Oracle EBS R12.2 RCD

ORACLE E-BUSINESS SUITE RELEASE CONTENT DOCUMENT Projects Releases 12.1 and 12.2 Prepared by Oracle E-Business Suite Product Development Last Updated: April 10, 2015

Copyright © 2011, 2015 Oracle Corporation All Rights Reserved

Table of Contents

1. Disclaimer 1

2. Introduction 2

2.1. Purpose of document 2

3. New and Changed Features in Projects 3

3.1. Oracle Grants Accounting 3 3.1.1. Overview 3 3.1.2. Release 12.0.6 (RUP6) 3

3.1.2.1. Marking encumbrance items for burden recalculation 3 3.1.3. Release 12.1.1 3

3.1.3.1. Award budgeting enhancements 3 3.1.3.1.1. Budget period validations 3 3.1.3.1.2. Automatic summarization of project budgets 3 3.1.3.1.3. Budget Line Sorting Option 3

3.1.3.2. Award status inquiry enhancements 3 3.1.3.2.1. View by budget period 3 3.1.3.2.2. GL and PA date parameters on find expenditure items window 3 3.1.3.2.3. GL date parameters on find commitments window 3

3.1.4. Release 12.1.2 4 3.1.4.1. Federal Financial Report (FFR) 4

3.1.5. Release 12.1.3 4 3.1.5.1. Burden Rounding 4 3.1.5.2. Award Number Display for Grants Reporting 4

3.1.6. Release 12.2 5 3.1.6.1. Payables Integration Enhancement – Support for Self Assessed Tax 5

3.1.7. Release 12.2.4 5 3.1.7.1. Burden Rounding for Sponsored Projects 5

3.2. Oracle Project Billing 6 3.2.1. Overview 6 3.2.2. Release 12.1.1 6

3.2.2.1. Cascading Billing Schedule Overrides 6 3.2.2.2. Agreement Definition Enhancements 6 3.2.2.3. Prepayment Receipt Applications 6 3.2.2.4. Federal Budgetary Accounting for Project Revenue 7 3.2.2.5. Date Effective Funds Consumption 7 3.2.2.6. MGT: Invoice Review Performance Improvements 7 3.2.2.7. MGT: Unbilled Receivables Aging 7

3.2.3. Release 12.1.3 7 3.2.3.1. Revenue Hold 7 3.2.3.2. On Account Credits for Intercompany Invoicing 7

3.2.4. Release 12.2.2 8 3.2.4.1. Standard Invoicing for Adjusted Transactions 8 3.2.4.2. UBR/UER as Control Accounts 8

3.2.5. Release 12.2.4 8 3.2.5.1. Enhanced Projects Intercompany Processing 8

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document ii

3.2.5.2. Invoice by Bill Group 8 3.2.5.3. Invoice Consolidation 9 3.2.5.4. Federal Contract Billing 9

3.2.5.4.1. Cost Plus Fixed Fee Contracts 9 3.2.5.4.2. Fixed Price Progress Payment Contracts 10

3.2.5.5. HTML based Project Billing and Funding Setup Pages 10

3.3. Oracle Project Costing 11 3.3.1. Overview 11 3.3.2. Release 12.1.1 11

3.3.2.1. Federal Budgetary Accounting for Project Expenditures 11 3.3.2.2. Contingency Worker Clearing Projects 11 3.3.2.3. Additional Project Information in Oracle Time and Labor 11

3.3.3. Release 12.1.3 11 3.3.3.1. Delete/Correct PA Periods 11 3.3.3.2. Transaction Control Public API 11 3.3.3.3. Uncosted Expenditure Batch Correction Options 12

3.3.4. Release 12.1.3+ 12 3.3.4.1. Improved Usability and Audit of Funds Check 12

3.3.5. Release 12.2 12 3.3.5.1. Labor Costing Enhancements 12

3.3.5.1.1. Costing with HR Rates with Support for Multiple Rates per Employee 12 3.3.5.1.2. New OTL Timecard Layout to Support Rate by Criteria 12 3.3.5.1.3. Total Time Reporting for Exempt Employees 12 3.3.5.1.4. Labor Costing using Payroll Actuals 13 3.3.5.1.5. Labor Cost Accruals 14 3.3.5.1.6. Expenditure Batch Reversal Program 14

3.3.5.2. CMRO Integration Enhancements 15 3.3.5.3. Payables Integration Enhancement – Support for Self Assessed Tax 15 3.3.5.4. Enhanced Cost Collection by Cost Code 15 3.3.5.5. Period Close 15 3.3.5.6. Payables Integration Enhancement – Support for Self Assessed Tax 15

3.4. Oracle Mobile Project Manager for Oracle E-Business Suite 17 3.4.1. Overview 17 3.4.2. V.1.1.0 17

3.4.2.1. Mobile Application Foundation Updates 17 3.4.2.2. Accessibility Improvements 17

3.4.3. V.1.2.0 17 3.4.3.1. Android Support 17 3.4.3.2. Mobile Foundation Release 3.0 Updates 17

3.5. Oracle Project Foundation 18 3.5.1. Overview 18 3.5.2. Release 12.1.1 18

3.5.2.1. New Purge Process for Obsolete Project Data 18 3.5.2.2. iSetup 18 3.5.2.3. Improved Diagnostics 18

3.5.3. Release 12.1.2 18 3.5.3.1. Enhanced Project List Page 18

3.5.3.1.1. Main Project List Region 18 3.5.3.1.2. Worklist and Notification Regions 19 3.5.3.1.3. Report Views Region 19 3.5.3.1.4. Bookmarks Region 19

3.5.3.2. Streamlined Searches 19 3.5.3.3. New Hover Pop Up Windows 19

3.5.4. Release 12.1.3 19 3.5.4.1. Enhanced Project List Page 19 3.5.4.2. Enhanced Diagnostics 20

3.6. Oracle Project Management 21 3.6.1. Overview 21

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document iii

3.6.2. Release 12.1.1 21 3.6.2.1. New Audit Process for Project Performance Reporting Setup 21 3.6.2.2. New Parameters for Refresh Project Performance Data Process 21 3.6.2.3. Workplan Enhancements 21

3.6.2.3.1. Ability to Delete Published Workplan Versions 21 3.6.2.3.2. Usability Enhancements 21 3.6.2.3.3. New Public API for Creating, Maintaining, and Deleting Programs 22

3.6.2.4. Budgeting and Forecasting Enhancements 22 3.6.2.4.1. Enhanced Automatic Calculation and Derivation Logic 22 3.6.2.4.2. Enhanced Handling of Override Rates on Budget / Forecast Lines 22 3.6.2.4.3. Simplified Addition of Planning Elements and Resources 23

3.6.2.5. Self Service Expenditure Inquiry 23 3.6.2.6. Reporting Pack for Generation and Distribution of XML Publisher Reports 23 3.6.2.7. Budget Integration with Federal Budget Execution and/or 3rd Party Budget 24 3.6.2.8. Microsoft Project 2007 Certification 24 3.6.2.9. Project Performance Reporting: Additional Measures 24 3.6.2.10. Project Performance Reporting: Inter-Project Revenue / Billing Amounts 25 3.6.2.11. Supplier Cost Dashboard 25 3.6.2.12. Subcontractor Payment Controls 25

3.6.2.12.1. Support for Pay when Paid Scenarios 25 3.6.2.12.2. Payment Controls for Subcontract Deliverables 25

3.6.3. Release 12.1.2 26 3.6.3.1. Reporting Performance Improvements 26 3.6.3.2. MSP Integration Enhancements 26

3.6.3.2.1. Download Baseline Cost 26 3.6.3.2.2. Download Period to Date/Year to Date Cost 26

3.6.3.3. Enhanced Change Management 26 3.6.3.3.1. Streamlined Control Item Definition 26 3.6.3.3.2. New Supplier Impact Region 27 3.6.3.3.3. Document Versioning 27 3.6.3.3.4. Potential Change Order Report for Customer Approval 27 3.6.3.3.5. Task Creation to Track Change Order Work and Costs 27 3.6.3.3.6. New Search Capabilities 27

3.6.3.4. Project Manager Dashboard for Maintenance of Procurement Deliverables 27 3.6.3.5. Improved Supplier Invoice Payment Controls 28 3.6.3.6. Deductions to Subcontractor Invoices 28 3.6.3.7. Project Security within Oracle Purchasing 28 3.6.3.8. Planning by Fiscal Calendars 28 3.6.3.9. Planning by Manual Entry 29 3.6.3.10. Spread Curve Updates via Task Assignment API 29 3.6.3.11. Default Option to Allow “Assignment Same As Task Duration” 29

3.6.4. Release 12.1.3 29 3.6.4.1. Reporting Performance Improvements 29 3.6.4.2. MSP Integration Enhancements 29

3.6.4.2.1. Support for Non-Shared Task Based Mapping structures 29 3.6.4.2.2. Support for Partially Shared structure 30

3.6.4.3. Enhanced Change Management 30 3.6.4.3.1. Enhanced Cost & Revenue Planning for Change Documents 30

3.6.4.4. Enhanced Retention Invoice Processing for Outstanding Project Deductions 30 3.6.5. Release 12.2 30

3.6.5.1. Planning with HR Rates 30 3.6.5.2. Updated Rates when Generating Forecast from the Workplan 30 3.6.5.3. Planning without Resource Classes 31 3.6.5.4. Planning by Cost Breakdown Structure 31

3.6.6. Release 12.2.4 32 3.6.6.1. Usability: Project Creation and Control Enhancements 32

3.6.6.1.1. Enhanced Options when Creating New Projects 32 3.6.6.1.2. Improved Budgeting and Forecasting Page Navigation 32 3.6.6.1.3. Workplan and Financial Plan Summary 32

3.6.6.2. Update Financial Attributes 32 3.6.6.3. Move Tasks across Top Tasks 32

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document iv

3.6.7. Release 12.2.5 32 3.6.7.1. Cost Breakdown Structure for Intercompany and Interproject Billing Projects 32 3.6.7.2. PPR Refactoring 32 3.6.7.3. Plan, Execute, Monitor & Control Unit Rate Based Projects 33 3.6.7.4. Budgetary Controls for Financial Plans 33

3.7. Oracle Project Contracts 35 3.7.1. Overview 35 3.7.2. Release 12.1.3+ 35

3.7.2.1. Copy Status when Creating a Contract from Template 35 3.7.2.2. User Attributes Validation 35 3.7.2.3. Provide Contract Access to Contingent Workers 35 3.7.2.4. Project Contracts Public APIs 35

3.7.3. Release 12.2.4 36

3.8. Oracle Project Procurement 38 3.8.1. Overview 38 3.8.2. Release 12.2.4 38

3.8.2.1. Enable Projects for Procurement Planning 38 3.8.2.2. Create and Manage Project Procurement Plans 38 3.8.2.3. Project Management Command Center View 38 3.8.2.4. Project Buyer Command Center View 38 3.8.2.5. Item Analysis 39 3.8.2.6. Supplier Analysis 39

3.8.3. Release 12.2.5 39 3.8.3.1. Manage Procurement of Services 39

3.9. Oracle Project Resource Management 41 3.9.1. Overview 41 3.9.2. Release 12.0.3 (RUP3) 41

3.9.2.1. Viewing At-Completion Amounts 41 3.9.2.2. Choosing Displayed Currency 41 3.9.2.3. Reporting Plan Type Data in Context 41

3.9.3. Release 12.1.1 41 3.9.3.1. Resource Search by eMail Address 41 3.9.3.2. Resource Search by Person Type 42 3.9.3.3. Streamlined Navigation on Staffing Home 42 3.9.3.4. Cross Validation of Project and Assignment Dates 42 3.9.3.5. Defaulting of Work Patterns’ From and To Dates 43 3.9.3.6. Improved Exception Handling of Maintain Project Resources Process 43 3.9.3.7. New Public APIs for Resource Management 43 3.9.3.8. Organization Authority: Obsolete Forecast Authority 43

3.9.4. Release 12.1.2 43 3.9.4.1. Update of Start and End Dates for Multiple Requirements 43 3.9.4.2. Select Multiple Roll Ups in a Personalized View 44 3.9.4.3. Support for Schedule Shifts while Maintaining Work Patterns 44 3.9.4.4. Updateable Fields on Scheduled People Page 44

3.10. Advanced Project Planning and Control 45 3.10.1. Release 12.1.3.4 45

3.10.1.1. Advanced Project Planning and Control (formerly Endeca Extensions for Oracle Project Management) 45

3.10.2. Release 12.2.4 45 3.10.2.1. Advanced Project Planning and Control (formerly Endeca Extensions for Oracle Project Management) 45

3.10.3. Release 12.2.5 45 3.10.3.1. Advanced Project Planning and Controls 45

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document v

1. Disclaimer This Release Content Document (RCD) describes product features that are proposed for the specified release of the Oracle E-Business Suite. This document describes new or changed functionality only. Existing functionality from prior releases is not described. It is intended solely to help you assess the business benefits of upgrading to the specified release of the Oracle E-Business Suite.

