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Modified: Jun 13, 2012 Type: WHITE PAPER Status: PUBLISHED Priority: 3 Comments (0)
In this Document
Abstract
Objective
How to Use This Note
Project Foundation
Project Foundation Features
Project Costing
Project Costing Features
Project Billing
Project Billing Features
Project Resource Management
Project Resource Management Features
Project Management
Project Management Features
Project Collaboration
History
Details
Summary
APPLIES TO:
ABSTRACT
Objective
As you plan your implementation of Oracle Projects, we recommend that you consider the implementation issues discussed in the
implementation users guide. Implementing a core system such as Oracle Projects is a complex and lengthy task. By carefully planning
your implementation, you can save valuable time and prevent errors.
This note is intended to be an implementation checklist. It is to help a new or existing users of Oracle Projects to understand
concepts and setup that may otherwise be dispersed across numerous implementation and user manuals. We hope that this enables
you to streamline your project to reduce the time/cost of the effort and raise the value realized by using Oracle Projects.
As additional notes are created to explain the details of setting up the application,trouble shooting, etc those notes will be linked.
Hyperlinks: Please note that any hyperlink in this note that you click should open a new window. The expected usage is such that
if you know how to perform a step you can simply remain in this note but if you require a more detailed explanation for a step,
you can click on the link to step out to the new note to complete the task without losing your place.
1. Project Foundation
1. Organization Forecasting
2. Utilization
3. Oracle Sales Integration
4. Oracle Advance Product Catalog Integration
5. Application Programming Interfaces (API's)
3. Project Costing
1. Licensing
2. Expenditure Definition
3. Accounting for Costs
1. Non-Labor Costing
2. Labor Costing
3. Capital Projects
4. Capitalized Interest
5. Allocations
6. Auto Allocations
7. Burdening
8. Cross Charge: Borrowed and Lent
9. Cross Charge: Intercompany Billing
10. Oracle Payables and Purchasing Migration
11. Oracle Internet Expenses Integration
12. Oracle Inventory Integration
13. Oracle Project Manufacturing Integration
14. Oracle Time and Labor Integration
15. Supplier Payment Control
5. Project Billing
1. Licensing
2. Revenue and Invoicing
3. Agreements and Funding
4. Customers
5. Accounting for Revenue and Billing
1. Inter-Project Billing
2. Customer Billing Retention
3. Integration with Oracle Receivables
1. Licensing
2. Project Staffing
9. Project Management
1. Licensing
1. Licensing
2. Team Member Home
HISTORY
DETAILS
The implementation checklist is made up of several checklists from the implementation users guide, one for each of the products in
the Oracle Projects solution, as listed below:
You will need to select the appropriate items in the check list, based on your implementation.
Project Foundation PJF-P1.1 Define ledger Required - All Site General Ledger
Setup
Project Foundation PJF-P1.2 Set the profile Required - All OU (set at the System
option GL: Ledger responsibility level) Administrator
Project Foundation PJF-P2.1 Define locations Required - All Business Group Projects
Implementation
Super User
Project Foundation PJF-P2.2 Define organizations Required - All Business Group Projects
Implementation
Super User
Project Foundation PJF-P2.3 Set the profile Optional - All Site System
option HR: Cross Administrator
Business Group
organizations
Project Foundation PJF-P2.7 Assign a Project Optional - PJC, PJB Site Projects
Burdening Hierarchy Implementation
for each business Super User
group
Project Foundation PJF-P3.1 Set the profile Optional PJC, PJB Site System
option PA: Enable Administrator
Enhanced Period
Processing
Project Foundation PJF-P3.4 Define calendar Required - PJR, PJT Site Projects
types Optional - PJC Implementation
Super User
Project Foundation PJF-P3.5 Define calendar Required - PJR, PJT Site Projects
shifts and shift Optional - PJC Implementation
patterns Super User
Project Foundation PJF-P3.6 Define calendar Optional - PJR, PJT, Site Projects
exceptions PJC Implementation
Super User
Project Foundation PJF-P3.7 Define calendars Required - PJR, PJT Site Projects
Optional - PJC Implementation
Super User
Project Foundation PJF-P3.8 Assign calendar Required - PJR, PJT Site Projects
