oracle projets suite setup checklist
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Applies to:
Oracle Project Costing - Version 12.0.1 to 12.1.1 [Release 12.0 to 12.1]Oracle Project Foundation - Version 12.0.0 to 12.1.3 [Release 12.0 to 12.1]Oracle Project Portfolio Analysis - Version 12.0.0 to 12.1.3 [Release 12.0 to 12.1]Oracle Project Management - Version 12.0.1 to 12.1.3 [Release 12.0 to 12.1]Oracle Project Collaboration - Version 12.1.2 and laterInformation in this document applies to any platform.Checked for relevance on 4-Nov-2011
Abstract
Objective
How to Use This Note
As additional notes are created to explain the details of setting up the application,trouble shooting, etc those notes will be linked.
1. Project Foundation
1. Ledgers and Currencies2. Organization Definition3. Period and Calendar Defintion4. Implementation Options5. Resource Definition6. Rate Schedule Definition7. Role Definition8. Project and Organization Security9. Task Definition10. Project Definition11. System Administration and Maintenance
2. Project Foundation Features
1. Organization Forecasting2. Utilization3. Oracle Sales Integration4. Oracle Advance Product Catalog Integration5. Application Programming Interfaces (API's)
As you plan your implementation of Oracle Projects, we recommend that you consider the implementation issues discussed in the implementation users guide. Implementing a core system such as Oracle Projects is a complex and lengthy task. By carefully planning your implementation, you can save valuable time and prevent errors.
This note is intended to be an implementation checklist. It is to help a new or existing users of Oracle Projects to understand concepts and setup that may otherwise be dispersed across numerous implementation and user manuals. We hope that this enables you to streamline your project to reduce the time/cost of the effort and raise the value realized by using Oracle Projects.
3. Project Costing
1. Licensing2. Expenditure Definition3. Accounting for Costs
4. Project Costing Features
1. Non-Labor Costing2. Labor Costing3. Capital Projects4. Capitalized Interest5. Allocations6. Auto Allocations7. Burdening8. Cross Charge: Borrowed and Lent9. Cross Charge: Intercompany Billing10. Oracle Payables and Purchasing Migration11. Oracle Internet Expenses Integration12. Oracle Inventory Integration13. Oracle Project Manufacturing Integration14. Oracle Time and Labor Integration15. Supplier Payment Control
5. Project Billing
1. Licensing2. Revenue and Invoicing3. Agreements and Funding4. Customers5. Accounting for Revenue and Billing
6. Project Billing Features
1. Inter-Project Billing2. Customer Billing Retention3. Integration with Oracle Receivables
7. Project Resource Management
1. Licensing2. Project Staffing
8. Project Resource Management Features
1. Organization Forecasting for Resources
2. Reporting
9. Project Management
1. Licensing
10. Project Management Features
1. Workplan and Progress Management2. Project Deliverables3. Budgeting and Forecasting4. Issue and Change Managemetn5. Microsoft Project Integration6. Project Performance Reporting7. Performance Exceptions reporting8. Reporting Pack9. Project Status Inquiry (PSI)10. Project Status Reporting
11. Project Collaboration
1. Licensing2. Team Member Home
History
Details
Implementation Steps R12 Oracle Projects
The implementation checklist is made up of several checklists from the implementation users guide, one for each of the products in the Oracle Projects solution, as listed below:
• Oracle Project Foundation• Oracle Project Costing• Oracle Project Billing• Oracle Project Resource Management• Oracle Project Management• Oracle Project Portfolio Analysis• Oracle Project Collaboration
Author: Jodi L Jennings Create Date 29-APR-2010 Update Date 03-MAY-2010 Expire Date 30-APR-2020 (ignore after this date)
You will need to select the appropriate items in the check list, based on your implementation.
Below is the check list of items for implementing Oracle Projects:
Product Abbreviation and Product Name
Required - All Required for all products in Oracle Projects SuiteOptional - All Optional for all products in Oracle Projects SuitePJF - Project FoundationPJC - Project CostingPJB - Project BillingPJP - Project Portfolio AnalysisPJR - Project Resource ManagementPJT - Project ManagementPJL - Project Collaboration
As you plan your implementation of Oracle Projects, we recommend that you consider the implementation issues discussed in the implementation users guide. Implementing a core system such as Oracle Projects is a complex and lengthy task. By carefully planning your implementation, you can save valuable time and prevent errors.
This note is intended to be an implementation checklist. It is to help a new or existing users of Oracle Projects to understand concepts and setup that may otherwise be dispersed across numerous implementation and user manuals. We hope that this enables you to streamline your project to reduce the time/cost of the effort and raise the value realized by using Oracle Projects.
