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Oracle Projects

This document discusses project setup and structures in Oracle Projects. It describes: 1. Implementation options for project structures such as fully shared, partially shared, and non-shared mapped structures between workplans and financials. 2. The two types of project structures - workplan structures for defining and tracking work, and financial structures for tracking costs, budgets, and billing. 3. Attributes related to financial structures like transaction dates, work types, and whether items are chargeable or billable. 4. Attributes stored against projects like the project number, name, dates, and customer information. 5. An overview of Oracle Project Costing including setup, expenditures, costing, accounting integration, and

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Prathap G
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558 views

Oracle Projects

This document discusses project setup and structures in Oracle Projects. It describes: 1. Implementation options for project structures such as fully shared, partially shared, and non-shared mapped structures between workplans and financials. 2. The two types of project structures - workplan structures for defining and tracking work, and financial structures for tracking costs, budgets, and billing. 3. Attributes related to financial structures like transaction dates, work types, and whether items are chargeable or billable. 4. Attributes stored against projects like the project number, name, dates, and customer information. 5. An overview of Oracle Project Costing including setup, expenditures, costing, accounting integration, and

Uploaded by

Prathap G
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Oracle Projects

Project Accounting

Implementation Options
Projects, Vision Operations->Setup->System->Implementation Options

Creating a Project

Normally when we are a creating a new project,we will get following error
Cannot copy a budget to a period which is out of the range of system defined periods (e.g.
PA period or GL period)"
Solution
While copying the template we need to take the Project Start Date as it is in the Template
Transaction Start Date then only it work
If you got any work plan related issue
Go to
Structures ->Click Details

Check the Work plan Structure

Partial Shared Structures: This scenario allows users to share the top level of the WBS with
the financial structure while allowing Project managers to build out additional granularity for
their work plan activities below the levels of the shared activities. This scenario typically
works very well when the top level of the WBS can be easily shared by scheduled work and
financial needs.
Non-Shared, Mapped Structures: This model applies when you have a scenario wherein the
workplan is structured very differently from how the financials of the project are managed,
but it is possible to map work plan activities (at any level of the Work plan WBS) to activities
in the financial WBS. This model enables the project manager (PM) and the financial
analyst to have independent control over their areas of responsibility but still maintains the
association between them. This allows for improved interactivity between the two in terms of
generating budgets and forecasts based on work plans and also pulling work plan progress
percent complete into the financial structure in order to process revenue and billing
based on physical percent complete.
Shared Structures: This scenario allows users to share the complete WBS with the financial
structure
Part 2
.
Project Structures
There are two types of project structures, Workplan Structures and Financial Structures.

Workplan
Structures
A project uses a workplan structure to define, plan and track on a project.
Financial
Structure
Financial structures are used by persons with financial interest in projects to track
billing, costs, budgets, and other financial information for projects.
Financial
Structure
Task
Attributes
There are attributes related to the financial structure. They include, but are not
limited
to:

Transaction Start and Finish Dates

Work
Type

Service
Type

Customer
Work
Site

ETC
Source

Chargeable

Billable

Receive
Inter-Project
Invoices
Project
Attributes
Various attributes are stored against a project to facilitate processing and reporting.
Some of these will be defaulted from the template, whilst others will be
entered/updated
during
the
course
of
the
projects
lifecycle.
The
following
attributes
will
be
captured
against
all
projects:

Project
Number

Project
Name

Project
Owning
Organization

Project
Start/End
Dates

Project
Classifications

Team/Key
Members

Customer/funder information
Pic 1:

Oracle Project Costing overview


Setup
Expenditures
Costing
Auto Accounting
AP-PO-PA Integration
Project Status Inquiry
Capitalization

Create Project Templates


A standard project you create for use in creating other projects. You set up project
templates that have features common in the projects you want to create. Projects can
not be created without template. Project
Templates are created from Project Types.
Project Template: Defines the basic characteristics of the project, and consists of:

Basic project information

Work breakdown structure (WBS)

Agreement and funding (optional)

Project and task options, including key members, classifications, Transaction


controls, any other project and task options

Budgets (optional)

Quick Entry fields which specify fields to enter for the new project when
creating it from a template

Project Option controls which list the project options to display for new
projects created from a template
N: Setup Projects Templates

I explained while coping the template ,have to check Transaction


start date,Transaction end date (Transaction end date either
needs to be or needs to be greater than system date the copied
template needs to be in the same range

Main table involved in this


PA_projects_all
Pa_project_types_all

Setups
Oracle Projects Setup

Organization Hierarchy
Project/Task owning org hierarchy
Exp/Event org hierarchy

Project Setup

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