PPM

Oracle Fusion Applications

Project Portfolio Management

Transactional Business Intelligence

Common Expenditure Item Attribute [10 : 29-Mar-2014]

In Release 5, the expenditure item transaction number attribute has been given a common name and
folder structure in the Cost, Revenue, and Invoice subject areas. This allows for reports to be linked
together based on the transaction number such that you can drill into the details of revenue and invoice
amounts that are directly related to the expenditure item.
Release: Release 5 Architectural Layer:
Status: Available Type: Feature Industry:

Project Costing

Capture External Commitments [10 : 29-Mar-2014]

Project managers and project accountants need to have full visibility to all costs related to a project.
These costs include commitment transactions (requisitions, purchase orders, and unpaid invoices)
which are managed in external systems such as PeopleSoft Procure to Pay. In earlier releases, visibility
to commitment transactions is limited to purchase requisitions, purchase orders, and invoices in Oracle
Fusion Purchasing and Oracle Fusion Payables. There is no insight into the commitment transactions in
third-party applications. In 11.1.4.0.0, new functionality is available to import, view, and summarize
commitment transactions from third-party applications. This complete visibility allows for quicker and
better decision making.
Release: Release 4 Architectural Layer:
Status: Available Type: Feature Industry:

Validate Time Entries for Project Transaction Controls [100 : 29-Mar-2014]

Time card entries created in Oracle Fusion Workforce Management are validated against projects,
tasks, and expenditure types using transaction controls defined in Oracle Fusion Project Costing.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Approve Project Time Entries [110 : 29-Mar-2014]

Project managers receive each time card entry submitted for their project for approval. Time cards can
be imported into Oracle Fusion Project Costing after project managers approve the time cards.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Adjust Previously Approved Time Cards [120 : 29-Mar-2014]

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 Project accountants can adjust approved time card entries based on business processes and
requirements. For example, a project accountant can change a billable time entry to nonbillable either in
Oracle Fusion Workforce Management or Oracle Fusion Project Costing.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Import Time Entries from Oracle Fusion Workforce Management [130 : 29-Mar-2014]
Approved time cards are imported into Oracle Fusion Project Costing as part of the project lifecycle.
After import, time card entries are processed and made available for costing, billing, and capitalization.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Enter Time for Projects and Tasks [140 : 29-Mar-2014]

Team members use Oracle Fusion Workforce Management to record time spent on projects and tasks.
The configurable timecard layout enables workers to classify entries as billable or nonbillable.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Enhancements to Cost Subject Area in Oracle Business Intelligence Application [150 : 29-Mar-
2014]
Transaction source, document, and document entry attributes are available for use in the project cost
and commitments subject areas of the Oracle Business Intelligence application.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Transaction Controls Open Interface [160 : 29-Mar-2014]

The Transaction Controls Open Interface is a new interface to allow transaction controls to be imported
into Oracle Fusion Project Portfolio Management for customers using our cloud offerings. This interface
is designed to allow you to create an upload file based upon an Excel template. Use the template to
create and upload a .csv file to the cloud server. Once the .csv file is on the server, you run a
background process to import the file into the interface and then process the data into the native tables.
Error reports are generated if the data fails validation.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Retain the Header Information on Excel Sheets [170 : 29-Mar-2014]

Project accountants enter cost transactions into Excel sheets and save their work as required before
exporting. Header information including business unit, transaction source or document, and batch name
are saved. Project accountants can save required attributes on sheets and use them as templates.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

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 Consistent Drill Down to Expenditure Item Details [180 : 29-Mar-2014]
Drill down from various areas to the Expenditure Item Details page. The drill down is always to the
General tab view of the Expenditure Item Details page instead of to the last visited tab view of the page.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Cross-Charge Transactions Process Output Report [190 : 29-Mar-2014]

Project accountants can review a new Oracle Business Intelligence Publisher output report for the
Identify Cross-Charge Transactions process. The output report displays a summary of the transactions
identified and any exceptions encountered. It also includes a detailed section that displays reasons for
exceptions.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

External Commitments Integration Enhancements [20 : 29-Mar-2014]

Release 5 contains the following enhancements for the external commitments integration feature:
Classify transaction source documents as being commitments or actual transactions. Transaction
source documents or commitment transactions can be further classified as by commitment type, such as
Requisition, Purchase Order, Supplier Invoice, or Other. Commitments are summarized using the
commitment type specified on the source document. Drill down to commitment details from the
Performance Overview and Manage Key Performance Indicator pages. Search on the Review
Commitments Transactions page after drilling down from summarized commitment measures.
Determine the transactions to be purged based on a new parameter in the commitment service:
Transaction Source, or Transaction Source and Project. When a specific project no longer has open
commitments, the existing commitments are not removed until all commitments for the transaction
source are imported. This is accomplished by selecting the Transaction Source option. When importing
commitments for specific projects, only projects with open commitments in the source application are
refreshed. If no open commitments are imported for the project, then the existing commitments remain in
Oracle Fusion Project Portfolio Management.
Release: Release 5 Architectural Layer:
Status: Available Type: Feature Industry:

Expenditure Item Performance OTBI Subject Area [200 : 29-Mar-2014]

Use the Expenditure Item Performance subject area to understand performance of the expenditure item
with respect to the cost distribution at the granular level. Use the Expenditure Item Performance subject
area to report on the life cycle of expenditure items down to the cost distribution details. Review
inception-to-date cost for core dimensions such as project, task, and expenditure type. Display revenue
and invoice amounts associated with each expenditure item. Create WIP reports to display activity on
the recent transactions for a project that includes the cost, revenue, and invoice amounts. The
Expenditure Item Performance subject area enables you to report on transactions that are awaiting
revenue, billing, or both.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Refined List of Project Values when Entering Transactions [210 : 29-Mar-2014]

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 This enhancement updates the project list of values available for transaction entry to only show those
projects which accept charges. It also displays the proper project information on historical transactions
even after the project status has changed.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Create Assets Using Microsoft Excel [220 : 18-Apr-2015]

Use Microsoft Excel to quickly create large volumes of assets for capital projects, and then assign the
assets to projects and tasks.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Enter Project and Payroll Time in a Single Time Entry [230 : 18-Apr-2015]
Improve employee productivity by combining project and payroll time in the same entry. Employees can
enter project and payroll time on the same timecard layout, ensuring a unified experience for all time
entry needs.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Allow Contingent Workers to Enter Project Time [240 : 18-Apr-2015]

Contingent workers use Oracle Fusion Workforce Management to record time spent on projects and
tasks. Approved time cards are then made available for costing, billing, and capitalization purposes.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Enable Team Members to Enter Time Only on Assigned Projects [250 : 18-Apr-2015]
Improve billing accuracy by allowing team members to enter time only on projects they are assigned.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Gain Control Over Spending of Project Budgets [260 : 18-Apr-2015]

Use Oracle Fusion Budgetary Control to have complete control over the spending of project budgets by
checking funds at the source, and easily resolving exceptions. Budgetary controls ensure that both the
raw and burden costs of a transaction do not exceed the budgeted amounts.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Project Cost Account Reconciliation Dashboard [270 : 18-Apr-2015]

Analyze and reconcile account balance discrepancies between the general ledger and project costing by
viewing the project expenditures posted to specified general ledger accounts. Filter the results by ledger,
accounting period, account class, account, event class, project, task or amount.

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 Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Project Capital Cost Dashboard [280 : 18-Apr-2015]

Analyze actual and committed cost for capital projects, including capitalization details. View results for a
specific business unit, or across business units, project organizations, and project statuses. Drill down to
review the related project expenditure items.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Project Cost by Transaction Source Dashboard [290 : 18-Apr-2015]

Analyze project cost transactions by transaction source. Filter by business unit, project, transaction
source, expenditure category, or expenditure item dates. Drill down to analyze the detailed list of cost
transactions for each project.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

File-Based Integration of Cost Transactions [30 : 29-Mar-2014]

This feature provides a mechanism for customers to move files from their local resources or desktops
into staging tables in the cloud based Oracle Fusion Applications. Customers choosing a cloud delivery
model are not able to directly write to the open interface tables in the database, and require a process
that is less cumbersome than Web services. A file with comma separated values (.csv) is used to
populate a new cost staging table. These records will then be validated and processed during the import
and process of transactions for the specified business unit and transaction source.
Release: Release 5 Architectural Layer:
Status: Available Type: Feature Industry:

Analyze Accounts on Imported Transactions Using Oracle Fusion Transactional Business

Intelligence [300 : 18-Apr-2015]
View the imported raw and burden cost accounts while reporting on unprocessed transactions.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

View Payables Transaction Details from Manage Expenditure Items [40 : 29-Mar-2014]
For expenditure items originating in Oracle Fusion Payables, drill down to the invoice summary to view
additional details of the invoice along with any related attachments.
Release: Release 5 Architectural Layer:
Status: Available Type: Feature Industry:

Enhanced Cost Transaction Adjustment Process [50 : 29-Mar-2014]

Adjusting cost transactions is simplified in the following ways. A common actions menu in all areas
allows adjustments to a single or multiple expenditure items. A Create Mass Adjustment option opens a

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 new window that displays the summary of the expenditure items to be adjusted.
Release: Release 5 Architectural Layer:
Status: Available Type: Feature Industry:

Drill Directly to Scanned AP Invoice Image from Manage Expenditure Item Details Page [60 : 29-
Mar-2014]
Oracle Fusion application currently allows creating invoices in Oracle Fusion Payables. It can integrate
the invoice to Oracle Fusion Project Costing and allow creation of an expenditure item which can be
queried against. This feature adds a new column to the Manage Expenditure Item page where the user
can see the attachment against the invoice. When the user clicks on the attachment, it brings up the
image directly in context of the expenditure item without first having to navigate to the Payables invoice.
Release: Release 6 Architectural Layer:
Status: Available Type: Feature Industry:

Include External Commitments and Commitment Source Enhancements in OBIA [70 : 29-Mar-
2014]
Oracle Fusion Application currently allows reports on commitment transactions from Oracle Fusion
Procurement and Oracle Fusion Payables through OBIA. This feature makes the commitments imported
from other applications to Oracle Fusion Project Costing available in Oracle Business Intelligence
Analytics (OBIA). Organizations can now view the breakout of costs by commitment type instead of
viewing the total cost amount.
Release: Release 6 Architectural Layer:
Status: Available Type: Feature Industry:

New OTBI Subject Area that includes all common dimensions and measures [80 : 29-Mar-2014]
This feature adds a new subject area in Oracle Transactional Business Intelligence (OTBI) that will
combine all of the common dimensions and facts. Although this will not allow any new reporting, it will
make it easier to create reports without combining multiple subject area. The subject area includes the
contract and contract line dimensions, commitment, budget, and forecast facts together with all the
common dimensions such as project, task, business unit, organization, and time. It also includes facts
such as revenue, invoice, and cost.
Release: Release 6 Architectural Layer:
Status: Available Type: Feature Industry:

Tie Back Time Entries to Oracle Fusion Workforce Management [90 : 29-Mar-2014]
After time cards are imported and processed, status is communicated back to Oracle Fusion Workforce
Management.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Project Collaboration

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 Collaborate on Project Tasks [10 : 18-Apr-2015]
Oracle Social Network enables contextual collaboration across applications, such as those contained
within the Oracle Fusion family, and business processes. Conversations provide the central point of
collaboration in Oracle Social Network, bringing people together from different lines of business to
discuss, evolve, and preserve all of the exchanges leading to decisions, plans, and partnerships. In the
web client, Conversations are online discussions that can include messages, comments, documents,
and gadgets. Conversation functionality provided by Oracle Social Network is integrated with Project
Execution Management applications in Oracle Fusion Project Portfolio Management. Project team
members collaborate to complete project work, create and review deliverables, and resolve issues.
Team members upload, view, and annotate documents to share feedback. Team members post
comments and assign follow up items to other team members. Team members who are assigned follow
up items receive e-mail notifications indicating that they must complete an action. Collaborate in real
time with other project team members to quickly and efficiently reach a consensus on issues and
complete project work. Stay informed about the status of tasks created for a project. Share documents
and information relevant to project work with all team members.
Release: Release 7 Architectural Layer:
Status: Available Type: Industry:

Usability Enhancements [100 : 18-Apr-2015]

Team members can tag tasks and filter based on the tagging. Project application administrators can
extend task attributes in Oracle Fusion Task Management.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Enhanced E-mail Notifications to Task Owners and Followers [110 : 18-Apr-2015]

Team members receive e-mail notifications for important events, such as when another person assigns
them to a task, adds them as a follower to a task, and when tasks they follow are completed. The
awareness provided by the e-mail notifications makes it easier for team members to remain current on
their work. Team members can read the e-mail header and easily identify the sender and reason for the
e-mail. The body of the e-mail contains more information about the task. Team members can open the
Manage Tasks page from an e-mail, and work on a task. They can also open the Team Member
Dashboard from an e-mail, and edit the e-mail notification settings.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Manage Deliverables for Project Tasks [120 : 18-Apr-2015]

Team members can manage deliverables for their project tasks. They can view the deliverables that are
associated to project tasks, and update deliverables from the task details. They can also create and
associate deliverables to a project task, and mark deliverables as complete.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Manage Milestones for Project Tasks [130 : 18-Apr-2015]

Team members are responsible for the completion of some project milestones. Team members view
milestones, enter progress for milestones, and collaborate on milestones with other team members.

