

interfacing those transactions to the respective financial
applications in the project information system.
Creating
transactions
PM5863
Manage Project
Expenditure Adjustments
Manage Project Expenditure

Adjustments
This process covers adjusting expenditures, reclassifying

erroneous entries and modifying burden rate.
Expenditure adjustments
PM5864
Manage Project Assets
Manage Project Assets
This process covers creating and assigning project assets in

preparation for generating asset lines for interface to Fixed
Assets.
Creating
asset
and
assigning it to project
Project Billing
Project Billing
This process covers tracking project revenue and billing for

services performed for and reimbursed by a customer.
PM5866
Manage Project Revenue

Recognition
Manage Project Revenue

Recognition
This process covers creating, releasing and interfacing

project revenue and the review of fixed price and percentage
completion contracts to determine amount of revenue
recognition for the period.
Revenue recognition
PM5869
Manage Project Invoices
Manage Project Invoices
This process covers creating, releasing and interfacing

project invoices. This process covers importing and
finalizing draft project invoices in AR.
Invoice generation
Project CloseOut
Project CloseOut
This process covers closing a project.
PM5870
Complete and Settle

Contract
Complete and Settle Contract
This process covers completing and settling the contract,

including resolution of any open items.
Settling contract
PM5873
Close Project
Close Project
This process covers generating, gathering and disseminating

information to formalize project (or phase) completion.
Project Closure
PM5884
Transfer Capital Project to

FA Dept
Transfer Capital Project to FA Dept
This process covers creating a fixed asset from a

capital project.
Transfer
assets
from
Project to Fixed Assets
PMS06
PMS07
GAP
financial
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High Level Flow Project to Profit
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Process Relationships for Plan to Project Budget
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Process Relationships for Project Execution to Invoice/Asset
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Process Relationships for Analysis to Project Closure
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Function Hierarchy
Customer
Function: <Function Name>
Function Owner:
Date:
<Function Owner>
<Date>
Description:
<Function Description>
Oracle Projects
Function
ID #
Function Description
Function Owner
Type
PA_F_001
Create Projects/Project Templates.
Projects - Super user
PA_F_002
Create/Maintain Budgets
PA_F_003
Expenditure Entry/Review
PA_F_004
Import/Review Transactions
PA_F_005
Expenditure Enquiry Project/All
PA_F_006
Transaction Funds Check Results
PA_F_007
Allocations
PA_F_008
Auto Allocations Workbench
PA_F_009
Capital Projects
PA_F_010
Agreements
PA_F_011
Events
PA_F_012
Revenue Review
PA_F_013
Invoice Review
PA_F_014
Funding Inquiry
PA_F_015
Project Status Inquiry
System- Assisted
and Internal
System- Assisted
and Internal
System- Assisted
and Internal
System- Assisted
and Internal
System- Assisted
and Internal
System- Assisted
and Internal
System- Assisted
and Internal
System- Assisted
and Internal
System- Assisted
and Internal
System- Assisted
and Internal
System- Assisted
and Internal
System- Assisted
and Internal
System- Assisted
and Internal
System- Assisted
and Internal
System- Assisted
and Internal
Notes
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Function
ID #
Function Description
Function Owner
Type
PA_F_016
Project Administration
PA_F_017
Purge Project Data
PA_F_018
Setup
PA_F_019
Lookup
PA_F_020
Other-Request
PA_F_021
Other-Profile
System- Assisted
and Internal
System- Assisted
and Internal
System- Assisted
and Internal
System- Assisted
and Internal
System- Assisted
and Internal
System- Assisted
and Internal
Notes
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Project Initiation
ID
Description
Frequency
Notes
Agent
Automation
PM5803
This process covers defining the objectives and

scope of a project
Regularly
This process covers

Identifying Business Needs.
Defining project descriptions,.
Identifying Goals and Objectives.
Identifying Constraints and
Assumptions.
Assigning Project Manager
Authority.
Projects Super user
Manual
Project Planning
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ID
Description
Frequency
Notes
Agent
Automation
PM5800
This process covers capturing the project

workplan from an external system
This process covers developing a written scope
statement as the basis for future project
decisions.
Regularly
This process covers capturing the project

workplan from an external system
This process covers
Scope Planning.
Scope Definition.
Creation of project scope
document
Projects Super user
Projects Super user
System
Assisted
Manual
PM5809
This process covers analyzing activity sequences,

activity durations and resource requirements to
create the project schedule. (MPP)
Regularly
This process covers