This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement, which has been executed and with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without prior written consent of Oracle. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates.

This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remains at the sole discretion of Oracle.

Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Purpose of document 1

2. Introduction

2.1. Purpose of document This Release Content Document (RCD) communicates information about new or changed functionality introduced in Oracle E-Business Suite Releases 12.1 and 12.2, and in subsequent Release Update Packs (RUPs) and off-cycle patches. For your convenience, it also includes new or changed functionality introduced in the RUPs for Release 12, including 12.0.2 through 12.0.7.

The features and enhancements described in this document are grouped by product, and then by the release in which they first became available, for example, “Release 12.1.1”. Features released in an off-cycle patch have a special designation – for example, a feature released after 12.1.1, but before 12.1.2, is designated as “Release 12.1.1+”.

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Purpose of document 2

3. New and Changed Features in Projects

3.1. Oracle Grants Accounting 3.1.1. Overview

Oracle Grants Accounting provides your organization with the ability to completely track grants and funded projects from inception to final reporting. Oracle Grants Accounting provides a fully integrated system that supports multi-funded projects and the required compliance terms and conditions by award. Oracle Grants Accounting supports validation of allowable costs as well as flexible budgetary controls to ensure fiscal responsibility.

3.1.2. Release 12.0.6 (RUP6)

3.1.2.1. Marking encumbrance items for burden recalculation

Encumbrance items are marked for burden recalculation if either the indirect cost schedule on the Compliances tab is updated or records are updated, inserted or deleted in the Override Schedules window.

3.1.3. Release 12.1.1

3.1.3.1. Award budgeting enhancements

3.1.3.1.1. Budget period validations

Budget periods will not be validated across award budgets when those awards fund a single project. This provides the flexibility to establish award budgets based on the actual duration of the award, while not being confined based on the existing budgets already established for the project.

3.1.3.1.2. Automatic summarization of project budgets

Now that you can establish award budgets with any entry method and period definitions, regardless of the previously created budgets for a project, the award budgets will still automatically summarize to a project budget viewable in Project Status Inquiry. Two profile options have been added to identify the budget entry methods that will be used to summarize the project budgets.

3.1.3.1.3. Budget Line Sorting Option

For a budget that is established with date range periods, a sorting option is available on the budget lines window. You can now choose to sort the lines by Resource name, or by effective dates. This provides the flexibility to view the budget lines by period or by budgeted resource.

3.1.3.2. Award status inquiry enhancements

3.1.3.2.1. View by budget period

A new region has been added to the Find Award Status window that enables the view to be limited to a single period, range of periods, or inception to date for a particular award. The parameters will reflect the budget periods entered on the award budget.

3.1.3.2.2. GL and PA date parameters on find expenditure items window

GL and PA date parameters have been added to the Find Expenditure Items window.

3.1.3.2.3. GL date parameters on find commitments window

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Grants Accounting 3

GL Date parameters have been added to the Find Commitments window.

3.1.4. Release 12.1.2 3.1.4.1. Federal Financial Report (FFR)

Most federal grants require recipients to periodically submit reports on their grant’s financial progress. In the United States, the Office of Management and Budget (OMB) have consolidated the two most common financial reports, the Financial Status Report (FSR or SF–269/SF–269A) and the Federal Cash Transaction Report (FCTR or SF– 272/SF–272A), into a single form. OMB is requiring that federal agencies transition to the FFR by September 30, 2009.

To comply with this change, Oracle Grants Accounting has introduced a new FFR report. To allow for easy transition, the Financial Status Report and the Federal Cash Transaction Report are still available for use or for data verification.

3.1.5. Release 12.1.3

3.1.5.1. Burden Rounding Standard accounting practices and regulations to comply with federal and nonfederal sponsored projects require invoices to match award amounts. Burden and rounding calculations can cause differences between the invoice amounts and the supporting documentation for revenue and expenditures

The draft revenue and invoice processes (GMS: Generate Draft Revenue and GMS: Generate Draft Invoice) have been enhanced to calculate the difference between the burden transaction cost and the burden amount on the invoice to resolve any differences between the invoice and revenue amounts, existing . The differential rounding amount is included in the revenue and invoice amounts to reconcile the award invoice amount with the cost amount.

3.1.5.2. Award Number Display for Grants Reporting

Displaying the award number in transaction exception, costing and funds check reports enables users to identify the appropriate award transaction for further processing. Additional award information is displayed in the following reports:

• GMS: Costing and Funds Check on Straight Time Labor

• GMS: Costing and Funds Check on Straight Time Labor for a Range of Projects

• GMS: Distribute Supplier Cost Adjustments and Funds Check

• GMS: Distribute Supplier Cost Adjustments and Funds Check for a Range of Projects

• GMS: Costing and Funds Check on Usage and Miscellaneous Costs

• GMS: Costing and Funds Check on Expense Report Adjustments

• EXC: Transaction Exception Details by PA Period

Note: Report sections applicable to Grants include Accounts Payable Invoice Exceptions, Uncosted Transactions, and Costing Exceptions

• EXC: Transaction Exception Details by GL Period

Note: Report sections applicable to Grants include Accounts Payable Invoice Exceptions, Uncosted Transactions, and Costing Exceptions

• AUD: Supplier Costs Interface Audit

• PRC: Transaction Import Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Grants Accounting 4

3.1.6. Release 12.2

3.1.6.1. Payables Integration Enhancement – Support for Self Assessed Tax Self assessed tax amounts are taxes for which a purchaser is liable. While the self assessed tax amount is computed on the supplier invoice, it is not payable to the supplier. In Release 12, E-Business Tax and Oracle Payables introduced new functionality to calculate and store self-assessed tax amounts. These tax amounts are interfaced to Oracle Grants Accounting and recorded as a project expense.

3.1.7. Release 12.2.4

3.1.7.1. Burden Rounding for Sponsored Projects

Organizations may receive awards for various projects. To claim funds, the award recipient needs to bill the sponsor for cost and overheads incurred. Any variation between overheads calculated on cost and billing could result in audit objections. To meet these regulatory and accounting reporting requirements easily, the revenue and invoice process is enhanced to eliminate rounding differences and match invoice awards with actual expenditures to the penny.

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Grants Accounting 5

3.2. Oracle Project Billing 3.2.1. Overview

Oracle Project Billing helps improve cash flow and project profitability by streamlining and managing your billing process. You can easily review and manage invoices, revenue, and funding for all your projects.

This release focuses on key requirements of the U.S. Federal government, including tracking and handling of reimbursable agreements, advance payments, and revenue accounting. However, a majority of the features are available and will be beneficial to all industries.

3.2.2. Release 12.1.1

3.2.2.1. Cascading Billing Schedule Overrides

You can now streamline the process of updating billing schedules information either for all tasks in a project or for all subtasks of a task. To support this enhancement, two new Tools menu options are available in the Billing Schedules window. When you update bill rate or burden schedule information at a project level, you can choose to copy the updates to the project tasks. When you update the billing schedules information for a summary task, you can choose to copy the updates to all subtasks. In addition, when you choose a copy option, you can select whether to apply the updates to all tasks, or to exclude tasks.

THIS FEATURE WAS ORIGINALLY RELEASED IN 11.5.10 FP.M RUP3

3.2.2.2. Agreement Definition Enhancements

To better control billing against agreements and provide more information on agreements, the following new agreement fields are available:

• Start date: to more accurately control the duration of the agreement

• Customer order number and accounting reference: to track your customer’s references for the agreement

• Billing sequence number: to control the order in which agreements are used for billing purposes

• Advance Required checkbox: to control if an advance payment is required before invoicing can occur

• 15 additional descriptive flexfield attributes (bringing the total to 25): to track any other information

3.2.2.3. Prepayment Receipt Applications

Prepayment (advance payment) receipts entered in Oracle Receivables can now be associated with Agreements. These receipts will then be automatically applied to the Project invoices when they are interfaced to Oracle Receivables. This provides the ability to earmark cash for a specific agreement up front, and draw down that cash balance automatically.

An Apply Receipt button is added that allows you to choose the receipts to associate with the Agreement. A new flag is added to the agreement to identify if an advance is required for the agreement. When an advance is required, the total funding cannot exceed the amount of prepayments that have been associated with the agreement. In conjunction with a hard limit, this ensures that you will not be able to bill the customer more than the amount received as an advance.

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Billing 6

A client extension is available to determine which customers are required to provide an advance payment. Based on the outcome of the extension, the advance required flag will be enabled or disabled. A new security function allows you to grant users the ability to override the flag. The combination of the extension and security function allows you to ensure that the advance required flag is set appropriately.

3.2.2.4. Federal Budgetary Accounting for Project Revenue

Additional journal entry definitions are available in Oracle Subledger Accounting for the Federal Budgetary entries required for revenue accounting.

3.2.2.5. Date Effective Funds Consumption

A new attribute on the Project Type form allows customers to enable date effective funds consumption. When this option is enabled, cost and event transaction dates must fall within the agreement start and end dates to be billed against an agreement. In addition, transactions are only billed against the agreement if the full transaction amount can be funded. This applies to both revenue and invoice generation. When the option is not enabled, revenue generation supports partial billing for transactions.

3.2.2.6. MGT: Invoice Review Performance Improvements

Enhancements were made to the MGT: Invoice Review report to improve performance and support the following new runtime parameters:

• Project Status • Project Closed After Date • Project Range

3.2.2.7. MGT: Unbilled Receivables Aging

Enhancements were made to the MGT: Unbilled Receivables Aging report to improve performance and support the following new runtime parameters:

• Project Status • Project Closed After Date • Project Range

3.2.3. Release 12.1.3

3.2.3.1. Revenue Hold

As circumstances change, users may require the flexibility to hold invoices until certain expenditure items or events are resolved. Users can use the revenue hold option to place selected transactions on hold to provide time for issues to be resolved. Since invoice generation is dependent on revenue generation, revenue holds also prevent the generation of invoices for the held expenditures.

3.2.3.2. On Account Credits for Intercompany Invoicing

Companies that utilize Projects throughout their global operations may be required to process thousands of adjustments and credits to their intercompany billing on a monthly basis. Processing credit memos for each adjustment and associating each credit memo to the original invoice can be clerically intensive, causing inaccuracy and an inefficient use of resources. This is particularly difficult when adjustments are made to expenditure bills processed in a prior period and the original intercompany invoice has been paid.

With on-account credits, users are able to choose the optimal method to process intercompany credit adjustments; they can either apply credit memos to the original


invoice or generate an on account credit. When the adjustment applies to prior periods, using on account credits greatly reduces manual effort by eliminating the need to un-apply each credit memo before netting the credit memo against the current billing period.

3.2.4. Release 12.2.2

3.2.4.1. Standard Invoicing for Adjusted Transactions

Prior to this release when an expenditure item is adjusted after it has been billed, the invoicing process will generate a credit memo to reverse the billing of the original item and will then include the adjusted transaction on the next standard invoice. With this release, the reversal transaction and the adjusted transaction can both be included on the next standard invoice eliminating the creation of the credit memo.

To control processing behavior, a new attribute has been added to the billing set up form at the project and task level. The valid values for the new attribute are as follows:

• None (Default): Retain existing functionality. Create credit memos when any expenditure item is adjusted after it has been billed.

• Labor Accruals Reversals Only: Include labor accrual reversals on standard invoices. For all other adjustment reversal transactions, create credit memos.

• Labor Only: Include adjustment reversal transactions for labor on standard invoices. For adjustments to non-labor transactions, create credit memos.

• All Transactions: Include all adjustment reversal transactions on standard invoices.

3.2.4.2. UBR/UER as Control Accounts

Set up Unbilled Receivable or Unearned Revenue (UBR/UER) as control accounts to prevent users from entering manual journals.