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 Team members can also apply a filter to their task lists, and view milestones in the list.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Enhanced Progress Entry for Project Tasks [140 : 18-Apr-2015]

Team members can enter progress on a project task by updating percent complete, actual hours or
remaining hours. They can also propose the total hours needed to finish a project task.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Manage Tasks [20 : 18-Apr-2015]

Project enterprise resources manage their work through the My Work page, Enter Progress page, and
the Team Member Dashboard. Project team members use these pages to view, update, or delete tasks
that are assigned to them. The My Work and Enter Progress pages also enable project team members
to create new tasks to track their work. If required, project team members assign tasks to other team
members.
Release: Release 7 Architectural Layer:
Status: Available Type: Industry:

Associate a Task with a Project [30 : 18-Apr-2015]

Team members incorporate tasks that they created to track their work into a project plan. Team
members work with their project managers to ensure that the task hierarchy reflects actual work required
on the project.
Release: Release 7 Architectural Layer:
Status: Available Type: Industry:

View Task Details [40 : 18-Apr-2015]

Project team members review tasks and other work that is assigned to them on the My Work page or the
Team Member Dashboard. Team members view tasks that are assigned to them and quickly determine
the action to take to complete work.
Release: Release 7 Architectural Layer:
Status: Available Type: Industry:

View Tasks and Task Status by Period [50 : 18-Apr-2015]

Team members sort and view tasks by. On the My Work page, team members sort work by predefined
date filters or apply their own date filters to view tasks relevant for a specific period. On the Team
Member Dashboard, team members filter tasks by week to view upcoming work. Team members sort
tasks by the period in which work must be completed and prioritize their work to optimize completion.
Release: Release 7 Architectural Layer:
Status: Available Type: Industry:

View New Activities [60 : 18-Apr-2015]

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 Team members view new tasks and activities that require their attention on the Team Member
Dashboard or the My Work page. Team members easily identify new assignments or track updates to
tasks they are working on to ensure work progresses efficiently.
Release: Release 7 Architectural Layer:
Status: Available Type: Industry:

Enter Quick Progress on Tasks [70 : 18-Apr-2015]

Team members review the tasks they are working on. Where required, they mark tasks as in progress or
completed. Team members quickly indicate that work has started or mark a task as completed without
entering detailed information such as actual effort or dates.
Release: Release 7 Architectural Layer:
Status: Available Type: Industry:

Collaborate on Project Work Using Project Spaces [80 : 18-Apr-2015]

Project team members can create or use spaces in Oracle WebCenter to manage and share
documents, announcements, blogs, and discussions to collaborate on project work. Project team
members can navigate to a project space while working on a project task.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Send Email Notifications to New Followers [90 : 18-Apr-2015]

Team members can receive e-mail notifications when they are added as task follower.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Grants Management

Efficiently and Effectively Manage Your Awards [10 : 18-Apr-2015]

A simple and modern user interface for defining awards allows grants administrators to easily create
awards, maintain award terms and conditions and required certifications. Cost share requirements can
be specified and funding allocated to sponsored projects by funding source and budget period.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Award List Dashboard [100 : 18-Apr-2015]

View a list of awards filtering by status, sponsor, cost share, etc. Further drill down to review funding
details of the projects funded by the awards.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

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 Automatically Create Control Budgets for an Award [20 : 18-Apr-2015]
Gain control over the spending of award budgets using budgetary controls. Spending periods are
automatically configured for each award using the pre-award and post-award spending dates along with
taking restricted versus expanded authority into account.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Calculate Facility and Administration Costs Accurately [30 : 18-Apr-2015]

Calculate facility and administration (F&A), along with other indirect costs, using a comprehensive
calculation engine. The grants administrator has the flexibility to apply institutional, sponsor or award
specific rates to the award, and can also apply overrides to the project and task schedules as required.
This ensures that indirect costs are calculated, accounted, and reported for cost and revenue accounting
as well as invoicing.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Gain Control over Spending of Award Funds [40 : 18-Apr-2015]

Use Oracle Fusion Budgetary Control to have complete control over the spending of award funds by
checking funds at the source, and easily resolving funds failure. A central engine checks budgets and
reports on available funds, consumed funds, and reserved funds. Budget checking ensures that both the
direct and associated indirect costs of a transaction do not exceed the budgeted amounts.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Accurately Report Award Financial Performance [50 : 18-Apr-2015]

A simple and modern user interface for defining awards allows grants administrators to easily create
awards, maintain award terms and conditions and required certifications. Cost share requirements can
be specified and funding allocated to sponsored projects by funding source and budget period.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Analyze Award Funding Using Oracle Fusion Transaction Business Intelligence [60 : 18-Apr-
2015]
Create additional dashboards and reports to analyze all aspects of your grants. Quickly and easily
compare award funding, budgets, costs, commitments, revenue, and invoices using a comprehensive,
multi-dimensional reporting platform. Dimensions available include the sponsor, award type,
organization, award, project and task.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Efficiently Invoice Sponsors [70 : 18-Apr-2015]

Generate invoices on a periodic basis based for each letter of credit or for individual awards. Create
invoices based on direct and indirect costs incurred, or milestones that have been met. Review and

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 submit invoices in the format required by your sponsors, such as the SF270.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Integrate Awards in External Applications with Oracle Fusion Grants Management [80 : 18-Apr-
2015]
Use the award web service to simplify integrations with external applications. Automate the creation of
funded awards from your existing grants proposal application.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Import Awards Using Open Interfaces [90 : 18-Apr-2015]

Use the award open interface to quickly and efficiently create awards from external applications. A
Microsoft Excel template is provided to simplify the process.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Project Control

Refresh Rates at the Task Level [10 : 29-Mar-2014]

Having accurate rate information is critical, so you need to be able to easily keep rates updated. In
earlier releases, you are able to refresh rates on budgets and forecasts at any level of the task structure,
from the individual resource assignment up to the entire project. On the project plan, however, you are
limited to refreshing rates individually for selected resource assignments. Refreshing rates for all the
resource assignments for even moderately sized projects becomes overly laborious and increases the
chances of accidentally missing a resource assignment. In 11.1.3.0.0, you are now able to refresh rates
at any level of the task structure in the project plan as well as in budgets and forecasts.
Release: Release 3 Architectural Layer:
Status: Available Type: Feature Industry:

Security Enhancements to Allow Authorized Users to Lock and Unlock Budget and Forecast
Versions [100 : 29-Mar-2014]
A new security privilege enables project administrators and project managers to lock and unlock budget
and forecast versions from the Manage Budget Versions page or Manage Forecast Versions page.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Budget Open Interface [110 : 29-Mar-2014]

The Budget Open Interface is a new interface to allow project budgets to be imported into Oracle Fusion
Project Portfolio Management for customers using our cloud offerings. This interface is designed to
allow you to create an upload file based upon an Excel template. Using the template to create and
upload a .csv file to the cloud server. Once the .csv file is on the server, you run a background process

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 to import the file into the interface and then process the data into the native tables. Error reports are
generated if the data fails validation. This process is intended for new budget creation only and not for
maintenance of existing budget versions on a project.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Add Period Spread Calculation Method to Cover Entire Period Without Proration [120 : 29-Mar-
2014]
Project managers can create a simple even spread curve that does not consider period lengths. The
Even spread curve does not have prorated beginning or ending periods if the start date and end date of
a resource assignment does not match the beginning or ending periods of the respective period. The
existing even spread curve is now called a prorated even spread curve, because it uses the start date
and end date of a resource assignment to determine how to spread the assignment to the first and last
periods.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Usability Enhancements for Assigning Planning Resources [130 : 29-Mar-2014]

The Assign Planning Resources user interface is enhanced to promote ease of use and to provide better
functionality. Project managers can assign resources to a single task or multiple tasks. Additionally, you
can select multiple resources to add to selected tasks, and then assign quantities for each resource you
are adding. Upon completing the changes, the costs are calculated and spread automatically for each
newly assigned resource.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Set Baseline for New and Changed Tasks in Project Plan [140 : 29-Mar-2014]
Set a baseline for new and changed tasks on a project plan that already has baseline values. You can
select one or more tasks and add them to the current baseline. The added tasks and their subtasks are
added to the existing baseline and the amounts are summarized again to calculate the new amounts.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Automatically Create Control Budgets for a Project [150 : 18-Apr-2015]

Project managers can gain control over the spending of project budgets at the project level and the
individual spending category level by enabling the budgetary control feature on a project budget. A
control budget is automatically created and spending controls are enforced when you create a baseline
version of a project budget.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Budget and Actual Cost Comparison Dashboard [160 : 18-Apr-2015]

Compare budget costs and actual costs for projects, and analyze budget and actual cost variances.

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 Choose to view projects for a project manager, or for single or multiple business units.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Show Last Reprice Date [20 : 29-Mar-2014]

You should be able to track when the raw and burdened rates for individual resource assignments were
last calculated. This information provides traceability, helps you discern when rates may need to be
updated, and helps explain differences between rates on resource assignments. Exposing the last
update date for the resource assignment does not fulfill this need because many aspects of the resource
assignment could be updated without the rates being updated. In 11.1.3.0.0, a new attribute called Rate
Updated Date, which includes time of day, is available on project plans, budgets, and forecasts. When a
resource assignment is first added to a project plan, budget or forecast, the date is set to the current
date. This date is updated only when an event, such as refreshing rates, causes the rate to change.
Release: Release 3 Architectural Layer:
Status: Available Type: Feature Industry:

Spread Units and Cost by Number of Days [30 : 29-Mar-2014]

In earlier releases, Oracle Fusion Project Control spreads units across multiple periods based on the
number of periods in the spread rather than by the number of days in each period. Spreading by the
number of periods could be inaccurate and misleading, especially if an organization uses a 5-4-4 or a 4-
4-5 calendar or has short periods at the beginning or ending of a fiscal year. In 11.1.4.0.0, units and
costs are spread by the number of days in a period, which more accurately reflects the costs or amounts
for each period. If planning start or end dates are in the middle of an accounting or project accounting
period, the system correctly allocates the amounts for the partial period by the number of days in the
period.
Release: Release 4 Architectural Layer:
Status: Available Type: Feature Industry:

Refresh Rates from a Point in Time Without Changing History [40 : 29-Mar-2014]
When refreshing rates on a project plan/budget/forecast, this feature provides the ability to specify a
date to determine the 'time now', and only refresh rates from that date forward. This allows for historical
planning amounts to be held constant.
Release: Release 5 Architectural Layer:
Status: Available Type: Feature Industry:

OTBI Reporting - Forecast Subject Area [50 : 29-Mar-2014]

The Forecasting Real Time subject area allows to effectively report on all areas related to forecasting
including estimate to complete (ETC) and estimate at completion (EAC) for the current, prior, and
original forecasts. In addition, this information enables you to compare forecast versions against your
baseline budget, and actuals to date. Variance analysis can be performed against the different versions.
Release: Release 6 Architectural Layer:
Status: Available Type: Feature Industry:

Tasks Open Interface [60 : 29-Mar-2014]

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 The Tasks Open Interface is new interface designed to allow a task structure to be imported to Oracle
Fusion Project Portfolio Management for customers using our cloud offerings. This interface is designed
to allow you to create an upload file based upon an Excel template. Using the template create and
upload a .csv file to the cloud server. Once the .csv file is on the server, you run a background process
to import the file into the interface and then process the data into the task tables. Error reports are
generated if the data fails validation. This process is intended for new task creation only and not for
maintenance of existing task structures in a project.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Enable Personalization of Manage Project Budget and Manage Project Forecast Pages [70 : 29-
Mar-2014]
Project application administrators can use the ADF Personalization and Administrator Customization
functionality to personalize and customize user interface components on the budget and forecast pages.
They can also add predefined content such as reports from the business intelligence catalog and
common components such as calendars to dashboard panel boxes.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Execute Project Structure Denormalization for all Projects [80 : 29-Mar-2014]

Denormalize project structure for all projects in your organization to prepare the projects for reporting on
project performance dashboards and Oracle Transactional Business Intelligence reports.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Use an Action to Move Tasks in Project Plan [90 : 29-Mar-2014]

Use an action to move tasks in the project plan based on changing priorities, scope changes, or delays
in project schedule.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Project Billing

Drill Down to Oracle Fusion Receivables [10 : 29-Mar-2014]

Oracle Fusion Project Portfolio Management transfers released invoices to Oracle Fusions Receivables,
which then generates the final invoice to the customer. In earlier releases, billing specialists are not able
to drill from the accepted invoice to the final invoice in Oracle Fusion Receivables. To quickly view the
final invoice, the billing specialist needs to remember or write down the draft invoice number, navigate
away from the contract invoice work area to the receivables invoice work area, search for and select the
final invoice, navigate back to the contract invoice work area, and search again for the draft invoice. In
11.1.4.0.0, a single-click drill down is available from the accepted invoice in Oracle Fusion Project Billing
to the final invoice in Oracle Fusion Receivables. A single-click then returns the billing specialist back to
the accepted invoice in Oracle Fusion Project Billing.
Release: Release 4 Architectural Layer:
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 Status: Available Type: Feature Industry:

Invoice Approval Workflow Enhancements [100 : 29-Mar-2014]

The application implementation team can use additional contract and invoice related attributes when
creating custom invoice approval workflow routing rules.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Improve Custom Business Intelligence Publisher Report Capability [110 : 29-Mar-2014]

The business intelligence author role, available in the cloud, can create custom business intelligence
publisher invoice templates and reports, from a wider selection of contract and invoice related attributes.
The improved report capability enables any person with the business intelligence author role to create
custom invoice templates and reports that meet their unique invoicing and reporting needs.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Enable Personalization and Customization of the Invoice and Revenue Work Area Overview
Pages [120 : 29-Mar-2014]
Project application administrators can personalize or customize the Overview pages for the Invoice and
Revenue work areas. The implementation team adds, changes, moves, and deletes components such
as edit boxes, images, text, and links. The implementation team can also add to dashboard panel boxes
predefined content such as reports from the business intelligence catalog and common components
such as the calendar. Enabling personalization and customization increases efficiency of billing
specialists and project accountants by: • Reducing the required number of navigation and processing
keystrokes • Removing unnecessary attributes or regions • Adding access to business intelligence
reports within the Invoice and Revenue work areas
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Contract Template [130 : 29-Mar-2014]

