Oracle R12 Projects Setup

Projects Application Module
Setup Step
Project Foundation
PJF-P1.1
Project Foundation
PJF-P1.2
Project Foundation
PJF-P1.3
Project Foundation
PJF-P2.1
Project Foundation
PJF-P2.2
Project Foundation
PJF-P2.3
Project Foundation
PJF-P2.4
Project Foundation
PJF-P2.5
Project Foundation
PJF-P2.6
Project Foundation
PJF-P2.7
Project Foundation
PJF-P3.1
Project Foundation
PJF-P3.2
Project Foundation
PJF-P3.3
Project Foundation
PJF-P3.4
Project Foundation
PJF-P3.4
Project Foundation
PJF-P3.5
Project Foundation
PJF-P3.6
Project Foundation
PJF-P3.7
Project Foundation
PJF-P3.8
Project Foundation
PJF-P3.9
Project Foundation
PJF-P3.10
Project Foundation
PJF-P3.11
Project Foundation
PJF-P4.1
Project Foundation
PJF-P5.1
Project Foundation
PJF-P5.2
Project Foundation
PJF-P5.3
Project Foundation
PJF-P5.4
Project Foundation
PJF-P5.5
Project Foundation
PJF-P5.6
Project Foundation
PJF-P5.7
Project Foundation
PJF-P5.8
Project Foundation
PJF-P5.9
Project Foundation
PJF-P5.10
Project Foundation
PJF-P6.1
Project Foundation
PJF-P7.1
Project Foundation
PJF-P7.2
Project Foundation
PJF-P7.3
Project Foundation
PJF-P8.1
Project Foundation
PJF-P8.2
Project Foundation
PJF-P8.3
Project Foundation
PJF-P8.4
Project Foundation
PJF-P8.5
Project Foundation
PJF-P8.6
Project Foundation
PJF-P8.7
Project Foundation
PJF-P8.8
Project Foundation
PJF-P8.9
Project Foundation
PJF-P9.1
Project Foundation
PJF-P9.2
Project Foundation
PJF-P9.3
Project Foundation
PJF-P10.1
Project Foundation
PJF-P10.2
Project Foundation
PJF-P10.3
Project Foundation
PJF-P10.4
Project Foundation
PJF-P10.5
Project Foundation
PJF-P10.6
Project Foundation
PJF-P10.7
Project Foundation
PJF-P10.8
Project Foundation
PJF-P10.9
Project Foundation
PJF-P10.10
Project Foundation
PJF-P10.11
Project Foundation
PJF-P10.12
Project Foundation
PJF-P11.1
Project Foundation
PJF-P11.2
Project Foundation
PJF-P11.3
Project Foundation
PJF-P11.4
Project Foundation
PJF-P11.5
Project Foundation
PJF-P11.6
Project Foundation
PJF-P11.7
Project Foundation
PJF-P11.8
Project Foundation
PJF-P11.9
Project Foundation
PJF-F1.1
Project Foundation
PJF-F1.2
Project Foundation
PJF-F1.3
Project Foundation
PJF-F1.4
Project Foundation
PJF-F1.5
Project Foundation
PJF-F1.6
Project Foundation
PJF-F1.7
Project Foundation
PJF-F2.1
Project Foundation
PJF-F2.2
Project Foundation
PJF-F2.3
Project Foundation
PJF-F2.3
Project Foundation
PJF-F2.4
Project Foundation
PJF-F2.5
Project Foundation
PJF-F2.6
Project Foundation
PJF-F2.7
Project Foundation
PJF-F2.8
Project Foundation
PJF-F2.9
Project Foundation
PJF-F3.1
Project Foundation
PJF-F4.1
Project Foundation
PJF-F5.1
Project Foundation
PJF-F5.2
Project Costing
PJC-P1.1
Project Costing
PJC-P2.1
Project Costing
PJC-P2.2
Project Costing
PJC-P2.3
Project Costing
PJC-P2.4
Project Costing
PJC-P2.5
Project Costing
PJC-P2.6
Project Costing
PJC-P2.7
Project Costing
PJC-P3.1
Project Costing
PJC-P3.2
Project Costing
PJC-P3.3
Project Costing
PJC-P3.4
Project Costing
PJC-P3.5
Project Costing
PJC-P3.6
Project Costing
PJC-P3.7
Project Costing
PJC-P3.8
Project Costing
PJC-P3.9
Project Costing
PJC-P3.10
Project Costing
PJC-P3.11
Project Costing
PJC-P3.12
Project Costing
PJC-P3.13
Project Costing
PJC-P3.14
Project Costing
PJC-P3.15
Project Costing
PJC-P3.16
Project Costing
PJC-P3.17
Project Costing
PJC-P3.18
Project Costing
PJC-P3.19
Project Costing
PJC-P3.20
Project Costing
PJC-F1.1
Project Costing
PJC-F1.2
Project Costing
PJC-F1.3
Project Costing
PJC-F2.1
Project Costing
PJC-F2.2
Project Costing
PJC-F2.3
Project Costing
PJC-F2.4
Project Costing
PJC-F2.5
Project Costing
PJC-F2.6
Project Costing
PJC-F2.7
Project Costing
PJC-F2.8
Project Costing
PJC-F2.9
Project Costing
PJC-F3.1
Project Costing
PJC-F3.2
Project Costing
PJC-F3.3
Project Costing
PJC-F3.4
Project Costing
PJC-F4.1
Project Costing
PJC-F4.2
Project Costing
PJC-F4.3