Scope Planning.
Activity Sequencing.
Activity Duration Estimating.
Create Project Schedule
Projects Super user
Manual
PM5812
This process covers taking the results of all the

planning processes and putting them into a
consistent, coherent document
Regularly
This process covers

Quality Planning.
Communications Planning.
Risk Identification.
Risk Qualification.
Risk Response Development.
Organizational Planning.
Staff Acquisition.
Procurement Planning.
Define Overall Project Timeline.
Define Timeline for tasks and
sub-tasks.
Define Project Milestones.
Synchronize with project
structure.
Define Project Plan
Projects Super user
Manual
PM5815
This process covers creating project templates

and associated work breakdown structures in
preparation for project creation in the project
information system
Regularly
Projects Super user
Manual
PM5818
This process covers creating a project in the

project information system and defining the
details of the project.
Regularly
This process covers

Create a project from a
template.
Enter a WBS into the project in
the Projects Templates Form.
This process covers defining projects like
Classifications
Key Members
Resource Lists Assignments
Asset Information
Billing Information
Projects Super user
Manual
PM5819
This process covers entering projects accounting

transaction control
Regularly
This process covers defining project

charge control so that only planned
charges are allowed.
Projects Super user
Manual
PM5806
Regularly
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ID
Description
Frequency
Notes
Agent
Automation
PM5821
This process covers entering agreements and

funding contract projects by the agreement
amounts in the project information system.
Regularly
Projects Super user
Manual
PM5824
This process covers reviewing or revising the

plan and approving the project for execution.
Regularly
This process covers entering project

accounting agreement, funding the
projects with the agreement and baseline
the funding
This process covers revising or reviewing
of the plan and approving the project for
execution.
Projects Super user
Manual
Project Budgeting
ID
Description
Frequency
Notes
Agent
Automation
PM5827
This process covers defining the cost estimates

for individual work items (where appropriate
revenue estimates should be defined).
Regularly
This process covers

Resource Planning.
Costs and Revenue
Estimating.
Create revenue and cost
budget draft.
Enter Budget Line.
Submit Project Budget
for Approval.
Projects Super user
Manual
PM5828
This process covers defining budgetary control

so that project expense costs are allowed only if
there is enough approved cost budget against
the project.
Regularly
This process covers defining

budgetary control so that project
expense costs are allowed only if
there is enough approved cost
budget against the project.
Projects Super user
Manual
PM5830
This process covers baselining and approving the

overall cost and revenue estimates for individual
work items.
Regularly
This process covers

Baseline Project Budget.
View Project Budget
History.
Versions.
Maintain Budget Lines.
Change Budget Version.
Submit new version.
Submit new budget
Projects Super user
Manual
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Project Execution
ID
Description
Frequency
Notes
Agent
Automation
PM5833
This process covers managing a project including

the areas of issues, schedule, delivery, resources
and changes
Regularly
This process covers

Review Project for level of
completion.
Compare original time schedule
and cost budget to actual date.
Update project plan.
Develop new estimate to
complete.
Update Budget.
Projects Super user
Manual
PM5836
This process covers coordinating changes across

the entire project including scope change control,
schedule control, cost control, quality control and
risk response control.
Regularly
This process covers coordinating changes

across the entire project including scope
change control, schedule control, cost
control, quality control and risk response
control.
Projects Super user
Manual
PM5839
This process covers collecting and disseminating

performance
information
including
status
reporting,
progress
measurement
and
forecasting.
Regularly
This process covers