Contract administrators set up contract templates and use them to create contracts. . For example, the
contract administrator can create templates for common types of contracts. The templates can contain a
range of details, from a basic contract skeleton to highly detailed information for complex contracts.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Enhanced Event Web Service [140 : 29-Mar-2014]

The billing specialist and project accountant can include values for descriptive flexfields when creating or
updating events using the newly re-architected event Web service.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Billing Diagnostics [150 : 29-Mar-2014]

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 Use additional messages, documentation, and reports provided by supportability and troubleshooting
diagnostics to identify and explain reasons for potential problems for the billing specialists and project
accountants to investigate. Usage of supportability and troubleshooting diagnostics improves the
understanding of billing specialists and project accountants on the cause of potential problems and how
to resolve them. Billing diagnostics enable billing specialists and project accountants to quickly diagnose
and address issues on their own
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Project Income Statement Dashboard [160 : 18-Apr-2015]

Monitor the profitability of your project by reviewing project revenue, expenses, and net income or loss
to assess project performance. This report displays revenue and expenses grouped by revenue and
expenditure categories.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Project Revenue by Contract Dashboard [170 : 18-Apr-2015]

Track contract revenue and monitor revenue trends over time. Analyze actual revenue for contracts for
specified billing types, contract business units, and accounting years. Drill down to review the contract
lines and identify the revenue recognized transactions that contribute to revenue.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Invoices by Status Dashboard [180 : 18-Apr-2015]

View invoice status, type, date, amount, and billed customer. Drill down to review details for invoice lines
and invoiced transactions from this analysis. Identify invoice transactions for which funds are consumed.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Process Previously Active Contracts [190 : 18-Apr-2015]

Oracle Fusion Project Portfolio Management uses the previously active or expired versions of contracts
currently in the amendment cycle that are under amendment, pending approval, or pending acceptance
when generating invoices and revenue, and when searching and displaying contract information.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Automatic Tax Calculation [20 : 29-Mar-2014]

Oracle Fusion Project Billing provides robust functionality to view the net before tax, tax, and gross after
tax invoice amounts before submitting the invoice to Oracle Fusion Receivables. In earlier releases, the
billing specialist needs to manually initiate the tax calculation on every invoice before the amounts are
available. In 11.1.4.0.0, the generate invoice process automatically calls the tax engine so these
amounts are immediately displayed on an invoice without manual intervention.
Release: Release 4 Architectural Layer:

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 Status: Available Type: Feature Industry:

Project Contract List Dashboard [200 : 18-Apr-2015]

Review project contracts and their statuses for a specific business unit grouped by customer. You can
drill down to audit project contract lines.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Enhance Invoicing in Any Currency [210 : 18-Apr-2015]

View the billing transaction currency to invoice revenue currency conversion attributes added to various
billing user interfaces, services, processes, migration objects, and to Oracle Transactional Business
Intelligence.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Transfer Additional Attributes to Oracle Fusion Receivables [30 : 29-Mar-2014]

If Auto Accounting in Oracle Fusion Receivables uses inventory items to derive accounting, the
inventory item must be populated by all sources. To co-exist with other Fusion and non-Fusion
application sources, Oracle Fusion Project Portfolio Management must pass the inventory item identifier
to Oracle Fusion Receivables. In 11.1.4.0.0, the inventory item from the contract line is now passed to
Oracle Fusion Receivables.
Release: Release 4 Architectural Layer:
Status: Available Type: Feature Industry:

Mass Release of Invoices [40 : 29-Mar-2014]

This feature introduces an online process to release all approved invoices. You can release all approved
invoices displayed in the search results of the Manage Invoices page, optionally overriding the invoice
dates of those invoices to a user-specified date. You can also transfer invoice details to Oracle Fusion
Receivables using invoice date as a new optional process parameter.
Release: Release 5 Architectural Layer:
Status: Available Type: Feature Industry:

Contract Billing Web Services Enhancements [50 : 29-Mar-2014]

New Web services for the creation, update, and deletion of billing events. New Web service that allows
the event amounts in contract, ledger, and project currencies to be updated on existing events, with the
corresponding contract currency conversion rate calculated and populated as well. All further event
currency calculations and currency processing are then skipped. The event amounts in all currencies
are passed to the invoice and revenue distribution lines. The ledger and project conversion rates are
calculated and set on the invoice and revenue distribution lines.
Release: Release 5 Architectural Layer:
Status: Available Type: Feature Industry:

Contract Funding Fact to be Added in OTBI [60 : 29-Mar-2014]

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 This feature adds contract funding measures to Oracle Transactional Business Intelligence (OTBI),
along with the project classification measures (elaborated in Expose Project Classifications in current
OTBI Subject Areas) to enable users to add these measures to reports. It enables reports to provide the
remaining fund amount, billing summary and unallocated funding amounts. It also enables a Fixed Price
Loss Accrual report, which justifies a monthly accounting entry to accrued estimated losses on fixed
price contracts.
Release: Release 6 Architectural Layer:
Status: Available Type: Feature Industry:

Contract Web Services to Assist with Data Migration [70 : 29-Mar-2014]

For organizations migrating data to Fusion Project Billing, this features enhances the Contract Insert
web service to migrate the below business objects: • Bill Plan • Revenue plans • Associated projects •
Billing controls • Bill rates overrides • Job assignment overrides • Labor multiplier overrides
Release: Release 6 Architectural Layer:
Status: Available Type: Feature Industry:

Capture and transfer Customer Purchase Order Number on Contract Line [80 : 29-Mar-2014]
This feature facilitates capturing and transferring of a customer purchase order number to Oracle Fusion
Receivables from the contract line of a contract for querying, reporting, and presenting on invoices
respectively. It provides for distinct invoices to be created for each customer purchase order.
Additionally, organizations can now create distinct billing invoices for customers based on purchase
order number.
Release: Release 6 Architectural Layer:
Status: Available Type: Feature Industry:

Invoice in Any Currency [90 : 29-Mar-2014]

Billing specialists can specify any currency for invoices issued to customers. Billing specialists can
convert amounts in bill transaction currency to the invoice currency using separate bill transaction to
invoice currency conversion attributes on the contract.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Project Foundation

Burden Cost Calculation Override Extension [10 : 29-Mar-2014]

This new client extension provides the ability to override the way the burden cost is calculated for each
burden cost code. The extension is called when burden costs are calculated for project plans, budgets,
forecasts, and expenditure items. A single PL/SQL procedure contains the custom logic to ensure the
amounts for each burden cost code are calculated appropriately. Sample use cases for which this client
extension could be leveraged include: * A fixed rate should be applied based on the quantity of the
specific transaction, instead of a multiple of the raw cost. For example, you need to apply a fee based on
the number of hours worked, as opposed to the salary that a particular individual receives. In this case
the burden cost equation becomes Raw Cost + (Quantity * Burden Rate). * Under certain conditions, a
specific cost code should not be included, or the multiplier needs to be overridden. For example, some

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 or all cost codes must not be applied after the actual cost for a specific project reaches a certain limit. *
A project or task level multiplier for a specific cost code is defined in a descriptive flexfield and should be
used instead of the multiplier defined on the burden schedule.
Release: Release 2 Architectural Layer:
Status: Available Type: Feature Industry:

Cascade Burden Schedule Assignments to Tasks [100 : 29-Mar-2014]

When changing the burden schedule assignment at the project level, you can choose to apply the
change to existing tasks. You have options to cascade the change on all existing tasks, on new tasks
only, or on tasks with the same burden schedule that was assigned to the project before the change.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Assign Custom Enterprise Roles to Project Roles [110 : 29-Mar-2014]

Associate custom enterprise roles with project roles to provision the function and data security for team
members. You can customize enterprise roles by adding or removing duties and then associate them
with seeded project roles.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Summarized and Detailed Costs Using the Project Pricing Service [120 : 29-Mar-2014]
The Project Pricing Service web service returns resource rates and amounts calculated by the Oracle
Fusion Project Foundation pricing engine. Use this service for low volumes of data from external
applications. Either access raw costs and summarized burdened costs or access a detailed breakout of
the burden costs by cost code in addition to summarized information. For this release, only actual cost
rates are supported. So, you must set up the project plan type to use actual rates instead of planning
rates.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Quickly Create Multiple Project Tasks [130 : 18-Apr-2015]

Project managers can save time and create multiple tasks quickly to build a project plan using a
simplified user interface.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Replace Multiple Resources on a Project Plan [140 : 18-Apr-2015]

Project managers can efficiently replace resources assigned to multiple tasks on a project plan. They
can select the time period and replacement resource for each assignment.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

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 Usability Enhancements for Managing Projects [150 : 18-Apr-2015]
Project managers benefit from the following usability enhancements: • Reorganization of the Project
Definition page • Reordering of the tasks in the Task pane of the Project Overview page • Navigation
from the Projects work area to the Project Overview and Manage Project Definition pages
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Access Summarized and Detailed Costs Using the Project Pricing Service [160 : 18-Apr-2015]
Retrieve resource rates and cost amounts from Oracle Fusion Project Portfolio Management using the
Project Pricing Service. The service returns the actual cost rate, raw cost, total burdened cost, and
burden cost by cost code for a resource and project or task.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Calculate Units When Importing New Resource Assignments in Microsoft Project [170 : 18-Apr-
2015]
Control how new projects are imported into Microsoft Project by enabling Microsoft Project to calculate
the dates, work, and units for new resource assignments. For example, if you choose to calculate units,
the dates and work are imported directly from Oracle Fusion Project Portfolio Management and the units
are calculated based on resource availability.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Project List Dashboard [180 : 18-Apr-2015]

View project details for multiple business units, organizations, and project statuses and drill down to
view project tasks.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Display Descriptive Flexfields in Project Overview [20 : 29-Mar-2014]

Descriptive flexfields can be used to maintain project information that is not captured in the standard
Oracle Fusion data model. This information supports unique business requirements, including
accounting, reporting, business processes, and statutory compliance. In earlier releases, project-level
descriptive flexfields are only available on the Project Definition page. To view the descriptive flexfields,
you must navigate from the Project Overview page to the Edit Project Definition page and then scroll
down to the Additional Information region at the bottom of the page. In 11.1.3.0.0, project-level
descriptive flexfields are included in the Basic Information section on the Project Overview page. Adding
descriptive flexfields to Project Overview provides a complete picture of the key project information and
assists you in performing your responsibilities with minimal navigation or manual intervention.
Release: Release 3 Architectural Layer:
Status: Available Type: Feature Industry:

Project Service Descriptive Flexfields [30 : 29-Mar-2014]

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 Descriptive flexfields can be used to maintain project information that is not captured in the standard
Oracle Fusion data model. This information supports unique business requirements, including
accounting, reporting, business processes, and statutory compliance. Oracle Fusion Project Portfolio
Management now provides a service which allows customers to initiate the project creation process
outside of the application. For example, you may need to initiate the project creation process from a
custom proposal management system. In this release, the project creation service includes attributes for
descriptive flexfields segments so all pertinent project information can be captured when the project is
created.
Release: Release 4 Architectural Layer:
Status: Available Type: Feature Industry:

Project Status Service [40 : 29-Mar-2014]

Project status changes are often triggered by external events or systems. This is especially true when
the Fusion application coexist with legacy or custom systems. For example, you may receive a work
authorization for a project in a custom work authorization system and need have the project status
automatically changed to indicate authorization has been received. Requiring manual updates to each
project is prone to inaccuracies and delays. In 11.1.4.0.0, the project service is enhanced to support
project status changes. A method is provided to retrieve the current project status and the next allowable
statuses. Another method is provided to change the status. This method validates that the status change
is allowed and initiates the work flow approval if enabled.
Release: Release 4 Architectural Layer:
Status: Available Type: Feature Industry:

Expose Project Classifications in current OTBI Subject Areas [50 : 29-Mar-2014]

Project Classifications are used to store critical information about the project and are used to manage
and report the project throughout the project lifecycle. Providing this information in OTBI provides the
flexibility for customers to satisfy their unique reporting requirements. This feature will add the following
Project Classification dimensions • Project Classification Category Name • Project Classification
Category Description • Project Classification Name • Project Classification Description These
dimensions will be added to the following subject areas: • Project Billing – Invoices Real Time • Project
Billing - Revenue Real Time • Project Control – Budgets Real Time • Project Control – Forecasts Real
Time
Release: Release 6 Architectural Layer:
Status: Available Type: Feature Industry:

Usability Enhancements for Project Overview [60 : 29-Mar-2014]

The usability of the Project Overview page in the project work area is improved with the new
Collaboration tab, which contains information linked to the primary WebCenter space. You can access
this information quickly and easily with limited scrolling. You can access project attachments directly
from the Collaboration tab without navigating to the project definition page.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Project Open Interface [70 : 29-Mar-2014]

The Project Open Interface is a new interface to allow projects to be imported into Oracle Fusion Project

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 Portfolio Management for customers using our cloud offerings. This interface is designed to allow you to
create an upload file based upon an Excel template. Using the template, create and upload a .csv file to
the cloud server. Once the .csv file is on the server, you run a background process to import the file into
the interface and then process the data into the native tables. Error reports are generated if the data fails
validation.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Person Diagnostic [80 : 29-Mar-2014]

The project application administrator can use a diagnostic script to identify why a person is not available
in the list of values when searching for and adding team members. The diagnostic provides person
details such as job, department, and assignment effective dates. This information helps the project
application administration to identify any missing or invalid data for the person.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Usability Enhancements for Manage Projects [90 : 29-Mar-2014]

The new default search on the Manage Projects page displays all approved projects on which you are a
team member. In the new Pending Activities tab, you can review pending activities for your projects,
financial plans, and progress and view the status of submitted processes.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Project Performance Reporting