Projects Application Module Setup StepProject Foundation PJF-P1.1
Project Foundation PJF-P1.2Project Foundation PJF-P1.3Project Foundation PJF-P2.1Project Foundation PJF-P2.2
Project Foundation PJF-P2.3
Project Foundation PJF-P2.4
Project Foundation PJF-P2.5
Project Foundation PJF-P2.6Project Foundation PJF-P2.7Project Foundation PJF-P3.1
Project Foundation PJF-P3.2Project Foundation PJF-P3.3
Project Foundation PJF-P3.4
Project Foundation PJF-P3.5Project Foundation PJF-P3.6
Project Foundation PJF-P3.7
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-P5.1Project Foundation PJF-P5.2
Project Foundation PJF-P5.3Project Foundation PJF-P5.4
Project Foundation PJF-P5.5Project Foundation PJF-P5.6Project Foundation PJF-P5.7
Project Foundation PJF-P5.8Project Foundation PJF-P5.9
Project Foundation PJF-P5.10Project Foundation PJF-P6.1
Project Foundation PJF-P7.1Project Foundation PJF-P7.2Project Foundation PJF-P7.3Project Foundation PJF-P8.1Project Foundation PJF-P8.2Project Foundation PJF-P8.3Project Foundation PJF-P8.4Project Foundation PJF-P8.5Project Foundation PJF-P8.6Project Foundation PJF-P8.7
Project Foundation PJF-P8.8Project Foundation PJF-P8.9Project Foundation PJF-P9.1Project Foundation PJF-P9.2Project Foundation PJF-P9.3Project Foundation PJF-P10.1Project Foundation PJF-P10.2Project Foundation PJF-P10.3Project Foundation PJF-P10.4Project Foundation PJF-P10.5Project Foundation PJF-P10.6Project Foundation PJF-P10.7Project Foundation PJF-P10.8Project Foundation PJF-P10.9
Project Foundation PJF-P10.10
Project Foundation PJF-P10.11
Project Foundation PJF-P10.12Project Foundation PJF-P11.1Project Foundation PJF-P11.2Project Foundation PJF-P11.3
Project Foundation PJF-P11.4
Project Foundation PJF-P11.4Project Foundation PJF-P11.5Project Foundation PJF-P11.6Project Foundation PJF-P11.7
Project Foundation PJF-P11.8Project Foundation PJF-P11.9Project Foundation PJF-F1.1
Project Foundation PJF-F1.2Project Foundation PJF-F1.3Project Foundation PJF-F1.4Project Foundation PJF-F1.5Project Foundation PJF-F1.6Project Foundation PJF-F1.7Project Foundation PJF-F2.1Project Foundation PJF-F2.2
Project Foundation PJF-F2.3Project Foundation PJF-F2.4Project Foundation PJF-F2.5
Project Foundation PJF-F2.6Project Foundation PJF-F2.7Project Foundation PJF-F2.8Project Foundation PJF-F2.9Project Foundation PJF-F3.1Project Foundation PJF-F4.1Project Foundation PJF-F5.1Project Foundation PJF-F5.2Project Costing PJC-P1.1Project Costing PJC-P2.1Project Costing PJC-P2.2Project Costing PJC-P2.3Project Costing PJC-P2.4Project Costing PJC-P2.5Project Costing PJC-P2.6Project Costing PJC-P2.7Project Costing PJC-P3.1Project Costing PJC-P3.2Project Costing PJC-P3.3Project Costing PJC-P3.4Project Costing PJC-P3.5Project Costing PJC-P3.6
Project Costing PJC-P3.7Project Costing PJC-P3.8
Project Costing PJC-P3.9Project Costing PJC-P3.10Project Costing PJC-P3.11Project 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-P3.20Project Costing PJC-F1.1Project Costing PJC-F1.2
Project Costing PJC-F1.3Project Costing PJC-F2.1Project Costing PJC-F2.2Project Costing PJC-F2.3Project Costing PJC-F2.4Project Costing PJC-F2.5Project Costing PJC-F2.6Project Costing PJC-F2.7Project Costing PJC-F2.8Project Costing PJC-F2.9Project Costing PJC-F3.1Project Costing PJC-F3.2Project Costing PJC-F3.3Project Costing PJC-F3.4Project Costing PJC-F4.1Project Costing PJC-F4.2
Project Costing PJC-F4.3
Project Costing PJC-F4.4Project Costing PJC-F4.5
Project Costing PJC-F5.1Project Costing PJC-F6.1Project Costing PJC-F6.2Project Costing PJC-F6.3Project Costing PJC-F7.1Project Costing PJC-F7.2Project Costing PJC-F7.3Project Costing PJC-F7.4Project Costing PJC-F7.5Project Costing PJC-F7.6
Project Costing PJC-F7.7
Project Costing PJC-F7.8Project Costing PJC-F8.1Project Costing PJC-F8.2
Project Costing PJC-F8.3Project Costing PJC-F8.4Project Costing PJC-F8.5Project Costing PJC-F8.6Project Costing PJC-F9.1Project Costing PJC-F9.2
Project Costing PJC-F9.3Project Costing PJC-F9.4
Project Costing PJC-F9.5
Project Costing PJC-F9.6
Project Costing PJC-F9.7Project Costing PJC-F9.8
Project Costing PJC-F9.9
Project Costing PJC-F9.10Project Costing PJC-F9.11
Project Costing PJC-F9.12
Project Costing PJC-F9.13Project Costing PJC-F9.14Project Costing PJC-F9.15Project Costing PJC-F9.16Project Costing PJC-F9.17Project Costing PJC-F9.18Project Costing PJC-F9.19Project Costing PJC-F9.20Project Costing PJC-F10.1Project Costing PJC-F10.2
Project Costing PJC-F10.3Project Costing PJC-F10.4
Project Costing PJC-F10.5Project Costing PJC-F10.6Project Costing PJC-F10.7Project Costing PJC-F10.8
Project Costing PJC-F10.9Project Costing PJC-F11.1
Project Costing PJC-F11.2Project Costing PJC-F11.3Project Costing PJC-F11.4
Project Costing PJC-F11.5
Project Costing PJC-F12.1
Project Costing PJC-F12.2
Project Costing PJC-F13.1Project Costing PJC-F14.1Project Costing PJC-F14.2Project Costing PJC-F14.3
