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TRANSCRIPT
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TABLE OF CONTENTS
OVERVIEW ............................................................................................................................................................. 3
RELEASE FEATURE SUMMARY ................................................................................................................................ 4
ORACLE PROJECT PORTFOLIO MANAGEMENT CLOUD............................................................................................ 5
ORACLE FUSION PROJECT COSTING ..................................................................................................................... 18
ORACLE FUSION PROJECT RESOURCE MANAGEMENT .......................................................................................... 23
ORACLE FUSION PROJECT MANAGEMENT ........................................................................................................... 27
POST-UPGRADE CONSIDERATION ........................................................................................................................ 32
REVISION HISTORY ............................................................................................................................................... 35
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OVERVIEW
This guide outlines the information you need to know about new or improved functionality in Oracle
Project Portfolio Management Release 8. Each section includes a brief description of the feature, the
steps you need to take to enable or begin using the feature, any tips or considerations that you should
keep in mind, and the resources available to help you.
Give Us Feedback
We welcome your comments and suggestions to improve the content. Please send us your feedback to:
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RELEASE SUMMARY
Some of the new Release 8 features are automatically visible to users after the upgrade and some
require action from the user, the company administrator, or Oracle.
The table below offers a quick view of the actions required to enable each of the Release 8 features.
Action Required to Enable Feature
Feature Automatically
Available
End User Action
Required
Administrator Action
Required
Oracle Service Request Required
Oracle Project Portfolio Management Cloud
Enhanced Cloud: File-Based Data Loaders
Real-Time Insight: Oracle Fusion Transactional Business Intelligence Enhancements
Oracle Fusion Project Costing
Integration with Oracle Fusion Time and Labor
Oracle Fusion Project Resource Management
Analyze Actual Utilization
Simplified Assignment Maintenance
Oracle Fusion Project Management
Enhanced Project Planning
Review Resource Allocation to Projects
Upgrade Consideration
Post-upgrade Consideration
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ORACLE PROJECT PORTFOLIO MANAGEMENT CLOUD
Release 8 contains the following key changes and updates:
Enhanced Cloud: File-Based Data Loaders
Real-Time Insight: Oracle Fusion Transactional Business Intelligence Enhancements
ENHANCED CLOUD: FILE-BASED DATA LOADERS
The new file-based data loaders enable you to import key project data into Oracle Project Portfolio
Management. This interface is designed to enable you to create an upload file based on a Microsoft
Excel template. You then use this template to create a CSV file. To process the file you upload it to the
cloud server, run a process to load the data for import, and finally import the data. The application
produces an output report with information about successes and failures.
The following table provides information about each new file-based data loader.
Object Product
Projects Oracle Fusion Project Foundation
Project Budgets Oracle Fusion Project Control
Project and Task Transaction Controls Oracle Fusion Project Foundation
Resource Actual Hours Oracle Fusion Project Resource Management
Resource Requests Oracle Fusion Project Resource Management
Tasks Oracle Fusion Project Foundation
Work Plans Oracle Fusion Project Management
EXAMPLE: IMPORTING ACTUAL RESOURCE HOURS
To import actual resource hours:
1. Download the template from Oracle Enterprise Repository (OER).
a. Log into OER.
b. Search for the type File Based Data Import and product family Projects.
c. Select Resource Actual Hours Import.
d. From the Details tab, download the .xlsm file.
2. Enter the data in the template.
a. Open the .xlsm file and review the instructions on the Instructions and CSV Generation
tab.
b. Enter resource actual hours information on the PJR_ACTUAL_HOURS_INTERFACE tab.
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The following figure illustrates an example of resource actual hours. Columns have
additional information such as a description, data type, and character limits that you can
access as embedded notes in each column header.
3. Generate Comma Separated Values (CSV) files.
a. Click the Generate CSV File button on the Instructions and CSV Generation tab.
IMPORTANT: If the Generate CSV File button does not work and you get a security
warning, then you need to enable macros in Microsoft Excel from the warning.
b. Save the PjrActualHoursInterface CSV file and zip file.
4. Upload the CSV file to Universal Content Management (UCM).
a. Click the Navigator icon in the application and then select File Import and Export from
the Tools menu. The following figure illustrates the selection.
b. Click the Create icon to upload a new file.
c. Click the Browse button and then select the zip file that you saved.
d. Select the pjr/projectResourceManagement/import account.
e. Wait for the file to upload.
