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You can initiate a retirement request in Oracle Projects to identify one or more assets that you are retiring
from service. Retirement requests serve as an advice that you can use to notify your fixed asset department
about assets that need to be retired in Oracle Assets.
To process a retirement request:
1. Navigate to the Capital Projects window and choose the Requests button to open the Retirement
Requests window.
2. Choose the Create New Request button to open the Mass Retirements window and specify any
combination of asset attributes to find one or more assets you want to retire.
3. Save your work.
After a retirement request is processed in Oracle Assets, you can return to the Retirement Requests window
in Oracle Projects to view the retirement information.
To view retirements:
1. Navigate to the Capital Projects window and choose the Requests button to open the Retirement
Requests window.
2. Select a retirement transaction you want to view and choose View Retirements.
Allocating Asset Costs
You can specify an asset allocation method to enable Oracle Projects to automatically allocate unassigned
asset lines and common costs across multiple assets. Unassigned asset lines typically occur when more
than one asset is assigned to an asset grouping level.
You can specify a default asset allocation method for a capital project type and override it at the project
level. You can select one of the following asset allocation methods:
•
•
•
•
•
•
Actual Units: Costs are allocated based on the number of actual units specified for each asset in the
Assets window
Client Extension: Costs are allocated based on the Asset Allocation Basis extension
Current Cost: Costs are allocated based on the grouped CIP cost of each asset.
Estimated Cost: Costs are allocated based on the estimated cost specified for each asset in the Assets
window.
Standard Unit Cost: Costs are allocated based on a standard unit cost defined for the asset book and
category in the Project Assets Standard Unit Cost window.
Spread Evenly: Costs are allocated evenly based on the number of assets being capitalized for the
project or the event.
Step 1: Create a project Type with Class Capital, enter required information and go to Capitalization
Information Tab enter required information as shown below.
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Step 2: Create a Template using Project Type and create a Tasks One to Three for Capitalizable, Task Four
for a Common Cost, Task Five for Retirement Cost and select Key member as shown below.
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Step 3: Create a Project using Project Template and change status of project from Unapproved to Approved
as shown below.
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Step 4: Enter expenditure for Capital Project and Submit, Release the Expenditure batch as shown below.
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Step 5: To distribute miscellaneous cost submit the concurrent program and find out the output as shown
below
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Step 6: To Interface miscellaneous costs from Projects to General Ledger submit the concurrent program
and find out the output as shown below.
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Step 7: To Update Project summary amounts submit the concurrent program as shown below.
Step 8: To see the Capital Project Summary Amounts enter details in Capital Projects window and click on
Find button, to create Assets click on Assets button, in assets window enter assets details including Project
Asset Type as Estimated, to capitalize the cost change the Project Asset Type as As-Built and enter the
actual date in service, to assign assets click on Asset Assign button and enter the details in asset assign
window as shown below.
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Step 9: To generate asset lines click on Generate Asset Lines button, find out the output, after completion of
the program Oracle creates asset lines, to see asset lines click on Lines button, and to see task amounts
click on Task Amounts button as shown below.
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Step 10: To interface assets lines from projects to assets submit concurrent program and find out the output
as shown below.
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Step 11: To find out the assets switch over to Assets, complete the Prepare, Post Mass Additions process
then you can see assets in assets window as shown below.
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13. Cross Charge
Enterprises face complex accounting and operational project issues that result from centralized project
management through sharing of resources across organizations. Oracle Projects provides the following
cross charge features to address these issues:
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•
Borrowed and Lent Accounting: This feature creates accounting entries to pass costs and revenue
across organizations without generating internal invoices.
Intercompany Billing Accounting: This feature creates internal invoices and accounting entries to
pass costs and share revenue across organizations.
In addition to these two features that enable you to charge costs across organizations, Oracle Projects interproject billing features enable you to charge costs between projects. Cross charge features depend on
multiple organization support in Oracle Projects and other Oracle Applications. In addition, these features
support multinational projects, which also call for other currency exchange management functionality.
Note: To use the intercompany billing feature (for cross charge) you must implement both Oracle Project
Costing and Oracle Project Billing.
Figure 1: Overview of Cross Charge Processing Flow
Step 1: In Implementation Options window, select the Cross Charge tab and enter required information as
shown below.
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Step 2: Create a Transfer Price Rules as shown below.
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Step 3: Create a Transfer Price Schedules as shown below.
Step 4: Create a Provider and Receiver Controls as shown below.
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Step 5: Create a Project using existing project and enable Cross-Charge at Project, Task level as shown
below.
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Step 6: Enter Expenditure for project using two expenditure Organizations and submit the concurrent
program to distribute costs and verify the expenditure in expenditure inquiry window as shown below.
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Step 7: To distribute borrowed and lent amounts submit the concurrent program and notice the change as
shown below.
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Step 8: To Interface cross charge distributions to General Ledger submit the concurrent program and find
out the output as shown below.
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Step 9: To see the Cross Charge method, Provider, Receiver Organizations from Expenditure Inquiry
window follow the process as shown below.
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14. Overview of Oracle Project Billing
Oracle Project Billing provides you with the ability to define revenue and invoicing rules for your projects,
generate revenue, create invoices, and integrate with other Oracle Applications to process revenue and
invoices. Oracle Project Billing also integrates with Oracle Receivables.
Oracle Project Billing enables you to perform the following functions:
•
•
•
•
•
•
Enter project customers and contacts with whom you have negotiated and contracted project work
Enter agreements (contracts) from your customers and fund projects with those agreements
Generate revenue using various methods including time and materials, percent complete, and cost plus
Create draft invoices from detail transactions and milestones for online approval by your project or
accounting managers
Interface revenue to Oracle General Ledger and invoices to Oracle Receivables while maintaining a
detail audit trail
Report project revenue, invoice, and receivables status online and in reports
You use contract projects to track activities, cost, revenue, and billing for services performed for and
reimbursed by a customer.
a) Create Project Type. In Details Tab Enter Service Type, and Work Type
N) Setup-Projects-Project Types
In Budget Option Tab Enter Cost, Revenue budget entry methods and Resource List
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In Billing Information Tab Select Funding Level, Billing Job Group, Rate Schedules, Invoice Formats, Billing
Cycle and Enable Baseline Funding without Budget Check box.
In Distribution Rule Tab Enter One Default Rule. We can select multiple rules for one type. Only one among
them can be selected as default. This will appear in the project, which can be modified as required. There
are seven distribution rules, which are seeded.
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In Project Status Workflow Tab Enter Starting Project Status and save your work
b) Create Template. To create template click on New button
N) Setup-Projects-Project Templates
In Template window enter template number, name, and type, project owning organization, long name, date
and select Task option to define tasks. We can notice that status is Unapproved, which we selected in
Project Type.
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In Task window enter task name, description, date. To see Task details click on Options button
In Task Options window double click on Task Detail Option.
In Task Details window for Contract Projects Billable Check box enabled and Save your work
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In Templates window select Customers and Contacts option to enter customers and contacts. In Customers
window enter customer and contacts. In this window, we can select one more customers and contribution
can be split among customers.
In Key Members window enter key member, role, date and save your work. Project Manager is mandatory
for Contract Projects.
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c) Create Projects. To create project, select Template and click on Find button
N) Projects
Click on Copy To button
Enter Project Number, Name and click on OK button
To open project click on Open button
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In Project window enter date and change the status. To change the status click on Change Status button.
Select Approved click on OK button and save your work
To enter Expenditure Batch for the contract project entered above, enter batch name, ending date, class. To
enter Expenditures click on Expenditures button. As our distribution rule is “Cost/ Work”, we need to incur
expenditure against the project to create revenue and generate invoice.
N) Expenditures- Pre Approved Batches- Enter
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In Expenditure window enter expenditure organization and expenditure items save your work
Submit and Release Expenditure Batch
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To distribute miscellaneous cost submit concurrent program
Miscellaneous cost distributed
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To see Project Expenditure Items enter project number and click on Find button
N) Expenditures > Expenditure Inquiry > Project
To Interface Miscellaneous Cost from Projects to General Ledger submit concurrent program
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Miscellaneous cost Transferred
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15. Customer Agreements
In Oracle Projects, an agreement represents any form of contract, written or verbal, between you and one of
your customers. For example, an agreement may correspond to a purchase order, a continuing service
agreement, or a verbal authorization.
An agreement provides the funding for projects and tasks. Each agreement you define includes the following
items:
• A customer
• A hard or a soft limit for revenue and/or invoice
• A currency amount
• An organization that owns the agreement
If you specify hard revenue and invoice limit on an agreement, Oracle Projects prevents revenue accrual
and billing activity beyond the amount you funded to a particular project or task. If you specify soft revenue
and invoice limit, Oracle Projects provides a warning telling you when revenue and billing for the project
exceeds the amount you funded.
Note: You can specify a hard limit for both revenue and invoice limit, or a hard limit for revenue or invoice
limit. No project or task can accrue revenue without an agreement to fund its revenue budget
Entering Agreements
You can enter an agreement representing a purchase order, retainer letter, or any other funding agreement
you make with a customer in any currency regardless of your project functional currency. When you record
an agreement, you can specify payment terms for invoices against the agreement, and whether there are
limits to the amount of revenue you can accrue and bill against the agreement.
From the Agreements window, you can open the Funding window to allocate funds to one or more projects
(or to top tasks within a project), and to see how much unused funding remains for an agreement. Each
agreement that funds a project can be entered in a different currency.
For any agreement, you can review the revenue and billing activity associated with the agreement, such as
the amount of revenue accrued, the amount invoiced, and the amount of funding that is allocated and has a
baseline.
All revenue and invoices in Oracle Projects are recorded against an agreement, and all items that accrue
revenue against an agreement subsequently bill against the same agreement.
To enter an agreement:
1. Navigate to the Agreement window.
2. Enter the Customer who is providing the agreement funding.
3. Enter a Number to identify this agreement, such as the customer's purchase order number.
The agreement number must be unique for this customer and agreement type, although two customers can
each have an agreement with an identical agreement number.
Attention: You cannot change this number once you create an invoice against this agreement and interface
the invoice to Oracle Receivables.
4. Enter an agreement Type.
5. Choose the currency code of the agreement from the list of values. The list of values is restricted to the
currencies defined in Oracle General Ledger.
Note: The currency field can only be updated if the Multi Currency Billing implementation option is enabled
at the operating unit and the funds have not been allocated.
6. Enter the Amount of this agreement.
7. Enter the payment terms (defined in Oracle Receivables) for any invoices funded by this agreement.
8. Choose the Revenue Hard Limit or/and Invoice Hard Limit check box to impose a hard limit on revenue
accrual and invoice generation for projects funded by this agreement. Otherwise, Oracle Projects imposes a
soft limit.
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A hard limit prevents revenue accrual and invoice generation beyond the amount allocated to a project or
task by this agreement. A soft limit issues a warning when revenue accrual and invoice generation exceed
the amount allocated to a project or task.
9. Enter the date this agreement expires. If you do not want to enforce an expiration date, leave this field
blank.
If you generate draft revenue or an invoice for projects funded by this agreement after the agreement
expiration date, Oracle Projects creates distribution warnings for revenue and invoices.
10. Optionally enter a Description of this agreement.
11. Enter the administrator of this agreement.
Note: An agreement administrator can be a future-dated employee. However, this is not recommended or
likely, because agreement owners are almost always current employees.