External Commitments Integration Enhancements [10 : 29-Mar-2014]

Release 5 contains the following enhancements for the external commitments integration feature:
Classify transaction source documents as being commitments or actual transactions. Transaction
source documents or commitment transactions can be further classified as by commitment type:
Requisition, Purchase Order, Supplier Invoice, or Other. Commitments are summarized using the
commitment type specified on the source document. Drill down to commitment details from the
Performance Overview and Manage KPI pages. Search on the Review Commitments Transactions page
after drilling down from summarized commitment measures. Renamed measures previously called
External Commitments to Other Commitments.
Release: Release 5 Architectural Layer:
Status: Available Type: Feature Industry:

Update Project Performance Data Across Projects [20 : 29-Mar-2014]

The project administrator can submit the Update Project Performance Data process for a range of
projects. Previously, only the project manager could submit the process to summarize project data for
multiple projects.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

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 Project Integration Gateway

Populate Sequence Number when Integrating with Primavera P6 [10 : 29-Mar-2014]

Project plans are ordered by outline number in Oracle Fusion Project Portfolio Management and by a
separate sequence number in Primavera P6. During synchronization, the sequence number in
Primavera P6 does not match the outline numbering in Oracle Fusion Project Portfolio Management. To
achieve the same ordering, Oracle Fusion Project Portfolio Management passes the sequence number
to Primavera P6.
Release: Release 5 Architectural Layer:
Status: Available Type: Feature Industry:

Optionally Send Last Segment of Project Plan Outline Number as the WBS Code in Primavera P6
[20 : 29-Mar-2014]
Primavera P6 and Oracle Fusion Project Portfolio Management display the hierarchical relationships of
nodes within a WBS differently. The WBS code in Primavera P6 must be unique only within the parent
hierarchy and typically contains the last segment of the WBS path. Integration processing currently
populates the WBS code with the Oracle Fusion Project Portfolio Management task number. In Oracle
Fusion Project Portfolio Management, the task number must be unique across the entire project and by
default is set to the full outline number of the task. When displaying a node originating from Oracle
Fusion Project Portfolio Management, Primavera P6 in effect concatenates the full path of the node with
the full path of each parent node. The resulting value is excessively long and meaningless. In Release 5,
use the WBS Code Source integration option to determine the Oracle Fusion Project Portfolio
Management attribute used to create the WBS code in Primavera P6. Options are the task number
(current design), the last segment of the task outline number, or no value. If no value is exported from
Oracle Fusion Project Portfolio Management, then the WBS code source is derived in Primavera P6 and
can be manually edited.
Release: Release 5 Architectural Layer:
Status: Available Type: Feature Industry:

Replace Published Progress when New Progress Imported from Primavera P6 [30 : 29-Mar-2014]
When progress is maintained in Primavera P6, use the Import Progress with Existing As-Of Date
integration option to decide whether project managers can import progress or a date as of which latest
published progress already exists in Oracle Fusion Project Portfolio Management.
Release: Release 5 Architectural Layer:
Status: Available Type: Feature Industry:

Project Integration Gateway Usability Enhancements [40 : 29-Mar-2014]

When project managers export projects from Oracle Fusion Project Portfolio Management to Primavera
P6 Enterprise Project Portfolio Management, new projects are created in the destination application
based on a project template. Application administrators can create a project template in Primavera P6
Enterprise Project Portfolio Management called Oracle Fusion Applications Integrated Project Template
based on organization-specific preferences. If no template of that name is available, then default
settings for used for all exported projects.
Release: Release 8 Architectural Layer:

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 Status: Available Type: Industry:

Import Project Plan and Progress from Project Execution Management to Project Financial
Management [50 : 29-Mar-2014]
Project managers create a high-level financial task structure for projects in Project Financial
Management applications in Oracle Fusion Project Portfolio Management. They export the project to
Oracle Fusion Project Management to complete detailed planning and collaborate with team members
to report progress. When ready, they import project plan and progress information back into Project
Financial Management.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Export Resource Rates from Project Financial Management to Project Execution Management
[60 : 29-Mar-2014]
Project application administrators use the Project Integration Gateway to export planning resources to
create project enterprise labor and expense type resources in Oracle Fusion Project Management.
When defining Oracle Fusion Project Management integration options, they can determine the source of
labor cost rates to associate with the project enterprise labor resources.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Project Management

Define Date Constraints on Tasks [10 : 26-Mar-2014]

Sometimes a task has inflexible constraints on when it must start or finish. The project manager defines
task constraints dates to indicate that the task must start or finish on, before, or after a certain date. The
application reports constraint violations when task dates do not meet a constraint requirement and the
project manager can quickly filter the project plan to focus on tasks that violate date constraints. Task
date constraints enable the project manager to establish realistic timelines, control task deadlines, and
quickly track violations when dates start to slip.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Cancel Assigned Resources [100 : 26-Mar-2014]

The project manager cancels an approved resource assignment that was created in Oracle Fusion
Project Resource Management if skill requirements for the project are not met or other projects in the
enterprise have a critical need for the resource. Project managers quickly approve or reject resource
assignments and identify the most suitable resource for their project.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Initiate request, search/assign/cancel resources [110 : 26-Mar-2014]

When planning for the project, the project manager can choose to initiate the project resource request to

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 leverage the resource management business function to find the "right" match for the project needs. For
example if the project manager needs a Developer with a specific skill set, they can initiate a resource
request which can be met by the resource management organization. Once the match is found, the
project manager will be able to approve the proposed resource and this will result in an assignment to
the project. In certain cases, the resource may need to be cancelled/assignment dates adjusted if there
are other critical needs for the resource which will also be supported as part of this feature. Leverage the
resource management business function to find the right resource for the project.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Assign Resource to Task [120 : 26-Mar-2014]

The project manager assigns team members to tasks to distribute the project work, determine
responsibility, and track the utilization of the resources. If the team member will not work full time on the
task, then the project manager can reduce the allocation percentage. Assignments enable project team
members to view assigned tasks, communicate with other team members, and report progress for work
completed.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Copy Tasks [130 : 26-Mar-2014]

When the same set of tasks is repeated on a project, the project manager can copy the existing tasks
and paste them into a new location on the project plan. The application copies the task name, task
structure, effort, dates, and any organization-specific attribute values to the new tasks, but does not
copy progress information such as actual effort and percent complete. The ability to copy and paste sets
of tasks saves time and increases consistency within a project plan. For example, if a set of tasks are
repeated multiple times throughout a project, the project manager builds tasks once and then copies
them as many times as needed.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Organize Tasks [140 : 26-Mar-2014]

The project manager creates tasks in the project plan and then increases or decreases the indentation
of the tasks to organize the task hierarchy. Cut and paste is available when the project manager needs
to quickly move tasks to another position within the project plan. The ability to quickly organize tasks
within a task hierarchy enables project managers to efficiently move tasks and reorganize the project
plan as more information becomes available.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Update Task [150 : 26-Mar-2014]

Project team members report progress against tasks and the project manager then uses the information
to update task effort and start and finish dates. For example, the project manager can directly update
task dates and record the actual hours spent on each task. Alternatively, the project manager can
extend or contract the task bar on the Gantt chart to adjust task dates. Other information is also
available for update on each task, including the sprint, associated project requirement, or other

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 organization-specific information. As work progresses on the project, the project manager has the
flexibility to easily update tasks on the project plan. Team members can report progress and the project
manager can revise the project plan as needed.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Create Tasks [160 : 26-Mar-2014]

The project manager creates tasks to build out the project plan throughout the lifecycle of a project. Only
the task name is required to create a task. Other task information, such as start and finish dates, effort,
and a resource is optional. In addition to manually creating tasks, the project manager can choose to
create a task from a project requirement. Quick and efficient task creation enables the project manager
to start with the basic task definition and then add details as they become available. If the project team
defines requirements ahead of time, then the project manager can leverage this information to start
building tasks to fulfill the requirements.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Create Project [170 : 26-Mar-2014]

The project manager or other authorized project team member specifies a concise set of required
information to create a project. This information includes the project name, start date, and project
manager. In addition, the project creator can specify optional information such as the finish date, project
calendar and description. The ability to quickly create projects enables the project manager to start with
the basic project information that is available at project inception. Work can begin on the new project
without delay.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Support Multiple Project Managers in a Project [180 : 26-Mar-2014]

Assign multiple project managers to a project and designate one of them as the primary project
manager. Add multiple project managers to a project to support collaborative planning and a division of
project management responsibilities.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Create and Add Project-Specific Labor Resources to a Project [190 : 26-Mar-2014]

The project manager creates placeholder resources such as Database Administrator or Engineer to
assign to a task and complete the planning process if an actual resource is not identified. Identify
resource requirements and complete initial planning by allocating named labor resources, or placeholder
resources if named labor resources are not yet identified.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Schedule Tasks [20 : 26-Mar-2014]

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 The project manager schedules the project plan to recalculate the start and finish dates for the tasks. If a
task is manually scheduled or already started, then those dates will not change. All other task dates can
change based on task dependencies, task date constraints, date changes, duration changes, and
progress. These schedule changes cascade throughout the entire task structure. The ability to choose
when to schedule the project plan enables the project manager to control when to recalculate the project
schedule. The project manager can schedule the project plan and review the impact of changes across
the project.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Allocate Labor Resources to a Project [200 : 26-Mar-2014]

The project manager adds labor resources to a project by entering the resource name or selecting the
resource from a list of project enterprise resources. Project managers quickly allocate existing resources
to a project from a list of project enterprise resources.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Assign Enterprise Roles for Project Execution to an Existing HCM Person [210 : 26-Mar-2014]
A project application administrator selects HCM resources to add as project enterprise resources. The
project application administrator then adds Project Execution roles for project enterprise resources so
that they can perform project management, task collaboration, and progress reporting functions. Quickly
assign project execution roles to project enterprise resources so that they can manage projects,
collaborate on project work, and enter progress.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Manage User Provisioning for Project Enterprise Resource [220 : 26-Mar-2014]

A project application administrator initiates user account creation and role provisioning of Project
Execution roles for project enterprise resources. Once registered, resources can perform business
functions of project management, project collaborative planning, and progress management. Project
team members collaboratively plan, track, and report progress on project work using Project Execution
Management applications in the Oracle Fusion Project Portfolio Management suite.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Create Project-Specific Labor Resource [230 : 26-Mar-2014]

During the planning process, the project manager creates resources, for example, for temporary or
contracted team members, specifically for a project. Project managers quickly create labor resources as
required on a project without requiring intervention from a project application administrator to create
project enterprise resources.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Notify Issue Owners and Other Team Members of New or Changed Project Issues [240 : 26-Mar-

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 2014]
Issue creators, issue or action item owners, and project managers receive e-mail notifications indicating
a change in ownership of an issue or issue closure. Ensure timely resolution of issues and smooth
functioning of projects by notifying issue owners that problems affecting project work require their
attention.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Search and Filter Tasks [250 : 26-Mar-2014]

The project manager can filter the project plan to display tasks that meet a specific set of criteria and
search the project plan to find a particular task based on a full or partial task name. Filtering tasks and
searching based on specific criteria enables the project manager to quickly locate a desired task or set
of tasks in a large project plan.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Maintain Organization-Specific Information for Projects and Tasks [260 : 26-Mar-2014]

Each organization has specific and specialized information to track on project and tasks. In collaboration
with the project management team, the project application administrator defines project codes and task
codes to capture organization-specific information. The project codes and task codes can capture
information in text, numeric, and date format and project managers provide values for these codes when
creating or updating projects and tasks. Project and task codes enable organizations to capture
additional information for project and tasks without the need to customize the application.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Review progress [270 : 26-Mar-2014]

Project team members report progress for tasks. The project manager then reviews the progress by
task, summary task, resource, or project and decided whether to update and publish the revised project
plan. The project manager tracks the latest reported progress and compares it with past performance.
The ability to regularly review progress enables the project manager to monitor the project and track the
progress over time.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Review Recent Activity for a Project [280 : 26-Mar-2014]

The project manager reviews recent activity on the project using the Project Manager Dashboard.
Recent activity includes tasks added by team members, project and nonproject issues, and task
comments. The project manager can filter information by project and time period. Easily track updates
on projects and ensure that critical information does not escape attention. Project managers quickly view
latest updates for their projects over the past day, week, or month.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

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 Review Sprint Burn Down of Hours [290 : 26-Mar-2014]
The project manager compares the actual burn down of planned hours with an ideal burn down of hours
for the sprint. Actual hours consumed information is calculated daily for display on the Sprint Burndown
Chart on the Project Manager Dashboard. You can capture progress any time using the action to
capture progress data, if team members update progress after the scheduled capture is completed.
Quickly review the rate at which hours are consumed. If hours are being consumed too quickly or too
slowly, the project manager makes adjustments to the team workload or assesses the amount of work
that was undertaken for the sprint.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

View Most Recently Entered Progress [30 : 26-Mar-2014]

The project manager reviews the date on which project team members last reported progress. The
project manager uses this information to ensure that progress is entered regularly and to directly follow
up with team members who have not entered progress. Quickly determine if the information that
appears in the Project Manager Dashboard is current by checking when team members last reported
progress.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Review Product Backlog [300 : 26-Mar-2014]

The project manager reviews the historical completion of product backlogs by sprint. The Product
Backlog graph on the Project Manager Dashboard displays four metrics based on requirement story
points: story points achieved, story points remaining, velocity trend, and total product backlog. Analyze
historical velocity trends to realistically estimate when the scrum team can complete work on a product
backlog.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Review Sprint Velocity [310 : 26-Mar-2014]

The project manager reviews the Sprint Velocity chart on the Project Manager Dashboard to assess the
velocity of story points achieved over past sprints. The project manager reviews information by project or
product, as required. Quickly assess the number of story points your team can realistically achieve each
month. Use the trendline on the Sprint Velocity chart to estimate the average of story points that your
team can achieve. Use the information to support critical decision making during future sprint planning
sessions and to enable the scrum team to commit to a realistic scope of work.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Manage Profile Settings [320 : 26-Mar-2014]

Project enterprise resources review and update profile information, including their photo and phone
number. Project managers view team member photos and contact information. Select options that
specify the content and frequency of e-mail notifications to team members and the frequency of
receiving e-mail notifications with information about tasks, project issues, task exceptions, and issue
action items. If there is nothing new to report, no e-mail notification is sent.