5. Load the files into the open interface tables.
a. Click the Navigator icon in the application and then select Scheduled Processes from
the Tools menu.
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The following figure illustrates the selection.
b. Click the Schedule New Process button.
c. Select the Load Interface File for Import process. The following figure illustrates the
process selection.
d. Click the OK button.
e. Select Import Resource Actual Hours as the import process and then select the data file
that you uploaded to Universal Content Management.
f. Click the Submit button.
g. Click the OK button for the confirmation message.
h. Click the Close button.
i. Click the Refresh icon and monitor the process until it is complete.
6. Import the data.
a. Click the Schedule New Process button.
b. Select the Import Resource Actual Hours process. The following figure illustrates the
process selection.
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c. Click the OK button.
d. Click the Submit button.
e. Click the OK button for the confirmation message.
f. Click the Close button.
g. Click the Refresh icon and monitor the Import Resource Actual Hours and the Import
Resource Actual Hours Execution Report processes until they are complete.
7. Review the output report and verify the data.
a. Select the Import Resource Actual Hours Execution Report process.
b. In the Output section, click the Default Document link.
c. Review the output report.
IMPORTANT: In this example, you must also submit the Update Resource Utilization Data process from
the Scheduled Processes page to update the utilization data on the Resource Manager Dashboard.
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STEPS TO ENABLE
This feature is enabled automatically.
TIPS AND CONSIDERATIONS
To correct errors, review the error message details in the output text report and correct the
data in the CSV file. Load the data again and submit the import process. Include only the records
that can’t be processed and delete the remaining records which were successfully processed in
the CSV file. Refer to the sections Loading the Data and Importing the Loaded Data for the steps
to be following to load the data and import the loaded data into the application tables.
You can only import new objects. You can’t update existing objects.
You can’t reorder or remove columns in the spreadsheet, but you can hide columns that are not
needed.
Task Import:
o The sequencing of tasks in the spreadsheet determines the task outline. The task
sequence must reflect the task structure.
o You can add the subtask to a new task or to a task that already exists in Oracle Fusion
Project Foundation.
Work Plan Import: Before you import work plans, you must ensure that all resources already
exist as project enterprise resources.
KEY RESOURCES
For information on importing actual resource hours, see the Oracle Enterprise Repository.
Release Training for Oracle Fusion Applications Release 8
o Fusion Project Management Enhancements: Effectively Integrate Your Projects with
Enterprise Applications and Provision Project Users
o Fusion Project Portfolio Enhancements: Importing Data Using Open Interfaces
REAL-TIME INSIGHT: ORACLE FUSION TRANSACTIONAL BUSINESS INTELLIGENCE ENHANCEMENTS
Report on project information using Oracle Fusion Transactional Business Intelligence. You can leverage
a set of new subject areas in Release 8.
Subject Area Product
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Subject Area Product
Project Resource Supply Oracle Fusion Project Resource Management
Project Planning Oracle Fusion Project Management
Project Resource Request Oracle Fusion Project Resource Management
Project Resource Assignment Oracle Fusion Project Resource Management
Expenditure Item Performance Oracle Fusion Project Costing
PROJECT RESOURCE SUPPLY
Report on resource supply as a fact using the Resource Supply subject area in Oracle Fusion
Transactional Business Intelligence. The fact contains information such as the cost rate, bill rate,
resource calendar, and whether resource availability and staffing is managed by resource managers.
Report on the fact using dimensions such as the resource pool, primary project role, and resource
qualifications and proficiencies.
The Resource Supply subject area in Oracle Fusion Transactional Business Intelligence enables resource
managers and project managers to create reports to track resource supply. For example, the reports can
answer business questions about the competencies and proficiencies for all resources in a resource pool,
the number of resources that are highly skilled in a particular competency, and which resources are
currently unassigned.
Note: Capacity time represents the total usable time based on each resource's calendar.
The following metrics are available in the Project Resource Supply fact:
Count of Qualifications
Count of Resources
Capacity Time
Capacity Time Excluding Assignments
Capacity Time Excluding Assignments and Nonproject Events
Nonproject Event Time
The following dimensions are available:
Project Assignment Dates Dimension
Project Request Dates Dimension
Project Dimension
Project Role Dimension
Qualification Dimension
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Assignment Dimension
Request Dimension
Resource Dimension
Supply Dimension
Time Dimension
PROJECT PLANNING
The Project Planning subject area enables users to effectively report on metrics related to the project
plan, including cost, schedule, effort, and bill metrics at the project and task assignment levels. Variance
analysis can be performed using many of the key metrics.