Update Project Summary
Amounts.
View Project Status Inquiry.
Verify Project Budget costs and
commitments.
Perform Project Analyses.
Projects Super user
Manual
ID
Description
Frequency
Notes
Agent
Automation
PM3227
This process covers transferring project costing

related journals to the GL
Regularly
This process covers transferring project

costing related journals to the GL
Projects Super user
PM3228
This process covers transferring project billing

related journals to the GL.
Regularly
This process covers transferring project

billing related journals to the GL.
Projects Super user
System
Assisted
System
Assisted
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ID
Description
PM5842
Frequency
Notes
Agent
Automation
Regularly
This process covers incurring project

timecard expenses and recording those
expenditures in the project information
system, submitting the timecards to
approvers and releasing of timecards by
the approvers.
expense report expenses and recording
those expenditures in the project
information system, submitting the
expense reports to approvers and
releasing of expense reports by the
approvers.
requisition or project purchase order
expenses and recording those
system.
Projects Super user
Manual
Projects Super user
Manual &
System
Assisted
Projects Super user
Manual &
System
Assisted
Regularly

supplier invoice expenses and recording
information system.
Projects Super user
Manual &
System
Assisted
Regularly

inventory expenses and recording those
system.
Projects Super user
Manual &
System
Assisted
Regularly

capital asset expenses and recording
information system.
Projects Super user
Manual
Regularly

expenses from external cost collection
systems and recording those
system.
Projects Super user
System
Assisted
Regularly
This process covers processing project

expenditures and distributing project
costs against the individual projects in
Projects Super user
System
Assisted
This process covers incurring project timecard

expenses and recording those expenditures in
PM5845
Regularly
This process covers incurring project expense
report
expenses
and
recording
those
expenditures in the project information system.
PM5848
Regularly
This process covers incurring project requisition
or project purchase order expenses and
recording those expenditures in the project
information system.
PM5851
This process covers incurring project supplier
invoice
expenses
and
recording
those
expenditures in the project information system.
PM5852
This process covers incurring project inventory
expenses and recording those expenditures in
PM5854
This process covers incurring project capital
asset expenses and recording those expenditures
in the project information system.
PM5855
This process covers incurring project expenses
from external cost collection systems and
recording those expenditures in the project
information system.
PM5857
This
process
covers
processing
project
expenditures and distributing project costs
against the individual projects in the project
information system.
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ID
Description
PM5858
This process covers allocating certain costs from
one or more source projects to one or more
target projects. Source amounts are gathered
into a source pool and then allocated to the
targets at the rate that is specified in the project
information system.
PM5859
This process covers generating appropriate

accounting transactions for cross charges by
shared
resources
across
organizational
boundaries.
PM5860
Frequency
Notes
Agent
Automation
Regularly
This process covers allocating certain

costs from one or more source projects to
one or more target projects. Source
amounts are gathered into a source pool
and then allocated to the targets at the
rate that is specified in the project
information system.
Projects Super user
System
Assisted
Regularly
This process covers generating

appropriate accounting transactions for
cross charges by shared resources across
organizational boundaries.
Projects Super user
System
Assisted
Regularly
This process covers creating financial

transactions and interfacing those
transactions to the respective financial
applications in the project information
system.
Projects Super user
System
Assisted
Regularly
This process covers adjusting

expenditures, reclassifying erroneous
entries and modifying burden rate.
Projects Super user
Manual &
System
Assisted
Regularly
This process covers creating and

assigning project assets in preparation
for generating asset lines for interface to
Fixed Assets.
Projects Super user
System
Assisted
This
process
covers
creating
financial
transactions and interfacing those transactions
to the respective financial applications in the
project information system.
PM5863
This process covers adjusting expenditures,

reclassifying erroneous entries and modifying
burden rate.
PM5864
This process covers creating and assigning
project assets in preparation for generating asset
lines for interface to Fixed Assets.
Project Billing
ID
Description
Frequency
Notes
Agent
Automation
PM5866
This process covers creating, releasing and

interfacing project revenue and the review of
fixed price and percentage completion contracts
to determine amount of revenue recognition for
the period.
Regularly
This process covers creating, releasing

and interfacing project revenue and the
review of fixed price and percentage
completion contracts to determine
amount of revenue recognition for the
period.
Projects Super user
System
Assisted
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ID
Description
Frequency
Notes
Agent
Automation
PM5869
This process covers creating, releasing and

interfacing project invoices. This process covers
importing and finalizing draft project invoices in
AR.
Regularly
This process covers creating, releasing