Project Costing PJC-F15.1Project Costing PJC-F15.2Project Costing PJC-F15.3Project Costing PJC-F15.4
Project Costing PJC-F15.5Project Costing PJC-F15.6Project Billing PJB-P1.1Project Billing PJB-P2.1
Project Billing PJB-P2.2Project 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-P2.11Project 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-P2.21Project Billing PJB-P3.1Project Billing PJB-P3.2
Project Billing PJB-P3.3Project Billing PJB-P3.4Project Billing PJB-P3.5Project Billing PJB-P4.1Project Billing PJB-P5.1Project Billing PJB-P5.2Project Billing PJB-P5.3Project Billing PJB-P5.4Project Billing PJB-P5.5Project Billing PJB-P5.6Project Billing PJB-P5.7
Project Billing PJB-P5.8Project Billing PJB-P5.9Project 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-P5.24Project Billing PJB-P5.25Project Billing PJB-P5.26
Project Billing PJB-F1.1
Project Billing PJB-F1.2Project Billing PJB-F1.3
Project Billing PJB-F1.4Project Billing PJB-F1.5Project Billing PJB-F1.6Project Billing PJB-F1.7
Project Billing PJB-F1.8
Project Billing PJB-F1.9Project Billing PJB-F1.10Project Billing PJB-F1.11Project Billing PJB-F1.12Project Billing PJB-F1.13Project Billing PJB-F2.1Project Billing PJB-F2.2Project Billing PJB-F2.3
Project Billing PJB-F3.1
Project Billing PJB-F3.2Project Billing PJB-F3.3
Project Billing PJB-F3.4
Project Billing PJB-F3.5
Project Billing PJB-F3.6
Project Resource Management PJR-P1.1
Project Resource Management PJR-P2.1
Project Resource Management PJR-P2.2
Project Resource Management PJR-P2.3
Project Resource Management PJR-P2.4
Project Resource Management PJR-P2.5
Project Resource Management PJR-P2.6
Project Resource Management PJR-P2.7
Project Resource Management PJR-P2.8
Project Resource Management PJR-P2.9
Project Resource Management PJR-F1.1
Project Resource Management PJR-F2.1
Project Resource Management PJR-F2.3
Project ManagementProject Management PJT-F1.1
Project Management PJT-F1.2Project Management PJT-F1.3Project Management PJT-F1.4
Project Management PJT-F1.5Project Management PJT-F1.6Project Management PJT-F1.7Project Management PJT-F2.1Project Management PJT-F2.2Project Management PJT-F2.3Project Management PJT-F2.4Project Management PJT-F2.5Project Management PJT-F3.1Project Management PJT-F3.2Project Management PJT-F3.3Project Management PJT-F3.4Project Management PJT-F3.5Project Management PJT-F3.6Project Management PJT-F3.7Project Management PJT-F3.8Project Management PJT-F3.9Project Management PJT-F3.10Project Management PJT-F3.11
Set the profile option PA: Licensed to Use Project Management
Project Management PJT-F3.12Project Management PJT-F3.13Project Management PJT-F3.14Project Management PJT-F3.15Project Management PJT-F4.1Project Management PJT-F4.2Project Management PJT-F4.3
Project Management PJT-F4.4Project Management PJT-F4.5Project Management PJT-F4.6Project Management PJT-F4.7Project Management PJT-F5.1Project Management PJT-F6.1Project Management PJT-F6.2Project Management PJT-F6.3Project Management PJT-F6.4Project Management PJT-F6.5Project Management PJT-F6.6Project Management PJT-F6.7Project Management PJT-F7.1Project Management PJT-F7.2Project Management PJT-F7.3Project Management PJT-F7.4Project Management PJT-F7.5
Project Management PJT-F7.6Project Management PJT-F8.1Project Management PJT-F8.2Project Management PJT-F8.3Project Management PJT-F8.4Project Management PJT-F8.5
Project Management PJT-F9.1Project Management PJT-F9.2Project Management PJT-F9.3Project Management PJT-F9.4Project Management PJT-F9.5Project Management PJT-F9.6Project Management PJT-F10.1Project Management PJT-F10.2Project Management PJT-F10.3
Project Management PJT-F10.4Project Management PJT-F10.5Project Management PJT-F10.6
Project Management PJT-F10.7
Project CollaborationProject Collaboration PJL-P2.1Project Collaboration PJL-P2.2
Set the profile option PA: Licensed to Use Project Collaboration
Setup Required / OptionalDefine ledger Required - All
Set the profile option GL: Ledger Required - AllEnable additional currencies you plan to use Optional - AllDefine locations Required - AllDefine organizations Required - All
Set the profile option HR: Cross Business Group Optional - All
Enable Multiple Organization Architecture Optional - All
Define default operating unit for the project expenditure organizations
Required - PJROptional - PJC
Define organization hierarchies and/or global organization hierarchies Required - AllAssign a Project Burdening Hierarchy for each business group Optional - PJC, PJBSet the profile option PA: Enable Enhanced Period Processing Optional PJC, PJB
Required - AllSet the GL period status Optional PJC, PJB
Define calendar types
Required - PJR, PJTOptional - PJC
Define calendar shifts and shift patterns
Required - PJR, PJTOptional - PJC
Define calendar exceptions Optional - PJR, PJT, PJC
Define calendarsRequired - PJR, PJT
Define GL and PA periods - MUST DO PJF-P4.1 DEFINE IMPLEMENTATION OPTIONS before this step is completed.