3.2.5. Release 12.2.4

3.2.5.1. Enhanced Projects Intercompany Processing

Global organizations that execute projects across the world typically generate intercompany transactions across legal entities. In EBS, multiple legal entities may be defined within the same operating unit. Each entity is required to generate legal documents and accounting to meet statutory requirements. For instance, the intercompany transactions may be generated when a project managed by one legal entity requires the goods or services to that belong to a second legal entity; or resources owned by the first legal entity are used on a project that is owned by second legal entity.

Using enhanced projects intercompany processing you can borrow resources without risk of statutory non-compliance, automate end to end flow, improve cash flow by billing customers accurately, and minimize manual effort and cost of reconciling intercompany transactions. The enhanced intercompany processing provides a method to generate legal documentation for transactions spanning legal entities within the same operating unit. The provider legal entity creates a Receivables invoice, which is interfaced as a Payables invoice to the receiver legal entity.

3.2.5.2. Invoice by Bill Group

Customers may specify complex billing requirements for large projects or project providers could break out bills to speed up collections. Some examples are –

• Invoicing is not based on financial plan (does not map to top tasks) e.g. project is structured by building but bills are required separately for material and labor.


• Travel expenses need to be billed separately from labor cost as they are scrutinized in detail to speed up cash flow

• Labor is billed weekly and material cost is billed monthly aligned to project providers payment cycles

• Multiple billers are assigned to a single large project

With the billing group enhancement you have flexibility to generate billing by user criteria, bill to meet customer specific requirements, and improve cash flow, For instance, when multiple billing clerks are assigned to a project they can create draft invoices simultaneously, approve draft invoices in any order, release approved Invoices in the order they are approved, and delete a single approved invoice. They can also process invoice billing cycles at desired frequencies appropriate for the types of cost.

3.2.5.3. Invoice Consolidation

Users in large projects are frequently required to create consolidated invoices to meet customer or internal billing requirements for a single invoice that consolidates billing transactions across projects, programs, contracts, contract lines, master projects, and agreements.

Users can define a consolidated billing group, along with the associated billing and consolidation attributes, and associate the consolidated bill group to the projects to be consolidated in the invoice. During invoice generation, users have the option to select the consolidated bill group to deliver one consolidated invoice instead of multiple individual invoices to the customer.

3.2.5.4. Federal Contract Billing

Invoicing and payments for federal contractors in the Aerospace and Defense industries are governed by the Federal Acquisition Regulation, or FAR. Contracts defined by federal contractors require detailed commercial payments terms that specify how invoices can be sent, how payments can be received, financial reporting requirements, information security, as well as detailed information to support audit regulations linking payments to contracts, contract lines, subcontract lines, funding information and ACRNs (Accounting Code Reference Numbers).

With this release, the integration between Oracle Projects and Oracle Project Contracts has been enhanced to support businesses required to comply with these FAR regulations. Oracle Project Contracts allows the storage of information related to Accounting Code Reference Numbers (ACRNs) and payment instructions as well as enables users to perform fund allocations using ACRNs. This information is then interfaced to Oracle Project Billing in order to invoice the customer based on these specifications and maintain the required audit trail.

The Federal Contract Billing enhancement specifically addresses billing requirements for Federal Contracts relating to:

• Cost Plus Fixed Fee Contracts (including Award and/or Incentive Fee)

• Fixed Price Progress Payment Contracts

3.2.5.4.1. Cost Plus Fixed Fee Contracts

Cost reimbursement contracts, as defined in Oracle Project Contracts, can include fixed fee, incentive fee and/or award fees and may be subject to withholding. Fixed fees are billed as a percentage of cost and in some cases cost of money or some expenses may be excluded or limited from the amount eligible for fee billing. These detailed payment and invoicing terms as regulated by the FAR guidelines can now be entered and maintained in Oracle Project Contracts.


This contract information is utilized by Oracle Project Billing for invoicing compliance purposes. All contracts can be billed with reference to the contract, contract line / sub line from inception to date. Invoices can be grouped by contract line / sub line as requested by the government agency including allocation by ACRN for any payments received. The details of the contract, any modifications and billing details for progress payments and cost based reimbursements or fees are also maintained for DFAS/DCAA audit purposes (ACRN funded, billed, funds remaining and fund expiration dates). And finally, invoice presentment using federal billing forms SF1034 and SF 1035 is also supported.

3.2.5.4.2. Fixed Price Progress Payment Contracts

Fixed price contracts, as defined in Oracle Project Contracts, can include incentive fees and progress payments. These contracts generally include a clause for the contractor to bill progress payments based on costs using federal billing form SF1443. These progress payments are closely administered through periodic reviews, reviewing and approving progress payment requests, analyzing liquidations, and taking other actions to protect the government's interests.

In addition to progress bills, contractors need to generate shipment billing with each delivery. Progress payments are adjusted through a process of liquidation calculated by the government agency.

This contract information is utilized by Oracle Project Billing for invoicing compliance purposes. All contracts can be billed with reference to the contract, contract line / sub line from inception to date. Invoices can be grouped by contract line / sub line as requested by the government agency including allocation by ACRN for any payments received. The details of the contract, any modifications and billing details for progress payments and cost based reimbursements or fees are also maintained for DFAS/DCAA audit purposes (ACRN funded, billed, funds remaining and fund expiration dates).

3.2.5.5. HTML based Project Billing and Funding Setup Pages To avoid multiple switching between Forms and HTML pages, all screens used to create and manage billing setups and funding arrangements for a project have been re-written in HTML.


3.3. Oracle Project Costing 3.3.1. Overview

Oracle Project Costing helps you improve the bottom line of your projects by integrating and controlling all project costs. You can effectively manager project budgets, streamline processing, automate resource sharing administration and capitalize assets more efficiently.

3.3.2. Release 12.1.1

3.3.2.1. Federal Budgetary Accounting for Project Expenditures

Additional journal entry definitions are now available in Oracle Subledger Accounting for the Federal Budgetary entries required for cost accounting. Budgetary accounting entries can now be created for all expenditures imported, entered or adjusted in Oracle Projects.

3.3.2.2. Contingency Worker Clearing Projects

A new flag is available to identify a project as a contingency worker clearing project. When this project is referenced on a Purchase Order, Oracle Time and Labor allows contingency workers consuming that purchase order to charge time to any approved project. This new functionality provides improved support for contingent workers who are hired to work on multiple projects over the life of their engagement.

3.3.2.3. Additional Project Information in Oracle Time and Labor

The project views that control the display of project data in Oracle Time and Labor, PA_ONLINE_PROJECTS_V and PA_ONLINE_TASKS_V, have been enhanced to display the Project and Task Names as well as the Project and Task Numbers. Because new columns have been added to the views, any customer who has customized the views will need to ensure their customizations are updated to accommodate the new attributes.

3.3.3. Release 12.1.3

3.3.3.1. Delete/Correct PA Periods

Customers may need the option to change a PA period after is has been defined. However, once a project period is defined, it cannot be deleted without reversing any impacted transactions in the incorrect period.

In review mode, the Period Deletion Output Listing provides users a preview or advisory PA period deletion report that displays PA periods that cannot be deleted and periods eligible for deletion. The report lists impacted transactions, budgets and schedule details that require correction before deleting the PA period. This also reports follow-up user actions required after the period is deleted (e.g., create new replacement periods, or re-summarize budgets). In final mode, the Period Deletion Output Listing deletes the eligible PA periods and provides an output report that lists all of the PA periods deleted by the PRC: Delete Periods process.

3.3.3.2. Transaction Control Public API

Users may be required to maintain transaction control at multiple levels of a project (e.g., task or expenditure) during various phases of the project. Manually updating each change for multiple resources, multiple projects, and multiple tasks can be very laborious, causing inaccuracies and inefficient use of resources. The Transaction Control API enables users to generate mass updates to transaction controls by project and/or task,

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Costing 11

expenditure category, expenditure type, and employee with the ability to make each control inclusive or exclusive.

3.3.3.3. Uncosted Expenditure Batch Correction Options

When expenditure batches are created or imported through custom transaction sources, errors may be detected at any of several points in the expenditure entry process. Errors may even be detected after a batch has been released. The option to Update Released Expenditures enable users to update and/or correct uncosted and released expenditures imported through custom transaction sources allows users to update and make data entry corrections to pre-approved expenditure batches.

3.3.4. Release 12.1.3+

3.3.4.1. Improved Usability and Audit of Funds Check

Users can easily correct errors and speed up resolution of issues identified by the funds check flow. Users can view balances in the enhanced Funds Check Balances screen that displays summary balances for the project, and then drill down into the details of commitments and actual expenses. The enhanced Funds Check Transaction Results screen then provides the required corrective action to resolve the identified issue.

3.3.5. Release 12.2

3.3.5.1. Labor Costing Enhancements

The following new features are provided to increase flexibility and reduce maintenance overhead.

3.3.5.1.1. Costing with HR Rates with Support for Multiple Rates per Employee

A new rate source option of “HR” has been added to labor costing rules. When this option is selected, labor rates will be derived from HR Rate by Criteria matrices. Rate by Criteria is a feature within Oracle Human Resources (HR) that allows multiple rates to be defined for an employee based on criteria such as the assigned project or the type of work performed or the location where work occurred.

Rate by Criteria matrices can also be used to define prevailing rate tables in order to comply with the Davis-Bacon Act. The Davis-Bacon and Related Acts apply to contractors and subcontractors performing on federally funded or assisted contracts in excess of $2,000 for the construction, alteration, or repair (including painting and decorating) of public buildings or public works. The act stipulates that contractors and subcontractors must pay their laborers and mechanics employed under the contract no less than the locally prevailing wages and fringe benefits for corresponding work on similar projects in the area.

3.3.5.1.2. New OTL Timecard Layout to Support Rate by Criteria

When HR Rate by Criteria matrices are used to store and maintain employee labor rates, additional attributes must be captured on the timecard in order to retrieve the appropriate rate to calculate project cost amounts. Therefore, a new OTL timecard layout has been provided with new fields at the line level to capture job, location and work type. New online views are also available for each new attribute to allow customers to customize the list of values displayed to employees during time entry.

3.3.5.1.3. Total Time Reporting for Exempt Employees

The US Federal Government (DCAA Contract Audit Manual, Section 9) requires contractors to record all labor hours “worked” whether they are paid or not. This is because labor rates and labor overhead costs can be affected by total hours worked as opposed to total hours billed. While all hours worked must be recorded, contractors


cannot charge the government for more than was actually paid to the employee. Therefore a new option called “Total Time Costing” has been added to Labor Costing Rules to indicate that effective rates should be applied when costing labor transactions. The effective rate is calculated using the following formula:

Employee Base Hours / Total Hours Worked * Employee Cost Rate

When an employee’s total hours worked exceeds the base hours specified on the costing rule, cost amounts are calculated by multiplying recorded hours by the calculated effective rate.

3.3.5.1.4. Labor Costing using Payroll Actuals

A new costing method of “Actual” has been added to labor costing rules. When this method is selected, labor costs are not calculated by Project Costing but are interfaced from Oracle Payroll or from a 3rd party payroll system. A new setup form has been provided to define the payroll elements to be interfaced to Projects and the distribution method to use when allocating each pay amount to recorded time card entries or creating miscellaneous project labor transactions. Amounts can be distributed based on hours or dollars and can be stored as raw cost or burden cost.

The tables below provide a distribution example: Table 1 – Timecard for Employee A

Project Task Expend Type SLF* Date Hours A 1 Regular Pay ST 07-Feb-05 8 A 1 1-1/2 Pay OT 07-Feb-05 3 B 1 Regular Pay ST 08-Feb-05 8 B 1 Regular Pay ST 09-Feb-05 8 B 2 Regular Pay ST 10-Feb-05 8 B 3 Regular Pay ST 11-Feb-05 8 Total 43 *Project System Linkage Function

Table 2 – Payroll Cost for Employee A

Pay Element Expend Type Amount

Cost Type

Distribution Method

Regular Salary Regular Pay 400 Raw ST Hours Overtime Salary 1-1/2 Pay 50 Raw OT Hours Project A Bonus Bonus 100 Raw None 401K 401K 22 Burden Total Raw Amount Total 572

Table 3 – Costing Results for Employee A

Project Task Expend Type SLF* Date Hrs Cost Amount Raw Burden

A 1 Regular Pay ST 07-Feb-05 8 80 A 1 1-1/2 Pay OT 07-Feb-05 3 50 B 1 Regular Pay ST 08-Feb-05 8 80 B 1 Regular Pay ST 09-Feb-05 8 80 B 2 Regular Pay ST 10-Feb-05 8 80 B 3 Regular Pay ST 11-Feb-05 8 80 A 1 Bonus MISC 07-Feb-05 100 A 1 401K BTC 9.2 B 1 401K BTC 6.4 B 2 401K BTC 3.2 B 3 401K BTC 3.2 *Project System Linkage Function


3.3.5.1.5. Labor Cost Accruals

When the new costing method of “Actual” is enabled, a new option allows cost accruals to be calculated by Project Costing and then reversed when payroll amounts are interfaced from Payroll. This provides project managers a view of labor costs in between payroll runs and also allows the transactions to be billed if desired. A setup option provides the ability to enable or disable billing of labor cost accruals.