shifts Optional - PJC Implementation
Super User
Project Foundation PJF-P3.9 Set the following Required - PJR, PJT Site
profile options: Optional - PJC
PA: Default
Calendar
PA: Global Week
Start Day
PA: Availability/Over
commitment
Calculation Period
PA: Percentage of
Resource’s Capacity
PA: Availability
Duration
Project Foundation PJF-P3.11 Run the Generate Required - PJR Site Projects
Calendar Schedules Optional - PJC Implementation
process Super User
Project Foundation PJF-P5.1 Define job groups Required - PJR Business Group Projects
Optional - PJC, PJB Implementation
Super User
Project Foundation PJF-P5.2 Define job levels Required - PJR Site Projects
and job codes Implementation
Super User
Project Foundation PJF-P5.3 Define jobs Required - PJR Business Group Projects
Optional - PJC, PJB Implementation
Super User
Project Foundation PJF-P5.4 Define job mapping Optional - PJR, PJB, Business Group Projects
PJC Implementation
Super User
Project Foundation PJF-P5.5 Set profile option PA Required - PJR Site System
Project Resource Administrator
Job Group, or
define the job
group for the
organization
Project Foundation PJF-P5.6 Define rating scales Required - PJR Business Group Projects
Implementation
Super User
Project Foundation PJF-P5.8 Define people, Required - PJR Business Group Projects
including address, Optional - All Implementation
assignment, job, Super User
supervisor and
competencies
Project Foundation PJF-P5.10 Run PRC: Maintain Required - PJR Site Projects
Project Resources Optional - Implementation
PJC(utilization) Super User
Project Foundation PJF-P7.1 Define roles Required - PJR, Business Group Projects
PJT, PJL Implementation
Optional - PJC, PJB Super User
Project Foundation PJF-P7.2 Define role lists Optional - All Site Project Super User
Project Foundation PJF-P7.3 Define project roles Optional - All Site Project Super User
for organizations
Project Foundation PJF-P8.2 Set the profile Optional - All Site System
option PA: Cross- Administrator
Project User – View
Project Foundation PJF-P8.3 Set the profile Optional - All Site System
option PA: Cross- Administrator
Project User –
Update
Project Foundation PJF-P8.4 Set the profile Optional - All Site System
option PA: View All Administrator
Project Resources
Project Foundation PJF-P8.5 Implement role- Optional - PJR, PJT, Site Projects
based security PJL Implementation
Super User
Project Foundation PJF-P8.8 Define security Optional - All Business Group System
profiles and/or (need to be Administrator
global security changed when
profiles adding new OU)
Project Foundation PJF-P8.9 Set the profile Required - All Site System
option HR: Security Administrator
Profile
Project Foundation PJF-P9.2 Define additional Optional - PJT Site Project Super User
task types
Project Foundation PJF-P9.3 Define additional Optional - PJT Site Projects
task priorities Implementation
Super User
Project Foundation PJF-P10.5 Define contact types Required - PJB Site Projects
Implementation
Super User
Project Foundation PJF-P10.7 Define resource lists Required - All Business Group Projects
Implementation
Super User
Project Foundation PJF-P10.8 Implement resource Optional - PJT Site Project Super User
classes
Project Foundation PJF-P10.9 Define planning Optional - PJT Business Group Project Super User
resource lists
Project Foundation PJF-P10.10 Define resource Optional - PJT, PJC Business Group Project Super User
breakdown (allocations)
structures
Project Foundation PJF-P10.12 Define work types Required - PJR Site Projects
Optional - PJC, PJB Implementation
Super User
Project Foundation PJF-P11.8 Set the Profile Optional - All Site System
Option PA: Highlight Administrator
Starting Tasks:
Number of Days
Project Foundation PJF-F1.1 Define additional Optional - PJC, PJR Site Projects
status for Implementation
Project Foundation PJF-F1.2 Update status Required - PJC, PJR Site Projects
controls to include Implementation
project in Super User
Organization
Forecasts
Project Foundation PJF-F1.6 Define adjustment Required - PJC, PJR Site Projects
reasons Implementation
Super User
Project Foundation PJF-F1.7 Calculate initial Required - PJC, PJR Site Projects
forecast amounts Implementation
Super User
Project Foundation PJF-F2.2 Define utilization Required - PJC, PJR Site Projects
categories Implementation
Super User
Project Foundation PJF-F2.3 Set the following Required - PJC, PJR Site System
profile options for Administrator
utilization:
PA: Require Work