Project Costing
PJC-F4.4
Project Costing
PJC-F4.5
Project Costing
PJC-F5.1
Project Costing
PJC-F6.1
Project Costing
PJC-F6.2
Project Costing
PJC-F6.3
Project Costing
PJC-F7.1
Project Costing
PJC-F7.2
Project Costing
PJC-F7.3
Project Costing
PJC-F7.4
Project Costing
PJC-F7.5
Project Costing
PJC-F7.6
Project Costing
PJC-F7.7
Project Costing
PJC-F7.8
Project Costing
PJC-F8.1
Project Costing
PJC-F8.2
Project Costing
PJC-F8.3
Project Costing
PJC-F8.4
Project Costing
PJC-F8.5
Project Costing
PJC-F8.6
Project Costing
PJC-F9.1
Project Costing
PJC-F9.2
Project Costing
PJC-F9.3
Project Costing
PJC-F9.4
Project Costing
PJC-F9.5
Project Costing
PJC-F9.6
Project Costing
PJC-F9.7
Project Costing
PJC-F9.8
Project Costing
PJC-F9.9
Project Costing
PJC-F9.10
Project Costing
PJC-F9.11
Project Costing
PJC-F9.12
Project Costing
PJC-F9.13
Project Costing
PJC-F9.14
Project Costing
PJC-F9.15
Project Costing
PJC-F9.16
Project Costing
PJC-F9.17
Project Costing
PJC-F9.18
Project Costing
PJC-F9.19
Project Costing
PJC-F9.20
Project Costing
PJC-F10.1
Project Costing
PJC-F10.2
Project Costing
PJC-F10.3
Project Costing
PJC-F10.4
Project Costing
PJC-F10.5
Project Costing
PJC-F10.6
Project Costing
PJC-F10.7
Project Costing
PJC-F10.8
Project Costing
PJC-F10.9
Project Costing
PJC-F11.1
Project Costing
PJC-F11.2
Project Costing
PJC-F11.3
Project Costing
PJC-F11.4
Project Costing
PJC-F11.5
Project Costing
PJC-F12.1
Project Costing
PJC-F12.2
Project Costing
PJC-F13.1
Project Costing
PJC-F14.1
Project Costing
PJC-F14.2
Project Costing
PJC-F14.3
Project Costing
PJC-F15.1
Project Costing
PJC-F15.2
Project Costing
PJC-F15.3
Project Costing
PJC-F15.4
Project Costing
PJC-F15.5
Project Costing
PJC-F15.6
Project Billing
PJB-P1.1
Project Billing
PJB-P2.1
Project Billing
PJB-P2.2
Project Billing
PJB-P2.3
Project Billing
PJB-P2.4
Project Billing
PJB-P2.5
Project Billing
PJB-P2.6
Project Billing
PJB-P2.7
Project Billing
PJB-P2.8
Project Billing
PJB-P2.9
Project Billing
PJB-P2.10
Project Billing
PJB-P2.11
Project Billing
PJB-P2.12
Project Billing
PJB-P2.13
Project Billing
PJB-P2.14
Project Billing
PJB-P2.15
Project Billing
PJB-P2.16
Project Billing
PJB-P2.17
Project Billing
PJB-P2.18
Project Billing
PJB-P2.19
Project Billing
PJB-P2.20
Project Billing
PJB-P2.21
Project Billing
PJB-P3.1
Project Billing
PJB-P3.2
Project Billing
PJB-P3.3
Project Billing
PJB-P3.4
Project Billing
PJB-P3.5
Project Billing
PJB-P4.1
Project Billing
PJB-P5.1
Project Billing
PJB-P5.2
Project Billing
PJB-P5.3
Project Billing
PJB-P5.4
Project Billing
PJB-P5.5
Project Billing
PJB-P5.6
Project Billing
PJB-P5.7
Project Billing
PJB-P5.8
Project Billing
PJB-P5.9
Project Billing
PJB-P5.10
Project Billing
PJB-P5.11
Project Billing
PJB-P5.12
Project Billing
PJB-P5.13
Project Billing
PJB-P5.14
Project Billing
PJB-P5.15
Project Billing
PJB-P5.16
Project Billing
PJB-P5.17
Project Billing
PJB-P5.18
Project Billing
PJB-P5.19
Project Billing
PJB-P5.20
Project Billing
PJB-P5.21
Project Billing
PJB-P5.22
Project Billing
PJB-P5.23
Project Billing
PJB-P5.24
Project Billing
PJB-P5.25
Project Billing
PJB-P5.26
Project Billing
PJB-F1.1
Project Billing
PJB-F1.2
Project Billing
PJB-F1.3
Project Billing
PJB-F1.4
Project Billing
PJB-F1.5
Project Billing
PJB-F1.6
Project Billing
PJB-F1.7
Project Billing
PJB-F1.8
Project Billing
PJB-F1.9
Project Billing
PJB-F1.10
Project Billing
PJB-F1.11
Project Billing
PJB-F1.12
Project Billing
PJB-F1.13
Project Billing
PJB-F2.1
Project Billing
PJB-F2.2
Project Billing
PJB-F2.3
Project Billing
PJB-F3.1
Project Billing
PJB-F3.2
Project Billing
PJB-F3.3
Project Billing
PJB-F3.4
Project Billing
PJB-F3.5
Project Billing
PJB-F3.6
Project Billing
PJB-F3.6
Project Resource Management
PJR-P1.1
PJR-P2.1
PJR-P2.2
PJR-P2.3
PJR-P2.4
PJR-P2.5
PJR-P2.6
PJR-P2.7
PJR-P2.8
PJR-P2.9
PJR-F1.1
PJR-F2.1
PJR-F2.3
Project Management
Set the profile option