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 Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Review and Approve Progress Exceptions and Requests [330 : 26-Mar-2014]

Project team members regularly review their task dates and report progress for their tasks. As needed, a
project team member can propose revisions to the task planned dates or task duration. The project
manager can accept or reject the proposed changes. Before making a decision, the project manager
previews the impact of the proposed changes on the project plan. Progress exception reporting enables
project managers to know when tasks do not start or finish as planned. Project team members propose
changes and the project manager can then efficiently take the appropriate action.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Manage Project Deliverables [340 : 26-Mar-2014]

Project team members create, manage, and upload deliverables to track project work centrally. Team
members, including the project manager, associate deliverables to one or more project tasks or
requirements. Track deliverables in conjunction with project tasks or project requirements to efficiently
manage project execution.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Manage Project Issues [350 : 26-Mar-2014]

A project team member creates, manages, and resolves issues to track progress and record problems
centrally. Team members create an issue and assign an issue owner. The issue owner creates action
items and assigns them to various team members for timely resolution. Project enterprise resources
create either project or nonproject issues based on implementation-defined issue types. Issue owners
close issues that are resolved. Track issues centrally, raise visibility of problems that affect project work,
and communicate issue resolution.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Import Project Issues from External Applications [360 : 26-Mar-2014]

A project team member creates an issue in a third-party application before importing the issue into
Oracle Fusion Project Management Control using a service. Create issues in third-party applications as
required. Import issues to enable tracking of issues centrally in the context of related project information.
Enable collaboration between team members to resolve issues.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Capture Basic Information for Project Enterprise Resource [370 : 26-Mar-2014]

A project application administrator creates project enterprise resources with basic information such as
name, e-mail, phone number, and the calendar that determines the baseline available capacity of a
resource. Subsequently, the project application administrator updates resource attributes as required.
Quickly create resources for project requirements by using default values for resource calendar and

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 primary project role and with minimal data entry of resource attributes such as name and e-mail.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Create Project User [380 : 26-Mar-2014]

A security user or security administrator creates a set of users with the project application administrator
role. Project application administrators add resources for the rest of the project enterprise. Quickly and
easily designate named person resources as project application administrators who can access the
Project Execution Management applications in the Oracle Fusion Project Portfolio Management suite to
complete further setup steps.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Provision Custom Job Roles for Project Users [390 : 29-Mar-2014]

Project application administrators create custom enterprise roles using predefined duties or customer-
defined duties to support the business requirements, instead of directly changing predefined project
enterprise roles. Project application administrators assign predefined or customer-defined roles to
project enterprise resources. Administrators can optionally specify roles to assign by default to new
project enterprise resources.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

View Project Progress on an iPad [40 : 26-Mar-2014]

Project managers install the Oracle Fusion Tap for Project Portfolio Management Cloud application on
their iPad. Project managers use the application to review progress on projects on the go with an
intuitive easy-to-use graphical interface. They understand details about project progress quickly and
efficiently.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Work Plan Open Interface [400 : 29-Mar-2014]

The Work Plan Open Interface is a part of a new interface designed to enable customers of our cloud
offerings to import work plans to Oracle Fusion Project Portfolio Management. Create an upload file
based upon an Excel template. Using the template, create and upload a .csv file to the cloud server.
Once the .csv file is on the server, you run a background process to import the file into the interface and
then process the data into the native tables. Error reports are generated if the data fails validation.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Usability Enhancements for Resource Assignment Integration [410 : 29-Mar-2014]

Project managers and resource managers can adjust assignments, such as canceling assignments or
changing dates, for resources that are managed in Oracle Fusion Project Resource Management.
Project managers can view the adjustment details in Oracle Fusion Project Management.

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 Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Usability Enhancements for Provisioning Project Resources [420 : 29-Mar-2014]

The following usability enhancements are included for provisioning project resources: • Assign a
resource as a project manager to any project from the Manage Project User Provisioning page. •
Receive automatically generated error messages during resource provisioning to help take action to
resolve problems encountered during provisioning.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Usability Enhancements for Project Plan [430 : 29-Mar-2014]

The following usability enhancements are included for the project plan: • Fill down data to a range of
selected tasks below it. • Directly assign project enterprise resources to your project tasks. • Hide the
task plan to provide more space to work on your project plan. • Use the navigation links provided in the
page-level Actions menu to switch between different pages within the project such as Manage Project
Plan, Review Project Progress, Manage Project Resources, and Manage Project Resource Requests. •
Leverage the default allocation percentage you specified in the Manage Project Resources page when
you assign a resource to a task.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Usability Enhancements for Project Enterprise Resources [440 : 29-Mar-2014]

The following usability enhancements are included for project enterprise resources: • Maintain
information on project-specific resources and change a project-specific resource to a cross-project
resource to assign to multiple projects. • Provide increased visibility to resource managers when a
resource is no longer available to fulfill project resource requests. • View or search by additional
resource attributes such as rates, resource pool, and availability to fulfill requests.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Usability Enhancements for Progress Last Reported by Team [450 : 29-Mar-2014]

Project managers can select multiple filter criteria and filter information with a single Go button. In
addition, project managers can drill down to review project progress information from the Progress Last
Reported region.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Usability Enhancements for Agile Project Metrics [460 : 29-Mar-2014]

Project managers can select multiple filter criteria and filter information with a single Go button in the
regions displaying Agile project metrics. The Sprint Burndown graph is enhanced to use the earliest
sprint start date to select the current sprint when multiple overlapping sprints exist.

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 Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Plan for Expense Resources [470 : 29-Mar-2014]

Project managers can select a set of expense resources such as hotel, airfare, and office supplies to
plan for the overall expense amounts on a project. As part of project planning, project managers assign
expense resources to lowest-level tasks to track the planned, remaining, and actual amounts for each
type of expense. They can view the expense cost and bill amounts in detail for each lowest-level tasks,
rolled up the task hierarchy, and in summary on the Project Manager Dashboard.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Plan Amounts for Labor Resources [480 : 29-Mar-2014]

Project managers can select a set of labor resources to work on a project. Each resource has a default
cost and bill rate from the resource's project enterprise resource definition and project managers can
update these default rates on the project. As part of project planning, project managers assign labor
resources to lowest-level tasks to track the planned, remaining, and actual amounts for each labor
resource. The application calculates the cost and bill amounts for each task based on the planned hours
and selected resource. They can view the labor cost and bill amounts in detail for each lowest-level,
rolled up the task hierarchy, and in summary on the Project Manager Dashboard.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Enhancements to Email Notification Settings in My Profile Region [490 : 29-Mar-2014]

Project managers receive immediate notifications for projects they manage. The email notification shows
all open issues.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Integrate Project Information Between Oracle Fusion Project Foundation and Oracle Fusion
Project Management [50 : 26-Mar-2014]
A project manager creates a project and tasks in Oracle Fusion Project Foundation and then exports
them to Oracle Fusion Project Management. Create projects in Oracle Fusion Project Foundation to
manage accounting, billing, and executive reporting using Project Financial Management applications in
Oracle Fusion Project Portfolio Management. Export projects to Oracle Fusion Project Management for
collaborative planning, scheduling, progress entry, and daily project management.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Create Custom OTBI Reports Using the Project Plan Subject Area [500 : 29-Mar-2014]
The Project Plan Real Time subject area enables you to effectively report on information related to the
project plan including cost, schedule, effort, and bill metrics at the project and task assignment levels.
You can perform variance analysis using these metrics. The Project Plan Real Time subject area
includes dimensions such as start date, finish date, project, task, task hierarchy, sprint, resource,

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 employee, and resource class.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Import Project Plan into Microsoft Project [510 : 29-Mar-2014]

Project managers create a project plan in Oracle Fusion Project Management and update plan details
including task assignments, dependencies, constraints, and progress. They can then import the project
plan and associated details into Microsoft Project. A transfer report provides the status of the transfer
request and lists errors, warnings, and success messages encountered during processing.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Usability Enhancements for Project Requirements [520 : 29-Mar-2014]

The following usability enhancements are included for project requirements: • Select multiple
requirements and update them simultaneously. • Search for requirements with additional search fields:
Release and Sprint. • Define and use additional requirement statuses.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Review Task Exceptions in Projects [530 : 29-Mar-2014]

Project managers can review the number of exceptions when tasks are overdue, or if the application
raises exceptions when team members update tasks. Project managers can view this information in a
graph or table and drill down to find out the reason for the exceptions.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Review Target and Actual Percent Complete of Projects [540 : 29-Mar-2014]

Review the target and actual percentage of work completed on your projects. If the actual percentage of
work complete on the current date is less than the target, then the percent complete bar is red in color. If
the percentage of work complete on the current date is on track, then the bar is in green color.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Review and Collaborate on Project Work Using Project Spaces [550 : 29-Mar-2014]
Project managers can create project spaces or associate existing spaces to a project. The project
manager and project team members use the tools such as wikis, documents, announcements, blogs,
and discussions that are provided by Oracle WebCenter to collaborate on project work. If required, the
project manager removes the link between the project and the project space.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

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 Replace Resources on Project Resource Allocation [560 : 29-Mar-2014]
Project managers can replace planning resources with assigned resources on a project. When this
occurs, the planning resource is automatically replaced with the assigned resource on project tasks in
Oracle Fusion Project Management.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Record Agile User Stories [570 : 29-Mar-2014]

Project managers can capture a user story and up to 10 acceptance criteria for the lowest level of
requirement (backlog item). A user story is a very high-level definition of a requirement, containing just
enough information so that the developers can produce a reasonable estimate of the effort to implement
it. Testers and developers can benefit from and write test cases based on the acceptance criteria.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Review Resource Allocation to Projects [580 : 29-Mar-2014]

Review the allocation of resources on your projects including those managed by other project managers.
Project managers can view the weekly resource capacity, project allocation, and allocation percentage.
Colors assigned indicate which resources are overallocated or underallocated. Project managers can
change the default colors as needed.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Provision Users for Labor Resources Exported from Microsoft Project [590 : 29-Mar-2014]
Project managers create a project plan in Microsoft Project. They can then export the project to Oracle
Fusion Project Management. For any resources that do not already exist in Oracle Fusion Project
Management, first and last name information is used to create new project enterprise resources.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Manage Project Requirements [60 : 26-Mar-2014]

A product owner or a project manager creates and manages project requirements using a three-level
hierarchy: Investment Area, Features, and Backlog Items. Document a set of requirements and prioritize
them. Create projects to address requirements and create tasks directly from requirements.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Provision Resources from Project Enterprise Resources [600 : 29-Mar-2014]

Project application administrators initiate user account creation and project role provisioning on the
Manage Project User Provisioning page. Alternatively, project application administrators initiate user
account creation and project role provisioning while creating resources on the Manage Project
Enterprise Resources page.

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 Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Project Enterprise Resources Open Interface Report [610 : 29-Mar-2014]

Upon completion of the Import Project Enterprise Resources process, Oracle Fusion Project
Management generates a detailed report listing the resources that the process created or updated from
the open interface, and errors that occurred during the import process.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Deliverables Diagnostics [620 : 29-Mar-2014]

Diagnose issues in the Project Deliverables feature of Oracle Fusion Project Management Control.
Perform basic debugging by verifying setup data and flows that support deliverable management.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Issue Close Enhancements [630 : 29-Mar-2014]

View issue resolution details when team members reopen a previously closed issue. Team member can
capture the reason for reopening a previously closed issue for future reference.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Issue Management Diagnostics [640 : 29-Mar-2014]

Diagnose issues in the Project Issues feature of Oracle Fusion Project Management Control. Perform
basic debugging by verifying setup data and flows that support issue management.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Receive Email Notifications for Project Issues [650 : 29-Mar-2014]

Receive notifications when an issue owner changes or when an issue is reopened. Issue owners receive
email communication notifying transfer of ownership or reopening of a closed issue. Email notifications
are also sent to the project manager and creator of the issue if the issue is reopened for further
resolution.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Receive Notifications for Project Deliverables [660 : 18-Apr-2015]

Deliverable owners receive e-mail notifications when there is change in ownership of a deliverable, or if
a deliverable is completed. Project managers receive daily digest e-mails listing the deliverables
completed on that day.
Release: Release 9 Architectural Layer:

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 Status: Available Type: Industry:

Quickly Create Deliverables for a Task [670 : 18-Apr-2015]

Project managers can quickly select the deliverable types to add to a task and then assign the resources
to work on the deliverables. The deliverable definition displays the date on which the deliverable was
created to help track the life cycle of the deliverable.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Analyze Project Hierarchy Data Using Oracle Fusion Transactional Business Intelligence [680 :
18-Apr-2015]
Project executives can use Oracle Fusion Transactional Business Intelligence to analyze project plan
data such as cost, schedule, effort, and bill amounts. The Project Hierarchy Real Time Subject Area
provides project executives this information rolled up to enterprise project structure. They can analyze
the project hierarchy metrics using dimensions such as project hierarchy, resource, employee, task, task
hierarchy, progress status, time, project, and sprint.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Analyze Project Resource Allocation and Task Assignments [690 : 18-Apr-2015]