and interfacing project invoices. This
process covers importing and finalizing
draft project invoices in AR.
Projects Super user
System
Assisted
Frequency
Notes
Agent
Automation
Regularly
This process covers completing and

settling the contract, including resolution
of any open items, issues and
deliverables
Projects Super user
Manual
Regularly
This process covers gathering and

generating information like Verification of
Payments Received, completion of
deliverables etc.and then updating
project status and close the project
Projects Super user
Manual
Regularly
This process covers creating a fixed asset

from a capital project.
Projects Super user
System
Assisted
Project Closeout
ID
Description
PM5870
This process covers completing and settling the
contract, including resolution of any open items.
PM5873
This process covers generating, gathering and
disseminating information to formalize project (or
phase) completion.
PM5884
This process covers creating a fixed asset from a

capital project.
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Process Flow Diagrams

Process Relationships for Define Project Charter
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Process Relationships for Define Project Scope
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Process Relationships for Define Project Schedule
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Process Relationships for Define Project Plan
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Process Relationships for Develop Project Template and Work Breakdown Structure
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Process Relationships for Define Project Details
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Process Relationships for Define Project Charge Control
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Process Relationships for Define Contract Funding
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Process Relationships for Approve Project
Process Relationships for Define Project Budget

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Process Relationships for Manage Project Budget
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Process Relationships for Manage Project
Process Relationships for Manage Change Control
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Process Relationships for Review Project Performance
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Process Relationships for Enter Project Timecard Expenditures
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Process Relationships for Enter Project Expense Report Expenditures
Process Relationships for Manage Project Commitments

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Process Relationships for Enter Project Supplier Invoice Expenditures
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Process Relationships for Enter Project Inventory Expenditures
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Process Relationships for Enter Project Capital Asset Expenditures
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Process Relationships for Process Project Expenditures
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Process Relationships for Process Project Allocations
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Process Relationships for Process Cross Charges for Shared Resources
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Process Relationships for Generate Financial Transactions
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Process Relationships for Manage Project Expenditures Adjustments
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Process Relationships for Manage Project Revenue Recognition
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Process Relationships for Manage Project Invoices
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Process Relationships for Complete and Settle Contract
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Process Relationships for Close Project
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To-Be Activities
This component provides details of the activities to be carried out as part

of the process flow.
29 of 62

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BP.

080 Future Process Model

BP.080 FUTURE PROCESS

November 23, 2009

November 23, 2009

Oracle Projects Structure and Process

Process Step Catalogs

BP.080 Future Process Model

Open and Closed Issues for this Deliverable

Oracle Projects Structure and Process

Process Step Catalogs

BP.080 Future Process Model

Oracle Projects Structure and Process

Process Step Catalogs

BP.080 Future Process Model

Open and Closed Issues for this Deliverable...............................................ii

Process Flow Diagrams.............................................................................28

Process Step Catalogs

BP.080 Future Process Model

Process Relationships for Review Project Performance........................41

Oracle Projects Structure and Process

Process Step Catalogs

Create a new project

This event is triggered when a new project is

Create Approved Cost

This event is triggered when a cost or

This event is triggered when a change order

Project Budget Management

Process Step Catalogs

Project Expenditure Management

Entry of costs against

Entry of expenditures in pre approved

Creation of Manual Event for revenue

This is the process that summarizes the

Process Step Catalogs

Creating Change Documents like Change

Closing the project

Process Step Catalogs

Process Listing and Process Descriptions

A client requirement that is standard in OBM.

Process Listing and Description for Oracle Projects

This process covers committing the organization to begin the

A new project will be

Define Project Charter

Define Project Charter

This process covers defining the objectives and scope of a

This process covers devising and maintaining a workable

Import Project Plan

Import Project Plan

This process covers capturing the project workplan from an

Define Project Scope

Define Project Scope

This process covers developing a written scope statement

Define Project Schedule

Define Project Schedule

This process covers analyzing activity sequences, activity

Define Project Plan

Define Project Plan

This process covers taking the results of all the planning

Develop Project Template

Develop Project Template and Work

This process covers creating project templates and

Define Project Details

Define Project Details