PA: Licensed to Use
Project Management
Project Management
PJT-F1.1
Project Management
PJT-F1.2
Project Management
PJT-F1.3
Project Management
PJT-F1.4
Project Management
PJT-F1.5
Project Management
PJT-F1.6
Project Management
PJT-F1.7
Project Management
PJT-F2.1
Project Management
PJT-F2.2
Project Management
PJT-F2.3
Project Management
PJT-F2.4
Project Management
PJT-F2.5
Project Management
PJT-F3.1
Project Management
PJT-F3.2
Project Management
PJT-F3.3
Project Management
PJT-F3.4
Project Management
PJT-F3.5
Project Management
PJT-F3.6
Project Management
PJT-F3.7
Project Management
PJT-F3.8
Project Management
PJT-F3.9
Project Management
PJT-F3.10
Project Management
PJT-F3.11
Project Management
PJT-F3.12
Project Management
PJT-F3.13
Project Management
PJT-F3.14
Project Management
PJT-F3.15
Project Management
PJT-F4.1
Project Management
PJT-F4.2
Project Management
PJT-F4.3
Project Management
PJT-F4.4
Project Management
PJT-F4.5
Project Management
PJT-F4.6
Project Management
PJT-F4.7
Project Management
PJT-F5.1
Project Management
PJT-F6.1
Project Management
PJT-F6.2
Project Management
PJT-F6.3
Project Management
PJT-F6.4
Project Management
PJT-F6.5
Project Management
PJT-F6.6
Project Management
PJT-F6.7
Project Management
PJT-F7.1
Project Management
PJT-F7.2
Project Management
PJT-F7.3
Project Management
PJT-F7.4
Project Management
PJT-F7.5
Project Management
PJT-F7.6
Project Management
PJT-F8.1
Project Management
PJT-F8.2
Project Management
PJT-F8.3
Project Management
PJT-F8.4
Project Management
PJT-F8.5
Project Management
PJT-F9.1
Project Management
PJT-F9.2
Project Management
PJT-F9.3
Project Management
PJT-F9.4
Project Management
PJT-F9.5
Project Management
PJT-F9.6
Project Management
PJT-F10.1
Project Management
PJT-F10.2
Project Management
PJT-F10.3
Project Management
PJT-F10.4
Project Management
PJT-F10.5
Project Management
PJT-F10.6
Project Management
PJT-F10.7
Project Collaboration
Set the profile option

PA: Licensed to Use
PJL-P2.1
PJL-P2.2
Setup
Required / Optional
Setup Level
Define ledger
Required - All
Site
Set the profile option GL: Ledger
Required - All
OU (set at the
responsibility level)
Enable additional currencies you plan to use Optional - All
Site
Define locations
Required - All
Business Group
Define organizations
Required - All
Business Group
Set the profile option HR: Cross Business

Group
Optional - All
Site
Enable Multiple Organization Architecture
Optional - All
Site
Define default operating unit for the project

expenditure organizations
Required - PJR
Site
Optional - PJC
Define organization hierarchies and/or global Required - All
organization hierarchies
Site
Assign a Project Burdening Hierarchy for

each business group
Site
Optional - PJC, PJB
Set the profile option PA: Enable Enhanced Optional PJC, PJB
Period Processing
Site
Define GL and PA periods - MUST DO PJF- Required - All

P4.1 DEFINE IMPLEMENTATION OPTIONS
before this step is completed.
Ledger
Set the GL period status
Optional PJC, PJB
Ledger
Define calendar types
Required - PJR, PJT
Site
Optional - PJC
Define calendar types
Define calendar shifts and shift patterns
Site
Required - PJR, PJT
Site
Optional - PJC
Define calendar exceptions
Optional - PJR, PJT, PJC
Site
Define calendars
Required - PJR, PJT
Site
Optional - PJC
Assign calendar shifts
Required - PJR, PJT
Site
Optional - PJC
Set the following profile options:
Required - PJR, PJT
PA: Default Calendar
Optional - PJC
Site
PA: Global Week Start Day