The cost accrual is calculated by multiplying hours by the employee rate. When the payroll actual amounts are interfaced, the accrual transaction is fully reversed. The reversal transaction will be accounted in the same period as the payroll actual transaction.

3.3.5.1.6. Expenditure Batch Reversal Program

Oracle Payroll has a roll back feature that allows users to reverse or retry a payroll run. To accommodate this feature and to support error corrections, a new program has been introduced that will reverse the costing of labor transactions and reestablish them as uncosted transactions. If an error is detected in a payroll run after it has been interfaced to Projects, the roll back feature can be used in Oracle Payroll to delete the run results and the expenditure batch reversal program can be used in Projects to reverse the cost transactions. When the payroll error is corrected and a new payroll run is complete, the new amounts can then be interfaced to Projects to properly cost the project transactions.

The expenditure batch reversal program can also be used when the wrong costing method is inadvertently applied to a set of transactions. For example, if the labor transactions for an organization were costed using the “Actual” method and they should have been costed with a method of “Standard”, the reversal program can be ran to reverse the transactions, the costing method can be changed, and the transactions can then be reprocessed with the correct costing method.


3.3.5.2. CMRO Integration Enhancements

Oracle Projects integration with Complex Maintenance, Repair and Overhaul (CMRO) has been enhanced to support non-routine, unplanned repairs. Prior to this release, a project is created for each maintenance visit and a project task is created for each CMRO task. This integration works well to collect costs for schedule work. However, if the technician decides to do preventive maintenance or discovers other repairs that should be made to prevent future downtime, the cost related to these unplanned, non-routine tasks could not be easily tracked in Oracle Projects. In this release, users can now create additional project tasks to track the additional work.

Also in this release, users also have the ability to associate a new CMRO visit with an existing project. Top tasks are used in Oracle Projects to track the cost associated with each maintenance visit. This allows users to track all maintenance visits under a single project. Refer to the Service Management Release Content Document for more details.

3.3.5.3. Payables Integration Enhancement – Support for Self Assessed Tax

Self assessed tax amounts are taxes that you are liable for, but that do not appear on the payables invoice. Self assessed taxes are also known as reverse charge or use taxes in certain tax regimes. In Release 12, E-Business Tax and Oracle Payables introduced new functionality to calculate and store self-assessed tax amounts. In Release 12.2, the tax amounts are interfaced to Oracle Projects and recorded as a project expense.

3.3.5.4. Enhanced Cost Collection by Cost Code

Cost collection by cost code lets you use Oracle Project Costing to include cost codes on all of the transactions that you collect for your projects that are enabled for cost breakdown planning. Cost breakdown planning is introduced in Oracle Project Management and provides a new, standardized, user-defined cost classification structure, modified project setup to enable cost breakdown planning, and enhanced planning and forecasting by cost code. These features enhance project control that enables you to use standard cost classification codes for planning, tracking and reporting project costs designed to help you reduce the size, complexity and maintenance effort of workplans and financial plans. Enhanced cost planning empowers your ability to control projects by providing the right cost descriptions for billing, benchmarking and estimating.

Enhanced cost collection by cost code means you select both a task and cost code, based on defined associations in your project task setup, during time card entry in Oracle Time and Labor, while entering project cost distributions on purchase orders in Procurement and invoices in Payables, or when entering expense reports in iExpenses that are charged to a project. Enhanced search functionality in each module enables full or partial value searches on task number or task name including partial values for cost codes attributes. You can also enter pre-approved batches by defining the task and cost code combination to assign to each imported transaction. The task and cost code values are used to match the expenditures to the project plans for reporting actuals. You can view the cost code number and description on each expenditure item.

3.3.5.5. Period Close

The validations for period close are enhanced for transactions for which SLA accounting is pending the following transactions, transactions that are not interfaced to projects and transactions for which cost is not distributed.

3.3.5.6. Payables Integration Enhancement – Support for Self Assessed Tax

Self assessed tax amounts are taxes for which a purchaser is liable. While the self assessed tax amount is computed on the supplier invoice, it is not payable to the supplier.


In Release 12, E-Business Tax and Oracle Payables introduced new functionality to calculate and store self-assessed tax amounts. These tax amounts are interfaced to Oracle Projects and recorded as a project expense.


3.4. Oracle Mobile Project Manager for Oracle E-Business Suite 3.4.1. Overview

With Oracle Mobile Project Manager for Oracle E-Business Suite, project managers and staff can monitor project status and take action on the go.

• View and search my projects list

• Monitor overall project status in dashboard view

• Contact team members and customer contacts

• View open payments summary with drilldown to supplier invoices

• View open receivables summary with drilldown to customer invoices

• View open issues and change orders

• Monitor alerts for budget exceptions and past due transactions

• Collaborate in transaction context using device features like email, phone, and text

Oracle Mobile Project Manager for Oracle E-Business Suite is compatible with Oracle E-Business Suite 12.1.3 and 12.2.3 and above. To use this app, you must be a user of Oracle Project Costing, with mobile services configured on the server side by your administrator. Users of Oracle Project Billing and Oracle Project Management get additional capability for customer billing, issues, and change orders.

3.4.2. V.1.1.0

3.4.2.1. Mobile Application Foundation Updates

• Improvements in login and configuration flow.

• Ability to change the server URL without reinstalling the app.

• Diagnostics improvements.

3.4.2.2. Accessibility Improvements

• Improvements in related information messages, contextual tab bar and Person contact card.

3.4.3. V.1.2.0

3.4.3.1. Android Support

In previous versions, Oracle Mobile Approvals for Oracle E-Business Suite was available only for iOS devices. Starting with version 1.2.0, the app is now available for Android devices as well.

3.4.3.2. Mobile Foundation Release 3.0 Updates

• Changes to support both iOS and Android with the same client code

• Ability to update server URL from Connection Details page

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3.5. Oracle Project Foundation 3.5.1. Overview

Oracle Project Foundation provides the common foundation (functionality) shared across the products in the Oracle Enterprise Project Management Solution. The purpose of Oracle Project Foundation is to package all the common elements of Oracle Projects into a single place.

Oracle Project Foundation accompanies all of the Oracle Projects applications providing you with a rich set of features, including:

• Period Definition • Calendar Definition • Organization Definition • Resource Definition and Reporting • Project and Organization Security • Project and Task Definition • Organization Forecasting • Utilization • Archive and Purge

Oracle Project Foundation also facilitates the integration of Oracle Projects suite with other Oracle Applications including Oracle HRMS, Oracle Financials, Oracle CRM, and Oracle Supply Chain applications.

3.5.2. Release 12.1.1

3.5.2.1. New Purge Process for Obsolete Project Data

This release includes a new concurrent process, ADM: Purge Obsolete Projects Data. You can use this new process to purge forecast items associated with requirements, assignments, and unassigned time. You can also purge obsolete project workflow information, and exception data generated for project resource exception reporting.


3.5.2.2. iSetup

This is the introduction of an API to enable migration of setup entities across instances are now available for all Oracle Project modules. iSetup also handles standard and comparison reporting of master entities in addition to data migration.

3.5.2.3. Improved Diagnostics

All R11i diagnostics scripts are now available for R12.1. In addition, some new scripts have been added to support new R12.1 functionality and architecture changes.

3.5.3. Release 12.1.2

3.5.3.1. Enhanced Project List Page

The Project List page is often the main hub that users interact with when accessing Oracle Projects. In an effort to make this page more informative and streamline access to common functions, several enhancements have been added to the Project List page.

3.5.3.1.1. Main Project List Region

The following enhancements apply to the main region of the project list page:

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Foundation 18

• To improve efficiencies and usability, the Action button available in the Project Home Page is now also available in the project list. Users are no longer required to drill down before they can execute an action against a selected project.

• To provide easier access to commonly used reporting values, Quarter to Date and Year to Date values are now available as attributes displayed in the list.

3.5.3.1.2. Worklist and Notification Regions

A new Worklist and Notification region is available on the Project List page. The new region displays worklist items and notifications assigned to the user across all projects for which the user has an active role. Productivity is increased as users are no longer required to drill down into individual projects to retrieve notifications and review items that need attention.

3.5.3.1.3. Report Views Region

A new Report Views region allows users to quickly access commonly used reports and queries. Users first create and save the reports using the Alternative Search page. All saved reports are then available for reuse and can be retrieved directly from the project list page. This feature not only provides quicker access to data but also saves time by allowing users to save queries rather than redefining them each time they need to view the results.

3.5.3.1.4. Bookmarks Region

A new Bookmark region allows users to streamline retrieval of project-related items they commonly need to access. Once users select an item to bookmark, the item appears in the bookmark list until the user removes it. The list of bookmarks is specific to each user based on the items they choose to bookmark. The bookmark region is not available on all pages.

3.5.3.2. Streamlined Searches

The following enhancements were designed to streamline project searches:

• Simple and Advanced Search results are now displayed in the main region of the project list page. This allows users to view the results of their queries and still have access to other information and links provided on the page.

• New criteria values such as ‘Contains’ and ‘Greater Than’, ‘Less Than’ along with new filter attributes enhance the user’s ability to create personalized views.

3.5.3.3. New Hover Pop Up Windows

An exciting new feature, called hover pop-up windows, allow users to obtain additional information simply by hovering their cursor over selected fields on the Project List, Edit Budget and Edit Forecast pages. A small window will pop up on the screen providing additional information that was previously only available via drill downs.

3.5.4. Release 12.1.3

3.5.4.1. Enhanced Project List Page

In this release we continue to build on past enhancements to the Project List page by making the page more informative, streamline access to common functions and make the page configurable. The enhancements are:

• The project list page includes a report region which was introduced in 12.1.2. With this release we are further improving the usability of this feature by allowing users to delete report views that they have created and to know the


criteria and format that went into the creation of a report. The benefits of these enhancements will allow users to have better visibility into their reports and be able to manage the volume of reports over time.

• In ‘Alternate Search page’, the user can select and save the combination of ‘search criteria’ and ‘report format’ as a report and then run the report from Project List page.

• Easily navigate between project list, simple search, advanced search and alternate search.

3.5.4.2. Enhanced Diagnostics

We have improved our diagnostics collection scripts in this release around Project Management, Project Performance Reporting, Project Billing and Project Resource Management.


3.6. Oracle Project Management 3.6.1. Overview

Oracle Project Management provides project managers the visibility and control they need to deliver their projects successfully. With Oracle Project Management, all elements of the project lifecycle are integrated and stored in one repository, enabling project managers to operate more efficiently.

Oracle Project Management is an integrated part of Oracle Projects, a comprehensive set of solutions that can help you predictably and successfully deliver global projects by integrating, managing and providing insight into enterprise project information.

3.6.2. Release 12.1.1

3.6.2.1. New Audit Process for Project Performance Reporting Setup

Oracle Projects now includes a new concurrent audit process, AUD: Project Performance Reporting Setup. You can run this process to generate a report that enables you to review setup information for Oracle Projects project performance reporting features. This capability enables you to quickly determine if all mandatory and optional setup parameters are defined correctly. The increased visibility that this report provides helps you to ensure that your project performance reporting summarization processes function correctly and do not generate reporting errors because of improper or incomplete setup.

3.6.2.2. New Parameters for Refresh Project Performance Data Process

The process PRC: Refresh Project Performance Data enables you to refresh all actual and plan amount data for a group of projects. Depending on factors such as the number of projects that you specify and the number of workplan and financial plan versions that exist on each project, the refresh process can take substantial time to complete. To help minimize processing time and provide you with greater flexibility in selecting the actual and plan amount data you want to refresh, this process now includes additional selection parameters. You can now choose whether to refresh only actual amounts or all amounts (plan and actual). In addition, you can optionally select the workplan and financial plan versions that you want to refresh.

3.6.2.3. Workplan Enhancements

This release provides several enhancements for Oracle Projects workplan functionality.

3.6.2.3.1. Ability to Delete Published Workplan Versions

You can now delete published workplan versions. You can delete all published workplan versions except the latest published version, baseline version, and workplan versions included in a program hierarchy.