12. Enter the name of the organization that owns the agreement.
Note: You can choose any project owning organization (in the project owning organization hierarchy
assigned to the operating unit) as the organization that owns the agreement.
13. Enter a Creation Date.
14. Save your work.
Project Funding
You must fund a project before the project can accrue revenue and be billed. Funding is the step that
allocates an amount associated with a customer agreement to a specific project. The total amount of
allocated project funding must equal the current approved project revenue budget amount in order to
successfully baseline the project. Optionally, top tasks on projects can be individually funded. If top tasks are
funded, then the same requirement of matching budget amounts to funding amounts applies at the top task
level of the project. Oracle Projects allows you to define agreements, projects, and tasks to organize your
project work represents an example of how you can use an agreement to fund multiple projects and tasks.
Funding Multiple Projects and Tasks
In this example, a single agreement is used to fund four projects. The agreement has a total value of
$150,000. The amount funded is $125,000.
• Project A, a time and materials project, is funded at $50,000 at the project level.
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•
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•
Project B, a fixed price project, is funded at $25,000. It has a work breakdown structure with two tasks,
namely Task 1.0 and Task 2.0. Task 1.0 is funded at $10,000. The remainder of the funding for Project
B is assigned to Task 2.0. Task 2.0 has three sub-tasks: Task 2.0.1, Task 2.0.2, and Task 2.0.3.
Project C, a cost plus project, is funded at $50,000.
Project D, a bid and proposal project, has been funded with $0. While this does not allow the project to
generate any revenue, it gives the user a link to relate specific bid & proposal projects to agreements for
reporting purposes
Funding Across Operating Units
You can fund different projects across operating units by enabling the “Allow Funding Across Operating
Units” functionality in the Billing tab of the Implementation Options window. In the Agreements window enter
agreement details and to enter Funding details click on Funding button.
N) Billing-Agreements
Enter agreement number, type, currency and amount. Based on the type, revenue hard limit and invoice
hard limit will be populated along with payment terms. The user will be selected as administrator, which can
be modified as required. Organization, product source and reference are optional.
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Enter Project Number and Funding Amount. Funding Classification will be defaulted to “Original”. Once the
details are entered for one or more projects then save the records. To Baseline Funding, click on Baseline
Funding button
N) Billing-Funding Inquiry
When you click on Baseline Funding button Oracle gives Error message as mentioned below:
Based on above message we need to create Cost Budget. In Budget window, enter Project Number, Budget
Type, Entry Method, Resource List and click on Details button
N) Budgets
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To enter Budget Lines click on Budget Lines button
In Budget Lines window enter budget amounts and save your work.
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In Budget window to submit budget click on Submit button after submitting budget status changed from
Working to Submitted
To Baseline Budget click on Baseline button
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Now Cost Budget Baselined
After completion of Cost Budget click on Baseline Funding button to Baseline funding. Now Funding amount
Baselined
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N) Billing-Funding Inquiry
Next Generate Draft Revenue for a Project. To Generate Draft Revenue, Submit Concurrent Program PRC:
Generate Draft Revenue for a Single Project
Draft Revenue Generated
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To see Project Revenue enter details in Revenue window like Project Number and click on Find button
Here Revenue Status is Unreleased to Release Revenue click on Release button
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Now Revenue Status changed from Unreleased to Released
To Interface Revenue from Projects to General Ledger, Submit Concurrent Program PRC: Interface
Revenue to General Ledger
Now Revenue Transferred from PA to GL
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To Import Project Journals Switch Responsibility from Projects, Vision Services (USA) to General Ledger,
Vision Services (USA). To Import Journals enter details in Import Journals window like Source, and click on
Import button.
Now Project Journals imported optionally to see Journals go to Journals Inquiry window.
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16. Invoice Generation Process
To Generate Draft Invoices for a Project Switch Responsibility from GL to Projects and Submit Concurrent
Program PRC: Generate Draft Invoices for a Single Project
Draft Invoice Generated and Approval required.
To Approve Invoices enter details in Invoices window like Project Number and click on Find button.
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Here Invoices Status is Unapproved to Approve click on Approve button.
Now Invoice Status Changed from Unapproved to Approved. Next Release the Invoice to Release Invoice
click on Release button. And enter details in Release Invoices window like Invoice Number and click on OK
button.
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Invoice Status changed from Approved to Released.
To Interface Invoices from Projects to Receivables Submit concurrent program PRC: Interface Invoices to
Receivables. This will create customer invoices in interface tables.
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To move invoice information from interface tables to base tables, we need to submit auto invoice master
programs with appropriate invoice batch source. This invoice batch source is configured in Implementation
Options window.
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Once the program is completed successfully, then verify the invoice created in Transactions window. Verify
the Transaction and Transaction Line Descriptive Flexfields for additional information.
Now switch over to Invoice Summary window in projects and check the invoice status. Note that AR Invoice
button is disabled at this time. The button will be activated only after submission of Tieback Process.
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Once Tieback process is completed, then AR Invoice button is activated and Invoice Status also changes.
Click on AR Invoice button to see the details.
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Notice that the amounts are no updated in PSI window at this stage as we have not submitted the
concurrent program. Submit the concurrent program to see the amounts.
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To see the details about the commitment amounts, click on Commitments button. To filter the data, enter the
search criteria like Supplier Number or dates. Otherwise press Find button to see all commitments as shown
below:
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Notice in the above window that Supplier Invoice (Accounted) does not appear as commitment. This is
Supplier Cost for the project. Submit the following concurrent program to move the invoice to Projects
Application. After completion of program verify the output for results.
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Now we can see the supplier invoice as project expenditure. The expenditure type class is “Supplier
Invoices”. Note that it is not possible to enter these invoices as Expenditure Batches within Projects.
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From Projects we can drill down to AP Invoice and see all the details about the invoice. Click on Item Details
button and select AP Invoice as shown below:
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17. Inter-Project Billing
Inter-project billing functionality in Oracle Projects handles inter-project billing project relationships and the
billing of inter-project transactions.
Inter-project billing generates internal invoices for costs incurred between two projects. During project setup,
you define an inter-project billing relationship. This relationship enables you to invoice internally between the
two projects, also called provider and receiver projects.
Once the work has been performed, the provider project generates an Oracle Receivables invoice for
expenses incurred. The receiver project receives this invoice as an Oracle Payables invoice during the AR
invoice tieback process. The invoice, like any supplier invoice, is interfaced to Oracle Projects as cost on the
receiver project.
Note: To use inter-project billing you must implement multi-organization setup even if only one operating
unit is setup.
Business Needs and Examples
Enterprises face complex accounting and operational issues that result from complex work breakdown
structures. Multiple organizations or departments may work together on a project, yet the customer wishes
to receive only one bill. Parts of the work performed may be billed externally to a customer while other work
may be billed internally to another project. These types of business needs require a way to capture multiple
project costs into one project regardless of where or by whom the work is performed.
With inter-project billing, projects can be managed and controlled separately, and can bill both internally and
externally. Using this model to define your work structure provides flexibility in managing your projects and
consolidates costs for reporting purposes.
Consider the following examples:
Example 1:
During an auto accident, a telephone pole owned by the local telephone company is knocked down. A
contract project is set up to track the cost of the repair. These costs will be billed to an insurance company.
While the repair is under way, the telephone company decides to replace the old transformer at the top of
the downed pole. These costs will need to be capitalized and will be billed internally to an capital project.
The contract project will bill the insurance company for repair work performed on the pole, and, using interproject billing, will bill a receiver project for work performed on the transformer. The receiver project can exist
anywhere in the enterprise, regardless of operating unit, set of books, or legal entity.
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Example 2:
Company ABC is an advertising company with a multiple organization structure. The London operating unit,
ABC's headquarters, received a contract from a German customer. The customer wants ABC to produce
and air live shows in Paris, New York, and Tokyo to launch its new line of high-end women's apparel. ABC
will plan and design the show using resources from the London operating unit. The Paris, New York, and
Tokyo operating units are each responsible for the successful execution of these live shows with their local
resources.
Using the structure shown above, the customer project is divided into several related contract projects. The
London operating unit owns the primary customer project, or receiver project, and bills the external
customer. The related projects, or provider projects, are subcontracted to their respective internal
organizations and internally bill the London organization to recover their project costs.
Step1: Select Provider and Receiver for Internal Billing in Internal Billing Tab
(N) Setup-System-Implementation Options
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Step 2: Create Sub Project using Main Project in Projects window enter main projects details and click on
Find button then select main project click on Copy To button and enter Project Number, Name and click on
OK button then Sub Project created as shown below.
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Step 3: In main Project create a separate Task for Inter-Project Invoices and Enable the Receive InterProject Invoices check box in Task details window as shown below.
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Step 4: In Task Options window select Subproject Association and enter Subproject details as shown below.
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Step 5: In Subproject select Customers and Contacts Option and enter details in Customers and Contacts
window and enable Bill Another Project check box and select the Receiver Project as shown below.
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Step 6: Enter expenditure for Subproject and Submit, Release the expenditure as shown below.
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Step 7: To distribute Miscellaneous Costs Submit Concurrent program and find out output as shown below.
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Step 8: Enter the Agreement, Funding for Subproject Customer and Submit the funding as shown below.
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Step 9: To Baseline Funding click on Baseline Funding button in Funding Inquiry window as shown below.
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Step 10: To Generate Draft Revenue submit concurrent program and find out the output as shown below.
Step 11: Release Draft Revenue from Revenue Summary window as shown below.
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Step 12: To Interface Revenue from Projects to General Ledger submit concurrent program and find out the
output as shown below.
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Step 13: To Generate Draft Invoices submit concurrent program and check out results as shown below.
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Step 14: Approve and Release Invoices from Invoice Summary window as shown below.
Step 15: To Interface Invoices from Projects to General Ledger submit concurrent program and find out the
output as shown below.
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Step 16: To Import Project Invoices in Receivables submit concurrent program from Receivables and find
out invoices in Transactions window as shown below.
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Step 17: To Tieback Invoices from Receivables submit concurrent program from Projects (at that time
Oracle creates a Supplier Invoices) as shown below.
Step 18: To see Supplier Invoices switch over to Payables, submit the concurrent program, find out the
output then you can see invoices in invoices window as shown below.
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18. Processing Events
Use the Event Details window to enter and review events for a project or top task. Examples of events
include an invoice reduction, a performance bonus, revenue write-off, or adjusting revenue. You can also
change the bill hold status of an event using these windows. For transactions that involve foreign currencies,
all amounts displayed in the Event windows are shown in the event transaction currency.
Events can be entered in any currency when multi-currency is enabled for the associated project. The
currency in which the event is entered or created is called the event transaction currency. Oracle Projects
uses the currency conversion attributes stored for each event to convert revenue and invoice amounts for
manually entered and automatically created events from the event transaction currency to the project
functional, project currency, and the funding currency.
Step 1: To enter Events for Projects navigate to Find Project Events window, enter project number and click
on New button, enter Event details in Event Details window as shown below.
The following table describes how each event type classification affects revenue and billing.
Classification
Revenue Effect
Billing Effect
Automatic
Depends on billing extension definition Depends on billing extension definition
Deferred Revenue
No effect
Bill for amount of event
Invoice Reduction
No effect
Reduce a bill by amount of event
Manual
Accrue amount of event
Bill for amount of event
Scheduled Payment No effect
Bill for amount of event, FIFO
Write-Off
Reduce by amount of event
No effect
Realized Gains
Increase by amount of event
No effect
Realized Losses
Decrease by amount of event
No effect
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19. Project Accounting Setup Steps
20. Define Organizations
Define Project Owning Organization
Define one organization for GCSS called GCSS- Project Owning Organization. Assign the classification as
mentioned below.