PA: Availability/Over commitment Calculation
Period
PA: Percentage of Resources Capacity
PA: Availability Duration
Define default calendar for the project
expenditure organization
Required - PJR
Site
Optional PJC, PJT

Run the Generate Calendar Schedules
process
Required - PJR
Site
Optional - PJC
Define implementation options (System,
Currency, Project Setup, Expnd/Costing,
Billing, and Cross Charge)
Required - All
OU
Define job groups
Required - PJR
Business Group
Optional - PJC, PJB

Define job levels and job codes
Required - PJR
Site
Define jobs
Required - PJR
Business Group
Optional - PJC, PJB
Define job mapping
Optional - PJR, PJB, PJC
Business Group
Set profile option PA Project Resource Job

Group, or define the job group for the
organization
Required - PJR
Site
Define rating scales
Required - PJR
Business Group
Define competencies
Required - PJR
Business Group
Define people, including address,

assignment, job, supervisor and
competencies
Required - PJR
Business Group
Optional - All
Migrate resource data from other systems
Optional - All
Site
Run PRC: Maintain Project Resources
Required - PJR
Site
Optional - PJC(utilization)
Define rate schedules
Optional - PJC, PJB, PJT
OU
Define roles
Required - PJR, PJT, PJL
Business Group
Optional - PJC, PJB

Define role lists
Optional - All
Site
Define project roles for organizations
Optional - All
Site
Implement responsibility-based security
Optional - All
Site
Set the profile option PA: Cross-Project User Optional - All

View
Site
Set the profile option PA: Cross-Project User Optional - All

Update
Site
Set the profile option PA: View All Project

Resources
Optional - All
Site
Implement role-based security
Optional - PJR, PJT, PJL
Site
Implement organizational authority
Optional - PJC, PJR, PJT, PJL Site
Implement project security extension
Optional - All
Site
Define security profiles and/or global security Optional - All

profiles
Business Group
(need to be
changed when
adding new OU)
Set the profile option HR: Security Profile
Required - All
Site
Define additional task statuses
Optional - PJT
Site
Define additional task types
Optional - PJT
Site
Define additional task priorities
Optional - PJT
Site
Define additional statuses
Optional - All
Site
Define additional classifications, class

categories and class codes
Optional - All
Site
Define services types
Required - All
Site
Define project customer relationships
Required - PJB
Site
Define contact types
Required - PJB
Site
Define probability lists
Optional - All
Site
Define resource lists
Required - All
Business Group
Implement resource classes
Optional - PJT
Site
Define planning resource lists
Optional - PJT
Business Group
Define resource breakdown structures
Optional - PJT, PJC

(allocations)
Business Group
Define cycles
Required - PJB
Site
Optional - PJT
Define work types
Required - PJR
Site
Optional - PJC, PJB

Define Request Groups for Reporting and
Processing
Optional - All
Site
Define Responsibilities for Users
Optional - All
Site / OU
Define Additional Users
Optional - All
Site
Initiate Deferred Workflow Process
Required - PJR
Site
Optional - PJF (utilization)

PJT (budgetary controls)
Define Frequently Used Folders
Optional - All
Site
Define Descriptive Flexfields
Optional - All
Site
Define Additional Page Layouts
Optional - All
Site
Set the Profile Option PA: Highlight Starting Optional - All

Tasks: Number of Days
Site
Gather Schema Statistics
Optional - All
Site
Define additional status for Organization

Forecasting
Optional - PJC, PJR
Site
Update status controls to include project in

Organization Forecasts
Required - PJC, PJR
Site
Define an organization project type
Required - PJC, PJR
OU
Define an organization project template
Required - PJC, PJR
OU
Define organization forecasting options
Required - PJC, PJR
OU
Define adjustment reasons
Required - PJC, PJR
Site
Calculate initial forecast amounts
Required - PJC, PJR
Site
Define unassigned time options
Required - PJC, PJR
OU
Define utilization categories
Required - PJC, PJR
Site
Set the following profile options for

utilization:
Required - PJC, PJR
Site
Required - PJC, PJR
Site
Set up global profile options
Required - PJC, PJR
Site
Set up organization security profiles
Required - PJC, PJR
Site
Define Oracle Daily Business Intelligence for Required - PJC, PJR

Projects Implementation Options
Site
Update period and organization information Required - PJC, PJR
Site
Summarize financial and resource data
Required - PJC, PJR
Site
Implement Oracle Discoverer
Required - PJC, PJR
Site
Implement Oracle Sales opportunities with

Oracle Projects
Required - All
Site
Implement Oracle Advanced Product

Catalog Integration
Required - All
Site
Define control actions
Required - All
Site
Define source products
Required - All
Site
Set the profile option PA: Licensed to Use