Project managers can view and analyze the task assignment hours for their projects. They can also view
other metrics such as capacity hours, allocation hours, and allocation percentage along with task
assignment information. They can color code the values to highlight resources that are overallocated or
underallocated to projects based on threshold ranges set. They can drill down to the Manage Project
Resources or Manage Project Plan pages to review and update the allocation and assignments.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

View Project Plan on an iPad [70 : 26-Mar-2014]

Project managers install the Oracle Fusion Tap for Project Portfolio Management Cloud application on
their iPad. Project managers use the application to view their project plan in detail. They can use
gestures to pan, drill, and zoom into areas of interest. Review your project plan on the go with an
intuitive easy-to-use graphical interface. Quickly understand the status of work, review exceptions, and
follow up with team members if required.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Integrate Oracle Fusion Project Management with Other Project Management Applications [700 :
18-Apr-2015]
Use the Project Work Plan web service to import project plan information into Oracle Fusion Project
Management after creating the initial project and task structure in other project management
applications, including other Oracle offerings. Project managers can then use Oracle Fusion Project
Management to schedule project plans, assign tasks to resources, collect progress and collaborate with
team members. Also, project administrators can export latest project plan and progress details to the

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 integrating project application.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Export Project Resource Allocation Details [710 : 18-Apr-2015]

Project managers can export project resource allocation details such as resource name, role, from and
to dates, effort, allocation percentage, labor rates, labor amounts, and expense amounts using a web
service or export it to Microsoft Excel to share it with stakeholders.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Integrate with Sales Applications for Project Opportunity Management [720 : 18-Apr-2015]
Sales representatives track business opportunities for projects in Sales applications. When an
opportunity reaches a predetermined win probability, the sales team can choose to create standard
template-based pursuit and planning projects for the opportunity. If needed, sales representatives can
coordinate with the project organization to revise the proposed work plan based on specific
requirements of the opportunity. Project managers can report on opportunity-related information for their
projects in Oracle Fusion Transactional Business Intelligence. This integration enables sales and
delivery teams of an organization to work together and ensure projects are properly planned, resourced,
and delivered, thus increasing revenue and margin, and gaining competitive advantage.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Capture Multiple Levels of Project Requirements and Manage Agile Projects [730 : 18-Apr-2015]
Requirements management is enhanced to capture multiple levels of project requirements in a
hierarchy. For example, define themes and then break each theme into epic stories or features. Groom
the product backlog and decompose each requirement into a prioritized set of backlog items that have
user stories, acceptance criteria, story points, and project tasks. During a sprint, update the status of
backlog items using the graphical requirement storyboard. The Project Manager Dashboard continues to
provide sprint burndown, sprint velocity, and product backlog burnup analytics based on the product
backlog and associated project tasks.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Provision Multiple Roles to Project Enterprise Resources for Employees and Contingent Workers
[740 : 18-Apr-2015]
The project application administrator centrally controls role provisioning during mass creation of project
enterprise resources from employees and contingent workers. The administrator selects project-related
predefined and custom roles to provision by default when creating resources using Web services, cloud
import processes, and the project enterprise labor resource maintenance process. The administrator
selects employees and contingent workers for import based on criteria such as business unit,
organization, and manager.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

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 Request and Assign Resources using Oracle Fusion Project Resource Management [750 : 18-
Apr-2015]
The project manager creates project resource requests while allocating resources to the project. The
project manager tracks cancellations, adjustments, and withdrawals of project resource requests that
are created in Oracle Fusion Project Management and reviews the status of requests on the Project
Manager Dashboard. The resource manager proposes a qualified resource, and the project manager
approves or rejects the resource for the project assignment.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Usability Enhancements for Managing Project Enterprise Resources [760 : 18-Apr-2015]

The project manager receives a notification when a resource is no longer eligible for project
assignments, and evaluates current and future task assignments to determine if resource replacements
are required. The project manager reviews the project assignments for the resource, and the resource
requests that are associated with the resource, and takes the appropriate action. The project application
administrator creates project enterprise resources from employees and contingent workers, and
provisions project roles for the resource in a single step.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Usability Enhancements for Provisioning Roles to Project Enterprise Resources [770 : 18-Apr-
2015]
The project application administrator views the provision request type to determine if a request is to add
or remove a project role. The administrator views the status of failed and pending provision requests,
and takes the appropriate action.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Track Issue Creation Date [780 : 18-Apr-2015]

Project managers and issue owners can track the creation date of issues to monitor the age of an issue
and draw attention to issues that are unresolved for a long time.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Usability Enhancements for Project Plan [790 : 18-Apr-2015]

Project managers benefit from the following project plan enhancements: • Copy data from one task to
others for multiple columns using the fill down option • Filter tasks based on a variety of attributes from
the toolbar • Track project status as draft, active, or closed
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Analyze Project Issue Metrics [80 : 26-Mar-2014]

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 A project manager or project team member tracks and analyzes issues based on issue types using
metrics such as issue age and number of overdue issues. Track issues efficiently based on metrics.
Take action to resolve overdue issues so that projects are completed on time.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Use Work Plan Templates to Quickly Create Task Structures [800 : 18-Apr-2015]
Project managers can use work plan templates to standardize the creation of task structures across
teams. They create work plan templates for commonly used sets of tasks and then use the work plan
templates to quickly build task structures for project plans. The work plan templates can contain
information such as tasks, resources, and dependencies. Project managers with the appropriate access
can choose to create and share work plan templates with other project managers.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Define Project Milestones [810 : 18-Apr-2015]

Project managers create milestone tasks in the project plan and view milestone only Gantt charts to
quickly and efficiently track project progress.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Receive E-Mail Notifications for Deliverables [820 : 18-Apr-2015]

Project managers can drill down from the e-mail to view completed deliverables. They can also select a
custom image to display as a banner in e-mail notifications.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Refresh Individual Regions on the Project Manager Dashboard [830 : 18-Apr-2015]

Project managers can use the Project Manager Dashboard to review key project data. They can refresh
data, drill down from Recent Activity and Project Amounts regions to the project plan, and view all draft
and active projects.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

View Enterprise Project Structure Using the Project Hierarchy Viewer [840 : 18-Apr-2015]
Project executives can use the Project Hierarchy Viewer to view the enterprise project structure and the
relationship between nodes in a graphical format. The hierarchy brings value by displaying summarized
information about projects at a particular level of the project hierarchy. The project structure shows the
labor demand so they can analyze resource needs for their projects. The analytic shows the project
demand for labor resources at the project role level.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

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 Analyze Project Plans Using Oracle Fusion Transactional Business Intelligence [850 : 18-Apr-
2015]
Project managers can choose to view the primary project manager in reports from the Project dimension
in the existing project plan subject area.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Manage Project Changes [860 : 18-Apr-2015]

Project managers and project team members create change orders to describe a proposed change and
the impact of the change to various business entities such as project plan, resources, requirements,
contracts, and budgets. With a flexible change management system, change owners and other
participants who have a role in the change process can create, manage, approve, and implement
changes in the application. The details of a proposed change are consolidated and regularly
communicated to all stakeholders throughout the process.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Manage Product Development Projects [870 : 18-Apr-2015]

Product managers create concepts, proposals and requirement specifications in Oracle Fusion
Innovation Management. The project manager then creates a project with tasks, tracks progress on the
three types of work items, and manages the product development lifecycle.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Drive Task Completion Based on Work Item Statuses [880 : 18-Apr-2015]

In product development projects, the status of a work item can determine whether a task is complete.
Project managers can associate one or more work items with a task, and define work item statuses for
the application to determine if tasks are complete. For example, the submission for approval and
approval of concepts, proposals and requirement specifications in Oracle Fusion Innovation
Management can drive task completion.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Review Work Item Details [890 : 18-Apr-2015]

After creating work items for project tasks, project managers can navigate from the Manage Project Plan
page to view details for the associated concepts, proposals and requirement specifications in Oracle
Fusion Innovation Management.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Define Dependencies between Tasks [90 : 26-Mar-2014]

Often tasks do not stand alone and the work on one task has a relationship to work on other tasks. To

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 capture these relationships, the project manager creates dependencies between tasks to line them up in
the appropriate sequence. For example, the start or finish date of a successor task can depend on the
start or finish date of one or more predecessor tasks. Task dependencies ensure that work on tasks
progresses in the appropriate sequence and within the shortest possible time span. If dates change one
tasks, then those changes cascade to successor tasks and dependency relationships enable the project
manager to monitor the project plan for bottlenecks.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Manage Project and Team Member Events Using Project Calendar [900 : 18-Apr-2015]
Project managers can get a complete perspective of all events impacting the project schedule. They can
create specific events to indicate nonworking time or time blocked for other events, as well as display
project activities such as deliverables and milestones in the calendar format.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Usability Enhancements for Calendar Events [910 : 18-Apr-2015]

Enhanced business rules ensure team members cannot create duplicate events or events exceeding the
resource's scheduled work hours.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Project Resource Management

Adjust the Qualification Score and Availability Score Thresholds when Evaluating Resource
Search Results [10 : 26-Mar-2014]
The resource manager can adjust the thresholds for the qualification and availability scores to filter the
resources that appear in the search results. By selecting a separate threshold from 0% to 100% for each
score, the resource manager can broaden or narrow the list of resources who appear in the search
results. The option to adjust the qualification and availability score thresholds enables the resource
manager to quickly broaden or narrow the range of resources who appear in the search results. For
example, the resource manger can reduce the availability threshold to see if any resources who already
have project assignments are a better match for the requested qualifications.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Select Resource Pools when Searching for Resources [100 : 26-Mar-2014]

Each managed labor resource is a member of a resource pool. Each pool is assigned a resource pool
owner who is responsible for managing those resources. When a resource manager searches for
resources to fulfill a project resource request, the application initially searches for resources who are
members of pools that the resource manager owns. If the search does not find acceptable resources,
then the resource manager can select a different pool or a parent pool on the resource pool hierarchy to
broaden the set of resources included in the search. Resource managers can first search for resources
in their own pools to ensure that their resources are fully utilized. By using the resource pool hierarchy,

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 the resource manager can gradually broaden the search to include other pools of resources.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Track All Commitments in a Resource's Calendar [110 : 26-Mar-2014]

Each managed labor resource has a calendar that can track commitments, including project
assignments, training, and paid time off. The application uses the commitment information when
calculating the available capacity of a resource to fulfill a project resource request. Resource managers
can review these commitments in the master resource schedule for one or more resources at a time.
The ability to track commitments that consume a resource's available capacity enables resource
managers to review availability scores and obtain additional details about the commitments when
searching for resources to fulfill an open project resource request. The resource manager gets an
accurate picture of a resource's availability and can review the details to understand why the resource is
not available. For example, if the resource manager wants to assign a resource to a project during a
time when the resource is in training, the manager can try to reschedule the training.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Manage a Library of Project Roles and Qualifications [120 : 26-Mar-2014]

In collaboration with resource and project managers, the project application administrator can define a
set of project roles and assign qualifications, qualification proficiencies, and keywords to each role that
represent the qualifications that are most commonly required for a resource to fulfill the role. When a
project manager selects a project role for a project resource request, the request automatically inherits
the set of default qualifications, proficiencies, and keywords from the role. This default information
increases speed and efficiency when creating project resource requests. If the project resource request
has additional requirements, the project manager can add individual qualifications, proficiencies, and
keywords to the request.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Secure Project Resource Management Tasks [130 : 26-Mar-2014]

The overall security model for Oracle Fusion Project Resource Management secures the tasks to which
resource managers and project managers have access. Project managers can create project resource
requests for their projects, submit requests, and approve or reject proposed resources. Resource
managers have access to a full range of tasks, including managing requests, searching and evaluating
resources, and monitoring resource management tasks on the Resource Manager dashboard. A
consolidated resource management security model delivers best practice security while enabling
implementors to further customize the security configuration based on organizational requirements.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Assign a Primary Project Role to Each Managed Labor Resource [140 : 26-Mar-2014]
Each managed labor resource has a primary project role that represents the role that the resource most
commonly fulfills on projects. The resource manager can filter search results by primary project role
when evaluating resources to fulfill a project resource request. The ability to filter resources by project

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 role enables the resource manager to quickly narrow the field of potential resources.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Track a Project Resource Request over the Request Status Lifecycle [150 : 26-Mar-2014]
The project resource request has an overall status lifecycle. Initially, a project manager or resource
manger creates a project resource request in draft status, updates the request as needed, and submits
the request for fulfillment. The resource manager monitors submitted requests in open status and
searches for resources to fulfill the request. The resource manager then selects and proposes a
resource. The resource manager can either directly approve the resource to fulfill the request or submit
the proposed resource to the project manager for approval. Alternatively, the resource manager or
project manager can cancel a request before it is fulfilled. At each step of the lifecycle, the project
resource request has a distinct status that reflects the current stage. The request status provides
immediate information about a project resource request that the project manager and resource manager
can use to track the request throughout the lifecycle.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Manage Project Resource Management Tasks in the Project Resources Work Area [160 : 26-Mar-
2014]
The resource manager completes tasks using the Project Resources work area and Resource Manager
dashboard. The work area and dashboard provide an integrated approach that enables a resource
manager to quickly and efficiently navigate through the resource management flow and perform tasks. In
addition, the Project Management work area has pages and tasks that a project manager can use to
manage resource demand and maintain resource assignments. An information-rich and graphical user
interface provides the resource manager with a wide range of information at a single glance. The Project
Resources work area leverages existing experience with internet-based browsing and shopping
paradigms and enables the resource manager to quickly and efficiently navigate and perform resource
management tasks.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Enter Basic Request Information to Create a Project Resource Request [170 : 26-Mar-2014]
The resource manager can create a project resource request to find a resource to fulfill the resource
demand. The resource request captures information that includes, but is not limited to, the requested
dates, project role, description, qualifications, qualification proficiencies, keywords, and special
instructions. The project resource request documents the details about the project demand in a single
place. The resource manager uses the information on the request to find the best available resource to
work on the project.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Create and Submit Project Resource Requests from the Context of the Project as a Project
Manager [180 : 26-Mar-2014]
A project manager can create project resources requests while planning a project and submit those