Field Name
Name
Type
Dates From
Dates To
Location
Internal or External
Location Address
Internal Address
Organization
Classifications
Description
Enter Project Owning organization belonging to GCSS, which owns and executes
projects
Leave this field blank
Enter the start date from which the project owning organization will be effective
Enter the end date to make project owning organization become closed
Select appropriate location, where project owning organization is located and
operates
Populated by default
Address of location name is populated by default
This field is empty
Select Project Task Owning Organization from list and enable
Click on “Others” button to mention additional organization information. Click on the field to see details.
Put the cursor on field and click to open the window.
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Field Name
Allow
Entry
of
Indirect Projects
Allow
Entry
of
Capital Projects
Allow
Entry
of
Contract Projects
Description
Select Yes from list
Select No from list
Select No from list
Once the details are entered, close the window one by one.
Define Expenditure Owning Organization
Expenditure Owning Organization is created in the same manner like Project owning Organization.
Field Name
Name
Type
Dates From
Dates To
Location
Internal or External
Location Address
Internal Address
Organization
Classifications
Description
Enter Project Owning organization belonging to GCSS, which owns and executes
projects
Leave this field blank
Enter the start date from which the project owning organization will be effective
Enter the end date to make project owning organization become closed
Select appropriate location, where project owning organization is located and
operates
Populated by default
Address of location name is populated by default
This field is empty
Select Project Expenditure/ Event Organization from list and enable the checkbox
Click on “Others” button to mention additional organization information. Click on the field to see details.
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Field Name
Operating Unit
Input Mode
LOV
Default Calendar
Manual
Description
Select the operating unit from the list. Only one operating unit is
available in the list
Leave this field blank
Select the default operating unit as mentioned above and close the window one by one. Now these
organizations become subordinates to Vision Operations or Vision Services, which will be selected as Start
Organization in Implementation Options window.
Open Global Organization Hierarchy window. Retrieve “Global” hierarchy definition. Put the cursor in
Organization Name field. Use F11 key to get into query mode and search for “Vision Corporation”. Once it is
retrieved, then use any subordinates for adding new organizations in the list.
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Ensure that these are mapped properly. Otherwise they will not appear in Projects and Expenditure batches
windows.
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21. Implementation Options
N: Setup > System > Implementation Options > System Tab Page
Field Name
Ledger
Business Group
Summarization
Period Type
Calendar Name
PA Period Type
Default Asset Book
Maintain
Common
PA and GL Periods
Organization
Hierarchy
Version
Start Organization
Description
If you are implementing Oracle Projects, then you must specify a ledger to tell Oracle
Projects which ledger to use. Oracle General Ledger, Oracle Receivables, Oracle
Payables, Oracle Purchasing, and Oracle Assets must also use this ledger. Specify
the ledger you defined when you implemented Oracle General Ledger for Oracle
Projects
If HR: Cross Business Group profile option is No, business group displays business
group assigned to user’s responsibility using HR: Security Profile option. If HR:
Cross Business Group profile option is Yes, business group displays value All.
Select GL Period or PA Period from list. This will be used when updating project
summary amounts
Select calendar used to maintain PA periods. Default option is calendar assigned to
ledger. Change calendar setting during implementation only. Do not change this
value after you copy your PA periods from GL to Projects
Specify a Period Type, which is used to copy Project Accounting Periods from the
calendar associated with the ledger. If you copy PA Periods from GL, Oracle
Projects copies all of the periods of this Period Type to set up the PA Periods. In a
multiple organization environment, the PA Period Type is specified for each
operating unit
Leave this field blank
When this option is enabled, the system automatically maintains PA period statuses
as you maintain the GL period statuses. To use this option, the following conditions
must be met:
• PA periods and GL periods must be defined in same calendar
• PA period type must be same as period type defined for GL
• Each of PA periods and GL periods must have same status
Select the organization hierarchy designed for business, which will be used for
reporting the balances in PSI window
Select the correct version, which will be used for reporting
Select the Start Organization from list. All organizations below this will be used for
reporting purpose
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Field Name
Functional Currency
Costing
Exchange
Rate Date Type
Exchange Rate Type
Description
This display-only field shows the functional currency of your company's ledgers. In a
multiple organization environment, the functional currency is the currency of the
ledger assigned to the operating unit(s) associated with your login responsibility.
Specify a default exchange rate date type for converting foreign currency
transactions from the transaction currency to the functional and project currencies.
Specify a default exchange rate type to be used for conversion of transactions from
the transaction currency to the functional and project currencies. The Exchange Rate
Type field is a mandatory field. Select the exchange rate type from a list of valid
conversion rate types. Conversion Rate Types are entered in Oracle General
Ledger.
The currency implementation options control the default values for the currency attributes that are used to
calculate currency exchange rates.
Field Name
Project Numbering
Method
Description
You specify whether you want Oracle Projects to number projects automatically, or
whether you plan to enter project numbers manually. If you want Oracle Projects to
number each project automatically upon creation, then specify a starting project
number. Automatic project numbers are numeric; they do not contain letters or
special characters and are sequentially numbered.
If you want to choose your own project numbers, or if want your project numbers to
include both alphabetic and numeric characters, choose the manual project
numbering method. Manual project numbers can be either alphanumeric or numeric.
Project Numbering
Type
Organization
Hierarchy
Note: Project templates are always numbered manually. The Project Numbering
implementation option does not affect how project templates are numbered.
Select Alphanumeric from two options
You assign a project/task owning organization hierarchy to operating unit to control
which organizations can own projects and tasks. The organization must have
following characteristics:
The organization must belong to project/task organization hierarchy assigned to
operating unit.
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The organization must have project/task owning organization classification
enabled.
The project type class must be permitted to use organization to create projects
This permission is determined when you define the organization.
The organization must be active as of the system date.
Select the correct version, which will be used for reporting
Select the Start Organization from list. All organizations below this will be used for
reporting purpose
Version
Start Organization
Field Name
Expenditure
Cycle
Start Day
Description
Specify an Expenditure Cycle Start Day to indicate the day your seven-day
expenditure week begins. If you specify Monday as the expenditure cycle start day,
the week ending date on all expenditures, including timecards and expense reports,
is the following Sunday. You can choose any day of the week as your expenditure
cycle start day
Enable
Overtime You specify whether you want to use the Overtime Calculation program to calculate
Calculations
and charge overtime hours automatically. You may need to customize the Overtime
Calculation program if your business wants to use automatic overtime calculation
Import
Contingent Enable this option if you want to import contingent worker labor costs from
Worker Timecards timecards. When you select this option, contingent workers can select a purchase
with Purchase Order order when they enter timecards. Specifying a contingent worker purchase order on
Integration
a timecard allows the labor cost to be imported via the timecard, and prevents
interface of labor costs to Oracle Projects from supplier invoices that are associated
with the purchase order.
Default
Supplier Define a default supplier cost credit account. Oracle Projects credits the specified
Cost Credit Account
account when you adjust supplier cost and expense report expenditure items in
Oracle Projects.
Interface Cost to GL: Oracle Projects generates accounting events for that type of cost, and creates
accounting for the accounting events in Oracle Subledger Accounting. Oracle Subledger Accounting is an
intermediate step in the cost accounting flow between Oracle Projects and Oracle General Ledger. Oracle
Subledger Accounting transfers the accounting entries to Oracle General Ledger. Therefore, if you do not
enable an interface cost option, then Oracle Projects does not generate cost accounting events for
transactions of that type of cost. As a result, you cannot create accounting in Oracle Subledger Accounting
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and transfer the costs to Oracle General Ledger.
Interface Employee If you want to send employee labor costs, then you must enable option
Labor Cost
Interface Contingent If you want to send contingent worker labor costs, then you must enable option
Worker Labor Cost
Interface
Usage If you want to send usage costs, inventory costs, WIP costs, miscellaneous costs,
Costs
then you must enable option
Organization
You assign an expenditure/event organization hierarchy to the operating unit to
Hierarchy
control which organizations have the following capabilities: incur expenditures, own
project events, be assigned to a resource list as a resource
To incur expenditures, own events, or be assigned to a resource list, an organization
must have the following characteristics:
The organization must be in the expenditure/event organization hierarchy
assigned to the operating unit.
The organization must have the project expenditure/event organization
classification enabled.
The organization must be active as of the system date
Version
Select the correct version, which will be used for reporting
Start Organization
Select the Start Organization from list. All organizations below this will be used for
entering expenditures
Field Name
Interface Revenue to
GL
Description
If you want to send revenue to Oracle General Ledger, then you must enable the
interface revenue option. When you enable the interface revenue option, Oracle
Projects generates revenue accounting events and creates accounting for the
accounting events in Oracle Subledger Accounting. Oracle Subledger Accounting is
an intermediate step in the revenue accounting flow between Oracle Projects and
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Oracle General Ledger.
Oracle Subledger Accounting transfers the accounting entries to Oracle General
Ledger. Therefore, if you do not enable the interface revenue option, then Oracle
Projects does not generate revenue accounting events. As a result, you cannot
create the accounting and transfer the revenue to Oracle General Ledger.
Invoice Numbering
Invoice Numbering Method
You specify whether you want Oracle Projects to number invoices automatically, or
whether you plan to enter invoice numbers manually.
Centralized Invoice Processing
You specify whether you want invoice processing to be centralized, or if you want
Oracle Projects to process your invoices at the project invoice collection organization
level. By default, the Centralized Invoice Processing check box is enabled. If you
want all of the project invoices for the operating unit to be processed using the
Oracle Projects seeded transaction types, leave the check box enabled. With
decentralized invoicing, you allow organizations to process their own invoice
collections.
Invoice
Batch You need to specify an invoice batch source in Oracle Projects before you can
Source
interface invoices to Oracle Receivables. Oracle Projects provides a predefined
batch source name PROJECTS INVOICES. You must select this batch.
Sales Credit Type
You use the Sales Credit Type to interface sales credit information to Oracle
Receivables for project invoices.
Select the Sales Credit Type to specify the type of credit you want to allocate to
salespersons in Oracle Receivables for project invoices. If there is no credit receiver
defined at the project level and Allow Sales Credit is enabled for the Invoice Batch
Source, your project invoices will interface to receivables with the selected Sales
Credit Type with the project manager as the default credit receiver.
Customer
You can control the ability to view and select related customers of the project
Relationships
customer for bill and ship to purposes at the operating unit level. The choices are:
• Yes: You can choose a Bill To and Ship To customer based on the project
customer or a related customer defined in Oracle Receivables.
• No: You can choose a Bill to and Ship to customer of the project customer only.
• All: You can choose a Bill To and Ship To customer from any customer defined in
Oracle Receivables. The default value is No. You can change the option any time,
but the change impacts only future customers and invoices.
Enable
Multi- Check this box if you want to enter agreements, rate schedules, and add billing
Currency Billing
assignments to the project type in any currency.
Require Rate and Oracle Projects allows you to enter a reason for the rate or discount override to the
Discount Reason
standard bill rate schedules. Check this box if you want to require users to enter the
rate and discount override reason.