3.6.2.3.2. Usability Enhancements

The following enhancements streamline the flows for accessing and maintaining workplans:

• With this release, you can now view, maintain, and update a workplan structure from the Update Tasks page. The Update Work Breakdown Structure page is now obsolete.

• During setup and maintenance of workplan tasks, Oracle Projects now enables you to indent or outdent multiple workplan tasks in a single step.

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• In the absence of a latest published workplan version, Oracle Projects now displays the current working version on the Update Tasks page when you navigate to the Workplan Tasks subtab.

• Oracle Projects now displays additional confirmation, information, and warning messages on user interface pages during system processing for the Apply Latest Progress action as well as the Submit (progress) action. These messages provide you with status information during processing and advise you about the availability of the latest progress information.

3.6.2.3.3. New Public API for Creating, Maintaining, and Deleting Programs

With this release, Oracle Projects is introducing a new set of public API procedures that perform the following tasks:

• Designate a project as a program and indicate whether projects linked to the program can belong to multiple programs.

• Create links from a program to one or more projects

• Update links from a program to one or more projects

• Delete links from a program to one or more projects


3.6.2.4. Budgeting and Forecasting Enhancements

This release provides several enhancements for Oracle Projects budgeting and forecasting functionality.

3.6.2.4.1. Enhanced Automatic Calculation and Derivation Logic

In Family Pack M, Oracle Projects introduced new features that enabled you to automatically calculate and derive quantities and amounts for budgets and forecasts. The new features included predefined logic that controlled the calculation and derivation of budget and forecast quantities, rates, and amounts. This release includes the following enhancements to the predefined calculation and derivation logic:

• You can now track cost and revenue amounts only, or revenue amounts only (without quantities and rates) in your budgets and forecasts. When you enter an amount for a plan line and do not specify a quantity, Oracle Projects no longer automatically copies the amount to the quantity field and sets the rate value to 1.

• Rate now has a lower precedence than quantity and amount in calculations. For example, if you enter quantity, rate, and amount for a plan line at the same time, then Oracle Projects holds the quantity and amount constant and re-derives the rate.

• If you indirectly override the burden multiplier for a plan line by updating one of the plan line component amounts that are used to derive burdened cost (for example, the raw cost or burden cost rate), then Oracle Projects uses the override burden multiplier in subsequent calculations of burdened cost that are caused by changes to the raw cost. Similarly, if you indirectly override a markup percent by updating a plan line component amount that is used to derive the revenue amount, then Oracle Projects uses the override markup percent in subsequent revenue calculations.

3.6.2.4.2. Enhanced Handling of Override Rates on Budget / Forecast Lines


With this release, you can directly enter override rates for a planning transaction on Edit Budget and Edit Forecast pages. In addition, the average rates fields on these pages are now disabled for entry and are used for display only.

A planning transaction is a budget or forecast line that is identified by a combination of project and task, planning resource, and transaction currency. The override rates that you enter on Edit Budget and Edit Forecast pages are retained with the planning transaction for as long as the planning transaction is retained.

You can enter override rates for raw cost rate, burdened cost rate, and bill rate. When you enter override rates for a planning transaction, Oracle Projects automatically applies the override rates to all existing periodic lines and to any new periodic lines that you subsequently add.

3.6.2.4.3. Simplified Addition of Planning Elements and Resources

You can now add all new, but unbudgeted tasks and resources to a budget or forecast version. New options are available on the Planning Elements: Select Tasks page to add either all new tasks and planning resources or new tasks only to the current plan version.


3.6.2.5. Self Service Expenditure Inquiry

Customers have had the ability in the Forms application to inquire on their expenditures but did not have the same access in the self service application. With this release we now offer the ability to drill into expenditure details from the Financials tab.

3.6.2.6. Reporting Pack for Generation and Distribution of XML Publisher Reports

The ability to monitor project performance without accessing the application and archive the reports you receive for future reference is the key business driver for the reporting pack.

A reporting pack consists of a set of report templates and named recipients by project role. The Generate Reporting Pack concurrent program uses the report templates to generate reports and distribute these reports to the recipients via e-mail. Your system administrator defines the intervals for the generation and distribution of the reports.

The report template controls the content and layout of each report. Using XML Publisher tools, your system administrator can create new report templates to configure the content and output to meet your business needs. Any new or modified report can be added to an existing reporting pack or used to create an entirely new report set.

Oracle Projects provides a predefined data definition file that contains XML tags for performance measures and project data. In addition, Oracle Projects provides the following predefined reports:

• Project Change Document Report - displays all change orders for a project that are not in cancelled or closed status. The change orders are grouped by type such as customer initiated or internal. The report displays the impact of the change orders on budget amounts for the period, quarter, year, and since project inception.

• Project Committed Cost Report - displays purchase orders, purchase requisitions, and supplier invoices by vendors since inception of the project. Commitments can be grouped by vendor, commitment status, or vendor and commitment status.


• Project Cost Detail Report - displays cost transactions by expenditure type, expenditure type class, and tasks for a specified range of dates.

• Project Cost Labor Report - displays labor information for employees and contingent workers. Data includes planned and actual hours as well as cost and cost per hour for a range of periods. Cost can be grouped by task and person type, or task and project roles/employees, or by job and expenditure type.

• Project Cost Summary Report - displays information on budgets, actual costs, cost to complete, and forecasted cost at completion, as well as variances between budget and actual cost amounts. Cost can be grouped by period, top tasks, expenditure categories, or by top tasks and expenditure categories. The report displays period-to-date and inception-to-date information which can be used to analyze cost trends.

• Project Earned Value Report - displays data and trends for key earned value metrics by tasks, and also aggregated for the project as a whole. The metrics are based on ANSI 748 standards and earned value calculation is performed on data that is available since the inception of the project.

• Project Financial Summary Report - displays budgets, receivables, open commitments, collections and earned value data.

• Project Forecast Summary Report - displays detailed time-phased actual and forecast amounts for revenue and cost grouped by tasks. You can use this report to analyze forecasted, budgeted, and actual cost, revenue and margin trends.

• Project Revenue At Risk Report - displays revenue that is at risk because of insufficient funding. Insufficient funding may occur as a result of delay in securing contracts or due to a continuation of work beyond the expiration of the contract or beyond the contract billing limits.

3.6.2.7. Budget Integration with Federal Budget Execution and/or 3rd Party Budget

The budget integration workflow now supports integration with the Federal Budget Execution module also known as “FedAdmin”. In addition the workflow can be customized to interface budget lines to external budgeting applications.

3.6.2.8. Microsoft Project 2007 Certification

Many of our customers are upgrading their copies of Microsoft Project now that the 2007 version is available. Others plan to upgrade in the coming year.

Oracle Project Management now supports integration with Microsoft Project 2007. This will allow our customers to continue using the convenient, out-of-the-box integration with Microsoft Project to handle all of their scheduling needs.

3.6.2.9. Project Performance Reporting: Additional Measures

Year to Date, Quarter to Date and At Completion calculated measures, previously available within Project Status Inquiry are now available on the following pages:

Performance Overview Period-to-Date Summary/Analysis

Task Summary/Analysis Resource Summary/Analysis

YTD, QTD and At Completion figures are sometimes used by customers who fund projects on an annual basis. Project managers leverage this metric to determine the performance of their actuals against plans. The YTD metric also highlights a projects burn rate and can be an early indicator which if monitored and acted upon reduces


downstream budgeting issues. Lastly, this metric is also widely used within government agencies and is expected to be visible on many standard government reports.

3.6.2.10. Project Performance Reporting: Inter-Project Revenue / Billing Amounts

Inter project revenue / billing amounts previously available within Project Status Inquiry are now available on the following pages:

Project List View Workplan Cost Exception Reporting Performance Overview Task Summary/Analysis Resource Summary/Analysis Period-to-Date Summary/Analysis

3.6.2.11. Supplier Cost Dashboard

Release 12.1.1 provides a new dashboard for viewing and monitoring the status of supplier invoices for a given project. Seeded views allow the user to view all invoices for a project or all outstanding invoices for the project. Search options are also available to allow the user to select invoices of interest.

3.6.2.12. Subcontractor Payment Controls

Release 12.1.1 provides new capabilities to support the management and control of subcontractor payments in Engineering & Construction companies. New capabilities within Oracle Projects, Oracle Procurement and Oracle Financials allow the end-to-end management of the following common construction industry scenarios:

3.6.2.12.1. Support for Pay when Paid Scenarios

Many construction firms adhere to a ‘Pay when Paid’ policy for subcontract agreements, in order to manage cash flow for a project. Specifically, construction companies will hold the payment of subcontractor bills until the construction firm has been paid by the owner.

With Release 12.1.1 a new Pay when Paid payment term may be specified for a subcontract to automatically result in the placing of holds on all subcontractor invoices under that subcontract, until the corresponding customer payment is received.

A new Subcontract Payment Controls workbench allows the project manager to manage these holds, with visibility into both the customer invoices and the associated subcontractor invoices. Alerted by workflow notifications once the customer payment is received, the project manager can then choose to automatically or manually release the corresponding subcontractor invoices. The associations between the customer invoices and the subcontractor invoices may be automatically maintained based on the billing of project expenditures in the case of a cost-plus contract, or may be manually maintained for fixed price contract scenarios.

3.6.2.12.2. Payment Controls for Subcontract Deliverables

Release 12.1.1 also provides support for the tracking and monitoring of subcontract deliverables that place automatic holds on subcontractor invoices in the case of non-compliance. Enhancements to Oracle Procurement Contracts allow a subcontract administrator for a construction project to optionally specify payment impact controls that will take effect when a particular subcontract deliverable is not met. For example, if a subcontractor fails to provide their insurance certificate in a timely fashion per the subcontract terms, holds will be automatically placed on their incoming invoices based on the contractual dates of the deliverable. These holds


will also be automatically released once the subcontract deliverable compliance is reinstated.

From the Subcontractor Payment Controls workbench, the project manager can view a checklist of the all the current subcontract deliverables, to assist in evaluating the subcontractor status prior to releasing monthly progress payments.

3.6.3. Release 12.1.2

3.6.3.1. Reporting Performance Improvements

With Release 12.1.2, project users will greatly benefit from a dedicated effort to improve the overall performance of the Project Performance Reporting feature.

Enhancements include:

• New configuration options allow users to control the data volume generated by the summarization processes. The options provide the ability to turn off summarization for unused currencies and calendars.

• A new concurrent process allows users to purge old financial and workplan versions that are no longer needed. This again reduces the volume of data to be summarized.

• To help improve the performance of the PRC: Update Project Performance Data (UPPD) process, a new concurrent program, PRC: Launch Update Project Performance has been introduced. This new concurrent program divides and groups the projects into manageable batches. It sends the batch name as a parameter to the UPPD process and launches the process automatically for each batch. The UPPD process will process the project performance data for only those projects that are part of the batch. The UPPD process can still be run as before, but when launched by the new program, UPPD processes the daily load of projects more efficiently.

• A new client extension works in conjunction with the new launch process described able to allow customers to select projects for processing. This gives system administrators more control to schedule project updates in accordance with business needs and priorities.

• Technical changes were made to improve load balancing and increase the degree of parallelism.

3.6.3.2. MSP Integration Enhancements

In Release 12.1.2 there are several enhancements to improve the stability and extend the coverage of integration with Microsoft Projects.

3.6.3.2.1. Download Baseline Cost

The original baseline cost for a project and the latest published cost can now be sent to MSP in separate fields. This will give users insight into how planned costs are changing over the life of the project and provide greater visibility into performance.

3.6.3.2.2. Download Period to Date/Year to Date Cost

Government entities and other companies require that Period to Date and Year to Date cost values be shown in MSP. Therefore this data has been added to the interface. Both raw cost and burdened cost amounts are supported.

3.6.3.3. Enhanced Change Management

With this release, significant work has been done to improve the usability and enhance change control features specifically targeted for the Engineering and Construction industry.

3.6.3.3.1. Streamlined Control Item Definition


Various control item types can be created to track different types of issues and changes. For each control item type users select regions of data to be included on future issue and change documents. With this release, new regions are available to streamline data entry. By combining the right regions, organizations can ensure that pertinent data is captured for each document created.

3.6.3.3.2. New Supplier Impact Region

A new supplier region provides improved planning and control for changes that impact subcontracted work. New cost fields (estimated, quoted, negotiated and final) are available in the supplier region to track negotiations with the subcontractors. An audit log maintained as the cost fields are updated can be used to track how negotiations are progressing and to identify problems that could lead to cost overruns or schedule delays.