Define calendars Optional - PJC
Assign calendar shiftsRequired - PJR, PJTOptional - PJC
Set the following profile options: Required - PJR, PJTPA: Default Calendar Optional - PJCPA: Global Week Start DayPA: Availability/Over commitment Calculation PeriodPA: Percentage of Resource’s CapacityPA: Availability Duration
Define default calendar for the project expenditure organizationRequired - PJROptional – PJC, PJT
Run the Generate Calendar Schedules processRequired - PJROptional - PJC
Required - All
Define job groups
Required - PJROptional - PJC, PJB
Define job levels and job codes Required - PJR
Define jobs
Required - PJROptional - PJC, PJB
Define job mapping Optional - PJR, PJB, PJC
Required - PJRDefine rating scales Required - PJRDefine competencies Required - PJR
Required - PJROptional - All
Migrate resource data from other systems Optional - All
Define implementation options (System, Currency, Project Setup, Expnd/Costing, Billing, and Cross Charge)
Set profile option PA Project Resource Job Group, or define the job group for the organization
Define people, including address, assignment, job, supervisor and competencies
Run PRC: Maintain Project ResourcesRequired - PJROptional - PJC(utilization)
Define rate schedules Optional - PJC, PJB, PJT
Define rolesRequired - PJR, PJT, PJLOptional - PJC, PJB
Define role lists Optional - AllDefine project roles for organizations Optional - AllImplement responsibility-based security Optional - AllSet the profile option PA: Cross-Project User – View Optional - AllSet the profile option PA: Cross-Project User – Update Optional - AllSet the profile option PA: View All Project Resources Optional - AllImplement role-based security Optional - PJR, PJT, PJLImplement organizational authority Optional - PJC, PJR, PJT, PJLImplement project security extension Optional - All
Define security profiles and/or global security profiles Optional - AllSet the profile option HR: Security Profile Required - AllDefine additional task statuses Optional - PJTDefine additional task types Optional - PJTDefine additional task priorities Optional - PJTDefine additional statuses Optional - AllDefine additional classifications, class categories and class codes Optional - AllDefine services types Required - AllDefine project customer relationships Required - PJBDefine contact types Required - PJBDefine probability lists Optional - AllDefine resource lists Required - AllImplement resource classes Optional - PJTDefine planning resource lists Optional - PJT
Define resource breakdown structures Optional - PJT, PJC (allocations)
Define cycles
Required - PJBOptional - PJT
Define work typesRequired - PJROptional - PJC, PJB
Define Request Groups for Reporting and Processing Optional - AllDefine Responsibilities for Users Optional - AllDefine Additional Users Optional - All
Initiate Deferred Workflow Process
Required - PJROptional - PJF (utilization)
Initiate Deferred Workflow Process PJT (budgetary controls)Define Frequently Used Folders Optional - AllDefine Descriptive Flexfields Optional - AllDefine Additional Page Layouts Optional - All
Set the Profile Option PA: Highlight Starting Tasks: Number of Days Optional - AllGather Schema Statistics Optional - AllDefine additional status for Organization Forecasting Optional - PJC, PJR
Update status controls to include project in Organization Forecasts Required - PJC, PJRDefine an organization project type Required - PJC, PJRDefine an organization project template Required - PJC, PJRDefine organization forecasting options Required - PJC, PJRDefine adjustment reasons Required - PJC, PJRCalculate initial forecast amounts Required - PJC, PJRDefine unassigned time options Required - PJC, PJRDefine utilization categories Required - PJC, PJRSet the following profile options for utilization:
Required - PJC, PJR
PA: Require Work Type Entry for ExpendituresPA: Resource Utilization Calculation MethodPA: Utilization Manager Default Period TypePA: Utilization Manager Default Calculation MethodPA: Resource Utilization Period TypeSet up global profile options Required - PJC, PJRSet up organization security profiles Required - PJC, PJR
Required - PJC, PJRUpdate period and organization information Required - PJC, PJRSummarize financial and resource data Required - PJC, PJRImplement Oracle Discoverer Required - PJC, PJRImplement Oracle Sales opportunities with Oracle Projects Required - AllImplement Oracle Advanced Product Catalog Integration Required - AllDefine control actions Required - AllDefine source products Required - AllSet the profile option PA: Licensed to Use Project Costing RequiredDefine expenditure categories RequiredDefine revenue categories RequiredDefine units RequiredDefine expenditure types RequiredDefine transaction sources OptionalImplement transaction control extension OptionalImplement auto-approval extension OptionalDefine custom sources OptionalDefine journal line types OptionalDefine journal entry descriptions OptionalDefine mapping sets OptionalDefine account derivation rules OptionalDefine journal lines definitions Optional
Define Oracle Daily Business Intelligence for Projects Implementation Options