Allow
Bill
Rate Check this box if you want to be able to override bill rates for all the projects in the
Override
operating unit
Allow
Bill
Rate Check this box if you want to be able to override the bill rate discount for all the
Discount Override
projects in the operating unit. If this functionality is enabled, Oracle Projects allows
you to override the project or task level discount percentages at the following levels:
• Employee
• Job
• Non-Labor Resource
• Requirement
• Assignment
Share
Bill
Rate Check this box if you want to share bill rate schedules across operating units. This
Schedules
Across functionality allows an operating unit to share rate schedules from other operating
Operating Units
units.
Allow
Funding Check this box if you want to fund projects across operating units. If you enable this
Across
Operating functionality, the list of values for project number includes active projects that are
Units
associated with the agreement of the customer and that have:
• Multi-currency billing enabled at the project level
• Multi-currency billing disabled at project level and functional currency same as the
agreement currency or
• Multi-currency billing enabled with funding currency selected as the invoice
processing currency, and existing funding in a currency same as the agreement
currency.
Account for Unbilled To generate a different account for unbilled retention using the defined Unbilled
Retention
Retention Account AutoAccounting rules, you must check this box. The unbilled
retention is an asset account, separate from the unbilled receivable account, and
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Funding Revaluation
Includes Gains and
Losses
Require
Credit
Memo Reason
tracks the total amount of withheld retention that has not been billed. If this feature is
not enabled, Oracle Projects uses the Unbilled Receivable Account AutoAccounting
rules when interfacing project invoices and retention invoices to Oracle Receivables.
Check this box if you want the funding revaluation process to include gains and
losses. If you enable this functionality, you must implement the realized gain and
loss function transactions and set up the AutoAccounting rules to reclassify the
realized currency gain and loss accounts based on the new event type
classifications. If you do not enable this functionality, the revaluation process
includes only the backlog amount for revaluation.
Note: This option cannot be unchecked at this level if any of the project type level or
project level Funding Revaluation includes Gains and Losses option is enabled.
Enable this option if you require a user to select a credit memo reason when
releasing canceled invoices, write-offs, and credit memos.
Use this window to define cross charge implementation options. Define cross charge implementation options
for every operating unit that uses the cross charge feature (intercompany billing or borrowed and lent
processing).
Field Name
Description
Exchange Rate Date Choose Expenditure Item Date or PA Date
Type
Exchange Rate Type Specify the rate type that the system will use as the default for transfer price
conversions
Cross
Charges Select a method for processing cross charges within the operating unit.
within Operating Unit • None: The system will not process intra-operating unit transactions for cross
charge.
• Borrowed and Lent: The system creates borrowed and lent accounting entries
only. The system does not generate invoices for transactions processed by
borrowed and lent accounting.
Allow Cross Charges To allow cross charges to all operating units within a legal entity:
to
All
Operating 1. Select the Allow Cross Charges to all Operating Units within Legal Entity check
Units Within Legal box.
Entity
2. Choose a default processing method for cross charge transactions across
operating units within the legal entity.
None: The system will not process inter-operating unit transactions for cross charge.
Borrowed and Lent: The system creates borrowed and lent accounting entries only.
Oracle Projects uses the organization defined at Default Legal Context of the
operating unit as the legal entity for cross charge processing.
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Use this window to define internal billing implementation options. For each operating unit that uses internal
billing, you must set up Internal Billing implementation options as either a provider or receiver organization,
or both.
Field Name
Provider for Internal
Billing
Description
If the current operating unit is a provider organization for internal billing, select the
Provider for Internal Billing check box and complete the additional fields in this
region.
Supplier Name and Enter the name and number of the supplier associated with the current operating
Number
unit.
Invoice Numbering
Select an invoice numbering method.
Reclassify Costs for Cross Charged Transactions
Cost
Accrual Indicate how you want to reclassify cross charged costs for cost accrual projects
Projects
(Raw or Burdened). Select None if you do not want to reclassify raw or burdened
costs.
Non Cost Accrual Indicate how you want to reclassify cross charged costs for and non-cost accrual
Projects
projects (Raw or Burdened). Select None if you do not want to reclassify raw or
burdened costs.
Receiver for Internal If the current operating unit is a receiver organization for internal billing, select the
Billing
Receiver for Internal Billing check box and enter the customer name and number to
be associated with the current operating unit.
If you want to identify the project as a cost accrual project, use the Cost Accrual
Identification extension.
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22. Project Accounting Periods
Project accounting periods (PA periods) track Oracle Projects data on a periodic basis. Your PA periods
may be more frequent than your GL accounting periods. You can use PA periods for budgeting and
forecasting and for accounting for cost and revenue. You set a current PA reporting period for Oracle
Projects to summarize project amounts and to track project status.
N > Setup > System > PA Periods
When enhanced period processing features are enabled, you must maintain the status of your GL periods
for project transaction processing in Oracle Projects.
Field Name
Status
PA Period
Effective Date From
Effective Dates To
Reporting Period
Description
Select status from the list. Initially the status will be Never Opened. Change this to
Open. Once period is over, then change this to Pending Close or Closed
PA periods are displayed here, which are copied from GL periods
Start date from PA period is displayed
End date from PA period is displayed
This is set based on selection from “Set Reporting Period Button”. This is a monthly
activity
Once the changes are completed, then save the records and close the window.
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23. Define GL Periods for Projects
All GL periods are defined for the ledger. We need to open these periods for each operating unit.
Change the period status to Open from Never Opened. Otherwise we can not create accounting entries for
cost transactions.
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24. Define Project Status
Workflow: If you want to initiate workflow when an object is updated to this status, select the Workflow tab.
Check the Enable Workflow check box and enter the following fields:
Item Type. Enter the name of the Workflow Item Type to be used for this status.
Process. Enter the name of the workflow process to submit for this status.
Success Status. Enter the status to assign to the object upon successful completion of workflow.
Failure Status. Enter the status to assign to the object if workflow fails. (This can be the same as the
current status
Status Controls: The Status Controls region contains a list of actions that are allowed or restricted for each
status.
Next Allowable Statuses: Use this region to define the next allowable statuses for each status. Four radio
buttons control the next allowable statuses you can enter:
All: The current status can be changed to any status. This is the default value.
None: The current status cannot be changed.
System Status: The Next Allowable Statuses are all system statuses.
Status: The Next Allowable Statuses are all user-defined statuses.
If you choose System Status or Status, you can then enter as many next allowable statuses as you want.
N: Setup > System > Statuses
Field Name
Status Type
Status
System Status
Description
Effective Date From
Description
Select Project from the list
Enter status name, which is unique
Select predefined status from the list
Enter meaningful description for status
Enter Start date from which status would be effective
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Effective Dates To
Status
Controls
Action
Next
Allowable
Status
Enter End date from which status would be ineffective
All actions are predefined. Tick Allow check box if the action is to be permitted for a
particular status
Select one of the four options based on requirement.
Field Name
Status Type
Status
System Status
Enable Workflow
Item Type
Process
Success Status
Description
Select Project from the list
Enter status name, which is unique
Select predefined status from the list
Enable the check box where workflow is required
Select PA Project Status Change Workflow from list
Select Project from list. This is selected by default
Select project status from list. This status is selected by workflow when process is
successful
Select project status from list. This status is selected by workflow when process is
failure
Failure Status
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25. Define Budget Status
All budget statuses are predefined. New statuses can not be defined in the application. However the status
and description can be edited, if required. In the instance the description field is empty. Copy status name to
description
N: Setup > System > Statuses
Field Name
Status Type
Status
Input Mode
LOV
Manual
System Status
Description
Effective Date From
Effective Dates To
Starting Status
LOV
Manual
Manual
Manual
Tick
Description
Select Control Item from the list
Edit status name, which is unique. It is not possible to create new
status codes in application
Select predefined status from the list
Enter meaningful description for status. Copy the status name here
Enter Start date from which status would be effective
Enter End date from which status would be ineffective
Only one status will have this status “Draft”
Workflow: If you want to initiate workflow when an object is updated to this status, select the Workflow tab.
Check the Enable Workflow check box and enter the following fields:
Item Type. Enter the name of the Workflow Item Type to be used for this status.
Process. Enter the name of the workflow process to submit for this status.
Success Status. Enter the status to assign to the object upon successful completion of workflow.
Failure Status. Enter the status to assign to the object if workflow fails. (This can be the same as the
current status)
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Field Name
Status Type
Status
Input Mode
LOV
Manual
System Status
Enable Workflow
Item Type
Process
Success Status
LOV
Tick
LOV
LOV
LOV
Failure Status
LOV
Description
Select Control Item from the list
Edit status name, which is unique. It is not possible to create new
status codes in application
Select predefined status from the list
Enable the check box where workflow is required
Select PA Budget Workflow from list
Select Budget from list. This is selected by default
Select Budget status from list. This status is selected by workflow
when process is successful
Select Budget status from list. This status is selected by workflow
when process is failure
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26. Define Budget Types
N: Setup > Budgets > Budget Types
Oracle provides four seeded budget types in application. For GCSS, we need to create one cost budget as
shown:
Field Name
Budget Type
Description
Effective Date From
Effective Dates To
Amount Type
Use Workflow for
Budget
Status
Changes
Description
Enter budget type, which represents the nature of budget
Enter description for budget type
Enter Start date from which budget type would be effective
Enter End date from which budget type would be ineffective
Select “Cost Budget” always
Enable the check box, where workflow will be used to change the status of budgets
using this budget type
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27. Define Budget Entry Methods
N: Setup > Budgets > Budget Entry Methods
Budget entry method decides at what level we are going to enter budgets for projects.
Field Name
Budget
Entry
Method
Description
Effective Date From
Effective Dates To
Entry Level
Quantity
Raw Cost
Burdened Cost
Categorize
By
Resources
Time Phase By
Quantity
Revenue
Description
Enter budget entry method, which represents the entry level of budget
Enter detailed description for budget entry method
Enter Start date from which budget entry method would be effective
Enter End date from which budget entry method would be ineffective
Select any entry level as appropriate from four choices
Enable the check box
Enable the check box
Disable the check box
Enable the check box
Select None from the list
Disable the check box
Disable the check box
Enter entry methods one by one. Once all methods are entered, then save the records and close the
window.
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28. Define Resource Lists
N: Setup > Budgets > Resource Lists
Resource lists are used to enter budgets for each resource against a task/ project. Resources can be
grouped based expenditure category or organization. Each resource group will be broken into resource type
and resource.
Field Name
Resource List
Description
Effective Date From
Effective Dates To
Job Group
Group Resources By
Group
Alias
Control Levels
Order
Enabled
Resource Type
Resource
Alias
Control Levels
Order
Enabled
Description
Enter unique list name
Enter detailed description for list name
Enter Start date from which list would be effective
Enter End date from which list would be ineffective
Select None as job group from the list
Select Expenditure Category from the list
Select Expenditure Category as group from the list
Expenditure Category will be defaulted as alias
Select control level from list of Absolute, Advisory and None
Mention the order in which the list should appear in budget entry window
Enable the check box for all active resource groups
Select resource type for a resource group from the list. Repeat the selection for each
group
Select resource for a type from the list
Resource name is populated as alias, but can be edited anytime
Select control level from list of Absolute, Advisory and None
Mention the order in which the list should appear in budget entry window
Enable the check box for all active resources
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29. Define Project Classifications
You define project classifications to group your projects according to categories you define. A project
classification includes a class category and a class code. The category is a broad subject within which you
can classify projects. The code is a specific value of the category.
N: Setup > Projects > Classifications
Field Name
Class Category
Description
Mandatory
AutoAccounting
Allow 1 Code Only
Allow Percent Entry
Total Percent Equal
100
For All Project Types
Effective Date From
Effective Dates To
Name
Description
Effective Date From
Effective Dates To
Description
Enter class category, which can be assigned to projects
Enter description for each class category
Specify whether the class category is mandatory for every project you define.