3.6.3.3.3. Document Versioning

Change documents, particularly ones with high impact, can go through many iterations of review before final estimates are accepted and approved. In order to track this review process, all change documents now support versioning. At any given point in time, users can take a snapshot of the entire document. When a snapshot is taken, a new document version is created to track future updates.

3.6.3.3.4. Potential Change Order Report for Customer Approval

When a change request requires external approval, a new XML Publisher report can be generated and faxed or emailed to the reviewing parties. A new feature allows users to lock the change document in order to prevent updates while the document is in a pending approval state. To support review and approval history tracking, a potential change order report can be generated and attached to each version of the change request document. An automatic numbering feature can be used to track the number of change documents presented to the customer.

3.6.3.3.5. Task Creation to Track Change Order Work and Costs

Frequently organizations wish to track work and costs related to a change order separately from work performed under the original contract. Work for the change order may be subject to different billing terms and conditions or the organization may have internal reasons for segregating the costs. If the work for example is the result of on-site damages caused by subcontractor negligence, the organization may wish to recoup the costs from the subcontractor (see below: 3.3.2.5. Deductions to Subcontractor Invoices).

To better support this business practice, users can now create or initiate the creation of new tasks directly from the change order document. If the person creating the change document also has authority to create new tasks, both operations can be completed at the same time. If the person creating the change document does not have authority to create new tasks, then the new task is submitted for approval. While the task is pending approval, it can be used in impact regions of the change document but the change document cannot be approved until the task has been approved.

3.6.3.3.6. New Search Capabilities

Large projects can have a high number of change documents. In order to support quick retrieval for review, edit or approval, new search criteria is provided to query by supplier or document status.

3.6.3.4. Project Manager Dashboard for Maintenance of Procurement Deliverables

A new feature in Release 12.1.1 provided support for the tracking and monitoring of subcontract deliverables that place automatic holds on subcontractor invoices in the case


of non-compliance. For example, if a subcontractor fails to provide their insurance certificate in a timely fashion per the subcontract terms, holds are automatically placed on incoming invoices based on the contractual dates of the deliverable. The holds are automatically released once the subcontract deliverable compliance is reinstated.

Also in 12.1.1, a new Payment Controls workbench in Oracle Projects allows the project manager to view a checklist of all subcontract deliverables to assist in evaluating the subcontractor status prior to releasing monthly progress payments.

As project managers are frequently responsible for subcontractor management, in 12.1.2, the Payment Controls workbench has been enhanced to allow project managers to directly update subcontract deliverables. A project manager with proper security privileges can update existing deliverables or define new deliverables to track future subcontractor obligations.

3.6.3.5. Improved Supplier Invoice Payment Controls

The Payment Controls workbench introduced in Release 12.1.1 also gave project managers the ability to review supplier invoices and manually release pay when paid and deliverable payment holds at their discretion regardless of whether the deliverable has been fulfilled or whether the customer has paid for the subcontracted work.

The workbench has now been enhanced to give project managers the ability to place any invoice on hold at their discretion. This gives project managers more control over when and how much each subcontractor is being paid each period. This helps project managers ensure the quality of subcontractor work and also helps them manage cash flow.

3.6.3.6. Deductions to Subcontractor Invoices

Frequently, general contractors need to recoup costs from subcontractors. The general contractor may have provided fuel to the subcontractor at the work site or the general contractor may have paid for the subcontractor’s license to operate in a new state. With less frequency, the general contractor may need to recoup costs for damages caused by the subcontractor.

To automate the recoupment process, Oracle Projects has introduced deduction functionality. A deduction can be manually entered, uploaded via an application programming interface (API) or created by selecting expenditure items for the expenditure item inquiry window. When a deduction is approved, it is interfaced to Oracle Payables as a debit memo. To recoup payment, the debit memo is applied to future invoices submitted by the subcontractor.

3.6.3.7. Project Security within Oracle Purchasing

It is common in project-centric industries like Engineering and Construction for buyers to be assigned to projects rather than to commodities or item categories. Buyers only have authority to transact on behalf of the projects to which they are assigned. To help enforce this business rule, project level security is being introduced in Oracle Purchasing. When the new security option is enabled, procurement users will only be allowed to view and update procurement documents that are related to a project on which the user has an active role.

3.6.3.8. Planning by Fiscal Calendars

Many government contractors and entities use fiscal GL calendars that recognize the standard 5-4-4 calendar which consists of 5 weeks, 4 weeks and 4 weeks per quarter. Prior to this enhancement the Even spread curve option recognized each month as the first to the last day and therefore did not accommodate the 5-4-4 fiscal calendar. As a result, the forecasted hours for a resource were not properly distributed across the time phased plan.


To alleviate this problem, a new option, Fiscal Calendar, has been added in addition to Curve for spreading amounts across planning periods. This will allow users to more accurately represent time phased plans without requiring manual entry of override amounts.

3.6.3.9. Planning by Manual Entry

Government contractors are required to forecast remaining work as accurately as possible to aid comparisons and adherence to submitted plans. Frequently manual entry of time phased planning amounts is the only way to accurately reflect the intended work patterns of resources. This is why PMBOK notes non-derived, i.e. manual, entry of estimate to complete (ETC) values as a standard requirement.

Prior to this enhancement, forecasting required the use of a spread curve and during forecast generation manually entered planning amounts were overridden. With this release, a new “Copy ETC from Plan” checkbox allows users to bypass the use of spread curves when forecasting cost. When the new option is enabled, all time phased values entered on the workplan are honored.

3.6.3.10. Spread Curve Updates via Task Assignment API

Users frequently need to change the Spread Curve associated with a resource assignment. Prior to this enhancement the user was required to navigate to each task and manually update each assignment. To aid automation, the Update Task Assignment API has been enhanced to support updates to the Spread Curve value. This provides users with the flexibility to develop mass update capabilities and eliminate time consuming manual entry.

3.6.3.11. Default Option to Allow “Assignment Same As Task Duration” To simplify the interface of project assignments, the “Assignment Same as Task Duration” flag can now be enabled at the project level. When most resource assignments share the same duration as the task, users can now enable the project flag rather than being required to update the flag for each individual task.

3.6.4. Release 12.1.3

3.6.4.1. Reporting Performance Improvements

With Release 12.1.3, project users will greatly benefit from improved performance of the Project Performance Reporting feature.

The enhancements include a new parameter that has been added to the Launch Update Project Performance Data and the Update Project Performance Data concurrent programs to filter on project status. Customers will be able to choose a specific project status from an LOV before running the program. This will improve the performance of the programs by allowing customers to streamline the processing.

3.6.4.2. MSP Integration Enhancements

In Release 12.1.3 there was a couple of significant enhancement to fully extend the coverage of integration with Microsoft Projects.

3.6.4.2.1. Support for Non-Shared Task Based Mapping structures

The Non-Shared Task Based Mapping option enables you to map individual workplan structure tasks to individual financial structure tasks. This gives you the greatest flexibility in sharing information between your structures.

Prior to release 12.1.3 customers on our R12 version could not fully integrate with Microsoft Projects if they had chosen to use the Non-Shared Task Based mapping between the workplan and the financial plan.


3.6.4.2.2. Support for Partially Shared structure

Partially Shared structure mapping enables you to map workplan and financial structures up to a particular point for your projects, which is useful for example when you don’t want all of your workplan details in your financial plans.

Prior to release 12.1.3 customers on our R12 version could not fully integrate with Microsoft Projects if they chose to use the Partially Shared structure option. All structure options are now fully supported in Release 12.1.3 and 11i.

3.6.4.3. Enhanced Change Management

With this release, the change control features in Oracle Projects have been enhanced to meet specific business needs for the industries that typically use this functionality.

3.6.4.3.1. Enhanced Cost & Revenue Planning for Change Documents

You can use a project change document to plan for estimated changes in your direct costs or supplier costs, providing enhanced support for the cost issue planning process. This feature provides project managers improved control over project costs resulting from changes.

Revenue impacts for the cost issue are automatically calculated based on estimated cost changes for cost-based revenue plans, or may be entered manually for projects with separate cost and revenue plans. Users can then view the impact to the project budget, which is automatically generated from the estimated cost and revenue changes. You can then consolidate the planned changes in cost and revenue from multiple change requests into a single change order, to view, approve and implement the budget impacts.

3.6.4.4. Enhanced Retention Invoice Processing for Outstanding Project Deductions

With this release, the handling of retention invoices has been enhanced to take into consideration any outstanding project deductions. When validating retention invoices in Oracle Payables, a check will be made to verify that all project deductions have been processed. Outstanding project deductions may indicate that there are pending back charges or other miscellaneous costs that need to be recovered from your suppliers, and which need to be taken into account before the retention is released. If there are any unprocessed or unapproved deductions in Oracle Projects, the retention invoice will be placed on hold, until the deductions are processed. This payment hold may also be manually released from the supplier payment control workbench.

3.6.5. Release 12.2

3.6.5.1. Planning with HR Rates

When labor costing is performed using rates defined in HR, an option is available to enable the same rates for planning purposes. This ensures that planned amounts on the work plan and financial plans accurately reflect the anticipated actual cost. See above: 3.3.3.1.1. Costing with HR Rates with Support for Multiple Rates per Employee

3.6.5.2. Updated Rates when Generating Forecast from the Workplan

When rate-based resources are assigned to the workplan, plan amounts are calculated by multiplying the planned quantity by the resource rate derived from the planning rate schedule. Prior to this release, when rate schedules were updated with new rates after resource assignments were made, users had to manually select the refresh rate option after generating new forecasts to update planned amounts based on the updated rates.


The forecast process will now automatically refresh rates when you generate the forecast using the workplan as the source.

3.6.5.3. Planning without Resource Classes

In Release 12.2, you now have the ability to plan resources without assigning them to one of the fixed resource classes of People, Equipment, Material Items and Financial Element. Disabling planning by resource classes allows you to plan at a higher level. For example, you can plan by task and expenditure category and actual cost amounts from any source such as employee labor transactions from Oracle Time and contingent worker labor transactions from Oracle Payables can roll up to the same plan line.

3.6.5.4. Planning by Cost Breakdown Structure

Planning by cost breakdown provides new, standardized, user-defined cost classification structure, modified project setup to enable cost breakdown planning, and enhanced planning and cost collection by cost code. These features enhance project control that enables you to use standard cost classification codes for planning, tracking and reporting project costs designed to help you reduce the size, complexity and maintenance effort of workplans and financial plans. Enhanced cost planning empowers your ability to control projects by providing the right cost descriptions for billing, benchmarking and estimating.

You can define as many standardized cost classification structures, or cost breakdown structures (CBS), as you need for each business unit. You define a cost breakdown structure using standard look ups that you populate with the cost attributes you need for classifying costs. Then you assign cost attributes to each cost classification segment specified in your cost code structure (e.g., locations, organizations, disciplines). By linking cost attributes in lower level segments to attributes in higher level segments, you form a breakdown structure that helps you to track, control or report project costs by cost codes. Modified project setups allow you to associate a single, active CBS to each enabled project, and use the code structures within the CBS to plan your cost budgets and generate forecasts. Only new projects can be enabled for CBS planning and once you plan a budget or generate a forecast with actuals, you cannot change the associated CBS for any project.

To insure that only the approved cost codes are available for planning and for charging costs to a task, you define the cost codes that can be used for any task in the Task Setup page. Only codes associated to the task can be used for creating workplan or financial plan task assignments and for charging when creating project-costed transactions in source modules (e.g., OTL, PO, and AP). Codes at any level/node of the CBS can be assigned and you can use available options to copy sets of codes from other tasks. For shared or split structures, codes for WBS are copied to FBS and you can add additional codes to the FBS. While you can use cost breakdown planning with any project structure type, such as fully-shared or partially-shared, you cannot use it with budgets that are integrated with the General Ledger or when you enable supply chain project costing.

Enhanced cost collection by cost code means you select both a task and cost code, based on defined associations, during time card entry in Oracle Time and Labor, while entering project cost distributions on purchase orders in Procurement and invoices in Payables, or when entering expense reports in iExpenses that are charged to a project. Enhanced search functionality in each module enables full or partial value searches on task number or task name including partial values for cost codes attributes. You can also enter pre-approved batches by defining the task and cost code combination to assign to each imported transaction. The task and cost code values are used to match the expenditures to the project plans for reporting actuals. You can view the cost code number and description on each expenditure item.