Project Costing
Required
Site
Define expenditure categories
Required
Site
Define revenue categories
Required
Site
Define units
Required
Site
Define expenditure types
Required
Site
PA: Require Work Type Entry for

Expenditures
PA: Resource Utilization Calculation Method
PA: Utilization Manager Default Period Type
PA: Utilization Manager Default Calculation
Method
PA: Resource Utilization Period Type
Define transaction sources
Optional
Site
Implement transaction control extension
Optional
Site
Implement auto-approval extension
Optional
Site
Define custom sources
Optional
Site
Define journal line types
Optional
Ledger
Define journal entry descriptions
Optional
Ledger
Define mapping sets
Optional
Ledger
Define account derivation rules
Optional
Ledger
Define journal lines definitions
Optional
Ledger
Define application accounting definitions
Optional
Ledger
Define subledger accounting methods
Optional
Ledger
Assign application accounting definitions to a Optional

subledger account method
Ledger
Assign subledger accounting method to a

ledger
Optional
Ledger
Update post-accounting program

assignments
Optional
Ledger
Define cross-entity balancing rules
Optional
Ledger
Define accounting for labor costs
Optional
OU
(AutoAccounting,
based on PJF)
Define accounting for expense report costs
Optional
OU
(AutoAccounting,
based on PJF)
Define accounting for usage costs
Optional
OU
(AutoAccounting,
based on PJF)
Define accounting for miscellaneous costs
Optional
OU
(AutoAccounting,
based on PJF)
Define accounting for burden transactions
Optional
OU
(AutoAccounting,
based on PJF)
Define accounting for total burden costs
Optional
OU
(AutoAccounting,
based on PJF)
Define accounting for WIP and Inventory

costs
Optional
OU
(AutoAccounting,
based on PJF)
Define accounting for supplier cost
adjustments
Optional
OU
(AutoAccounting,
based on PJF)
Define non-labor resources
Required
Site
Define non-labor cost rates
Required
OU (based on PJF)
Define non-labor cost rate overrides
Optional
OU (based on PJF)
Define labor costing multipliers
Optional
OU
Define labor costing rules
Define cost rate schedules
OU
Optional
Assign costing rule and rate schedule
OU
OU
Define labor costing overrides
Optional
OU (based on PJF)
Implement labor costing extension
Optional
Site
Implement labor transaction extension
Optional
Site
Implement overtime processing
Optional
Site
Implement overtime calculation extension
Optional
Site
Implement asset extensions
Optional
Site
Define standard unit costs for asset cost

allocations
Optional
OU
Enable retirement cost processing
Optional
Site
Define proceeds of sale expenditure types
Optional
Site
Define capitalized interest rate names
Required
Site / Exclusions
OU
Define capitalized interest rate schedule
Required
Site
Specify default capitalized interest rate

schedules for capital project types
Required
OU
Update project status controls to enable

capitalized interest processing
Required
Site
Implement the Capitalized Interest Extension Optional
Site
Define allocation rules - shows how rule is

used - no setup required.
Required
OU
Define AutoAllocation sets
Required
OU
Implement Workflow for AutoAllocations
Required
Site
Implement allocation extensions
Optional
Site
Define cost bases and cost base types
Required
Site
Define burden cost codes
Required
Site
Define burden structures
Required
Site
Set the profile option PA: Default Burden

Schedule Type
Required
OU
Define burden schedules
Required
Site
Implement burden costing extension
Optional
Site
Enable the profile option PA: Create

Incremental Transactions for Cost
Adjustments Resulting from a Burden
Schedule Recompilation
Optional
Site
Set the Profile Option PA: Report Separate Required

Burden Transactions with Source Resources
Site
Define transfer price rules
Required
Site
Define transfer price schedules
Required
Site
Define cross charge implementation options Required

(for all operating units using borrowed and
lent processing)
OU
Define provider and receiver controls
OU
Required
Define accounting for borrowed and lent

transactions
Required
OU
Implement cross charge client extensions
Optional
Site
Define transfer price rules
Required
Site
Define transfer price schedules
Required
Site
Define additional expenditure types,

agreement types, billing cycles, invoice
formats, transaction sources, and supplier
types for intercompany billing
Optional
See individual
definitions
Define an internal supplier for the provider

operating unit
Required
OU
Define an internal customer for the receiver Required

operating unit (global setup)
OU
Define supplier sites for internal supplier (for Required

each
receiver operating unit)
OU
Define bill to and ship to sites for internal

customer (for each provider operating unit)
Required
OU
Define internal billing implementation options Required
OU
Set up tax and configure for each provider

operating unit in Oracle E-Business Tax to
derive default tax classification codes on
internal Oracle Receivables invoices
Required
OU
Set up tax and configure for each receiver

operating unit in Oracle E-Business Tax to
derive default tax classification codes on
internal Oracle Payables invoices
Required
OU
Define an agreement for intercompany billing Required

projects
OU
Define an intercompany project type and

project template(for each Operating Unit)
OU
Required
Define intercompany billing projects (for

each provider operating unit)
Required
OU
Define provider and receiver controls (for

each operating unit)
Required
OU
Define the Supplier Invoice Charge Account Required

for internal invoicing
OU
Implement Payables Open Interface

Workflow
Required
OU
Define accounting for intercompany billing

transactions
Required
OU
Define accounting for provider cost

reclassification
Required
OU
Define invoice rounding account for

intercompany transactions
Required
OU
Implement cross charge client extensions
Required
OU
Install and implement Oracle Payables and