Enable if all projects must have a code assigned to this class category. Do not
enable if this class category is optional
Specify whether you want to use the class category in your AutoAccounting rules
Specify whether you want to allow entry of only one class code with this class
category for a project
The Allow Percent Entry attribute controls the ability to associate percentages with
classification codes
Total Percent Equal 100 attribute controls the ability to associate percentages with
classification codes
Select each Project Type that you would like to associate with this class category.
Enable the Mandatory check box for a project type if you want the system to require
all projects of the project type to be associated with the selected class category
Enter Start date from which category would be effective
Enter End date from which category would be ineffective
Enter code name. Multiple code name can be entered for one category
Enter meaningful description for each code
Enter Start date from which code would be effective
Enter End date from which code would be ineffective
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Field Name
Project Type
Description
Mandatory
Description
Select project type from list, for which class categories will be assigned
Description of project type is displayed here for reference
Do not enable checkbox
Once all class categories and codes are entered, close the window.
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30. Define Service Types
Use the Oracle Projects Lookups window to review and maintain lookups that you use in Projects. Service
Types can be attached to Tasks for classification purpose.
N: Setup > Projects > Service Types
Field Name
Type
Meaning
Application
Description
Code
Input Mode
LOV
Display
Display
Manual
Manual
Meaning
Description
Tag
Effective Date From
Effective Dates To
Manual
Manual
LOV
Manual
Manual
Description
Select SERVICE TYPE from list
Enter SERVICE TYPE. Do not edit this
Oracle Projects will be displayed
Enter SERVICE TYPE. Do not edit this
Enter service type codes, which will be used to classify the task in a
project
Enter meaning of code, which can be understood by all
Enter description of code
Leave this field blank
Enter Start date from which code would be effective
Enter End date from which code would be ineffective
Once all codes are entered, review the codes and close the window.
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In some fields in Projects windows, you are required to enter a value from a predefined list of values.
Sometimes the values on the list are items you have defined in a setup window such as Credit Types. Other
predefined sets of values are lookups, which you can view, and in some cases, update, in the Oracle
Projects Lookups window.
Each lookup category is identified by its lookup type. For example, UNIT is a lookup type for which Currency
and Hours are allowable codes.
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31. Define Expenditure Categories
In the Expenditure Categories window, enter a unique name for the expenditure category and enter its
description. Save your work.
N: Setup > Expenditures > Expenditure Categories
Field Name
Name
Description
Effective Date From
Effective Dates To
Description
Enter unique name for each category
Enter detailed description for each category
Enter Start date from which category would be effective
Enter End date from which category would be ineffective
32. Define Revenue Categories
N: Setup > Expenditures > Revenue Categories
One seeded category is provided and this can be used for creating the expenditure types. Revenue
Category is mandatory for creating Expenditure Category.
Field Name
Type
Meaning
Application
Description
Access Level
Code
Input Mode
LOV
Display
Display
Manual
Selection
Manual
Meaning
Description
Tag
Effective Date From
Effective Dates To
Manual
Manual
LOV
Manual
Manual
Description
Select REVENUE TYPE from list
Enter REVENUE TYPE. Do not edit this
Oracle Projects will be displayed
Enter REVENUE TYPE. Do not edit this
Extensible is selected. Do not edit this
Enter Revenue type codes, which will be used to classify the task in
a project
Enter meaning of code, which can be understood by all
Enter description of code
Leave this field blank
Enter Start date from which code would be effective
Enter End date from which code would be ineffective
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33. Expenditure Types
N: Setup > Expenditures > Expenditure Types
Field Name
Name
Expenditure
Category
Revenue Category
UOM
Output Tax Code
Rate Required
Description
Enter Expenditure Type Name
Select Expenditure Category, which will be assigned to type
Select Revenue Category, which will be assigned to type
Enter the unit of measure you want Oracle Projects to use when calculating the cost
for this expenditure type. You must enter Hours for labor expenditure types
Leave this field blank
If this expenditure type requires a cost rate, check the Rate Required check box,
then choose Cost Rate to navigate to the Expenditure Cost Rates window and enter
a cost rate and its effective date(s). The rates can be defined by operating unit.
Note: If you create a non-labor expenditure type without checking the Rate Required
check box, you cannot subsequently require and enter a cost rate for that
expenditure type. Instead, you must disable the expenditure type and create a new
one that requires a cost rate and has a unique name. If you check the Rate Required
check box when you create a non-labor expenditure type, you can change the cost
rate at any time.
Select one or more classes, which will be assigned to type
Expenditure
Type
Class
Effective Date From
Effective Dates To
Enter Start date from which type class would be effective for selected type
Enter End date from which type class would be ineffective for selected type
Field Name
Name
Description
Effective Date From
Effective Dates To
Description
Enter Expenditure Type Name
Enter meaningful description for selected type name
Enter Start date from which type would be effective for selected type
Enter End date from which type would be ineffective for selected type
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34. Define Non Labor Resources
To define non-labor resources:
1. In the Non-Labor Resources window enter a name, description, effective date(s), and a usage
expenditure type for each non-labor resource your organization owns.
2. For each non-labor resource you define, enter the organization(s) to which the resource is assigned in the
Organizations region. Enter the effective dates during which the resource is owned by each organization.
The organizations you enter can include any organization from your organization hierarchy, regardless of
whether the organization has the Expenditure Organization classification, and regardless of the start and
end dates for the organization.
3. If you want to override the cost rate of the expenditure type by the resource and organization combination,
choose Cost Rates and enter the cost rate for the operating unit in question, and the effective date(s) in the
Cost Rates Overrides window.
4. Save your work.
Attention: A non-labor resource may be a piece of equipment whose capacity is consumed, such as a
training room, or equipment whose physical output is consumed, such as a copier. You can plan and report
for non-labor resources as equipment whose capacity is consumed by enabling the equipment resource
class.
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35. Define Transaction Sources
Field Name
Transaction Source
Default Expenditure
Type Class
Raw
Cost
Accounted
GL
Import Raw
Amounts
Cost
Import
Amounts
Burdened
Import
MRC
Amounts
Allow
Duplicate
Reference
Import
Employee
Organization
Description
Enter Transaction Source Name. Ex: Hyperion. Transaction sources identify the
source of external transactions that you import into Oracle Projects. The transaction
source determines how Oracle Projects imports the transactions. Oracle Projects
provides a set of predefined transaction sources that you use to import transactions
from other Oracle Applications.
Oracle Projects uses the default expenditure type class that you assign to a
transaction source if an expenditure type class is not specified in the interface table.
Oracle Projects provides this option to facilitate the migration of data from earlier
releases of Oracle Projects.
Select this option to indicate whether transactions imported from this transaction
source are already accounted. When you select this option, Oracle Projects
processes do not generate accounting events to send the transactions to Oracle
Subledger Accounting. When you select this option, the Import Raw Cost Amounts
option is automatically selected. Examples of transactions for which this option is
enabled are manufacturing and inventory transactions with the transaction source
Inventory, Inventory Misc, or Work In Process.
When a transaction source has this option enabled, the raw cost amount of the
transactions has already been calculated (costed). These are not modified after
being imported into Oracle Projects. None of the Oracle Projects processes will
calculate raw cost amounts for these transactions.
The designation of a transaction as costed does not affect burdening, accounting, or
interfacing to GL or AP. These processes are still performed on the transaction as
they would be if it were imported as a non-costed transaction.
When this option is selected for a transaction source, Oracle Projects expects the
external system to provide burdened costs. If the transaction does not have a
burdened cost amount, Transaction Import will reject the transaction.
When you select this option, the Import Raw Cost Amounts option is automatically
selected.
Do not enable the check box
Enable this option to allow multiple transactions with this transaction source to use
the same original system reference. If you enable this option, you cannot uniquely
identify the item by transaction source and original system reference.
If you enable this option, the external system can optionally provide an expenditure
organization that is different from the employee owning organization. If no
expenditure organization is provided, Transaction Import will populate the
expenditure organization with the employee owning organization.
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Field Name
Transaction Source
Default Expenditure
Type Class
Allow
Interface
Modifications
Purge After Import
Allow Reversals
Allow Adjustments
Process
Charge
Cross
Description
Enter Transaction Source Name. Ex: Hyperion
Mention default type class for oracle to use while importing data from third party
systems
This option allows you to modify rejected transactions in the Review Transactions
window after the import process is completed. Note: You must enable this option for
predefined supplier cost transaction sources to use the Review Transactions window
to modify the expenditure item date for expenditure items that fail date validation
during import.
If you select this option, items successfully imported from the transaction source are
automatically purged from the interface table when the import process is completed.
If you enable this option, Oracle Projects allows reversals of expenditure batches or
expenditure items for the transaction source. When you enable this option, the Allow
Adjustments option is automatically enabled.
If you enable this option, then you can adjust imported transactions in Oracle
Projects after you load them via Transaction Import.
If you import cross charge transactions that are processed by an external system,
enable this option for that system's transaction source. If this option is enabled for a
transaction source, Oracle Projects performs cross charge processing for
transactions originating from that transaction source.
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36. Define Labor Costing
Labor Cost Multipliers
A labor cost multiplier is a value by which Oracle Projects multiplies an employee's labor cost rate to
calculate the employee's overtime premium cost rate:
Labor Cost Rate * Labor Cost Multiplier = Overtime Premium Labor Cost Rate
Oracle Projects then multiplies this overtime premium labor cost rate by the number of overtime hours an
employee works to calculate the overtime premium for that employee:
Overtime Premium Labor Cost Rate * OT Hours = Overtime Premium
You define a labor cost multiplier for each kind of overtime your business uses such as double time, or time
and a half. For example, if you pay an employee double time for all overtime hours, you define a labor cost
multiplier of 1.0. You multiply the employee's labor cost rate by 1.0 to calculate the employee's overtime
premium labor cost rate.
If you pay an employee time and a half for all overtime hours, you define a labor cost multiplier of 0.5 to
calculate the employee's overtime premium labor cost rate.
An employee's total labor cost is the overtime premium plus the total number of hours that employee worked
multiplied by the employee's labor cost rate:
Overtime Premium + (Total Hours x Labor Cost Rate) = Total Labor Cost
Field Name
Name
Multiplier
Effective Date From
Effective Dates To
Description
Enter Name
Enter Multiplier value.
Enter Start date from which multiplier would be effective
Enter End date from which multiplier would be ineffective
Labor Costing Rules
A labor costing rule determines how an employee is paid. You define a labor costing rule for each pay type
your business uses. For example, you can define a labor costing rule for pay types such as exempt, nonexempt, uncompensated, compensated, or hourly.
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Field Name
Labor Costing Rule
Costing Method
Description
Enter Labor Costing rule name
Select Rates or Extension method from list. When you select Rates, Oracle Projects
calculates the labor costs for entered hours using hourly cost rates. When you select
Extension, labor costs are calculated by the labor costing extension. When using this
option you are not required to maintain hourly cost rates in Oracle Projects.
Effective Date From
Enter Start date from which multiplier would be effective
Effective Dates To
Enter End date from which multiplier would be ineffective
Overtime Cost Multipliers
Expenditure Type
Select Overtime expenditure type from list
Labor Cost Multiplier Enter the multiplier in fraction here
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Costing Rules and Rate Schedules
To calculate labor costs, you must assign a costing rule to each expenditure organization. If a costing rule
has a costing method of Rates, you must also assign a cost rate schedule to each organization using the
costing rule.