Project managers can easily create custom reports with real-time project plan data.
The following metrics are available in the Project Planning fact:
Actual Expense Amount
Actual Hours
Actual Labor Bill Amount
Actual Labor Cost
Effort in Days
Effort in Hours
Expense Amount
Labor Bill Amount
Labor Cost
Remaining Expense Amount
Remaining Hours
Remaining Labor Bill Amount
Remaining Labor Cost
Task Percent Complete
Total Actual Cost
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Total Cost
Total Remaining Cost
The following dimensions are available:
Employee
Primary Task Assignment Resource
Project
Project Plan Dates
Project Plan Details
Project Planning Measures
Project Progress Status
Resource
Resource Class
Sprint
Task
Task Hierarchy
Time
IMPORTANT: Project Planning subject area for real-time reporting does not include:
Project and task codes
Project resource allocation information
PROJECT RESOURCE REQUEST
Report on project resource requests as a Project Resource Request fact using the Project Resource
Management - Resource Management Real Time subject area in Oracle Fusion Transactional Business
Intelligence. The fact contains information such as the total number of requested hours, target cost rate,
and target bill rate. Report on the fact using dimensions such as resource, project, time, request status,
request type, project role, qualifications, and proficiencies.
You can create reports to track resource demand. For example, the reports can answer business
questions about requests that are open and awaiting fulfillment, the most commonly requested
qualifications, and the potential revenue and margin for open project resource requests.
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The following metrics are available in the Project Resource Request fact:
Count of Requests
Count of Requests More Than One Week From The Requested Start Date
Count of Requests Past Requested Start Date
Count of Requests Within One Week Of The Requested Start Date
Days to Requested Finish Date
Days to Requested Start Date
Hours on Open Resource Requests
Project Resource Request Total Requested Hours
Target Bill Rate
Target Cost
Target Cost Rate
Target Margin
Target Margin Rate
Target Profit
Target Revenue
The following dimensions are available:
Project Assignment Dates Dimension
Project Request Dates Dimension
Project Dimension
Project Role Dimension
Qualification Dimension
Assignment Dimension
Request Dimension
Resource Dimension
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Supply Dimension
Time Dimension
PROJECT RESOURCE ASSIGNMENT
Report on resource assignments as a fact using the Project Resource Assignment subject area in Oracle
Fusion Transactional Business Intelligence. The fact contains information such as the total number of
assigned hours, cost rate, and bill rate. In addition, report on the fact using dimensions such as resource,
project, time, assignment status, request type, and project role.
You can create reports to track resource assignments. For example, the reports can answer business
questions about resource assignments for a resource pool that are ending soon and active resource
assignments for the quarter or other time period.
The following metrics are available in the Project Resource Assignment fact:
Count of Assignments
Assignment Time
Days To Assignment Finish Date
The following dimensions are available:
Project Assignment Dates Dimension
Project Request Dates Dimension
Project Dimension
Project Role Dimension
Qualification Dimension
Assignment Dimension
Request Dimension
Resource Dimension
Supply Dimension
Time Dimension
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EXPENDITURE ITEM PERFORMANCE
Use the Expenditure Item Performance subject area to understand performance of the expenditure item
with respect to the cost distribution at the granular level. Review inception-to-date cost for core
dimensions such as project, task, and expenditure type. Display revenue and invoice amounts associated
with each expenditure item.
Create WIP reports to display activity on the recent transactions for a project that includes the cost,
revenue, and invoice amounts. The Expenditure Item Performance subject area allows listing of
transactions that are awaiting revenue, billing, or both.