Purchasing
Required
Site
Set the profile options for project-related

document entry
Required
Site
Set the profile option PA: AP Discounts

Interface Start Date (mm/dd/yyyy)
Optional
Site
Define the Account Generator for the

supplier invoice account
Required
Site
Define the Account Generator for projectrelated purchasing transactions
Required
Site
Specify a default supplier cost credit account Optional
OU
Define project-related distribution sets
Optional
Site
Define Payables Descriptive Flexfields
Optional
Site
Set the following profile options:
Optional
Site
Install and implement Oracle Internet

Expenses
Required
Site
Set profile options to enable project-related

expense report entry
Required
Site
PA: Transfer DFF with AP

PA: Transfer DFF with PO
Set expense report approval profile options
Optional
Site
Define the Project Expense Report Account Required

Generator
Site
Define a project-related expense report

template in Oracle Payables
Required
Site
Install and implement Oracle Inventory
Required
Site (by Inventory

Organization)
Define project-related transaction types in

Oracle Inventory
Required
Site (by Inventory

Organization)
Install and implement Oracle Project

Manufacturing
Required
Site (by Inventory

Organization)
Install and implement Oracle Time & Labor
Required
Site
Set profile options for project-related

timecards
Optional
Site
Implement client extensions to route and

approve timecards
Optional
Site
Install and implement Oracle
Required
Site
Payables and Purchasing for

integration with Oracle Project
Costing
Set the PA: Pay When Paid profile option to Required
Yes
Responsibility
Set up a document style with complex

payment terms
Required
OU
Enable project for automatic release of pay

when paid invoices
Required
Project Type,
Project
Implement Send AR
Optional
Responsibility
Implement Pay When Paid client extension
Optional
Site

Project Billing
Required
Site
Define Receivables System Options
Required
OU
Set up tax in Oracle E-Business Tax and

assign tax classification codes
Required
OU
Notification workflow and enable project for

AR receipt notification
Define payment terms
Required
Site
Define rate schedules
Optional
OU (based on PJF)
Define invoice formats
Required
Site
Define invoice print method
Optional
Site
Define credit types
Required
Site
Define event types
Optional
Site
Design and assign billing assignments
Optional
Site
Define percent complete revenue accrual

and invoicing options
Optional
Site
Set the profile option PA: Maintain Unbilled

Receivables and Unearned Revenue
Balances
Optional
Site
Set the profile option: PA Interface

Unreleased Revenue to GL
Optional
OU (can vary by
OU)
Implement billing extensions
Optional
Site
Implement labor billing extension
Optional
Site
Implement billing cycle extension
Optional
Site
Implement retention billing extension
Optional
Site
Implement automatic invoice

approve/release extension
Optional
Site
Implement the AR transaction type extension Optional
Site
Implement the output tax extension
Optional
Site
Implement the revenue-based cost accrual

extension
Optional
Site
Implement cost accrual billing extension
Optional
Site
Define agreement types
Required
Site
Define agreement templates
Optional
OU
Enter prepayment receivables activities
Optional
OU
Implement funding revaluation factor

extension
Optional
Site
Implement Advanced Required extension
Optional
Site
Define customers
Required
OU
Define custom sources
Optional
Ledger
Define journal line types
Optional
Ledger
Define journal entry descriptions
Optional
Ledger
Define mapping sets
Optional
Ledger
Define account derivation
Optional
Ledger
Define journal lines definitions
Optional
Ledger
Define application accounting definitions
Optional
Ledger
Assign application accounting definitions to a Optional

subledger accounting method
Ledger
Assign a subledger accounting method to a Optional

ledger
Ledger
Update post-accounting program

assignments
Ledger
Optional
Set the profile option PA: Selective Flexfield Required