1. Select a labor costing rule. If the labor costing rule has a costing method of Rates, select the cost rate
schedule that defines the hourly cost rates for employees in the selected organization.
2. Enter a default job rate schedule to be used when forecasting costs for unstaffed positions.
3. Enter the Effective Dates during which the assignment of the costing rule and rate schedule are valid for
the organization.
4. If you use the overtime calculation extension, optionally enter a default project and task for system
generated transactions.
5. If your cost rate schedule currency is different from your operating unit currency, enter the currency
conversion attributes in the Currency Conversion Attributes region. If you do not specify currency attributes,
the rate attributes defined in the Implementation Options window are applied.
Labor Costing Overrides
For individual employees, you can enter labor costing overrides. You can:
Override the assigned costing rule.
Override the assigned cost rate schedule.
Enter an overriding cost rate.
To override labor costing:
1. In the Labor Costing Overrides window, enter either the Employee Name or Employee Number for the
operating unit under question. Then select Find.
The current overrides for the selected employee are displayed.
2. Specify whether you wish to override the assigned rate schedule or enter an overriding cost rate by
choosing an override type:
Schedule: Enter the overriding rate schedule in the Cost Rate Schedule field.
Rate: Enter an overriding rate. Optionally, select a new currency code and define currency conversion
attributes.
3. Enter the Effective Dates during which the labor costing override is valid for this employee.
4. Save your work.
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37. Define Burden Costs
Define Cost Base
Cost bases refer to the bases of raw costs used for applying burden costs. You assign cost bases to burden
structures, and then specify the types of raw costs that are included in the cost base along with the types of
burden costs that are applied to the cost base.
Field Name
Cost Base
Report Order
Type
From
To
Description
Description
Enter unique Cost Base Code name
Enter 10, 20 etc for them to appear in order
Cost base types refer to the use of cost bases. Oracle Projects predefines the cost
base types Burden Cost and Other. Cost bases with the type Burden Cost are used
in burden calculations. Cost bases with type other than Burden Cost are not included
in burden calculations; these cost bases are used for grouping expenditure types for
different purposes, such as for billing extension calculations
Enter Start date from which cost base would be effective
Enter End date from which cost base would be ineffective
Enter meaningful description for cost base
Burden Cost Codes
Burden cost codes represent the types of costs that you want to allocate to raw costs. You can use burden
cost codes for internal costing, revenue generation, and billing. You can also use burden cost codes to
report and account for on burden cost recovery components in Oracle Projects.
Define Burden Structures
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Field Name
Structure
Description
Structure Type
Structure
Usage
Cost
Base
Assignment
Burden
Codes
Cost
Expenditure
Types
Description
Enter a unique name and description for the burden structure.
Enter a unique name and description for the burden structure.
Select Additive if you want to apply each burden cost code assigned to a cost base using
the same precedence when calculating burden costs. Additive schedules automatically
provide a default value of 1 to each burden cost code in the structure. Select Precedence if
you want to specify the order in which each burden cost code in a cost base should be
applied to raw costs.
Select Allowed if users can use this burden structure when defining a burden schedule
override for a project or task. Select Default if you want this burden structure to appear as
the default structure for burden schedule overrides for projects and tasks. You can only
select one default structure for burden schedule overrides.
Enter the names of the cost bases included in this burden structure. If you need to define
additional cost bases, choose the Cost Bases button.
Suggestion: After you enter a cost base, we recommend that you enter all of the
associated expenditure types and burden cost codes for the cost base before you enter the
next cost base.
Enter the burden cost codes associated with a particular cost base. If you are using a
precedence based structure, enter the precedence in which you want to apply each burden
cost code to raw costs within the cost base.
If you need to define a new burden cost code, choose the New Burden Cost Codes button.
Enter the expenditure types associated with a particular cost base. Expenditure types
represent the types of raw costs within a cost base.
Each expenditure type can belong to only one cost base having a type of Burden Cost
within each burden structure so that transactions of that expenditure type are not burdened
more than once.
If you do not assign an expenditure type to a cost base, transactions using that
expenditure type are not burdened. The burdened cost for these transactions equals the
raw cost of the transaction.
Define Burden Schedules
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Use the Burden Schedules window to define firm and provisional burden schedules. When you create a
schedule, you associate a burden structure to the schedule. You can create an unlimited number of
schedules; for example, you may define unique schedules for the different purposes of internal costing,
revenue, and invoicing.
For Single Business Group Access, you must set up and compile burden schedules for each business
group. The schedule name must be unique within each business group. For Cross Business Group Access,
you can share burden schedules across business groups. The schedule name must be unique across the
system.
Burden schedules are shared among operating units defined by the burdening hierarchy. If organization
burden multipliers are not explicitly defined in the Define Burden Schedule window, they will default from the
next higher level organization in the hierarchy.
You assign burden schedules to project types, projects, or tasks; project type assignments provide default
schedules to a project. Whenever special multipliers are negotiated for a project, you can create project or
task burden schedule overrides with the negotiated burden multipliers.
Field Name
Name
and
Description
Structure
Hierarchy
Versions
Multipliers
Description
Enter a unique name and description for the burden schedule
Select the structure defined earlier
Select burden hierarchy defined for the purpose. The hierarchy is defined in “Define
Hierarchy” window. The start organization is the top organization in the tree.
Once saved, initial version can be created with start date. It is possible to create multiple
version by putting end date fro the previous version.
Enter multipliers for each expenditure organization and burden cost code combination. If
you enter .1, then it is taken as 10%
Once data is entered, then compile the schedule by pressing the “Compile” button
View Burdened Costs Window
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Use this window to view the total burdened cost for particular project transaction criteria. You can also use
this window to test your burden structure and burden schedule implementation.
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38. Payment Terms
Receivables lets you define standard payment terms for your customers to specify the due date and
discount date for their open items. Payment terms can include a discount percent for early payment and you
can assign multiple discounts to each payment term line. For example, the payment term '2% 10, Net 30'
indicates that a customer is allowed a two percent discount if payment is received within 10 days; after 10
days, the entire balance is due within 30 days of the transaction date with no applicable discount.
(N)Setup-Billing-Payment Terms
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39. Agreement Types
Agreement types categorize the various kinds of agreements you negotiate with clients. For example, you
can define one agreement type for all verbal agreements and another for all agreements using purchase
orders. You might also define additional agreement types to distinguish internal agreements from those with
your external customers.
If you define an agreement type and limit revenue and or invoice, any project funded by that agreement type
stops accruing revenue and generating invoices when it reaches the revenue and or invoice limit. If you
define an agreement type and do not limit revenue and invoice, any project funded by that agreement type
issues a warning when the revenue and invoice limit is exceeded, but does not stop accruing revenue or
generating invoices. This is referred to as a hard limit or a soft limit.
Prerequisites
To define an agreement type:
In the Agreement Types window, enter a Name and Description of the agreement type you want to define. If
you want payment terms to default when you enter an agreement with this agreement type, enter the Default
Terms. Enable the Default Revenue/Invoice Limit option if you want the Hard Limit option of the Agreements
window to be enabled by default when you enter an agreement with this agreement type.
(N)Setup-Billing-Agreement Types
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40. Oracle Projects Lookups
Use the Oracle Projects Lookups window to review and maintain lookups that you use in Projects. In some
fields in Projects windows, you are required to enter a value from a predefined list of values. Sometimes the
values on the list are items you have defined in a setup window such as Credit Types. Other predefined sets
of values are lookups, which you can view, and in some cases, update, in the Oracle Projects Lookups
window.
Each lookup category is identified by its lookup type. For example, UNIT is a lookup type for which Currency
and Hours are allowable codes. The Access Level region in the Lookups window indicates at what level
each lookup type is maintained. For example, you can only create new lookup names to add to the list of
predefined lookups for an extensible lookup type, whereas you can both add new lookup names and change
the attributes of predefined lookups for a lookup type with an access level of User.
You cannot change lookup code value after you save a lookup code. You can remove an obsolete lookup in
the following ways: disable the code, enter an end date, or change the meaning and description to match a
replacement code.
Caution: If you remove or make obsolete a lookup that is in use, processing errors can result.
(N)Setup-Billing-Credit Types
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41. Event Types
Unlike labor costs or other billable expenses, a bonus your business receives for completing a project ahead
of schedule is not attributable to any expenditure item. In these cases, you use an event, rather than an
expenditure item, to account for a bonus or other sum of money. An event is an entry assigned to a top task
or project that generates revenue and/or billing activity, but is not directly related to any expenditure items.
You classify events by event type. When you define an event type, you assign it one of the predefined
classifications. When you enter an event, its event type classification determines how the event affects
revenue and billing for a particular project. You can define as many event types as you need, but you cannot
create additional classifications.
Class. Enter a classification for this event type to determine how an event affects the revenue and billing for
a particular project. Oracle Projects provides you with the following classifications:
Automatic. An Automatic classification generates an automatic event for revenue or invoice amounts
that may be positive or negative, depending on your implementation of billing extensions.
Deferred Revenue. A Deferred Revenue classification generates an invoice for the amount of the event,
and has no immediate effect on revenue.
Invoice Reduction. An Invoice Reduction classification reduces the amount of an invoice without
affecting revenue. For example, you can use an invoice reduction event to give a discount to a customer
on a particular invoice.
Manual. A Manual classification allows you to enter both a revenue amount and a bill amount. These
two amounts can be different. Classify an event type as manual when you need to indicate different
revenue and bill amounts.
Scheduled Payment. A Scheduled Payment classification generates an invoice for the amount of the
event. Oracle Projects marks expenditure items on the project being invoiced on a first-in first-out (FIFO)
basis up to the amount of the event. When you use this classification, you can show details of an invoice
in the Invoice Review window by pressing the Details button. The details do not calculate the bill amount
and are never printed on the invoice.
Attention: Events with Scheduled Payment classification can be entered for any project irrespective of
whether the Invoice Method is Event. However, when schedule payment events are entered for projects with
Invoice Method as Event, the expenditure items are marked with the event number on a first-in-first-out
basis (FIFO) when processing the event. If the Invoice Method is other than Event, the schedule payment
events are processed as manual events and the underlying expenditure items are not marked with the event
number.
Write-On. A Write-On classification causes revenue to accrue for the amount of the write-on. A WriteOn also adds the write-on amount to the subsequent invoice. Revenue and invoice amounts are
identical. For example, when your business earns a bonus for completing a project on time or under
budget, you can define an event type with the Write-On classification to account for the bonus amount. A
write-on causes revenue to accrue and generates an invoice to bill your client for the bonus amount.
Write-Off. A Write-Off classification reduces revenue by the amount of the write-off.
Realized Gains: A Realized Gain classification allows you to create an event to support reclassification
of realized gains during funding revaluation.
Realized Loss: A Realized Loss classification allows you to create an event to support reclassification of
realized losses during funding revaluation.
Tax Classification Code. Optionally, click Tax Classification Code to select the tax classification code for
customer invoice lines created for this event type and operating unit. Oracle Projects uses this as the default
tax classification code based on the Application Tax Options hierarchy that you define in Oracle E-Business
Tax for the Oracle Projects application and the project's operating unit.
(N)Setup-Billing-Event Types
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42. How to Use Billing Extensions
When you enter billing extension definitions, you specify parameters that specify how your billing extension
is processed in Oracle Projects. This section explains some of these parameters.