Define application accounting definitions OptionalDefine subledger accounting methods Optional
Assign application accounting definitions to a subledger account method OptionalAssign subledger accounting method to a ledger OptionalUpdate post-accounting program assignments OptionalDefine cross-entity balancing rules Optional
Define accounting for labor costs Optional
Define accounting for expense report costs Optional
Define accounting for usage costs Optional
Define accounting for miscellaneous costs Optional
Define accounting for burden transactions Optional
Define accounting for total burden costs Optional
Define accounting for WIP and Inventory costs Optional
Define accounting for supplier cost adjustments OptionalDefine non-labor resources RequiredDefine non-labor cost rates Required
Define non-labor cost rate overrides OptionalDefine labor costing multipliers OptionalDefine labor costing rulesDefine cost rate schedules OptionalAssign costing rule and rate scheduleDefine labor costing overrides OptionalImplement labor costing extension OptionalImplement labor transaction extension OptionalImplement overtime processing OptionalImplement overtime calculation extension OptionalImplement asset extensions OptionalDefine standard unit costs for asset cost allocations OptionalEnable retirement cost processing OptionalDefine proceeds of sale expenditure types OptionalDefine capitalized interest rate names RequiredDefine capitalized interest rate schedule Required
Specify default capitalized interest rate schedules for capital project types Required
Update project status controls to enable capitalized interest processing RequiredImplement the Capitalized Interest Extension Optional
Define allocation rules - shows how rule is used - no setup required. RequiredDefine AutoAllocation sets RequiredImplement Workflow for AutoAllocations RequiredImplement allocation extensions OptionalDefine cost bases and cost base types RequiredDefine burden cost codes RequiredDefine burden structures RequiredSet the profile option PA: Default Burden Schedule Type RequiredDefine burden schedules RequiredImplement burden costing extension Optional
Optional
RequiredDefine transfer price rules RequiredDefine transfer price schedules Required
RequiredDefine provider and receiver controls RequiredDefine accounting for borrowed and lent transactions RequiredImplement cross charge client extensions OptionalDefine transfer price rules RequiredDefine transfer price schedules Required
Enable the profile option PA: Create Incremental Transactions for Cost Adjustments Resulting from a Burden Schedule Recompilation
Set the Profile Option PA: Report Separate Burden Transactions with Source Resources
Define cross charge implementation options (for all operating units using borrowed and lent processing)
OptionalDefine an internal supplier for the provider operating unit Required
Define an internal customer for the receiver operating unit (global setup) RequiredDefine supplier sites for internal supplier (for each
Requiredreceiver operating unit)
RequiredDefine internal billing implementation options Required
Required
RequiredDefine an agreement for intercompany billing projects Required
Required
Define intercompany billing projects (for each provider operating unit) RequiredDefine provider and receiver controls (for each operating unit) RequiredDefine the Supplier Invoice Charge Account for internal invoicing RequiredImplement Payables Open Interface Workflow RequiredDefine accounting for intercompany billing transactions RequiredDefine accounting for provider cost reclassification RequiredDefine invoice rounding account for intercompany transactions RequiredImplement cross charge client extensions RequiredInstall and implement Oracle Payables and Purchasing RequiredSet the profile options for project-related document entry Required
Set the profile option PA: AP Discounts Interface Start Date (mm/dd/yyyy) OptionalDefine the Account Generator for the supplier invoice account Required
Define the Account Generator for project-related purchasing transactions RequiredSpecify a default supplier cost credit account OptionalDefine project-related distribution sets OptionalDefine Payables Descriptive Flexfields OptionalSet the following profile options:
Optional
PA: Transfer DFF with APPA: Transfer DFF with PO
Install and implement Oracle Internet Expenses Required
Set profile options to enable project-related expense report entry RequiredSet expense report approval profile options OptionalDefine the Project Expense Report Account Generator Required
Define additional expenditure types, agreement types, billing cycles, invoice formats, transaction sources, and supplier types for intercompany billing
Define bill to and ship to sites for internal customer (for each provider operating unit)
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
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
Define an intercompany project type and project template(for each Operating Unit)
Define a project-related expense report template in Oracle Payables Required
