Oracle Enterprise Project Management Solution

Oracle Enterprise Project Management Solution
Overview
Financials Application Overview
Copyright 2007, Oracle. All rights reserved.
Objectives
After completing this module, you should be able to do the

following:
Identify the key features of each product in the Oracle
Enterprise Project Management Solution
Describe Oracle Projects integration with other Oracle
Applications
Agenda
Products in the Oracle Enterprise Project Management

Solution
Oracle Projects integration with other Oracle
Applications
Oracle Enterprise Project Management Solution

Project
Initiatives
Sales
Delivery
Research
Portfolio Management
Financials
Project
Management
Construction
Information
Technology
Product
Development
Marketing
Enterprise
Integration
Resource
Management
Supply Chain
Global
Project
Repository
Collaboration
HR
Sales
Accounting and
Operations
Enterprise and Project Insight

Personalized Role-Based Views
Asset
Management
Documents
Oracle Project Foundation
PA Periods
Calendars
Projects & Tasks

Organization
Forecasting
Organizations
Utilization
Resources
Security
Multilingual
Support
Oracle Project Foundation: Common Functionality
Oracle Project Costing

Adjustments
Collect
Costs
Manage
Costs
Cross Charge
Burdening
Track Actual & Committed Costs
Cost Collection
and Accounting
Oracle Project
Costing
Allocations
Asset Capitalization
Oracle Project
Costing Features
Oracle Project Billing
Billing Methods
Accrue Revenue
Time & Materials
Automatic Generation
Fixed Price
Funding Limit Mgmt.
% Spent
Manage Backlog
& Margin
Track Project
Billings
% Complete
Milestone
Cost
Reimbursable
Generate Invoices
Online Review & Approval
Drilldown to Detail
Collect
Receivables in
Oracle
Receivables
Oracle Project Resource Management
Self-Service Entry
Demand:
Project Managers'
Needs
Supply:
Individuals' Skills
& Schedule
Deploy
Global Resource
Pool
Search for Matches
Skills
Schedule
Location
Hard / Soft Book

Approvals
Notifications
Ongoing Updates
Share Single Resource Definition with HR Apps

Skills Management / Recruiting / Training
Assess Worldwide Resources Across Boundaries
Oracle Project Management
Execute
Plan
Execute Work
Share Documents
Raise Issues
Plan Work
Set up Budget
Control
Collect Progress
Manage Changes
Forecast at Completion
Manage Performance
View Exceptions
Communicate Status
Oracle Project Collaboration

Team
Members
Team
Collaboration
Employees
Coordinate
Work
Contingent
Workers
Structured
Project
Workspace
Share Documents
Resolve
Issues
Customers
Oracle Project Portfolio Analysis

Submit projects
Project Manager
Create portfolio
Create & initiate

planning cycle
Collect projects
& build scenarios
Compare scenarios
Close planning
cycle
Submit plan
Recommend
scenarios
Portfolio Analyst
Approve plan
Portfolio Approver
Portfolio Planning Flow

Oracle Daily Business Intelligence for Projects
Example HTML
Reports
Example Performance
Measures
Billable Utilization %
Projects Actual
Profitability
Revenue
Projects Cost Trend

Capital Projects
Cost Detail
Cost
Example Dimensions
Project Type
Project Classification
Expenditure Type
Oracle Daily Business Intelligence for Projects: Cross-Project Reporting
Example Projects Business Flow
Define
Project
Define
Staff
Budgets Project
&
Forecasts
Collect Revenue
Costs
&
Invoices
Collaborate on Project
Execution
Reporting and Analysis
Agenda
Products in the Oracle Enterprise Project Management

Solution
Oracle Projects integration with other Oracle
Applications
Oracle Projects Integration with Other Oracle

Applications
Oracle Applications Integrated with Oracle Projects
Oracle Product Lifecycle Management
Oracle Assets
Oracle Asset Tracking
Oracle Cash Management
Oracle General Ledger
Oracle Grants Accounting
Oracle Human Resources
Oracle Internet Expenses
Oracle Internal Controls Manager
Oracle Inventory
Oracle Applications that are integrated with Oracle Projects
Oracle Projects Integration with Other Oracle