Calling Process
You specify if the billing extension is called by the revenue generation program, the invoice generation
program, or both programs. When you call billing extensions during revenue generation, you can create
events with a revenue amount, or with a revenue amount and a bill amount, as long as the revenue amount
is nonzero.
When you call billing extensions during invoice generation, you can create events with a bill amount, or with
a revenue amount and a bill amount, as long as the bill amount is nonzero. The following table shows
examples of events with various revenue and bill amounts that you can create in the Generate Draft
Revenue calling process.
Billing
Extension
Event
Revenue
Amount
Bill
Comments
Amount
1
1
100
100
Bill amount is not processed until revenue for the event
is distributed
2
2
100
-
Revenue event only
The following table shows examples of events that you can create in the Generate Draft Invoice calling
process.
Billing
Extension
Event
Revenue
Amount
Bill
Comments
Amount
3
1
100
100
Revenue amount is not processed until the invoice on
which the event is billed is released
4
2
-
100
Invoice event only
If you create an event with revenue and bill amounts, the revenue amount and the bill amount do not have to
be the same. You can create positive or negative event amounts with billing extensions.
You can create a billing extension that is called by both revenue generation and invoice generation. You
would do this if your billing calculation is similar for both the revenue and bill amounts, with the exception
that the event revenue amount is based on the accrued revenue, and the event bill amount is based on the
amount invoiced. You can write your procedure to have the same logic for the calculation but to use the
appropriate input of either accrued revenue or amount invoiced into your calculation. With this approach of
writing one procedure and one billing extension, you can avoid duplication of your logic. In addition, your
project users only need to assign one billing extension to their projects, instead of two billing extensions one for revenue accrual and one for invoicing.
Calling Place: Revenue Generation Program
The revenue generation program calls client extensions during the following three processing steps:
Revenue Deletion Processing
Revenue Adjustment Processing
Revenue Regular Processing
Revenue Deletion Processing
During revenue deletion, calls are made to the following billing extensions, in the order shown below:
PRE Billing Extension
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DEL Billing Extension
Standard revenue processing is then performed, followed by the following billing extension call:
POST Billing Extension
Revenue Adjustment Processing
During revenue adjustment, calls are made to the following billing extensions, in the order shown below:
PRE Billing Extension
Standard adjustment revenue processing is then performed, followed by the following billing extension calls:
ADJ Billing Extension
POST Billing Extension
Regular Revenue Processing
PRE Billing Extension
Regular revenue processing is then performed, followed by the following billing extension call:
REG Billing Extension
Automatic revenue event processing is then performed, followed by the following billing extension call:
POST-REG Billing Extension
Automatic revenue event processing is performed again, followed by the following billing extension call:
POST Billing Extension
Calling Place: Invoice Generation Program
The invoice generation program calls client extensions during the following three processing steps:
Invoice Deletion Processing (when using the delete & regenerate option only)
Invoice Cancellation Processing (when using the cancel option only)
Invoice Write-Off Processing (when using the write-off option only)
Invoice/Credit Memo (Regular) Processing
Invoice Deletion Processing
During invoice deletion, when the delete and regenerate option is used, calls are made to the following
billing extensions, in the order shown:
Call PRE Billing Extension
Call DEL Billing Extension
Standard delete invoice processing is then performed, followed by the following billing extension call:
Call POST Billing Extension
Invoice Cancellation Processing
During invoice cancellation, when the cancel option is used, calls are made to the following billing
extensions, in the order shown below:
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PRE Billing Extension
Standard delete invoice processing is then performed, followed by the following billing extension calls:
CANCEL Billing Extension
POST Billing Extension
Approval/Release Billing Extension
Invoice/Credit Memo (Regular) Processing
During invoice and credit memo (regular) processing, calls are made to the following billing extensions, in
the order shown below:
PRE Billing Extension
Standard credit memo processing is then performed, followed by the following billing extension calls:
ADJ Billing Extension
POST Billing Extension
PRE Billing Extension
Regular invoice processing is then performed, followed by the following billing extension call:
REG Billing Extension
Automatic invoice event processing is then performed, followed by the following billing extension calls:
POST-REG Billing Extension
Approval/Release Billing Extension
POST Billing Extension
Validate Approval/Release Processing
Standard write-off invoice processing is then performed.
Extension Call Types
There are several predefined places within the revenue generation and invoice generation programs where
your billing extension can be called when processing a project:
Pre-Processing
Delete Processing
Cancel Invoice Processing
Write-Off Invoice Processing
Adjustment Processing
Regular Processing
Post-Regular Processing
Post-Processing
The following table describes each of the calling places.
Calling Place
Description
PreProcessing
Pre-processing billing extensions are called before any revenue accrual or invoice
calculations for a project. The Generate Draft Revenue and Generate Draft Invoices
processes do not allow you to create automatic events in this calling place. An example of a
preprocessing billing extension is to place all unbilled, unpaid supplier invoice items on
hold, so that they are not billed; and to release the billing hold on any unbilled, paid supplier
invoice transactions that are on hold. You can then bill the paid supplier invoice items
during standard invoice processing.
Delete
Delete processing billing extensions are called after revenue is billed and before any
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Processing
revenue accrual or invoice calculations for a project; this is only applicable to invoicing
billing extensions The Generate Draft Invoices process does not allow you to create
automatic events in this calling place.
Cancel Invoice Cancel invoice processing billing extensions are called after the invoice cancellation for a
Processing
project. This is only applicable to invoice billing extensions. The Generate Draft Invoices
process does not allow you to create automatic events in this calling place.
Write-Off
Invoice
Processing
Write-off invoice processing billing extensions are called after the invoice write-off
processing for a project. This is only applicable to invoice billing extensions. The Generate
Draft Invoices process does not allow you to create automatic events in this calling place.
Adjustment
Adjustment processing creates crediting revenue and invoices that credit existing revenue
or invoices. Oracle Projects creates crediting revenues and invoices due to changes in
revenue or invoice amounts or in the revenue general ledger account. These credits are
created for one or more individual transactions which have previously been processed and
included on a draft revenue or invoice; these changes in amounts or accounts result from
adjustment actions on the individual transactions.
You can create automatic events in this step. If you transfer these events to Oracle
Receivables for autoinvoicing, link the automatic event invoice lines to their corresponding
events in the original invoice. Oracle Projects calls a billing extension in this step after all of
the crediting revenue and invoices are created.
Regular
Regular processing creates non-crediting revenue and invoices. Oracle Projects creates
revenue and invoices based on individual transactions and events that have not previously
been processed for revenue accrual and invoicing.
You can create automatic events in this step. Oracle Projects calls a billing extension in this
step after all non-crediting revenues and invoices are created.
Post-Regular
Post-regular processing billing extensions create events based on all prior revenue
generated in order to base the calculation on the total revenue accrued, including other
automatic events. An example of a post-regular processing billing extension is cost accrual
based on the revenue generated. See: Revenue-Based Cost Accrual, Oracle Project Billing
User Guide.
PostProcessing
Post-processing billing extensions are called after all of the adjustment, regular, and postregular processing is complete. The Generate Draft Revenue and Generate Draft Invoices
processes do not allow you to create automatic events in this calling place. All of the
revenue and invoice processing is complete before this step is executed. An example of a
post-processing billing extension is to notify a project manager when an invoice greater
than $25,000 is created.
The following table shows an example of the different automatic events created by using different calling
places for a billing extension based on a percentage of the amount invoiced.
Period
Invoice
Number
1
1
2
2
3
Invoice
Amount
Automatic Event Amount
(Regular and Adjustment)
Automatic Event
Amount (Regular
Only)
1000
100
100
1
-500
-50
1500
150
100
2000
200
Invoice
Credited
Summary:
200
The billing extension called only during regular processing accounted for the total amount invoiced, including
the credited amount during regular processing as illustrated by the event created for invoice number three.
Transaction Independent
Once you determine the inputs to your calculations, you can determine if your billing extension calculation is
solely dependent on other transactions being processed, or if your calculation can be executed without any
other transactions being processed. Transactions refer to expenditure items and events.
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Transaction independent billing extensions are executed for each project with an active billing assignment,
even if there are no transactions to process. This type of billing extension relies on an input other than
billable transactions on a project. If this input changes, the calculated billing amount changes, which you
want to record. For example, the cost-to-cost revenue accrual method, which relies on the budgeted cost
and revenue amounts. If the budgeted cost or budgeted revenue changes, the revenue amount changes.
You want to record this revenue amount change even if no other transactions are processed in revenue
generation. This category includes the class of billing extensions that calculate revenue and invoice amounts
based on values independent of the amounts included on draft revenue and invoices.
Note: If you design a billing extension to be transaction independent, it will be executed in every run of the
revenue or invoice processes.
Transaction dependent billing extensions are executed only if there are other transactions processed. An
example of this type of billing extension is surcharge in which you calculate a percentage of the amount
billed. You do not want to bill surcharge if no other transactions are billed.
Transaction dependent billing extensions are called only if billable expenditure items and events exist that
need to be processed. For example, there may be new transactions that are set to Non-Billable, which are
not going to generate any revenue or bill amount and will not cause the billing extension to be called. This
category includes billing extensions that calculate revenue and invoice amounts based on (i) a function of
the revenue and invoice amounts included on draft revenue and invoices, or (ii) the attributes of a group of
transactions included on draft invoices.
The following table shows an example of transaction dependent and transaction independent billing
extensions. Billing extension 1, which is transaction dependent, calculates 10% of the invoice amount. Billing
extension 2, which is transaction independent, bills $100 per period regardless of amount invoiced in that
period.
Period
Invoice
Number
1
1
2
2
3
Invoice
Credited
Invoice
Amount
Automatic Event Amount Automatic Event Amount
(Transaction Dependent) (Transaction Independent)
1000
100
-500
-50
3
1500
150
100
4
-
-
100
2000
200
300
1
Summary:
100
Relationship between Calling Place and Transaction Independent
The parameters for calling place and transaction independent are related.
You should call any transaction dependent billing extension in both regular and adjustment processing. This
will ensure that all adjustments, including those that do not result in a new non-crediting amount, are
properly accounted for. For example, you may have a non-billable adjustment which reverses amounts, but
does not process any new non-crediting amounts.
You only need to call your transaction independent billing extension once during processing for a project,
which can be done during regular processing. You typically do not call transaction independent billing
extensions during adjustment processing.
The table below summarizes how you should set up the calling place and transaction independent
parameters in your billing extension definition, based on the type of billing extension calculation.
Billing Extension Calculation
Regular Adjustment Transaction Independent
Based solely on transactions
Yes
Based on inputs other than transactions Yes
Yes
No
No
Yes
There are exceptions to the general rule shown in the above table. You may define a billing extension as
transaction dependent, but to be called only during regular processing. For example, you want to charge
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interest on outstanding invoices, but only want to include the interest on an invoice that has other
transactions included on it. The interest calculation itself is a transaction independent calculation, but you
define it as transaction dependent so that it is calculated only when other transactions are processed for an
invoice. You do not want to create invoices with only an interest amount.
Project-Specific
You need to determine if your billing extension implements a company policy across projects or if it is
applicable only to specific projects for which it is negotiated.
Project-specific billing extensions are those methods which are applicable only to specific projects for which
they are negotiated. Project users assign these billing extensions to projects and top tasks; you cannot
assign these billing extensions to project types.
Non-project-specific billing extensions are those methods which implement company policy across projects.