When you view your workplans, budgets and forecasts, the hierarchy you define as CBS cost code segments is used to summarize plan values based on your defined cost attributes. New viewing options provide an overall plan summary by cost codes and as well as a cost code summary for a specific task.

3.6.6. Release 12.2.4

3.6.6.1. Usability: Project Creation and Control Enhancements

3.6.6.1.1. Enhanced Options when Creating New Projects

When creating a new project, users can copy values from a template or from an existing project using a single page instead of multiple pages. This simplifies navigation and enables users to view the values for options to be copied. Users are also able to copy additional options from the template or source project after the initial project is created. These additional options include Team Members, Attachments, User-Define Attributes, and Transaction Controls.

3.6.6.1.2. Improved Budgeting and Forecasting Page Navigation

New navigation options on financial plan editing pages make updates to budgets and forecasts easier and more efficient. Users can use arrow keys to navigate across rows and columns, adjust column widths, freeze rows and columns, hide and show columns and sort columns of the financial plan tables easily. Column alignment, currency precision and definable number of rows are also displayed to make table values easier to read.

3.6.6.1.3. Workplan and Financial Plan Summary

A new reporting page displays earned value measures in a single report view. The report is available for all fully shared structure projects and integrates work plan and financial plan information to calculate new measures.

3.6.6.2. Update Financial Attributes

3.6.6.3. Move Tasks across Top Tasks Users can move tasks across top tasks in the work breakdown structure (WBS). This provides the flexibility to change the WBS task structure after creating the project. Key accounting and business rules are validated to ensure the data is consistent and to prevent errors.

3.6.7. Release 12.2.5

3.6.7.1. Cost Breakdown Structure for Intercompany and Interproject Billing Projects

Interproject and intercompany billing projects can now be enabled for cost breakdown structure planning. Enabling CBS for interproject and intercompany projects provides a standard cost classification code mechanism for planning, tracking and reporting project costs across your organization.

3.6.7.2. PPR Refactoring

For very large and complex projects, the size of the data sets required to report and track project performance can be extremely large and require complex processing to summarize data on the required dimensions, including dates, task structures, currencies, program structures. The project performance reporting (PPR) feature in Oracle Project Planning and Control includes several enhanced programs and program stages that must be executed and finish successfully to prepare the required project performance data.


With the enhanced project performance reporting, core data processing now relies on in-database features (OLAP Cubes) to streamline the programs and phases. New reconciliation reports will insure you have the information about each processing stage that ensures the project data is reliable.

In addition, use of the programs or program stages is no longer required to view data for specific plans. The views of plan data are derived directly from the transactional data and have been improved and simplified to make it more performant and still provide the required visibility of summarized data for project performance tracking and monitoring. With improved project performance reporting data processing your data will be more reliable, easier to reconcile and you can spend less time preparing data for performance reporting.

3.6.7.3. Plan, Execute, Monitor & Control Unit Rate Based Projects

To effectively manage profitability for complex unit rate based contracts, project management teams require the ability to 1) measure progress based on the delivery units that generate revenue, and 2) monitor earned value against expenditures and costs to control internal efficiency. The project management team can plan, execute, monitor and control unit-rate based contract projects for greater profitability using Schedule of Values (SOV) and Activity Resource Requirement (ARR).

For unit rate based contracts, payments are based on the product of units delivered at a unit price. SOV quantify the value of contractual project delivery lines that yield the overall cost, scope, schedule and quality (CSSQ). Project managers use SOV to measure and manage progress based on the delivery units that drive billing. Using of SOV avoids multiple structures to provide a single source of truth for all aspects of the project Work plan, Revenue Budget, Cost Budget Progress and Billing. SOV aligns these project entities to drive efficient project monitoring and control towards excellence.

Activity Resource Requirement (ARR) defines the resources required to complete tasks and how the related expenditures are allocated to the delivery lines that generate revenue. This enables project managers to monitor earned value against expenditures and costs to control internal efficiency.

3.6.7.4. Budgetary Controls for Financial Plans

Project Managers use financial plans to plan and manage the financial performance of their projects throughout the project life cycle. As various costs (requisitions, purchase orders, and supplier invoices) are coming into the project, project managers need the ability to verify funds for these types of transactions. For budgetary control purposes, and real time control of project costs, the purchase to pay transactions must be checked against the project budget in order to ensure adequate funding is available. For example, funds to approve a purchase order would need to be checked against the project budget financial plan as part of the purchase order approval process.

The Budgetary Control integration available for use with budgets in Project Costing has now been extended for use with financial plans in Project Management. Project managers now have the visibility to limit commitments and actual expenses within the project’s approved cost budget, view the actual and commitment funds check results, and monitor the failed transactions in order to take corrective action. For both top down and bottom up GL Budget Integrations, project managers can view drill down to the budget accounting details for each transaction.

Budgetary Control for financial plans provides product managers real time control at both the project and task level over the following types of expenses:

• Project-related purchase requisitions and purchase orders entered in Oracle Purchasing


• Project- related supplier invoices entered in Oracle Payables, whether matched to a purchase orders or not.

• Project-related prepayments not matched to a purchase order and the application of unmatched prepayments to supplier invoices

• Receipt of goods against purchase orders specified to ‘Accrue on Receipt’

• Expenditure Items created in Oracle Projects from supplier invoices or receipt of goods


3.7. Oracle Project Contracts 3.7.1. Overview

Oracle Project Contracts supports the contract management needs of project driven organizations, including commercial and government contractors, agencies, and subcontractors. These organizations operate in a project centric environment characterized by:

• Changing contract specifications. • Volatile demand and long lead-times. • High percentage of procure-to-contract components and services. • Contractual requirements for billing. • Incremental funding in multiple currencies. • Compliance of government regulations.

Oracle Project Contracts addresses budgetary constraints, contract margins, flow down of contract information to subcontractors, and prioritization of deliverables. The Contract Organizer window provides a single entry point to access and define contract documents. Through the Contract Organizer window, you can access different functional regions including authoring, deliverable tracking, funding, hold management, contract revisions, and other contract related activities.

3.7.2. Release 12.1.3+

3.7.2.1. Copy Status when Creating a Contract from Template

Oracle Project Contracts now allows users to copy the status specified on a Template while creating a new contract from it. System provides the user with an option to achieve this.

3.7.2.2. User Attributes Validation

Oracle Project Contracts now provides the capability for one to explicitly check the existence of values for all mandatory User Attributes and validity of values provided for all User Attributes. This validation is carried out across the entire contract document.

3.7.2.3. Provide Contract Access to Contingent Workers

Prior to this release, contingent workers were not provided direct access to contracts within the application. Hence, organizations had to use workarounds in order to effectively utilize their contingent work force, such as using regular employees’ access information. This posed as a big security threat for the project based organizations.

Contingent workers can now be provided access to the contracts through the use of a profile option “OKE: Allow Contingent Workers”. If this profile is set to ‘Yes’, organizations would be able to provide contract access to the contingent workers.

3.7.2.4. Project Contracts Public APIs

Oracle Project Contracts now offers a wide range of public APIs to carry out Create, Update and Delete operations at various levels in the entire contract document, in addition to the already existing APIs. With this release, users can update and delete contract header, lines and deliverables. The APIs now enable users to create, update and delete billing events and user defined attributes. Users can also create and update contract parties and roles, as well as update project status. These APIs will help in increasing the usability of the application and productivity of the users.

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Project Contracts 35

3.7.3. Release 12.2.4 3.7.3.1. Federal Contract Billing

Federal contractors in the Defense and Aerospace sectors are governed by Federal Acquisition Regulations, or FAR. Federal Contracts include the commercial terms specifying how the contractors will receive payment, such as fixed price with progress payments, cost plus fixed fee etc. Contractors need to generate bills and maintain the required audit trail specified by FAR, in order to receive payments on time.

Oracle Project Contracts now allows the storage of information related to Accounting Code Reference Numbers (ACRNs), payment instructions etc., as well as enables users to perform fund allocations using ACRNs. This information is then interfaced to Oracle Project Billing in order to maintain the required audit trail.

In addition to this, Oracle Project Contracts now supports the automatic fee percent calculation as well as the ability to bill a contract using a project hierarchy. In this release, “Bill Group” has been renamed to “Consolidated Bill Group” and provides available data for contracts and for invoicing purposes. A consolidated bill group is defined in Oracle Project Billing and can be used to group contract lines based on your federal billing contract.

Federal Contract Billing uses an extension of the validation framework introduced within Project Contracts. The validation framework, as detailed in the next section, uses a seeded quality assurance check list and process specified for Federal Contracts, along with the option to include additional validations related to Federal Contract Billing as required. In addition to contract approval and modification, the validate document action is automatically executed prior to agreement creation or funding update completion.

3.7.3.2. Project Contracts Validation Framework

Oracle Project Contracts now provides a Validation Framework for quality assurance of all Project Contracts by the following two key entities:

• Quality Assurance Process

• Quality Assurance Check List

The Quality Assurance Process includes validation rules defined by the user, while the Quality Assurance Check List consists of either one Process or a combination of multiple Processes as per the business requirements. Oracle Project Contracts provides a seeded Quality Assurance Check List – “Default Project Contracts Quality Assurance Check List” which includes a seeded Quality Assurance Process – “Check User Attributes for Project Contracts”. With the help of this seeded Check List, users can easily find any invalid values in the User Defined Attributes of a contract at both Contract Header and Contract Line levels.

The Validation Framework provides the validation results to the user when it’s executed against a Project Contract. This is initiated thru the “Validate Document” action in the Authoring Workbench allowing the user to validate current contract. Besides, this validation for quality assurance is also automatically executed before the start of the approval of the contract and before the completion of a change request.

3.7.3.3. Schedule of Values

Projects product now support Schedules of Values (SOV), which is a part of contractual agreement, used as the basis for delivery and payment (Billing through periodic applications for payment), whereby the contractor requests payment against the delivery or work completed during that period.


Oracle Project Contracts now provides the capability to support Schedule of Values correspondingly, providing related restrictions to ensure data quality. SOV can be maintained within Oracle Project Contracts and then interfaced with Oracle Projects. Some of the key features introduced here include:

• Display of SOV type of the project associated with the current contract.

• Enable Fee Retention Percent for SOV related contracts.

• Validations have been added for project association, tasks selection and line quantity changes.

• Extended Validation Framework with the Seeded Quality Assurance Check List and Processes specified for SOV related contracts, including the validation for single customer association and inapplicable data.

• SOV information will be interfaced to Projects after a contract is approved or a change request is completed.

• A Project Contract or Contract Lines can only be terminated after due checks for their availability for termination have been made with the related Project.


3.8. Oracle Project Procurement 3.8.1. Overview

Oracle Project Procurement enables project managers and project buyers to collaborate and align their activities when planning, tracking and managing the acquisition of products, materials and services needed to complete a project. Built using the power of Endeca for EBS, the application integrates project management information from Oracle Project Management, project cost information from Oracle Project Costing and procurement documents, supplier and buyer information from Oracle Sourcing and Procurement. This combined information provides key insights, metrics and access to common actions necessary to support decisions and ensure strategic alignment of procurement activities with the project’s objectives.

Use Project Procurement’s project procurement plan to plan and track acquisitions needed to complete your projects. Use specialized analysis tools to explore your plans and your procurement history with suppliers and items and ensure selection of the best options. With command centers for both project management and project buyer users built on the same, integrated information, you can make decisions using up-to-date and common measures that enhance project execution and minimize project wastage.

3.8.2. Release 12.2.4

3.8.2.1. Enable Projects for Procurement Planning

To use Project Procurement, you enable procurement planning in the project setup page. Once enabled, the project is displayed in the command centers and project managers can upload new or updated procurement plans.

3.8.2.2. Create and Manage Project Procurement Plans

Once you enable a project for procurement planning, you can upload a project procurement plan. The plan specifies the materials or services needed for a project task and location, including a monthly schedule of the required items to insure project buyers know how much of the item is needed, when it is required and where to have it delivered. You can also enter a budget amount and suggest a supplier.

3.8.2.3. Project Management Command Center View

From the EBS Endeca Extension for Project Management Project Overview page, you can access the Endeca-based project management command center. This page is specially designed to provide integrated project and procurement information for the project manager. From the command center, project managers can view project financial and schedule information, determine if materials are available to start scheduled tasks, update procurement plan line statuses, replace items for a procurement plan lines, initiate new requisitions using the integrated shopping cart and see the status of procurement activities, including orders and deliveries.