The following metrics are available in the Expenditure Item Performance fact:
Capitalization Measures
o Capitalizable Cost
o Capitalizable Cost in Transaction Currency
o Capitalizable Raw Cost
o Capitalizable Raw Cost in Transaction Currency
o Noncapitalizable Cost
o Noncapitalizable Cost in Transaction Currency
o Noncapitalizable Raw Cost
o Noncapitalizable Raw Cost in Transaction Currency
Expenditure Item Measures
o Burden Cost
o Burden Cost in Transaction Currency
o Cost
o Cost in Transaction Currency
o Quantity
o Raw Cost
o Raw Cost in Transaction Currency
Invoice Amount
Revenue Amount
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The following dimensions are available:
Capitalization Details
Currency Exchange Details
Effort Details
Employee
Expenditure Class
Expenditure Item Billing Details
Expenditure Item Details
Expenditure Item Revenue Details
Expenditure Type
Item
Job
Legal Entity
Nonlabor Resource
Organizations
Original Source References
Processing Details
Project
Receiver Ledger Currency Exchange Details
Supplier
Task
Task Hierarchy
Work Type
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STEPS TO ENABLE
This feature is enabled automatically.
TIPS AND CONSIDERATIONS
If you use the Task Hierarchy dimension for reporting, then you must submit the Denormalize Task
Structure Hierarchies for Business Intelligence process to include the latest project data in Oracle
Fusion Transactional Business Intelligence (OTBI) reports.
When you manage projects in Oracle Fusion Project Foundation, the task structure is denormalized
when you first save the project plan. Subsequently, when you add, delete, move, or change the
indentation of tasks, you can synchronize project updates from the project plan.
If you manage projects using Oracle Fusion Project Management, you can run the denormalization
process only from the Scheduled Processes page.
KEY RESOURCES
Release Training for Oracle Fusion Applications Release 8
o Oracle Fusion Project Resource Management Enhancements: Effectively Manage Your
Resource Assignments and Utilization
o Fusion Project Management Enhancements: Improved Usability and Reporting for
Managing Projects
o Fusion Project Costing Cloud Service: Miscellaneous Enhancements
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ORACLE FUSION PROJECT COSTING
Release 8 contains the following key changes and updates:
Integration with Oracle Fusion Time and Labor
INTEGRATION WITH ORACLE FUSION TIME AND LABOR
Oracle Fusion Time and Labor automates the entire time and attendance record-keeping process and
includes integration with Oracle Fusion Project Costing, Oracle Fusion Absence Management, and Oracle
Fusion Global Payroll. You can define values in any of these applications and make them available to
specific groups of people to use for time entry. For example, you can use projects, tasks, and
expenditure types in project-related time cards.
Oracle Fusion Time and Labor provides an intuitive interface for time entry and approval, using either
calendar entry or the traditional time card. You can configure entry or calculation rule templates to
create rules that meet your business requirements. The application validates time entries at the point of
submission and initiates approvals based on approval rules. After a time entry is approved, you can
initiate a transfer process to transfer the time entry to the application that requires the information,
including Oracle Fusion Project Costing.
CALENDAR-BASED TIME ENTRY
A worker can quickly report time from a calendar for either a single day or a range of days. You can
configure the display of fields and designate which time entry values workers must enter.
CONFIGURABLE TIME CARD APPROVAL RULES
Workers and administrators can enter time in either weekly or biweekly time cards. You can use layout
sets to configure the display and usage of all time entry fields for a time card. An administrator can
create, modify, or view time cards to make adjustments or to assist workers who have questions.
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The following figure illustrates configuration of a simplified calendar entry layout with project-related
fields.
DELIVERED VALIDATIONS
Consuming applications that use time entries, such as Oracle Fusion Project Costing, provide validations
to ensure all time entries can be accepted without errors.
REAL-TIME CONFIGURABLE RULES
You can use rule templates to configure time rules for different populations of workers. For example,
you can:
Configure time entry rules to trigger error or warning messages if the conditions are not met
when reporting time.
Create time calculation rules to make calculations based on reported time entries and generate
updates from the calculated time.
The application applies the time entry and time calculation rules to the time card immediately in order
to enable the worker to correct any invalid entries before submitting the time card for approval.
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CONFIGURABLE TIME CARD APPROVAL RULES
You can configure approval tasks with various conditions and multiple routing options. For example, you
can configure time cards for automatic approval, line manager approval, or project manager approval.
You can update these approval rules within the Payroll and Project Time Card Approval tasks.
TIME TRANSFER
Consuming applications control the transfer of time. For example, Oracle Fusion Project Costing is a
consuming application that uses time entries to track project costs. Oracle Fusion Project Costing can
retrieve time using a set of existing retrieval filters. An administrator can use a troubleshooting page to
correct time cards that did not successfully transfer to Oracle Fusion Project Costing.