You assign these billing extensions to project types; the billing extension applies to all projects of that project
type. Project users cannot assign these billing extensions to projects.
Suggestion: You can include conditional logic in your procedure to allow exceptions to project type rules.
Event Attributes
When designing billing extensions, you can specify the attributes of automatic events that are created by
billing extensions. You can use the following default values or override the defaults for any of these
attributes.
Event Attribute
Comments
Event Type
Defaults to event type on billing extension; event type must have an event type
classification of Automatic.
Event Description
Defaults to event description on billing extension.
Event Organization
Defaults to managing organization of project or task to which the event is assigned.
Completion Date
Accrue through date for events created during revenue generation, bill through date
for events created during invoice generation.
Revenue Amount
For billing extensions called in revenue generation, must specify revenue amount.
For billing extensions called in invoice generation, can optionally specify revenue
amount; revenue amount is not processed until invoice on which the event is billed is
released.
Bill Amount
For billing extensions called in invoice generation, must specify bill amount.
For billing extensions called in revenue generation, can optionally specify bill amount;
bill amount is not processed until revenue for the event is accrued.
Descriptive Flexfield Can pass any value as long as the value is valid with the descriptive flexfields you
Segments
have defined for events.
Audit Columns in
Events
For values used in billing extension calculations. NOTE: not displayed to the user, but
available in the table.
Budget Attributes
When designing billing extensions, you can specify the attributes of budgets that are used by billing
extensions. You can use the following default values or override the defaults for any of these attributes.
Budget Attribute
Comments
Cost Budget Type Code
Defaults to Approved Cost Budget.
Revenue Budget Type Code Defaults to Approved Revenue Budget.
Billing Assignments
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Use the Billing Assignments option to assign billing extensions to automatically create revenue or billing
events. You can assign billing extensions at the project or top task level only.
Billing Assignments Window
To enter billing assignments, you must select and expand Billing Information from the list of options in the
Projects, Templates window. When you choose this option, you can enter the following information in the
Billing Assignments window:
Name: Enter the name of the billing extension you want to use.
Currency: Enter any currency you have defined in the General Ledger
Amount: Enter the amount.
Percent: Enter the percent amount.
Active: Choose whether to enable this extension.
Conversion Attributes: Enter the currency conversion attributes for converting from the event transaction
currency to the project functional currency, project currency, and funding currency.
(N)Setup-Billing-Billing Extensions
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43. Define Invoice Formats
An invoice format determines how Oracle Projects creates an invoice line. You can define different formats
for labor, non-labor, retention, and retention billing invoice line items, and specify if you want to use the
format for customer invoices, intercompany invoices, or both, how you want to summarize expenditure
items, and the fields you want an invoice line to display. You can also include free-form text on an invoice
line.
You can use customer invoice formats only for regular contract projects, and intercompany invoice formats
only for invoices generated by intercompany billing projects. You can also share invoice formats between
customer and intercompany invoices.
The grouping option specifies which expenditure items you want to summarize in an invoice line, and
whether an invoice line item is labor, non-labor, or retention. Which grouping options you can select
depends on the purpose of the invoice format.
(N)Setup-Billing-Invoice Formats
Field Name
Name
Format Type
From
Use For
Grouping
Invoice Format
Details
Start and End
Description
Enter a unique, descriptive name for this invoice format
The format type controls the invoice formats you see for labor, non-labor, retention , and
retention billing when you enter invoice formats using the Projects window
Enter the date range during which you want the invoice format to be effective
Select an option to indicate if you want to use this invoice format for customer invoices,
intercompany invoices, or both
Enter a grouping option for this invoice format. You can choose any grouping option
available for this type of invoice. A grouping option specifies what fields are the primary
grouping of items into invoice lines, and is based on the funding level of the project. A
project budgeted at the top task will have a top task grouping rule
Enter the items you want to appear in the invoice line description
Specifies where you want this field to appear on the invoice line. Enter numbers between 1
and 240
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Field Name
Text
Right Justify
Enter the name of the field that you want to appear on the invoice line. You can choose
any invoice line field available for grouping option or the invoice format. However, if you
are defining an invoice format that supports both customer and intercompany invoices, you
can select only those fields that are shared by the two formats. Enter Text if you want to
enter literal text in this position
Enter the literal text that you want Oracle Projects to display as the value for this field.
Oracle Projects skips this field unless you have entered Text in the previous field
Select if you want this field value to appear right justified between the specified start and
end positions
When you group invoice lines by expenditure category or expenditure type and choose to display units on
the invoice, the system groups invoice transactions based on a combination of the expenditure category or
expenditure type, and the transaction unit of measure. Therefore, if more than one unit of measure is
associated with the transactions that relate to an expenditure category or expenditure type, then the system
displays separate invoice lines for each combination of expenditure category or expenditure type, and unit of
measure.
When you select Organization as Field, the invoice line displays Override to Organization in the invoice line
description. If no override organization is defined, the invoice line displays Non Labor Resource
Organization as text, which is defined only for usages. If the process is unable to retrieve any value for
invoice line description, No Description is displayed as the invoice line text.
Note: If you select Bill Rate or Bill Rate Prorated, select the bill transaction currency, as the bill rate is
displayed in the bill transaction currency.
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44. Define Work Types
You define work types to represent a classification of work. You use work types to classify both actual and
scheduled work. For example, a professional services enterprise could define the following work types:
Analysis
Design
External Training
Implementation
Non-Worked Time
Support
You can use work types to classify work for the following purposes:
Determining the billability of expenditure items
Classifying cross charge amounts into cost and revenue for cross-charged work
Assigning attributes for utilization reporting
Note: Work types roll up to resource and organization utilization categories. You define this roll up when you
define work types.
(N)Setup-Utilization-Work Types
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45. Defining Derived Columns in PSI
If the default configuration does not meet your business needs, you can configure Project Status Inquiry to
display alternate columns. You can display the information that is important for managing your business by
defining rules to derive alternate column values to display in the Project Status window.
Project Status Inquiry (PSI) uses a maximum of 33 columns: 3 text columns for descriptions or comments,
and 30 numeric columns for ratios, percentages, and amounts. Each status folder (project, task, and
resource) in Project Status Inquiry can display all or a portion of the columns available to that folder.
Considerations for Your Company's PSI Column Strategy
Consider the following points before altering your PSI column configuration:
Each status folder can have an entirely different combination of columns.
You can define rules for columns that read data from any table or view in an Oracle database.
Altering column definitions can degrade performance. You should consider the performance implications of
any new column definition.
Defining Non-Default Columns
You can use one of three methods to alter your PSI column setup during implementation to better suit your
company's needs:
Select different text or numeric column definitions using the list of values in the Project Status Inquiry
Columns window.
Manually modify the predefined column definitions in the PSI Columns window using SQL expressions. Be
sure to use SQL expressions that do not return null values. Write a client extension using PL/SQL
procedures.
Attention: If you make any changes in the PSI Columns window, you must save your changes and choose
Generate View before the Project Status window will reflect your changes. You do not have to
generate a view if you have changed only your client extension.
If PSI determines that a column value is blank (Definition field in the PSI Columns window left blank) or a
NULL value (PSI unable to process SQL expression), the Project Status window will display a zero (for
numeric column types) or leave the field blank (for text columns). To leave the value field blank for a numeric
column, you must enter TO_NUMBER (null) in the Definition field in the PSI Columns window.
Column Setup Window
You can accomplish the first two methods by using the PSI Columns window (choose Setup, Project Status
Columns from the Navigator). These are not only simpler than the third option; they will also give better
performance results.
Regardless of which method you choose to change your PSI column configuration, you enter column
prompts in the PSI Column window. The Project Status window always reads column prompts from the view
generated by this window.
Using SQL Expressions
The second method involves selecting a column definition from the list of values in the PSI Columns
window, then modifying it with SQL expressions, as described in the examples below.
Example 1: Hours Percentage Complete
The definition of the Hours Percentage Complete column, one of the default PSI columns provided with
Oracle Projects, is:
ROUND(DECODE(C.BASELINE_LABOR_HOURS_TOT,0,0,
(A.LABOR_HOURS_ITD/C.BASELINE_LABOR_HOURS_TOT) * 100),0)
The formula divides ITD labor hours by the total budgeted labor hours to obtain the percent complete. If total
budgeted labor hours equal zero, zero is returned as the result. Following is an explanation of each element
of this definition:
ROUND(x,y)
Round the expression x to y decimal places. If no value is given for y, round to 0 decimal places.
DECODE(w,x,y,z)
If the expression w results in the value x, return the value y; otherwise, return the value z.
x/y
Divide x by y. Other common operators are: * (multiply), + (add), and - (subtract).
x * 100
Multiply x by 100. This is added to the definition to move the decimal point for a percentage expression.
Example 2: Over Budget
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The Over Budget column, another default PSI column provided with Oracle Projects, displays an asterisk if
the project is more than 10% over its budget, and is blank otherwise. The definition for the column is:
DECODE
((SIGN((NVL(C.BASELINE_BURDENED_COST_ITD,0)
*
1.1)
(NVL
(A.BURDENED_COST_ITD,0) + NVL (M.CMT_BURDENED_COST_PTD,0)))), -1,"*",NULL)
This definition contains some additional elements, as shown in the following table:
Element Description
SIGN(x)
If x is a positive number or 0, SIGN(x) = 1. If x is a negative number, SIGN(x) = -1.
NVL(x,y) If x is not null, return x. Otherwise, return y.
Currency Formatting in Project, Task, and Resource Windows
You can use the Project Status Column Setup window to enable selected column definitions for factoring
functionality. Columns that are enabled for factoring may be factored (formatted) at runtime. Also, the
amounts in the columns are automatically displayed according to the functional currency format defined in
General Ledger. To mark columns for factoring and functional currency formatting: Navigate to the Project
Status Inquiry Columns window. Select Project, Task, or Resource in the Folder region. Check the Factor By
check box for each column definition that you want to enable for factoring and functional currency formatting.
Totals in the Project Window
You can use the Project Status Column Setup window to mark selected column definitions as totals
columns.
If you set up a Totals column, and mark it as a currency amount, the total amounts for the column are
displayed according to the functional currency format defined in Oracle General Ledger.
• Navigate to the Project Status Columns window.
• In the Folder region, select Project.
• For each column definition you want to mark as a total column, check the Total check box.
Attention: If the PSI Extension has been enabled for the PSI Project Status window, then you must also
modify the PSI extension to enable Totals functionality. Even if you have marked columns as total columns,
the Totals button on the PSI Project window will remained disabled until the PSI extension has been
modified for Totals functionality.
(N)Setup-Utilization-Project Status Columns
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46. Define Control Actions
Application Programming Interfaces
You can use Application Programming Interfaces to integrate Oracle Projects with non-Oracle applications.
Share projects, budgets, resources, actuals, and percent complete data between your systems while
preserving controls you have defined in each application.
You can write PL/SQL code to develop your own integration application, or you can purchase an existing
integration application. Whether you create a new or use an existing application, complete the following
steps to implement the APIs:
Updating Profile Options for Integration with other Products
Defining the external application as a source product
Restricting access (query or update) to data originating from the source product (optional)
The API Controls windows enable you to keep information consistent between Oracle Projects and all
integrated external systems. Use the Control Actions window to set up controls over data imported from an
external system that you use in conjunction with Oracle Projects. Use the Source Products window to enter
the name and description of your external system, or to modify effective dates for existing source products.
(N)Setup-Activity Management Gateway-Control Actions
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