Install and implement Oracle Inventory Required
Define project-related transaction types in Oracle Inventory Required
Install and implement Oracle Project Manufacturing RequiredInstall and implement Oracle Time & Labor RequiredSet profile options for project-related timecards OptionalImplement client extensions to route and approve timecards OptionalInstall and implement Oracle
Required
Payables and Purchasing forintegration with Oracle ProjectCostingSet the PA: Pay When Paid profile option to Yes RequiredSet up a document style with complex payment terms RequiredEnable project for automatic release of pay when paid invoices RequiredImplement Send AR
OptionalNotification workflow and enable project for AR receipt notificationImplement Pay When Paid client extension OptionalSet the profile option PA: Licensed to Use Project Billing RequiredDefine Receivables System Options Required
Set up tax in Oracle E-Business Tax and assign tax classification codes RequiredDefine payment terms Required
Define rate schedules Optional
Define invoice formats Required
Define invoice print method Optional
Define credit types Required
Define event types Optional
Design and assign billing assignments Optional
Define percent complete revenue accrual and invoicing options Optional
OptionalSet the profile option: PA Interface Unreleased Revenue to GL Optional
Implement billing extensions Optional
Implement labor billing extension Optional
Implement billing cycle extension Optional
Implement retention billing extension Optional
Implement automatic invoice approve/release extension Optional
Implement the AR transaction type extension Optional
Implement the output tax extension Optional
Implement the revenue-based cost accrual extension Optional
Implement cost accrual billing extension OptionalDefine agreement types RequiredDefine agreement templates Optional
Set the profile option PA: Maintain Unbilled Receivables and Unearned Revenue Balances
Enter prepayment receivables activities OptionalImplement funding revaluation factor extension OptionalImplement Advanced Required extension OptionalDefine customers RequiredDefine custom sources OptionalDefine journal line types OptionalDefine journal entry descriptions OptionalDefine mapping sets OptionalDefine account derivation OptionalDefine journal lines definitions OptionalDefine application accounting definitions Optional
OptionalAssign a subledger accounting method to a ledger OptionalUpdate post-accounting program assignments Optional
Set the profile option PA: Selective Flexfield Segment for AutoAccounting Required
Define accounting for labor revenue Required
Define accounting for expense report revenue Required
Define accounting for usage revenue Required
Define accounting for miscellaneous revenue Required
Define accounting for burden transaction revenue Required
Define accounting for inventory revenue Required
Define accounting for work in process revenue Required
Define accounting for supplier invoice revenue Required
Define accounting for event revenue Required
Required
Define accounting for realized gains Optional
Define accounting for realized losses Optional
Define accounting for interproject transactions OptionalDefine invoice rounding account RequiredDefine accounting for invoice write-offs Required
Optional
Assign application accounting definitions to a subledger accounting method
Define accounting for unbilled receivables, unearned revenue, and receivables
Define additional expenditure types, agreement types, billing cycles, invoice formats, and supplier types for inter-project billing
Define an internal supplier for the provider operating unit RequiredDefine an internal customer for the receiver operating unit Required
Define supplier sites for internal suppliers RequiredDefine bill to and ship to sites for internal customer RequiredDefine internal billing implementation options RequiredDefine provider and receiver controls Required
Required
RequiredDefine provider and receiver projects RequiredDefine the Supplier Invoice Charge Account for internal invoicing RequiredImplement Payables Open Interface Workflow RequiredImplement Inter-Project Billing extensions OptionalDefine billing implementation options RequiredDefine retention invoice format RequiredDefine account for unbilled retention
Install and implement Oracle Receivables Required
Define transaction types RequiredSet profile options for project invoices Required
Define Automatic Accounting in Receivables Optional
Define salespersons for sales credit Optional
Implement Receivables installation override extension Optional
Required
Optional
Define advertisement rules Optional
In Oracle E-Business Tax, set up tax for internal Oracle Receivables invoices and configure for each provider operating unit
In Oracle E-Business Tax, setup tax for internal Oracle Payables invoices and configure for each receiver operating unit
Set the profile option PA: Licensed to Use Oracle Project Resource Management
Define additional requirement statuses, candidate statuses, assignment approval statuses, and assignment scheduling statuses.