Segment for AutoAccounting
Site (cannot vary

by OU)
Define accounting for labor revenue
Required
OU
(AutoAccounting
based on PJF)
Define accounting for expense report

revenue
Required
OU
(AutoAccounting
based on PJF)
Define accounting for usage revenue
Required
OU
(AutoAccounting
based on PJF)
Define accounting for miscellaneous

revenue
Required
OU
(AutoAccounting
based on PJF)
Define accounting for burden transaction

revenue
Required
OU
(AutoAccounting
based on PJF)
Define accounting for inventory revenue
Required
OU
(AutoAccounting
based on PJF)
Define accounting for work in process

revenue
Required
OU
(AutoAccounting
based on PJF)
Define accounting for supplier invoice

revenue
Required
OU
(AutoAccounting
based on PJF)
Define accounting for event revenue
Required
OU
(AutoAccounting
based on PJF)
Define accounting for unbilled receivables,

unearned revenue, and receivables
Required
OU
(AutoAccounting
based on PJF)
Define accounting for realized gains
Optional
OU
(AutoAccounting
based on PJF)
Define accounting for realized losses
Optional
OU
(AutoAccounting
based on PJF)
Define accounting for interproject

transactions
Optional
OU
(AutoAccounting
based on PJF)
Define invoice rounding account
Required
OU
Define accounting for invoice write-offs
Required
OU
Define additional expenditure types,

agreement types, billing cycles, invoice
formats, and supplier types for inter-project
billing
Optional
Site
Define an internal supplier for the provider

operating unit
Required
OU
Define an internal customer for the receiver Required

operating unit
OU
Define supplier sites for internal suppliers
Required
OU
Define bill to and ship to sites for internal

customer
Required
OU
Define internal billing implementation options Required
OU
Define provider and receiver controls
Required
OU
In Oracle E-Business Tax, set up tax for

internal Oracle Receivables invoices and
configure for each provider operating unit
Required
OU
In Oracle E-Business Tax, setup tax for

internal Oracle Payables invoices and
configure for each receiver operating unit
Required
Define provider and receiver projects
Required
OU
Define the Supplier Invoice Charge Account Required

for internal invoicing
OU
Implement Payables Open Interface

Workflow
Required
OU
Implement Inter-Project Billing extensions
Optional
Site
Define billing implementation options
Required
OU
Define retention invoice format
Required
OU
Define account for unbilled retention
OU
Install and implement Oracle Receivables
Required
OU
Define transaction types
Required
OU
Set profile options for project invoices
Required
OU
Define Automatic Accounting in Receivables Optional
OU
Define salespersons for sales credit
Optional
OU
Implement Receivables installation override Optional

extension
Site
Implement Receivables installation override Optional

extension
Site

Oracle Project Resource Management
Required
Site
Define additional requirement statuses,

candidate statuses, assignment approval
statuses, and assignment scheduling
statuses.
Optional
Site
Set the requirement status, candidate status,

and assignment status profile options
Site
Define advertisement rules
Optional
Site
Define team templates
Optional
Site
Define staffing priority codes
Optional
Site
Implement assignment approval workflow
Optional
Site
Implement assignment approval workflow

extensions
Optional
Site
Implement candidate notification workflow
Optional
Site
Implement candidate notification workflow

extension
Optional
Site
Define forecasting options
OU
Projects
Implementation
Super User
Implement Discoverer reporting
Required
Site
Perform Oracle Discoverer post-installation

tasks
Required
Site
Required
Site
System
Administrator
Enable workplan structure and workplan

versioning
Optional
OU
Define additional progress statuses
Optional
Projects
Implementation
Super User
Define work items
Optional
Site
Define workplan change reasons
Optional
Site
Set the profile option PA: Task Managers

Must be Project Members
Optional
Site
Set the profile option PA: Workplan Tasks

Default View
Optional
Site
Implement workplan workflow extension
Optional
Site
Enable Deliverables on Project Templates
Required
OU
Define a Deliverable Type
Required
Site
Define a deliverable status
Optional
Site
Implement Supply Chain Integration
Optional
Site
Implement Billing Integration
Optional
OU
Define financial plan types
Required
Site
Create additional period profiles
Optional
Site
Create additional spread curves
Optional
Site
Define planning resources
Optional
Site
Define resource breakdown structures
Optional
Site
Define planning rate schedules
Optional
OU
Define budget change reasons
Optional
Site
Implement integration with Microsoft Excel
Optional
Site
Define additional budget types
Optional
Site
Define additional budget entry methods
Optional
Site
Implement budgetary controls
Optional
Site
Implement budget integration
Optional
Site
Implement integration with the Budget

Execution module
Optional
Site
Implement client extensions for budgeting

and forecasting
Optional
Site
Implement workflow for budgeting and

forecasting
Optional
Site
Define control item classifications
Required
Site
Define control item statuses
Optional
Site
Define control item status lists
Optional
Site
Define additional control item priorities, level Optional

of effort, and source types
Site
Define control item types
Site
Required
Implement control item numbering extension Optional
Site
Implement issue and change workflow

extension
Optional
Site
Implement Microsoft Project integration
Required
Site
Define global business intelligence profile

options
Required
Site
Set default project performance reporting

options
Optional
Site
Define project performance reporting setup

options
Required
Site
Define custom measures
Optional
Site
Define page layouts
Optional
Site
Define row sets
Optional
Site
Create custom reports
Optional
Site
Define key performance areas
Optional
Site
Define performance statuses and indicators Optional
Site
Define performance rules
Required
Site
Define key performance area scoring rules
Required
Site
Configure e-mail notifications for automated Optional