LIFECYCLE OF TIME CARDS: ORACLE FUSION TIME AND LABOR AND ORACLE FUSION PROJECT
COSTING
1. Enter time for projects and tasks.
Team members record time spent on projects and tasks using the configurable time card layout.
The following figure illustrates simplified project time card entry from a calendar.
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The following figure illustrates detailed project-related time card entry.
2. Validate time entries using project transaction controls.
Oracle Fusion Time and Labor uses transaction controls defined in Oracle Fusion Project Costing
to validate project-related time entries against projects, tasks, and expenditure types.
3. Approve project time entries.
Project managers can review and approve time entries for their project before you import the
time cards into Oracle Fusion Project Costing. If a single time card has time entries for multiple
projects, then each project manager receives time entries for their respective projects for
review and approval.
4. Import time cards from Oracle Fusion Workforce Management.
You import approved time cards from Oracle Fusion Workforce Management into Oracle Fusion
Project Costing to track labor costs, billing, capitalization, and reporting.
5. Report time card status to Oracle Fusion Workforce Management.
After you import time cards, the application communicates the status back to Oracle Fusion
Workforce Management.
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6. Adjust previously approved time entries.
Project accountants can adjust time entries in Oracle Fusion Project Costing based on your
business processes and requirements. For example, you can choose to reclassify a time entry
from billable to nonbillable either in Oracle Fusion Project Costing or in Oracle Fusion Workforce
Management.
STEPS TO ENABLE
This feature is enabled automatically.
KEY RESOURCES
Oracle Human Capital Management Cloud Release 8: What’s New Document
Oracle Human Capital Management Cloud Release 8: Release Content Document
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ORACLE FUSION PROJECT RESOURCE MANAGEMENT
Release 8 contains the following key changes and updates:
Analyze Actual Utilization
Simplified Assignment Maintenance
ANALYZE ACTUAL UTILIZATION
Oracle Fusion Project Resource Management tracks resource actual utilization for the current quarter
and previous four quarters. Actual utilization for the current quarter includes both actual hours that are
recorded to-date and project assignment hours from the current date to the end of the quarter. Rolled-
up actual utilization is available for the resource pools. The actual utilization is compared to the target
utilization for the selected date range.
As a resource manager, you can review actual utilization for a resource pool and for each resource who
is a member of a pool. You can compare the actual utilization against the target utilization to determine
which resource pools and resources are below the target utilization percentage.
Actual utilization for the current quarter is the percentage of actual hours worked at the beginning of
the quarter, plus projected project assignment hours from the date the process ran through the end of
the current quarter, compared to the available hours. For the current quarter, the process uses actual
hours worked through the day before the Utilization Data Updated date shown on the Resource
Manager Dashboard. For the remainder of the quarter the process uses the hours that resources are
projected to work on project assignments through the end of the current quarter.
For previous quarters, resource actual utilization is the percentage of actual hours worked compared to
the available hours.
The following figure illustrates the Actual Utilization analytic on the Resource Manager Dashboard.
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To analyze actual utilization:
1. Navigate to the Resource Manager Dashboard.
2. Select the Resource Manager Dashboard tab.
3. Select the resource pool from the Resource Pool drop-down list.
4. Change the Display Range for the Actual Utilization analytic as needed.
IMPORTANT: You can see when the utilization data was last updated next to the Resource Pool drop-
down list. Submit the Update Resource Utilization Data process from the Scheduled Processes page to
update the data.
The following figure illustrates where you can find information on when the resource utilization data
was last updated.
STEPS TO ENABLE
This feature is enabled automatically.
TIPS AND CONSIDERATIONS
You must first import actual resource hours using the file-based data loader. See the Enhanced
Cloud: File-Based Data Loaders section of this guide for more details. After you import the
actual resource hours you must then submit the Update Resource Utilization Data process from
the Scheduled Processes page to update the data.
The application determines the current quarter by the Utilization Data Updated date shown on
the Resource Manager Dashboard, which is the last date that the Update Resource Utilization
Data process ran.
Only actual resource hours marked as utilizable contribute to actual resource utilization.
A resource's available hours are based on the resource calendar. An example of a resource
calendar is Monday through Friday, 8 hours a day. The application does not consider company
holidays when determining a resource's available hours.