When the project plans need to be updated, the project manager has access to update task dates or other information to insure the project schedule and plan information is aligned to the procurement schedule. Managers can also access specialized Endeca-based Item and Supplier analysis pages for researching procurement history.

3.8.2.4. Project Buyer Command Center View

The buyer command center view is specially designed to provide integrated project and procurement information for project buyers. From the Endeca-based command center view, buyers can view the status of procurement plan lines and initiate sourcing or

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procurement activities to insure the needed materials or services are delivered in time to meet the project schedule and meet the quality and reliability standards required. Buyers can identify sources of supply, initiate and track negotiations with suppliers using the integrated document builder, compare bids from suppliers and view the current state or details of existing procurement agreements and orders.

Alerts, charts, graphs and metrics insure that from the command center, buyers can identify and resolve procurement issues, insure a balanced workload and track the performance of the project procurement process so that the project schedule and budget stay on-track.

3.8.2.5. Item Analysis

Use the Item Analysis pages to explore the history of items used in your projects. Past performance, including on-time delivery, quality and item suitability, can be evaluated or compared to the items requested in the procurement plan to ensure the right items are selected.

3.8.2.6. Supplier Analysis

Use the Supplier Analysis pages to explore the history of suppliers who have provided materials or services used in your projects. Past performance, including on-time delivery, quality or supplier capabilities, can be evaluated or compared to the items requested in the procurement plan to ensure the best suppliers are selected.

3.8.3. Release 12.2.5

3.8.3.1. Manage Procurement of Services

With the introduction of managing procurement services, a project procurement plan can be uploaded for procurement of Engineered Equipment and Subcontracted Services. The plan specifies the services needed for a project task including progress payments for the service to insure project buyers know when the service is to be rendered by the supplier and the possible cash outflow for the services performed. The project manager can also link the progress payments to receipt of materials to help the buyers insure payments are made only after receipt of linked materials. The project manager can also enter a budget amount and suggest a supplier for these services lines.

From the Project Manager Command Center View, project managers can view the progress payment related information for the services requested, create new requisitions for the plan lines using the integrated shopping cart and track the status of procurement activities including deliverables defined in the purchase order document

From the Project Buyer Command Center View, project buyers can view the progress payment related information for the services, identify source of supply for services, create new negotiations for the requisitions created by the project manager using the integrated document builder, compare bids and track the status of procurement activities including deliverables defined in the purchase order document.

Alerts in the command center insure that both buyer and project manager can identify and resolve project and procurement issues so that the project schedule and budget stay on-track.

Item Analysis page is used to view the history of services used in the projects. Past performance, including on-time delivery, quality and service suitability can be evaluated or compared to the services requested in the procurement plan to ensure the right services are selected.

Supplier Analysis page is used to view the history of suppliers who have provided services used in the projects. Past performance, including on-time delivery, quality or


supplier capabilities, can be evaluated or compared to the service requested in the procurement plan to ensure the best suppliers are selected.

You can also view and assign cost breakdown codes assigned to project procurement plan lines.


3.9. Oracle Project Resource Management 3.9.1. Overview

Oracle Project Resource Management enables companies to manage human resource deployment and capacity for project work. Built using Oracle’s proven self-service model, Oracle Project Resource Management empowers key project stakeholders, such as project managers, resource managers, and staffing managers, to make better use of their single most critical asset: their people.

With this application, you can manage project resource needs; profitability and organization utilization by locating and deploying qualified people to your projects across your enterprise. As a result, you can improve customer and employee satisfaction, maximize resource utilization and profitability, and increase your competitive advantage.

3.9.2. Release 12.0.3 (RUP3)

3.9.2.1. Viewing At-Completion Amounts

This enhancement enables users to view both the Total budget amounts and At Completion budget amounts on the Project Home page and the Project Performance reporting pages. Users can also view the effort in the Financial region.

3.9.2.2. Choosing Displayed Currency

Users can now select the desired calendar and currency in which to view project information on the project list, Project Home page, and the performance tracking and reporting pages.

3.9.2.3. Reporting Plan Type Data in Context

Users can now view the plan type data using a new Plan Summary region in the Budgeting and Forecasting pages. The region provides the plan type data in the context of the page it is being viewed.

3.9.3. Release 12.1.1

3.9.3.1. Resource Search by eMail Address

The “My Resources” screen (Projects: Resources > Resources) now enables users to search through the resource pool by name, person number, email address, or organization:

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This enhancement makes searching easier for global users accessing people in countries such as Taiwan, China, Japan, etc. who do not maintain person information in the English language but do record email addresses in English.

3.9.3.2. Resource Search by Person Type

For some customers, much of their resource pool includes partners and contingent workers (subcontractors). When searching for resources to assign to requirements, these customers may wish to first limit the search scope to their employee population and then if no suitable match is found, to search amongst partners and contingent workers.

By providing the ability to search for resources by person type, users can quickly narrow their search to their desired population. This provides the added benefit of maximizing revenue by first assigning employees before resorting to outside workers.

3.9.3.3. Streamlined Navigation on Staffing Home

To allow for quick navigation to commonly accessed pages, a new link is added to Project List on the Staffing Home for My Projects.

3.9.3.4. Cross Validation of Project and Assignment Dates

Insufficient validation of start and end dates for requirements and assignments against respective dates for the project results in poor record keeping and inaccurate resource availability information.

Enhancements to validate dates populated by users for requirements, assignments, and project team roles at the time of entry will help to ensure precision and accuracy in all associated analytics and reporting subsequently used by staffing, resource, and project managers.

The following new validations are added in this release:

• Project Resource Management now ensures that requirement start dates are equal to or greater than the project start date and less than the project end date and that finish dates are equal to or less than the project end date but greater than the project start date.

• Assignments cannot be added beyond the project end date.

• A project team role end date cannot be beyond the project end date. If the roles are created before the project end dates are entered, users will receive an error if they later try to enter an end date that is earlier than the end date for existing roles.

• When project transaction dates are moved corresponding assignment dates are validated against the new project dates. If the new project transaction dates fall outside the dates for existing assignments, users are given an option to shift the assignment dates or cancel the date adjustment.


3.9.3.5. Defaulting of Work Patterns’ From and To Dates

Some users at customer sites may enter up to 100-200 requirements per day across all geographies and operating units. To increase productivity, work pattern from and to dates will default from the requirement start and end dates.

3.9.3.6. Improved Exception Handling of Maintain Project Resources Process

PRC: Maintain Project Resources has been enhanced to deliver improved exception handling and notification when it encounters errors while processing employee records.

3.9.3.7. New Public APIs for Resource Management

With this release, Oracle Projects is introducing a new set of public APIs for Oracle Project Resource Management. These new APIs enable you to create and maintain requirements, assignments, and candidates from an external or legacy system. The new APIs fall into the following four categories:

• Requirement Public APIs: These APIs enable you to add, update, or delete a requirement, and to partially or fully staff an open requirement.

• Assignment Public APIs: These APIs enable you to add, update, or delete an assignment, and to submit an assignment for approval.

• Candidate Public APIs: These APIs enable you to add, update, or delete a candidate, and to add a review comment for a candidate.

• Competence Public APIs: These APIs enable you to add, update, or delete competence elements for a project role or open assignment.


3.9.3.8. Organization Authority: Obsolete Forecast Authority

This feature removes the forecast authority functionality from the organization authority form and also removes existing security data relating to forecast authority.

Forecast Authority was introduced to support the PJR forecasting functionality. In Projects 11i Family Pack M the PJR forecast functionality became obsolete and was replaced by the new HTML based forecasting functionality. The new forecasting functionality has its own security mechanism and does not honor the old forecast authority model.

Additionally, this change will improve the performance of security calls to organization authority because the existing security data is being removed.

3.9.4. Release 12.1.2 3.9.4.1. Update of Start and End Dates for Multiple Requirements

Resource Managers are often required to make updates to the requirements they manage. Commonly updated attributes include team role, staffing priority and requirement start and end dates. The Update Requirements page provides users with a single page to update multiple assignments. However, prior to this release, the requirement start and end dates could not be updated from this page. Users were required to navigate to the Update Duration page for each requirement to update the dates. As Resource Managers frequently manage a large number of requirements, this process was very inefficient. Therefore, the Update Requirement page has been enhanced to support the update of requirement dates.


3.9.4.2. Select Multiple Roll Ups in a Personalized View

Searching for resources and projects is a very common task for Resource Managers. Therefore, a streamlined search process makes their job much easier. In the past, personalized views could be pointed to an organization but the search results returned not only the selected organization but also all subordinate organizations that roll up in the hierarchy they selected.

This release of Oracle Projects has added a new search interface which allows the user to specify which organization hierarchy they wish to search and at which level of the hierarchy they start their search. This enhanced approach to searching for projects and resources will greatly streamline searches and allow users to find needed information much more quickly by only returning relevant results.

3.9.4.3. Support for Schedule Shifts while Maintaining Work Patterns

Oracle Project Resource Management offers the ability to specify particular work patterns for resources that can change over the life of a task. For example a resource might be assigned to a task for 5 hours the first week and then 10 hours the following week, and finally the standard 40 hours per week for the third week. However, project schedules often change due to unforeseen circumstances and frequently tasks are delayed.

Prior to this enhancement if shift duration is used to delay the start of a task, for example by one week, then the work pattern was not being properly retained. In the above example, a shift of one week due to a project delay would change the work pattern to 10 weeks, 40 weeks and 40 weeks. The planned 5 hours for the first week of the task is dropped and 40 hours for the third week is derived from the default calendar.

With this enhancement, the work pattern is retained. In our example, regardless of when the task starts, the resource will work 5 hours the first week, 10 hours the second week and 40 hours the third.

3.9.4.4. Updateable Fields on Scheduled People Page

To improve productivity, the Scheduled People page has been transformed from a read only page to an updateable page. Certain fields, including the Start Date, End Date, City, Region and Location ID, can now be directly updated without requiring drill down to the resource requirement or assignment. The Scheduled People page was also enhanced to enable viewing and updating multiple project team roles and assigned resources from a single page.


3.10. Advanced Project Planning and Control 3.10.1. Release 12.1.3.4

3.10.1.1. Advanced Project Planning and Control (formerly Endeca Extensions for Oracle Project Management)

Project Managers and their teams need clearer insight into their project status and results to identify potential issues early so they can take proactive, corrective actions quickly. This need is even greater for large projects with complex workplans or project structures and numerous resources to manage. Endeca Extensions help Project Managers avoid schedule delays by warning them of late tasks before they affect project deadlines and budgets, and allowing them to act on tasks that are behind schedule to keep projects on track. Endeca Extensions can help Project Managers improve their productivity by identifying and updating required progress and schedule changes quickly, making progress or schedule changes consistently across tasks and providing the ability to update multiple financial plans at the same time. The extensions can also help reduce project risk by identifying tasks with financial risk and enabling efficient investigation and update plans to avoid financial impacts.

The extensions include new overview pages for projects, workplans, financial plans and expenditures. The new overview pages use Endeca technology to provide flexible and robust searching and guided navigation, intelligent information about the project status or results such as charts and graphs and configurable table layouts to make finding information quick and easy. New Oracle Project Management pages are seamlessly integrated to allow you to select information from the Endeca overview pages and make efficient updates to workplan tasks and financial plans.

3.10.2. Release 12.2.4

3.10.2.1. Advanced Project Planning and Control (formerly Endeca Extensions for Oracle Project Management)

Features included in release 12.1.3.4 Endeca Extension for Oracle Project Management can be implemented on base release 12.2.2.

3.10.3. Release 12.2.5

3.10.3.1. Advanced Project Planning and Control

The project management team is required to track, monitor and control diverse project data generated by multiple systems throughout their organization. A big challenge for project managers is not being able to access project performance measurements in a single place with the appropriate tools to view and monitor project performance.

The Advanced Project Planning and Control tool provides 360o view of the project and presents key project performance indicators in an integrated command center. Project managers can monitor metrics to identify deviations or alerts and drill down to source transactions to address core issues. Once core issues are identified, Project Managers can take corrective action to resolve the issue or mitigate risk.

The Advanced Project Planning and Control tool generates key performance indicators (KPIs) that reduce the time and effort to monitor and control the project by providing earned value metrics, project performance indicators, and resource performance indicators. These KPIs and associated project data is generated through a structured process to 1) ensure commitments are delivered in accordance to plan, 2) maintain cash flow as planned, and 3) meet project objectives to deliver customer commitments with expected value.

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