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 requests to the resource manager for fulfillment. The resource manager receives a workflow notification
of the submitted request. After the resource manager finds and proposes a resource and the project
manager approves the resource, the application closes the fulfilled request and creates the project
assignment. A project manager can initiate and maintain project resource requests without leaving the
context of the project, and monitor the status of requests as they go through the fulfillment lifecycle.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Specify the Work Location on a Project Resource Request [190 : 26-Mar-2014]

The project manager or resource manager can optionally specify a work location on a project resource
request. The resource manager can leverage the location information when searching for resources to
fulfill the request. For example, if the customer will not pay for travel expenses, then the resource
manager can focus on finding a local resource to fulfill the request. The resource manager can view the
location for each resource and filter search results by resource location.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Compare Resources to Fulfill a Project Resource Request [20 : 26-Mar-2014]

The resource manager can select multiple resources in the search results for a side-by-side comparison
that shows how well each resource matches the search criteria. The resource manager can use this
comparative information to identify any key differences between resources that have similar overall
match scores. The resource manager can quickly compare and analyze a subset of qualified matching
resources and use this information to propose the best resource for the project assignment.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Track Open Project Resource Requests Awaiting Fulfillment [200 : 26-Mar-2014]

The resource manager can use embedded analytics to track open project resource requests. For
example, when a resource manager enters the Project Resources work area the application displays a
summary by project that highlights project resource requests nearing the requested start date.
Embedded analytics related to project resource demand help the resource manager to quickly and
efficiently determine where to take action and make staffing decisions.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Use the Project Calendar and Requested Dates to Determine the Requested Hours per Day for a
Project Resource Request [210 : 26-Mar-2014]
The application uses the project calendar and the requested start and finish dates to determine the
requested working days and the total requested hours per day. It also uses the calendar assigned to
each resource to determine the resource's working days and total available hours per day. For example,
if the project works Monday through Friday for 8 hours per day, then the request is based on the same
calendar. If the request is for 01-MAY to 31-MAY, then the application determines which days are
working days and how many hours are worked on each day. The requested date range and project
calendar determine the requested hours per day over the time period that a resource is expected to
work on the project. This information enables the resource manager to efficiently search for resources

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 who are available to work on the project.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Search Based on Competencies, Score Based on Relevancy, and Show Results in a Resource
Card Format [220 : 26-Mar-2014]
The project manager specifies a set of desired qualifications on a project resource request. When the
resource manager searches for qualified resources to fulfill the request, the search process matches
resources to the requested qualifications, scores the results, and displays the results in resource card
format. Each resource in the search results appears in a separate card that contains a photo and
information about how well the resource matches the search criteria. The qualification score provides a
high-level metric for sorting and comparing resources that match the project resource request search
criteria. A resource manager can use this score to identify a subset of resources for further analysis. The
qualification score represents a component of the overall match score that also includes a resource's
available capacity to fulfill a request.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Search Based on a Combination of Keywords and Structured Qualifications and Show a

Combined Qualification Score [230 : 26-Mar-2014]
The project manager specifies a set of requirements on a project resource request based on a
combination of predefined qualification values and keywords. When the resource manager searches for
qualified resources to fulfill the request, the search process calculates a qualification score that
combines the two types of requirements. The search results provide details about the qualification score
calculation for each resource. For example, the project manager can select the Fusion Financials
competency from the predefined list of qualifications and enter the keyword java. When the resource
manager searches for a resource to fulfill the request, the search process looks for resources with the
Fusion Financials competency and the keyword java in any of their qualifications. The qualification
match score represents how well each resource matches these requirements. The combined
qualification score and detailed results enable resource managers to immediately understand why
resources receive a high or low score. The resource manager uses this information to decide which
resources to analyze further, especially when multiple resources have similar qualification scores.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Capture Proficiencies for Requested Qualifications and Include Proficiencies in the Resource
Qualification Score Calculation [240 : 26-Mar-2014]
The project manager requests a resource with competency and language skills and specifies the desired
proficiency level for each skill on the project resource request. When the resource manager searches for
qualified resources to fulfill the request, the search process includes proficiency information in the
qualification score calculation. The search results highlight whether each resource matches the
requested proficiency level. Oracle Fusion HCM provides the ability to specify a proficiency level for
each competency and language skill for a resource. A project manager can specify skill proficiency
levels on a project resource request to increase the precision for finding a qualified resource. A resource
manager can easily review resources with matching proficiencies and find the best qualified resource to
assign to the project.
Release: Release 7 Architectural Layer:

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 Status: Available Type: Feature Industry:

Show Resource Qualification Scores in the Search Results for a Project Resource Request [250 :
26-Mar-2014]
When the resource manager searches for resources to fulfill a project resource request, a qualification
score appears for each resource in the search results. The qualification score represents how well each
resource matches a combined set of requested qualifications, qualification proficiencies, and keywords.
The qualification score provides a high-level metric for sorting and comparing resources while evaluating
resources to fulfill a project resource request. Resource managers use this score as the second level of
analysis, after reviewing the overall match score, to identify a subset of resources for further analysis.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Record Project Assignments on Resource Calendars [260 : 26-Mar-2014]

When the requester approves the proposed resource or the resource manager directly assigns the
resource, the application assigns the resource to the project and closes the project resource request.
The project assignment impacts the available capacity for the resource to fulfill other assignments for the
same dates. The project assignment appears on the master resource schedule for the resource. The
application automatically records each project assignment on the resource's calendar. This information
reduces the resource's availability to fulfill additional requests for the same dates and provides visibility
to existing project assignments.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Cancel Resource Assignments and Release Resources [270 : 26-Mar-2014]

The resource manager or project manager cancels a project assignment. Upon cancellation the
application removes the assignment from the resource's calendar. When a project assignment is no
longer applicable, the resource manager or project manager can cancel the assignment so that the
resource is available for a new assignment.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Manage Target Utilization Percentages for Managed Labor Resources [280 : 26-Mar-2014]
An enterprise can establish an enterprise-level target utilization percentage for managed labor
resources, and then specify override percentages by job. The target utilization is the percentage of
hours that resources are expected to work on projects divided by their available hours. For example, in
general managed labor resources have a target of 75%, but junior consultants have a higher target of
80%. An enterprise-wide target utilization establishes the percentage that the application uses to
calculate target utilization for resources. Target utilization percentage overrides then capture variations
in the target percentage on an exception basis, such as for jobs that have a higher or lower target
percentage.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Compare Target and Projected Utilization on the Resource Manager Dashboard [290 : 26-Mar-

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 2014]
Resource managers can track and compare the projected utilization for resource pools and individual
resources against the target utilization percentage on a dashboard. The resource manager can drill
down for additional information if a particular resource pool or resource is projected to fall below the
target. Projected utilization is the percentage of hours that a resource or resources in a resource pool
are assigned to work on project assignments. Target utilization is the percentage of hours that a
resource or resources in a resource pool are expected to work on project assignments compared to their
available hours. Resource managers can visit the Resource Manager dashboard to quickly review the
projected utilization for their pools and resources, and compare it to the target utilization. The resource
manager can take action when projections indicate that one or more resources are at risk of falling
below the target utilization for a selected time period.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Add Resources to a Project Resource Request Shortlist [30 : 26-Mar-2014]

After performing a search for resources to fulfill a project resource request, the resource manager can
select one or more resources from the search results to add to a shortlist for later evaluation. The
resource manager can continue performing iterative searches with different search criteria and build a
shortlist from which to eventually propose a resource to fulfill the request. The resources remain on the
shortlist for a request across search sessions. The resource manager can compare shortlisted
resources and select a resource to assign directly from the shortlist. Resource managers can build a
shortlist for each project resource request and return to the list at a later time for further evaluation and
consideration.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Search Based on Resource Capacity and Show Availability Capacity Scores in the Search
Results for a Project Resource Request [300 : 26-Mar-2014]
The project manager specifies the assignment start and finish dates on a project resource request.
When the resource manager searches for resources to fulfill the request, the search process calculates
an available capacity score for each resource. The application uses the project calendar and the
requested start and finish dates to determine the requested working days and the total requested hours
per day. It also uses the calendar assigned to each resource to determine the resource's working days
and total available hours per day. The available capacity score for a resource is reduced if a resource is
already assigned to a project or is unavailable due to paid time off, training, or other reason. The search
results display an available capacity score for each resource that represents the availability of the
resource to fulfill the request. The available capacity score provides a high-level metric for sorting and
comparing resources that match the project resource request search criteria. A resource manager can
use this score to identify a subset of resources for further analysis. The available capacity score
represents a component of the overall match score that also includes how qualified a resource is to fulfill
a request.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Show Resource Overall Scores in the Search Results for a Project Resource Request [310 : 26-
Mar-2014]
The search results display an overall score for each resource when the resource manager searches for

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 resources to fulfill a request. The overall score is an average of the qualification score and the
availability score for each resource. The overall score provides a high-level metric for sorting and
comparing resources that match the search criteria. Resource managers can use this score as the first
level of analysis, before drilling down into a more detailed analysis of the resources.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Display High-Level Calendar Information for Matching Resources [320 : 26-Mar-2014]

In a resource card format, search results display a summarized graphical view of the availability of each
resource to fulfill a project resource request. This high-level view displays a resource's available capacity
to fulfill the request by week for the next five weeks. A high-level view of each resource's available
capacity by week enables the resource manager to quickly evaluate resource schedules and take the
necessary action to fulfill the request. For example, if a resource with a 90% availability score is
unavailable for the first week of the requested date range and fully available for the remainder of the
requested date range, the resource manager can suggest that the project manager delay the start date
of the project assignment.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Automatically Create Project Enterprise Labor Resources from HCM People Based on a Set of
Conditions [330 : 26-Mar-2014]
In collaboration with the resource management team, the project application administrator can define a
set of conditions that specify the employees and contingent workers in Oracle Fusion HCM to create as
resources in Oracle Fusion Project Portfolio Management. The conditions also specify the resource
attribute values to assign to the new resources, such as primary project role, calendar, cost rate, bill
rate, and whether to create the resources as managed labor resources to use in resource management.
The project application administrator then submits a process to automatically create resources based on
these creation conditions. The ability to define the resource creation conditions and schedule a process
to automatically create resources from HCM people reduces the manual intervention needed. In
organizations with thousands of resources, this feature saves the project application administrator and
resource managers the time it takes to manually identify eligible people and create resources for them.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Leverage a Common Set of Project Enterprise Labor Resources for Both Project and Resource
Management [340 : 26-Mar-2014]
Project managers and resource managers use the same set of labor resources across projects. Each
managed labor resource is associated with an employee or contingent worker in Oracle Fusion Human
Capital Management (HCM) and information such as the person's job, location, and competencies is
available to use in the resource management process. A single set of cross-project enterprise resources
creates a consistent approach throughout the flow, from planning the project and requesting labor
resources to confirming the resources to work on a project.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Monitor Unassigned Labor Resources on the Resource Manager Dashboard [350 : 26-Mar-2014]

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 The unassigned resources region on the Resource Manager dashboard tracks resources who need
project assignments. This report tracks the number of hours that a resource is assigned to projects over
a time period and highlights any resources without assignments. The resource manager can view
information over different display periods and view all resources in a resource pool or only unassigned
resources. Resource managers can use the unassigned resources dashboard analytic to closely monitor
whether any of their resources are not assigned to projects. When large numbers of unassigned
resources exist, the profitability of the enterprise is reduced and resources may be at risk for dismissal.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Report on Resource Pools Using a Resource Pool Hierarchy Viewer [360 : 26-Mar-2014]
The resource pool hierarchy viewer shows the resource pools for an enterprise in a dynamic hierarchical
format. The resource manager can select a pool to view at the top of the hierarchy and then navigate
through the hierarchy to review information about each resource pool. The resource manager can drill
down on a pool to review more detailed metrics on a dashboard. For each resource pool, the viewer
displays a set of cards that contain detailed information and metrics about the resource pool, such as
the projected utilization, target utilization, and the number of resources in the pool. The unassigned
resources card displays the percentage and total count of unassigned resources for the current week
and percentage of unassigned resources for the prior week. The resource pool hierarchy viewer
provides a resource manager with a fast and convenient way to assess the utilization status of resource
pools. The resource manager can drill down on a resource pool from the viewer to perform additional
detailed analysis.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Select Display Periods for Viewing Information on the Resource Manager Dashboard [370 : 26-
Mar-2014]
The resource manager can select from a set of predefined display periods on the Resource Manager
dashboard. These display periods enable the resource manager to review metrics over different date
ranges, such as the current week or the next 2, 4, 8, or 13 weeks. When the resource manager selects a
display period on the resource pool hierarchy viewer, this setting persists when the resource manager
drills down to review detailed information about unassigned resources on the dashboard. At any point,
the resource manager can change the display period for a particular dashboard section. A common set
of display period options provide a consistent approach for reviewing resource pool and resource
metrics over time. A resource manager can monitor utilization and assignment information for the next
13 weeks, and then focus on a shorter display period to address imminent gaps in a resource's
schedule.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Review Open Project Resource Requests on the Resource Manager Dashboard [380 : 26-Mar-
2014]
The Resource Manager dashboard contains a list of open project resource requests. This list features
summary-level information about the open requests such as the request name, requested date range,
and project role. The resource manager can sort the list using various criteria and select a request to
find out more information. A resource manager can review a list of open project resource requests while
reviewing the resource utilization metrics. This enables the resource manager to efficiently find project