status reports
Site
Schedule generation of exceptions and email notifications, and calculation of scores
Optional
Site
Set reporting pack address options
Required
Site
Set reporting pack processing option
Optional
Site
Create additional report templates
Optional
Site
Define reporting pack
Required
Site
Schedule the generation and distribution of

reports
Required
Site
Site
Projects
Implementation
Super User
Define display columns
Optional
Site
Implement commitments from external

systems
Optional
Site
Implement custom reporting strategy
Optional
Site
Implement commitment changes extension
Optional
Site
Implement project status inquiry extension
Optional
Site
Define additional project status report

sections
Optional
Site
Optional
Site
Project Super User
Define additional report types
Optional
Site
Optional
Site
Projects
Implementation
Super User
Define additional reporting cycles
Optional
Site
Define project status report reminder rules
Optional
Site
Define project status report workflow

extension
Optional
Site
Required
Site
System
Administrator
Define additional team member home page Optional

layouts
Site
Set the profile option PA: Team Home Page Optional

Layout
Site
Responsibility
Description of the setup
General Ledger Setup

System Administrator
Projects Implementation
Super User
Super User
Super User
Allow MOAC entry

Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Project Super User
Project Super User
Super User
Super User
Super User
Project Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Project Super User
Project Super User
Project Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Project Super User
Project Super User

Super User
Project Super User
Defined in PLM
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Workflow Builder
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Defined in Oracle Payables

or Oracle Purchasing
Super User
or Oracle Purchasing
Super User
Super User
Tax Managers
Tax Managers
Super User
Super User
Super User
Super User
Workflow Builder
Workflow Builder
Super User
Super User
Super User
Super User
Workflow Builder
Workflow Builder
Workflow Builder
Super User
Payables Manager
Payables Manager
Internet Expenses
Workflow Builder
Payables Manager
Inventory
Oracle Time & Labor

Super User
Purchasing Implementation
User
User
Super User
Super User
Receivables Manager
(Defined in Oracle
Receivables)
Super User
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Super User
Receivables Super User

Super User
Receivables Manager
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Purchasing Super User,

Payables Manager
or Purchasing
Receivables Manager
Purchasing Super User,
Payables Manager
or Purchasing
Receivables Manager
Super User
Super User
Tax Managers
Super User
Workflow Builder
Workflow Builder
Super User
Super User
Super User
Super User
Receivables Manager
Defined in Oracle
Receivables
Receivables Manager
Defined in Oracle
Receivables
Receivables Manager
Defined in Oracle
Receivables
Receivables Manager
Defined in Oracle
Receivables
Receivables Manager
Defined in Oracle
Receivables
Super User
Project Super User

Project Super User
Super User
Project Super User
Super User
Super User
Project Super User
Project Super User
Super User
Super User
Project Super User
Project Super User
Project Super User
Project Super User
Project Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Super User
Project Super User
Super User
Project Super User
Project Super User

Project Super User
Project Super User
Project Super User
Project Super User
Project Super User
Project Super User
Project Super User
Project Super User
Super User
XML Publisher
Administrator
Project Super User
Project Super User
Super User
Project Super User
Project Super User
Super User
Project Super User
Project Super User


Oracle R12 Projects Setup

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Oracle R12 Projects Setup

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Projects Application Module

Project Resource Management

Project Resource Management

Project Resource Management

Project Resource Management

Project Resource Management

Project Resource Management

Project Resource Management

Project Resource Management

Project Resource Management

Project Resource Management

Project Resource Management

Project Resource Management

Project Resource Management

Set the profile option

Set the profile option

Set the profile option GL: Ledger

Enable additional currencies you plan to use Optional - All

Set the profile option HR: Cross Business

Enable Multiple Organization Architecture

Define default operating unit for the project

Assign a Project Burdening Hierarchy for

Optional - PJC, PJB

Define GL and PA periods - MUST DO PJF- Required - All

Set the GL period status

Optional PJC, PJB

Define calendar types

Required - PJR, PJT

Define calendar types

Define calendar shifts and shift patterns

Required - PJR, PJT

Optional - PJR, PJT, PJC

Required - PJR, PJT

Required - PJR, PJT

Required - PJR, PJT

PA: Default Calendar

PA: Global Week Start Day

Optional PJC, PJT

Define job groups

Optional - PJC, PJB

Optional - PJC, PJB

Define job mapping

Optional - PJR, PJB, PJC

Set profile option PA Project Resource Job

Define rating scales

Define people, including address,

Run PRC: Maintain Project Resources

Optional - PJC, PJB, PJT

Required - PJR, PJT, PJL

Optional - PJC, PJB

Define project roles for organizations

Implement responsibility-based security

Set the profile option PA: Cross-Project User Optional - All

Set the profile option PA: Cross-Project User Optional - All

Set the profile option PA: View All Project

Implement role-based security

Optional - PJR, PJT, PJL

Implement organizational authority

Optional - PJC, PJR, PJT, PJL Site

Implement project security extension

Define security profiles and/or global security Optional - All

Set the profile option HR: Security Profile

Define additional task statuses

Define additional task types