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    Oracle Projects APIs, Client Extensions, and Open Interfaces Reference, Release 12

    Part No. B25624-02

    Copyright © 1994, 2006, Oracle. All rights reserved.

    Primary Author: Janet Buchbinder

    Contributing Author: Sarita Chebbi, Jeffrey Colvard, Prashanti Gajjala, Stephen A. Gordon, Asad Halim,Rinku Mohapatra, Tanya Poindexter, Juli Anne Tolley

    Contributor: Sakthivel Balasubramanian, Prithi Bandla, Koushik Banerjee, Sandeep Bharathan, Ajit Das,Rupal Fadia, Anders Gilchrist, Venugopal Gottimukkula, Debbie Hendrix, Venkatesh Jayaraman, KarthikKalyanasundaram, Sanjay Kumar Kannojia, Biju Kattuparambil, Rakesh Raghavan, Sumit Khanna, RajnishKumar, Satya Deep Maheshwari, Vijay Manguluru, Sudha Maroju, Murali Mohan, Ranjana Murthy, SureshPunathilath, Rasheeda Shaik, Pachiappan Singaravel, Amita Singh, Nagaraj Tekupally, Dhaval Thakker,Lavanya Veerubhotla, Margaret Wasowicz, Janet Zabel

    The Programs (which include both the software and documentation) contain proprietary information; theyare provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, ordecompilation of the Programs, except to the extent required to obtain interoperability with otherindependently created software or as specified by law, is prohibited.

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    Contents

    Send Us Your Comments

    Preface

    Part 1 OVERVIEW

    1 Overview of Oracle Projects APIs, Client Extensions, and Open Interfaces

    Overview of Oracle Projects APIs, Client Extensions, and Open Interfaces ...........................1-1Oracle Projects APIs ............................................................................................................. 1-1Oracle Projects Client Extensions .........................................................................................1-2

    Oracle Projects Open Interfaces ........................................................................................... 1-2

    Part 2 ORACLE PROJECTS APIS

    2 Introduction to Oracle Projects APIs

    Introduction to Oracle Projects APIs ........................................................................................ 2-1Overview of the Oracle Projects APIs .......................................................................................2-2

    Applications of the Oracle Projects APIs ..............................................................................2-2Where Information Originates ............................................................................................. 2-3

    Integrating Your External System with Oracle Projects ...........................................................2-5Step 1: Create a Database Role ............................................................................................. 2-5Step 2: Create an Oracle Applications User ..........................................................................2-6Step 3: Create a Database User ............................................................................................. 2-6Step 4: Set Up Your Product in Oracle Projects .................................................................... 2-7

    Security Requirements .............................................................................................................. 2-8

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    Handling Error Messages ........................................................................................................ 2-10Standard API Parameters ........................................................................................................ 2-21Common APIs ..........................................................................................................................2-25Controlling Actions in Oracle Projects ................................................................................... 2-30Using API Procedures ............................................................................................................. 2-31

    3 Oracle Project Foundation APIs

    Project Definition APIs ............................................................................................................. 3-2Project Definition API Views ............................................................................................... 3-2Project Definition API Procedures ....................................................................................... 3-6

    Project Definition API Procedure Definitions ......................................................................... 3-7Common Project Definition API Parameters ....................................................................... 3-7CREATE_PROJECT ............................................................................................................. 3-8DELETE_PROJECT.............................................................................................................. 3-9

    UPDATE_PROJECT ........................................................................................................... 3-10CLEAR_PROJECT..............................................................................................................3-17EXECUTE_CREATE_PROJECT ......................................................................................... 3-17EXECUTE_UPDATE_PROJECT ........................................................................................ 3-18INIT_PROJECT .................................................................................................................. 3-19LOAD_CLASS_CATEGORY ............................................................................................. 3-19LOAD_KEY_MEMBER...................................................................................................... 3-20LOAD_ORG_ROLE ........................................................................................................... 3-20LOAD_PROJECT ............................................................................................................... 3-20Check Procedures .............................................................................................................. 3-21

    CHECK_CHANGE_PROJECT_ORG_OK .......................................................................... 3-21CHECK_DELETE_PROJECT_OK ...................................................................................... 3-22CHECK_UNIQUE_PROJECT_REFERENCE ..................................................................... 3-22