Type Entry for
Expenditures
PA: Resource
Utilization
Calculation Method
PA: Utilization
Manager Default
Period Type
PA: Utilization
Manager Default
Calculation Method
PA: Resource
Utilization Period
Type
Project Foundation PJF-F2.4 Set up global profile Required - PJC, PJR Site Projects
options Implementation
Super User
Project Foundation PJF-F2.5 Set up organization Required - PJC, PJR Site Projects
security profiles Implementation
Super User
Project Foundation PJF-F2.6 Define Oracle Daily Required - PJC, PJR Site Project Super User
Business
Intelligence for
Projects
Implementation
Options
Project Foundation PJF-F2.7 Update period and Required - PJC, PJR Site Project Super User
organization
information
Project Foundation PJF-F2.8 Summarize financial Required - PJC, PJR Site Projects
and resource data Implementation
Super User
Project Foundation PJF-F3.1 Implement Oracle Required - All Site Project Super User
Sales opportunities
with Oracle Projects
Project Foundation PJF-F4.1 Implement Oracle Required - All Site Defined in PLM
Advanced Product
Catalog Integration
Super User
Project Costing PJC-F2.5 Define labor costing Optional OU (based on PJF) Projects
overrides Implementation
Super User
Transactions for
Cost Adjustments
Resulting from a
Burden Schedule
Recompilation
Project Costing PJC-F10.3 Set the profile Optional Site Workflow Builder
option PA: AP
Discounts Interface
Start Date
(mm/dd/yyyy)
Project Costing PJC-F10.4 Define the Account Required Site Workflow Builder
Generator for the
supplier invoice
account
Project Costing PJC-F10.5 Define the Account Required Site Workflow Builder
Generator for
project-related
purchasing
transactions
Project Costing PJC-F11.4 Define the Project Required Site Workflow Builder
Expense Report
Account Generator
Project Costing PJC-F12.2 Define project- Required Site (by Inventory Inventory
related transaction Organization)
types in Oracle
Inventory
Project Costing PJC-F14.1 Install and Required Site Oracle Time &
implement Oracle Labor
Time & Labor
Project Costing PJC-F15.2 Set the PA: Pay Required Responsibility System
When Paid profile Administrator
option to Yes
Project Costing PJC-F15.4 Enable project for Required Project Type, Projects
automatic release of Project Implementation
pay when paid User
invoices
Project Costing PJC-F15.5 Implement Send AR Optional Responsibility Projects
Notification Implementation
Project Billing PJB-P2.12 Set the profile Optional OU (can vary by System
option: PA Interface OU) Administrator
Unreleased Revenue
to GL
extensions Implementation
Super User
Project Billing PJB-P5.11 Set the profile Required Site (cannot vary by Projects
option PA: Selective OU) Implementation
Flexfield Segment Super User
for AutoAccounting
Project PJT-F3.1 Define financial plan Required Site Project Super User
Management types
Project PJT-F3.2 Create additional Optional Site Project Super User
Management period profiles
Project PJT-F3.3 Create additional Optional Site Project Super User
Management spread curves
Management breakdown
structures
Project PJT-F4.3 Define control item Optional Site Project Super User
Management status lists
Project PJT-F4.4 Define additional Optional Site Projects
Management control item Implementation
priorities, level of Super User
effort, and source
types
Project PJT-F4.5 Define control item Required Site Project Super User
Management types
Project PJT-F6.5 Define page layouts Optional Site Project Super User
Management
Project PJT-F6.6 Define row sets Optional Site Project Super User
Management
SUMMARY
In summary, you now have a combined implementation check list for the Oracle Projects Suite of applications. You will need to use
the list according to your projects implementation.
Related
Products
Oracle E-Business Suite > Projects > Projects > Oracle Project Costing > Costing Setup
Oracle E-Business Suite > Projects > Projects > Oracle Project Foundation > Setup
Oracle E-Business Suite > Projects > Projects > Oracle Project Portfolio Analysis
Oracle E-Business Suite > Projects > Projects > Oracle Project Management > Setup
Oracle E-Business Suite > Projects > Projects > Oracle Project Collaboration
Oracle E-Business Suite > Projects > Projects > Oracle Project Resource Management > Setup
Oracle E-Business Suite > Projects > Projects > Oracle Project Billing > Billing Setup
Keywords
COLLABORATION; COSTING; FOUNDATION; PJR; PROJECT COSTING; R12
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