Applications (continued)
Oracle Applications Integrated with Oracle Projects
Oracle Master Scheduling & Supply Chain Planning
Oracle Project Contracts
Oracle Project Manufacturing
Oracle Payables and Oracle Purchasing
Oracle Receivables
Oracle Sales
Oracle Shipping Execution
Oracle Subledger Accounting
Oracle Time & Labor
Oracle Workflow
Oracle Applications that are integrated with Oracle Projects

Create
lifecycle
tracking
project
Associate project
with an item or
item revision
Projects
Items and
item
revisions
Track and report

progress of item by
lifecycle phase
Oracle Projects
Oracle Assets
FA Mass
Additions
Table
Generate
Asset
Lines
Asset Cost Lines

and Retirement
Cost Lines
Post Mass
Additions
Oracle Assets
Interface
Asset Costs
and/or
Retirement
Costs to
Oracle Assets
Oracle Projects
Oracle
Subledger
Accounting
Tieback
Asset
Lines
Transfer
to Oracle
General
Ledger
Oracle Assets and Oracle

Subledger Accounting
Oracle Asset Tracking

Oracle Purchasing
PO Receiving
Oracle Inventory
Transfers
Move Orders
Issues to Project
Misc. Issues
Misc. Receipts
Physical Inventory
Count Cycle
Oracle Asset
Tracking
Create Install Base
Instances
Manage Usage
Oracle Project
Costing
Manage Costs
Interface to Assets
Oracle Assets
Track Location
Depreciate Assets
Create Project
Expenditures
Oracle Payables
Create Assets
Invoice Price
Variances
Update Asset Location

Oracle EIB: Asset
Deployment
PO Receiving
In Service
Out of Service
Item Move
Process Retirements
Adjust Asset Cost
Summary of Oracle
processes that track internal
products and assets
Oracle Order
Management
Internal Sales Order
Release
Internal Sales Order
Shipment
Oracle Cash Management
Project Outflow Examples
Project Inflow Examples

Customer invoices in
Oracle Receivables
Supplier invoices
Project billing events
Project transactions
(usage, labor, and
miscellaneous
transactions)
Expense reports
Project inflow budgets

Generate cash
forecasts by
project
Purchase orders
Requisitions
Oracle Cash
Management

Cost and
Revenue
Distribution
Lines
GL
Interface
Tables
Journal
Import
Accounting
Events
Accounting
Entries
GL Journal
Tables
Oracle Projects and Oracle Subledger

Accounting
GL Posting
Bottom-Up Budget Integration

Enter project budget and
create baseline.
Top-Down Budget Integration
Budget journal entries

created in Oracle
General Ledger
Enter project budget and

create baseline.
Encumbrance journal
entries created in Oracle
General Ledger
Oracle Projects
Oracle Grants Accounting
Use awards to
manage grants.
Award
Fund projects
Project
Project
Use projects to manage
grant-funded activities.
Jobs
Employees
Entities
shared with
Oracle
Projects
Business
Group
Definitions
Oracle
Projects
Organizations
and
Organization
Hierarchies
Oracle Projects

Enter and submit
project-related
expense reports
Invoices
Accrual basis
Expense
Reports
Cash basis
Validate invoice
and create
accounting
Approve and audit

expense reports
Validate and pay

invoice
Payments
Run Expense
Report Export
Continued
Oracle Payables

Continued
Accrual basis
Cash basis
Interface expense
reports from
Oracle Payables
Import
transactions
Transaction
Import Tables
Expenditure
Items Table


Define an audit
project type
Create audit
project
Create audit
project template
Complete
project
setups
Define scope
of audit project
Create or update
audit procedures
Build audit Tasks

Associate audit
procedures with
template tasks
Execute audit
procedures
Evaluate risks
Evaluate
processes
Evaluate
organizations
Oracle Projects
Oracle Inventory
Issues and
Receipts
Transaction
Import Interface
Table
Process costs
Costed
Transactions
Collect costs
Import
transactions
Correct
transactions
Expenditures
Transfer costs
to Oracle
Project Costing
Oracle Inventory
Oracle Master Scheduling/MRP and Supply Chain