Set the requirement status, candidate status, and assignment status profile options
Define team templates Optional
Define staffing priority codes Optional
Implement assignment approval workflow Optional
Implement assignment approval workflow extensions Optional
Implement candidate notification workflow Optional
Implement candidate notification workflow extension Optional
Define forecasting options OU
Implement Discoverer reporting Required
Perform Oracle Discoverer post-installation tasks Required
Required SiteEnable workplan structure and workplan versioning Optional
Define additional progress statuses OptionalDefine work items OptionalDefine workplan change reasons Optional
Set the profile option PA: Task Managers Must be Project Members OptionalSet the profile option PA: Workplan Tasks Default View OptionalImplement workplan workflow extension OptionalEnable Deliverables on Project Templates RequiredDefine a Deliverable Type RequiredDefine a deliverable status OptionalImplement Supply Chain Integration OptionalImplement Billing Integration OptionalDefine financial plan types RequiredCreate additional period profiles OptionalCreate additional spread curves OptionalDefine planning resources OptionalDefine resource breakdown structures OptionalDefine planning rate schedules OptionalDefine budget change reasons OptionalImplement integration with Microsoft Excel OptionalDefine additional budget types OptionalDefine additional budget entry methods OptionalImplement budgetary controls Optional
Implement budget integration OptionalImplement integration with the Budget Execution module OptionalImplement client extensions for budgeting and forecasting OptionalImplement workflow for budgeting and forecasting OptionalDefine control item classifications RequiredDefine control item statuses OptionalDefine control item status lists Optional
Define additional control item priorities, level of effort, and source types OptionalDefine control item types RequiredImplement control item numbering extension OptionalImplement issue and change workflow extension OptionalImplement Microsoft Project integration RequiredDefine global business intelligence profile options RequiredSet default project performance reporting options OptionalDefine project performance reporting setup options RequiredDefine custom measures OptionalDefine page layouts OptionalDefine row sets OptionalCreate custom reports OptionalDefine key performance areas OptionalDefine performance statuses and indicators OptionalDefine performance rules RequiredDefine key performance area scoring rules RequiredConfigure e-mail notifications for automated status reports Optional
OptionalSet reporting pack address options RequiredSet reporting pack processing option OptionalCreate additional report templates OptionalDefine reporting pack RequiredSchedule the generation and distribution of reports Required
SiteDefine display columns OptionalImplement commitments from external systems OptionalImplement custom reporting strategy OptionalImplement commitment changes extension OptionalImplement project status inquiry extension OptionalDefine additional project status report sections OptionalOptional SiteDefine additional report types Optional
Optional SiteDefine additional reporting cycles OptionalDefine project status report reminder rules Optional
Schedule generation of exceptions and e-mail notifications, and calculation of scores
Define project status report workflow extension Optional
Required SiteDefine additional team member home page layouts OptionalSet the profile option PA: Team Home Page Layout Optional
Setup Level ResponsibilitySite General Ledger Setup
System AdministratorSite Projects Implementation Super UserBusiness Group Projects Implementation Super UserBusiness Group Projects Implementation Super User
Site System Administrator
Site Projects Implementation Super User
Site Projects Implementation Super User
Site Projects Implementation Super UserSite Projects Implementation Super UserSite System Administrator
Ledger Projects Implementation Super UserLedger Projects Implementation Super User
Site Projects Implementation Super User
Site Projects Implementation Super UserSite Projects Implementation Super User
Site Projects Implementation Super User
OU (set at the responsibility level)
Site Projects Implementation Super User
Site Projects Implementation Super User
Site
Site Projects Implementation Super User
Site Projects Implementation Super User
OU Projects Implementation Super User
Business Group Projects Implementation Super UserSite Projects Implementation Super User
Business Group Projects Implementation Super UserBusiness Group Projects Implementation Super User
Site System AdministratorBusiness Group Projects Implementation Super UserBusiness Group Projects Implementation Super User
Business Group Projects Implementation Super UserSite Projects Implementation Super User
Site Projects Implementation Super UserOU Projects Implementation Super User
Business Group Projects Implementation Super UserSite Project Super UserSite Project Super UserSite System AdministratorSite System AdministratorSite System AdministratorSite System AdministratorSite Projects Implementation Super UserSite Projects Implementation Super UserSite
System AdministratorSite System AdministratorSite Projects Implementation Super UserSite Project Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserBusiness Group Projects Implementation Super UserSite Project Super UserBusiness Group Project Super User
Business Group Project Super User
Site Projects Implementation Super User
Site Projects Implementation Super UserSite System AdministratorSite / OU System AdministratorSite System Administrator
Site System Administrator
Business Group (need to be changed when adding new OU)
Site System AdministratorSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super User
Site System AdministratorSite System AdministratorSite Projects Implementation Super User
Site Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserOU Projects Implementation Super UserSite Projects Implementation Super User
Site System AdministratorSite Projects Implementation Super UserSite Projects Implementation Super User
Site Project Super UserSite Project Super UserSite Projects Implementation Super UserSiteSite Project Super UserSite Defined in PLMSite Projects Implementation Super UserSite Projects Implementation Super UserSite System AdministratorSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super User
Ledger Projects Implementation Super UserLedger Projects Implementation Super User
Ledger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super User
OU (AutoAccounting,Projects Implementation Super Userbased on PJF)
OU (AutoAccounting,Projects Implementation Super Userbased on PJF)
OU (AutoAccounting,Projects Implementation Super Userbased on PJF)