The number of hours that a resource is assigned to work on project assignments includes
assignments that are in a status of Assigned or Pending Adjustment.
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KEY RESOURCES
For information on analyzing resource utilization, see Oracle Fusion Applications help topics.
Release Training for Oracle Fusion Applications Release 8: Oracle Fusion Project Resource
Management Enhancements: Effectively Manage Your Resource Assignments and Utilization
SIMPLIFIED ASSIGNMENT MAINTENANCE
Resource managers can actively keep track of resource assignments that are ending soon and act on
them when necessary, such as by extending assignment dates. Having easy access to resource
assignments that are ending soon allows resource managers to actively find new assignments for a
resource or proactively collaborate with the project manager to determine if the resource will finish
work on the project as of the assignment finish date. Resource managers have a single location to
manage dates for assignments ending in the near future.
Resource managers and project managers can adjust assignment start and finish dates for a resource
assigned to a project. As a result of the adjustment, the application generates a request for adjustment
approval. Upon approval, the assignment reflects the adjusted dates. Project resource assignments
often require changes over the course of the assignment date range due to changes in scope and other
circumstances. The ability to change the assignment dates allows project managers and resource
managers to manage the assignments in real-world situations.
To monitor assignments ending soon and adjust an assignment date as a resource manager:
1. Navigate to the Project Resources work area.
2. Review the information in the Project Resource Assignments Ending Soon section. The
following figure illustrates a set of assignments ending soon.
3. Select an assignment to change the assignment finish date.
4. Select the Change Assignment Date action.
5. Enter the new finish date and an adjustment reason.
6. Select the Submit and Approve action to complete the adjustment.
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The following figure illustrates an example of an adjustment for the resource Anthony Coniglio.
STEPS TO ENABLE
This feature is enabled automatically.
TIPS AND CONSIDERATIONS
When a resource manager creates an adjustment to the end date from the Assignments Ending
Soon section on the Overview tab, it is immediately approved.
When a resource manager creates an adjustment to the assignment dates from the Manage
Resource Assignments page, the resource manager has the option of seeking project manager
approval or having the adjustment immediately approved.
When the project manager submits a date adjustment, then the resource manager must
approve the adjustment.
When you initiate an assignment adjustment, the application creates a project resource request
to communicate and track the adjustment approval. The assignment is updated when the
request is approved. For example, when a request to adjust an assignment start date is
approved, the new start date appears on the assignment.
KEY RESOURCES
For information on simplified assignment maintenance, see Oracle Fusion Applications help
topics.
Release Training for Oracle Fusion Applications Release 8: Oracle Fusion Project Resource
Management Enhancements: Effectively Manage Your Resource Assignments and Utilization
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ORACLE FUSION PROJECT MANAGEMENT
Release 8 contains the following key changes and updates:
Enhanced Project Planning
Review Resource Allocation to Projects
ENHANCED PROJECT PLANNING
As a project manager, you can select a set of labor resources to work on a project. Each resource has a
default cost and bill rate from the resource’s project enterprise resource definition and project
managers can update these default rates on the project. As part of project planning, you can assign
labor resources to lowest-level tasks to track the planned, remaining, and actual amounts for each labor
resource. The application calculates the cost and bill amounts for each task based on the planned hours
and selected resource. You can view the labor cost and bill amounts in detail for each lowest-level,
rolled up the task hierarchy, and in summary on the Project Manager Dashboard.
In addition to planning amounts for labor resources, you can select a set of expense resources such as
hotel, airfare, and office supplies to plan for the overall expense amounts on a project. As part of project
planning, you can assign expense resources to lowest-level tasks to track the planned, remaining, and
actual amounts for each type of expense. You can view the expense cost and bill amounts in detail for
each lowest-level tasks, for summary tasks at each level of the hierarchy, and for projects on the Project
Manager Dashboard.
To plan for cost and bill amounts on a project:
1. Navigate to the Project Management work area.
2. Click the gear icon and then select the Open Project action.
3. Select your project and then click the OK button.
4. Click the gear icon and then select the Manage Project Resources action.
5. From the View menu, select the Columns drop-down list and then select Manage Columns.
6. Select the columns that you want to see, including the Cost Rate, Bill Rate, and Expense
Amount columns, and click OK.