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 assignments for resources in need of work to meet their utilization targets.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Display Resource Search Results for a Project Resource Request in a Resource List Format [390
: 26-Mar-2014]
In addition to a resource card format and the master resource schedule Gantt chart, the resource
manager can review resource search results for a project resource request in a resource list format. The
resource manager can choose which columns to show in the list and sort the results based on a
particular column. The resource manager can evaluate resource search results on a resource list,
resource card, or master resource schedule Gantt chart. Resource managers can quickly switch
between views to get different perspectives of the resource search results.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Drill Down from the Project Resource Request Search Results to Review Resource Details [40 :
26-Mar-2014]
The resource manager views information about each resource that meets the qualification and
availability thresholds when searching for resources to fulfill a project resource request. If a resource
looks like a good candidate, then the resource manager can drill down on that resource and review more
details, including how the resource matches the individual requested qualifications, and the master
resource schedule for the resource. The resource manager can quickly access detailed information
about how qualified a resource is to fulfill a project resource request and whether the resource is
available. The resource manager can use this information to decide whether to propose the resource to
fulfill the request.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

View Project Resource Request Details while Evaluating Resource Search Results [400 : 26-Mar-
2014]
The resource manager can quickly view the original project resource request details while evaluating
resources that appear in the search results. The resource manager can remain on the project resource
request search results page and view the original requested criteria, including the requested role, date
range, and qualifications.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Capture Target and Resource Cost and Bill Rates [410 : 29-Mar-2014]
Project managers and resource managers can specify the desired bill and cost rates when creating a
project resource request. Resource managers compare these target rates to the rates of potential
candidates when searching for a resource to fulfill the request.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

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 Actual Hours Open Interface [420 : 29-Mar-2014]
Import resource actual hours from any time entry application into Oracle Fusion Project Resource
Management through an open interface table using a comma delimited file. Resource managers use
these hours to track actual utilization for resources and resource pools. Resource managers can monitor
actual resource utilization in Oracle Fusion Project Resource Management. The ability to gather
information from any time entry application provides maximum flexibility.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Add Business-Specific Fields on Project Resource Request [430 : 29-Mar-2014]

Project applications administrators can configure the project resource request with additional fields
pertaining to the specific needs of their organization. The fields appear on the project resource request
and are available for entry.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Analyze Actual Utilization [440 : 29-Mar-2014]

Oracle Fusion Project Resource Management tracks resource actual utilization for the current quarter or
previous four quarters. Actual utilization for the current quarter includes both actual hours that are
recorded to-date and project assignment hours from the current date to the end of the quarter. Rolled-up
actual utilization is available for the resource pools. The actual utilization is compared to the target
utilization for the selected date range. Comparing target utilization to actual utilization in previous
quarters allows resource managers to monitor trends in resource utilization and determine how well a
resource achieved target utilization. Analyzing actual utilization in the current quarter allows resource
managers to proactively improve utilization when actual utilization is lower than the target utilization, or
find relief for an overworked resource when actual utilization is higher than the target utilization.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Maintain Assignment Dates [450 : 29-Mar-2014]

Resource managers and project managers can adjust assignment start and finish dates for a resource
assigned to a project. As a result of the adjustment, the application generates a request for adjustment
approval. Upon approval, the assignment reflects the adjusted dates. Project resource assignments
often require changes over the course of the assignment date range due to changes in scope and other
circumstances. The ability to change the assignment dates allows project managers and resource
managers to manage the assignments in real-world situations.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Monitor Assignments Ending Soon [460 : 29-Mar-2014]

Resource managers can actively keep track of resource assignments that are ending soon and act on
them when necessary, such as by extending assignment dates. Resource managers can also monitor
any processes that they start and ensure that the processes complete successfully, or follow up on the
unsuccessful processes. Having easy access to resource assignments that are ending soon allows
resource managers to actively find new assignments for a resource or proactively collaborate with the

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 project manager to determine if the resource will finish work on the project as of the assignment finish
date. Resource managers have a single location to manage dates for assignments ending in the near
future.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Usability Enhancements for Project Resource Management [470 : 29-Mar-2014]

When populating a value in a choice list field, the application displays a list of suggested values that
contain the characters entered. A subset of attributes appears for the choice list. Resize the dialog box
as needed.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Receive Notifications for Newly Submitted Requests [480 : 29-Mar-2014]

When a project manager submits a project resource request for fulfillment, the person who is listed as
responsible for staffing the request receives a notification via workflow. Proactively informing the
resource manager of submitted project resource requests can shorten the time from submission of the
request to the assignment of a resource. A resource manager does not have to actively search for open
requests and can instead rely on automatic notifications.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Resource Supply OTBI Subject Area [490 : 29-Mar-2014]

Report on resource supply as a fact using the Resource Supply subject area in Oracle Transactional
Business Intelligence. The fact contains information such as the cost rate, bill rate, resource calendar,
and whether resource managers manage resource availability and staffing. Report on the fact using
dimensions such as the resource pool, primary project role, and resource qualifications and
proficiencies. The Resource Supply subject area in Oracle Transactional Business Intelligence enables
resource managers and project managers to create reports to track resource supply. For example, the
reports can answer business questions about the competencies and proficiencies for all resources in a
resource pool, the number of resources that are highly skilled in a particular competency, and which
resources are currently unassigned.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Notify Resource Requester Using Workflow when Resource Manager Proposes a Resource for a
Project Resource Request [50 : 26-Mar-2014]
The resource manager selects a resource to fulfill a project resource request and then submits the
proposed resource to the requester, who is typically the project manager, for approval. If the option is
enabled to use workflow to notify the requester when a resource is proposed, then the application
automatically notifies the person who requested the resource. The requester can then approve or reject
the resource from the workflow notification or take the time to review the proposed resource in detail.
Implementors can configure the application to automatically route a resource proposal to the appropriate
individual for approval. The project manager can quickly evaluate the proposed resource and act on the
proposal directly from the notification.

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 Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Request and Assign Resources Based on Specified Hours [500 : 29-Mar-2014]

Project managers can specify the number of hours per day that the resource is needed to work on a
project. Resource managers can locate a resource that is available for the requested hours. The
resource is assigned to the project for the specified hours per day. The ability to request and assign a
resource to a project for a specified number of hours provides greater flexibility for project managers to
manage work on a project. A project manager can assign a resource to work partial days on a project,
which enables the project manager to utilize the resource only as much as needed. The remaining
capacity for the resource can be assigned to other projects.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Resource Assignment OTBI Subject Area [510 : 29-Mar-2014]

Report on resource assignments as a fact using the Resource Assignment subject area in Oracle
Transactional Business Intelligence. The fact contains information such as the total number of assigned
hours. In addition, report on the fact using dimensions such as resource, project, time, assignment
status, request type, and project role. The Resource Assignment subject area in Oracle Transactional
Business Intelligence enables resource managers and project managers to create reports to track
resource assignments. For example, the reports can answer business questions about resource
assignments for a resource pool that are ending soon, active resource assignments for the quarter or
other period, and the margin for resource assignments on a project.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Resource Request Open Interface [520 : 29-Mar-2014]

Import project resource requests from any application into Oracle Fusion Project Resource Management
using an open interface table. These requests are available for fulfillment by resource managers. Create
project resource requests in your current application and import the requests into Oracle Fusion Project
Resource Management to search for resources to fulfill the requests. You can maintain the current
infrastructure while benefitting from Oracle Fusion Project Resource Management features.
Release: Release 8 Architectural Layer:
Status: Available Type: Industry:

Project Resource Request OTBI Subject Area [530 : 29-Mar-2014]

Report on project resource requests as a fact using the Project Resource Request subject area in
Oracle Transactional Business Intelligence. The fact contains information such as the total number of
requested hours, target cost rate, and target bill rate. Report on the fact using dimensions such as
resource, project, time, request status, request type, project role, qualifications, and proficiencies. The
Project Resource Request subject area in OTBI enables resource managers and project managers to
create reports to track resource demand. For example, the reports can answer business questions about
requests that are open and awaiting fulfillment, the most commonly requested qualifications, and the
potential revenue for open project resource requests.
Release: Release 8 Architectural Layer:

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 Status: Available Type: Industry:

Analyze Resource Utilization Using Oracle Fusion Transactional Business Intelligence [540 : 18-
Apr-2015]
Resource managers can use Oracle Fusion Transactional Business Intelligence to analyze utilization
facts such as projected, target, and actual resource utilization hours and percentages, using dimensions
such as resource pool and primary project role.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Assign Resource Directly to Project [550 : 18-Apr-2015]

The resource manager can assign a resource to a project without creating a project resource request.
This feature enables the resource manager to streamline the assignment process to quickly staff a
resource on a project.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Capture Resource Cost and Bill Rates [560 : 18-Apr-2015]

The application captures resource cost and bill rates on the project resource request, and the resource
manager views the rates during the search and evaluation of resources to fulfill the request. When a
resource is assigned to a project, the assignment cost rate is from the cost rate on the project enterprise
labor resource definition, and the assignment bill rate is the target bill rate that is specified on the project
resource request. The resource manager adjusts cost and bill rates on the project resource assignment.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Monitor Project Resource Management Processes [570 : 18-Apr-2015]

Resource managers can easily monitor processes from the Project Resources work area to ensure that
transactional data updates are completed successful. They can also troubleshoot any failed processes.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Analyze Actual Resource Utilization and Compare to Target Utilization [580 : 18-Apr-2015]
Resource actual utilization is tracked for the current quarter, previous quarter, or previous four quarters.
Actual utilization for the current quarter will include both actual hours that have been recorded to-date
and project assignment hours from the current date to the end of the quarter. The resource manager
views individual resource actual hours by project.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Usability Enhancements for Resource Manager Dashboard [590 : 18-Apr-2015]

Resource managers can view the latest date and time that transactional data was updated for the

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 Resource Manager Dashboard to determine the freshness of the information. In addition, the resource
manager can view all open project resource requests on the Resource Manager Dashboard.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Review the Master Resource Schedule for Matching Resources [60 : 26-Mar-2014]
When the resource manager searches for resources to fulfill a request, the search results display a list
of resources who are the best matches. The resource manager can switch to the master resource
schedule view to see additional details about each resource's availability. The master resource schedule
is a Gantt chart that provides a graphical view of the existing project assignments and nonproject events
for each resource. These existing commitments reduce the available capacity of a resource to fulfill the
project resource request. The master resource schedule provides an information-rich graphical display
of existing project assignments and nonproject events for a set of resources. The resource manager
uses this information to focus on the best resources to fulfill a project resource request.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Create and Update Project Resource Requests from External Applications [600 : 18-Apr-2015]
The project manager creates project resource requests from an external application using services that
create, update, and read the requests.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Adjust Assignment Dates for Multiple Resources [610 : 18-Apr-2015]

The resource manager selects multiple project resource assignments and adjusts the assignment dates
simultaneously with no approval required by the project manager.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Adjust Resource Assignment Dates [620 : 18-Apr-2015]

The resource manager adjusts project resource assignment dates with no approval required by the
project manager.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Cancel Multiple Resource Assignments [630 : 18-Apr-2015]

The resource manager selects multiple project resource assignments and cancels the assignments
simultaneously with no approval required by the project manager.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Manage Availability and Staffing for Resources Maintained Outside of Oracle Fusion Human

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 Capital Management [640 : 18-Apr-2015]
Resource managers search for and assign managed project enterprise labor resources that are
maintained outside of Oracle Fusion Human Capital Management. The application maintains resource
availability for resources who are not HCM employees or contingent workers. In addition, resources,
project managers, and administrators can attach resumes to a resource's profile. The application
compares the resume text to the keywords entered on a project resource request when searching for
qualified resources.
Release: Release 9 Architectural Layer:
Status: Available Type: Industry:

Assign a Calendar to Each Managed Labor Resource [70 : 26-Mar-2014]

Each managed labor resource has a calendar that determines the resource's baseline available
capacity. The calendar establishes the working days for the resource, number of hours worked per day,
and any exceptions, such as holidays or company-wide events. The application can provide a default
calendar to manually-created resources. In addition, when the application automatically creates
managed labor resources based on project enterprise labor resource maintenance conditions, the
condition can specify the calendar. The ability to provide a default calendar to managed labor resources
ensures that a calendar is assigned to the resource without delay. The project application administrator
only needs to change the default calendar on an exception basis. For example, the project application
administrator can assign the appropriate calendar to each resource for organizations that work
internationally or with varied work schedules.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Manage Availability and Staffing for Labor Resources [80 : 26-Mar-2014]

The project application administrator can enable the option to manage the availability and staffing for
labor resources and select the resource pool for the resource. Resource managers can propose these
resources to fulfill project resource requests. If a resource becomes no longer eligible to work on
projects, the project application administrator can disable the option to manage the availability and
staffing of the resource. At that point, resource managers cannot see that resource in search results and
or propose the resource to fulfill project resource requests. The ability to enable the option to manage
the availability and staffing for labor resources enables a new resource to quickly become available to
assign to projects. Disabling the option to manage the availability and staffing for a resource immediately
prevents resource managers from assigning an ineligible resource to a project.
Release: Release 7 Architectural Layer:
Status: Available Type: Feature Industry:

Create and Maintain a Hierarchy of Resource Pools [90 : 26-Mar-2014]

Resource managers determine the approach to building resource pools and the resource pool hierarchy.
For example, resource pools can represent locations, skill sets, or organizational units. Each resource
pool has a pool owner responsible for staffing the resources who are members of the resource pool. The
project application administrator creates the resource pools in the application and arranges them in a
hierarchy. Each managed labor resource is a member of a resource pool. A flexible set of resource
pools enables an organization to efficiently manage resources for evaluation, reporting, and utilization
purposes.
Release: Release 7 Architectural Layer:

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 Status: Available Type: Feature Industry:

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