OU (AutoAccounting,Projects Implementation Super Userbased on PJF)
OU (AutoAccounting,Projects Implementation Super Userbased on PJF)
OU (AutoAccounting,Projects Implementation Super Userbased on PJF)
OU (AutoAccounting,Projects Implementation Super Userbased on PJF)
OU (AutoAccounting,Projects Implementation Super Userbased on PJF)
Site Projects Implementation Super UserOU (based on PJF) Projects Implementation Super User
OU (based on PJF) Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super UserOU (based on PJF) Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserOU Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite / Exclusions OU Projects Implementation Super UserSite Projects Implementation Super User
OU Projects Implementation Super User
Site Projects Implementation Super UserSite Projects Implementation Super User
OU Projects Implementation Super UserOU Projects Implementation Super UserSite Workflow BuilderSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserOU System AdministratorSite Projects Implementation Super UserSite Projects Implementation Super User
Site System Administrator
Site System AdministratorSite Projects Implementation Super UserSite Projects Implementation Super User
OU Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super User
See individual definitions Projects Implementation Super UserOU Defined in Oracle Payables or Oracle Purchasing
OU Projects Implementation Super User
OU Defined in Oracle Payables or Oracle Purchasing
OU Projects Implementation Super UserOU Projects Implementation Super User
OU Tax Managers
OU Tax ManagersOU Projects Implementation Super User
OU Projects Implementation Super User
OU Projects Implementation Super UserOU Projects Implementation Super UserOU Workflow BuilderOU Workflow BuilderOU Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super UserSiteSite System Administrator
Site Workflow BuilderSite Workflow Builder
Site Workflow BuilderOU Projects Implementation Super UserSite Payables ManagerSite Payables Manager
Site System AdministratorSite Internet Expenses
Site System AdministratorSite System AdministratorSite Workflow Builder
Site Payables Manager
Inventory
Site Oracle Time & LaborSite System AdministratorSite Projects Implementation Super User
Site System AdministratorResponsibility System AdministratorOU Purchasing Implementation UserProject Type, Project Projects Implementation User
Responsibility Projects Implementation Super UserSite Projects Implementation Super UserSite System AdministratorOU Receivables Manager (Defined in Oracle Receivables)
OU Projects Implementation Super UserSite Projects Implementation Super User
OU (based on PJF)
ProjectsImplementationSuper User
Site
ProjectsImplementationSuper User
Site
ProjectsImplementationSuper User
Site
ProjectsImplementationSuper User
Site
ProjectsImplementationSuper User
Site
ProjectsImplementationSuper User
Site (by Inventory Organization)
Site (by Inventory Organization)
Site (by Inventory Organization)
Site
ProjectsImplementationSuper User
Site System AdministratorOU (can vary by OU) System Administrator
Site
ProjectsImplementationSuper User
Site
ProjectsImplementationSuper User
Site
ProjectsImplementationSuper User
Site
ProjectsImplementationSuper User
Site
ProjectsImplementationSuper User
Site
ProjectsImplementationSuper User
Site
ProjectsImplementationSuper User
Site
ProjectsImplementationSuper User
Site
ProjectsImplementationSuper User
Site Projects Implementation Super UserOU
OU Receivables Super UserSite Projects Implementation Super UserSiteOU Receivables ManagerLedger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super User
Ledger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super User
Site (cannot vary by OU) 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 UserOU Projects Implementation Super UserOU Projects Implementation Super User
Site Projects Implementation Super User
OU (AutoAccounting based on PJF)
OU (AutoAccounting based on PJF)
OU (AutoAccounting based on PJF)
OU (AutoAccounting based on PJF)
OU (AutoAccounting based on PJF)
OU (AutoAccounting based on PJF)
OU (AutoAccounting based on PJF)
OU (AutoAccounting based on PJF)
OU (AutoAccounting based on PJF)
OU (AutoAccounting based on PJF)
OU (AutoAccounting based on PJF)
OU (AutoAccounting based on PJF)
OU (AutoAccounting based on PJF)
OU
Purchasing Super User, Payables ManagerDefined in Oracle Payables or Purchasing
OU Receivables Manager
OU
Purchasing Super User, Payables ManagerDefined in Oracle Payables or Purchasing
OU Receivables ManagerOU Projects Implementation Super UserOU Projects Implementation Super User
OU Tax Managers
OU Projects Implementation Super UserOU Workflow BuilderOU Workflow BuilderSite Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super User
OUReceivables ManagerDefined in Oracle Receivables
OUReceivables ManagerDefined in Oracle Receivables
OU System Administrator
OUReceivables ManagerDefined in Oracle Receivables
OUReceivables ManagerDefined in Oracle Receivables
SiteReceivables ManagerDefined in Oracle Receivables
Site System Administrator
Site Projects Implementation Super User
Site System Administrator
Site Project Super User
Site Project Super User
Site Projects Implementation Super User
Site
Site
Site
Site
Site
Site
System AdministratorOU Project Super User
Site Projects Implementation Super UserSite Projects Implementation Super User
Site System AdministratorSite System AdministratorSite System AdministratorOU Project Super UserSite Project Super UserSite Projects Implementation Super UserSiteOU Projects Implementation Super UserSite Project Super UserSite Project Super UserSite Project Super UserSite Project Super UserSite Project Super UserOU Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super User
Projects Implementation Super User
Projects Implementation Super User
Site Projects Implementation Super UserSiteSiteSiteSite Projects Implementation Super UserSite Projects Implementation Super UserSite Project Super User
Site Projects Implementation Super UserSite Project Super UserSiteSiteSite Project Super UserSite System AdministratorSite System AdministratorSite Project Super UserSite Project Super UserSite Project Super UserSite Project Super UserSiteSite Project Super UserSite Project Super UserSite Project Super UserSite Project Super UserSite
Site Projects Implementation Super UserSite System AdministratorSite System AdministratorSite XML Publisher AdministratorSite Project Super UserSite Project Super User
Site Projects Implementation Super UserSiteSiteSiteSiteSite Project Super UserProject Super UserSite Project Super User
Site Projects Implementation Super UserSite Project Super User
Projects Implementation Super User
Projects Implementation Super User
Site
System AdministratorSite Project Super UserSite System Administrator
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