Planning
Define
Deliverable
Deliverables
Define
Planning
Attributes
Demand
Schedule
Generate or
Relieve
Demand for the
Deliverable
Oracle Projects
Oracle Master Scheduling/MRP

and Supply Chain Planning
Oracle Payables (Accrual)

Supplier cost with accrual basis processing flow
Match to purchasing
document
Enter supplier
invoice
Import supplier
invoice
Invoices
Unaccrued
Invoice
Distributions
Payments
Oracle Payables
Oracle Project
Costing
Discounts
Interface Supplier
Costs
Track as
committed costs
Expenditures
Oracle Payables (Cash)

Supplier cost with cash basis processing flow
Match to purchasing
document
Enter supplier
invoice
Import supplier
invoice
Invoices
Payments
Oracle Payables
Oracle Project
Costing
Interface Supplier
Costs
Payments and
Discounts
Track as
committed costs
Expenditures
Oracle Purchasing
Enter requisitions in Oracle
Purchasing or Oracle iProcurement
Oracle Purchasing
AutoCreate or enter
purchase orders
Requisitions
Purchase
Orders
Record
receipts
Receiving
Transactions
Perpetual Receipt Accruals

Track as
committed costs
Interface Supplier
Costs
Expenditures

Assign a
Master Project
to the
Contract
Contract
Shared with Oracle

Project Contracts
Projects
Initiate
Billing for
a Contract
Deliverable
Create
Project
Agreement
from the
Funding
Workbench
Billing Events
Collect
and Report
on Project
Costs
Generate
Invoices
and
Revenue
Agreements
Oracle Projects
Oracle Project Manufacturing

Associate
project
references
throughout
the
manufacturing
process
Transaction
Import
Interface
Table
Cost
Collector
Process
Oracle Project
Manufacturing
Oracle Project
Manufacturing
Transaction
Import
Expenditures
Oracle Cost
Management
Oracle Projects
Oracle Receivables
Tieback
Invoices
Interface
Invoices to
Oracle
Receivables
Released
Invoices
GL
Interface
Tables
AR
Interface
Tables
Transfer to
Oracle General
Ledger
AutoInvoice
Import
Subledger
Accounting
Entries
Flow of information between Oracle Projects, Oracle

Receivables, Oracle Subledger Accounting, and
Invoice
Tables
Submit
Accounting
Oracle Sales
Create a
Sales
Opportunity
Create Project Requests
Project
Request
Sales
Opportunities
Create Project
from a Project
Request
Update
Opportunity
Information
Oracle Sales
Update Project Information
Oracle Projects
Projects

Define
Deliverable
Shipping
Request
Deliverables
Define
Shipping
Attributes
Perform
Shipping
Transaction
and Delivery
Initiate
shipping of the
deliverable
Oracle Projects
Oracle Subledger Accounting
Oracle Projects
Oracle Subledger
Accounting
Generate accounting
events and create
accounting
Oracle General
Ledger
Transfer journal
entries to GL
Oracle Projects predefines setup for Oracle Subledger Accounting so

that Oracle Subledger Accounting accepts the default accounting
information from Oracle Projects without change.
Oracle Time & Labor
Oracle
Time &
Labor
Enter and submit timecards

Approve timecards
Transfer time to Oracle Projects and import
transactions
Oracle
Projects
Distribute labor costs

Generate cost accounting events
Create accounting and transfer to GL
Processing flow for project-related timecards
Oracle Workflow
Enter Project
Submit Project
Use workflow
for project
status change?
No
Yes
Oracle Workflow:
Route project for
approval
Update project
status
For example, use Oracle Workflow to route projects
for approval.
Summary
In this module, you should have learned how to:

Identify the key features of each product in the Oracle
Enterprise Project Management Solution
Describe Oracle Projects' integration with other Oracle
Applications

Oracle Enterprise Project Management Solution

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Oracle Enterprise Project Management Solution

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Oracle Enterprise Project Management Solution

Financials Application Overview

Copyright 2007, Oracle. All rights reserved.

After completing this module, you should be able to do the

Copyright 2007, Oracle. All rights reserved.

Products in the Oracle Enterprise Project Management

Copyright 2007, Oracle. All rights reserved.