7. To enter or update the cost and bill rates for a labor resource, select the resource and then
enter the amounts.
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The following figure illustrates specifying cost and bill rates for labor resources. In this example,
the application automatically calculated cost and bill amounts based on the effort in hours for
each resource.
8. Click the Add Row icon to add an expense resource.
9. Enter an Expense Amount for the expense resource.
The following figure illustrates an expense resource with an expense amount.
10. Click the Save and Close button to return to the project plan.
11. To view cost and bill amounts on the project plan, from the View menu, select the Columns
drop-down list and then select Manage Columns.
12. Select the columns that you want to see and click OK.
The following figure illustrates cost amounts for resources based on the planned effort and the
cost rate specified for the resource on the Manage Project Resources page.
13. To plan for an expense resource, select a task.
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14. Expand the Task Details section below the main project plan table.
15. Select the Expenses tab.
16. Click the Add Row icon.
17. Select an expense resource and enter a planned amount.
The following figure illustrates adding a Meals expense resource to the task.
18. Click the Save button.
The following figure illustrates the total cost for labor and expense planning for a task.
STEPS TO ENABLE
This feature is enabled automatically.
TIPS AND CONSIDERATIONS
Update cost and bill rates for labor resources in the project enterprise resource definition to provide
default rates when you allocate a resource to a project.
KEY RESOURCES
For information on enhanced project planning, see Oracle Fusion Applications help topics.
Release Training for Oracle Fusion Applications Release 8: Fusion Project Portfolio Management
Enhancements: Collaborate on Projects and Tasks
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REVIEW RESOURCE ALLOCATION TO PROJECTS
Review the allocation of resources on your projects including those managed by other project
managers. As a project manager, you can view the weekly resource capacity, project allocation, and
allocation percentage. Colors assigned indicate which resources are overallocated or underallocated
work on projects. You can change the default colors as needed.
Assess how to optimally distribute work among team members by analyzing the weekly allocation of
resources on your projects and on other projects.
For each team member, you can:
View allocation to your projects.
View hours allocated on other projects.
View total allocation across all projects.
To review resource allocations to projects:
1. Navigate to the Project Manager Dashboard.
2. Review the information in the Project Resources analytic.
The following figure illustrates an example of reviewing resource allocation to projects. All
resources allocated to projects for which you are the project manager appear in the table. You
can expand each resource row to view the project detail. In addition, if you are project manager
for the project, then you can drill down to manage the project plan.
3. Optionally, change the Date Range to view a broader or narrower time span.
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STEPS TO ENABLE
This feature is enabled automatically.
TIPS AND CONSIDERATIONS
Optionally, you can export the data to Microsoft Excel.
Click the Detach icon in the table toolbar to view a greater number of resources and dates at
the same time.
KEY RESOURCES
For information on reviewing resource allocation to projects, see Oracle Fusion Applications
help topics.
Release Training for Oracle Fusion Applications Release 8: Fusion Project Management
Enhancements: Improved Usability and Reporting for Managing Projects
32
POST-UPGRADE CONSIDERATIONS
UNABLE TO ACCESS ORACLE FUSION TAP FOR PROJECT PORTFOLIO MANAGEMENT
CLOUD AFTER UPGRADING
Perform these steps to configure Oracle Access Manager to manually correct the Oracle Fusion Tap for
Project Portfolio Management Cloud URL policy under the Projects domain.
1. In the Policy Configuration tab, expand the prj application domain.
2. Expand Authentication Policies.
3. Open the authentication policy for Policy for native Apps OraDefaultBasicAuthNScheme.
The following figure illustrates opening the authentication policy.
a. Delete the existing resources.
b. Enter the following values for the authentication policy and authentication scheme and
click Apply.
Authentication Policy: Policy for native Apps
Authentication Scheme: BasicSessionlessScheme
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The following figure illustrates entering values for the authentication policy and
authentication scheme.
4. Open the resources for the prj application domain.
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The following figure illustrates opening the resources.
a. Click Search.
b. In the search results, enter the following values for each resource, and click Apply.
Protection Level: Protected
Authentication Policy: Policy for native Apps
5. Restart Oracle HTTP Server and Oracle Access Manager.
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REVISION HISTORY
This document will continue to evolve as existing sections change and new information is added. All
updates are logged below, with the most recent updates at the top.
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