    Project Definition Record and Table Datatypes .....................................................................3-22Using Project Definition APIs ................................................................................................ 3-54Creating a Project Using the Load-Execute-Fetch APIs .......................................................... 3-60Structure APIs .......................................................................................................................... 3-66

    Structure API Views ...........................................................................................................3-67Structure API Procedures ...................................................................................................3-68

    Structure APIs Procedure Definitions .................................................................................... 3-69

    ADD_TASK ....................................................................................................................... 3-69APPLY_LP_PROG_ON_CWV ........................................................................................... 3-72BASELINE_STRUCTURE.................................................................................................. 3-72CHANGE_CURRENT_WORKING_VERSION ................................................................. 3-73CHANGE_STRUCTURE_STATUS .................................................................................... 3-73DELETE_STRUCTURE_VERSION.................................................................................... 3-74

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    DELETE_TASK.................................................................................................................. 3-74GET_TASK_VERSION ....................................................................................................... 3-75GET_DELETED_TASKS_FROM_OP ................................................................................. 3-76UPDATE_TASK ................................................................................................................. 3-76FETCH_STRUCTURE_VERSION ...................................................................................... 3-80FETCH_TASK .................................................................................................................... 3-80FETCH_TASKS .................................................................................................................. 3-80FETCH_TASK_VERSION .................................................................................................. 3-81LOAD_STRUCTURE ......................................................................................................... 3-81LOAD_TASK ..................................................................................................................... 3-81LOAD_TASKS ................................................................................................................... 3-83Check Procedures .............................................................................................................. 3-83CHECK_ADD_SUBTASK_OK ...........................................................................................3-83CHECK_CHANGE_PARENT_OK .................................................................................... 3-83CHECK_DELETE_TASK_OK ............................................................................................ 3-83CHECK_TASK_NUMBER_CHANGE_OK ........................................................................ 3-84CHECK_TASK_MFD ......................................................................................................... 3-84CHECK_UNIQUE_TASK_NUMBER .................................................................................3-84CHECK_UNIQUE_TASK_REFERENCE ........................................................................... 3-85

    User-Defined Attribute APIs .................................................................................................. 3-85User-Defined Attribute Procedures ................................................................................... 3-85

    LOAD_EXTENSIBLE_ATTRIBUTE.............................................................................3-86LOAD_EXTENSIBLE_ATTRIBUTES...........................................................................3-87

    Using the User-Defined Attribute APIs ............................................................................. 3-87Resource APIs ........................................................................................................................ 3-109

    Resource API Views ......................................................................................................... 3-109Resource API Procedures .................................................................................................3-111

    Resource API Procedure Definitions .................................................................................... 3-112ADD_RESOURCE_LIST_MEMBER.................................................................................3-112CREATE_RESOURCE_LIST ............................................................................................ 3-113UPDATE_RESOURCE_LIST ............................................................................................ 3-114DELETE_RESOURCE_LIST............................................................................................. 3-115DELETE_RESOURCE_LIST_MEMBER........................................................................... 3-116SORT_RESOURCE_LIST_MEMBERS.............................................................................. 3-116

    UPDATE_RESOURCE_LIST_MEMBER .......................................................................... 3-117CLEAR_CREATE_RESOURCE_LIST .............................................................................. 3-118CLEAR_UPDATE_MEMBERS .........................................................................................3-118EXEC_CREATE_RESOURCE_LIST................................................................................. 3-118EXEC_UPDATE_RESOURCE_LIST .................................................................................3-118FETCH_MEMBERS.......................................................................................................... 3-118FETCH_RESOURCE_LIST............................................................................................... 3-119

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    INIT_CREATE_RESOURCE_LIST ................................................................................... 3-119INIT_UPDATE_MEMBERS ............................................................................................. 3-119LOAD_MEMBERS........................................................................................................... 3-119LOAD_RESOURCE_LIST ................................................................................................ 3-120

    Planning Resource List APIs ................................................................................................. 3-122Planning Resource List API Views ...................................................................................3-122Planning Resource List API Procedures ...........................................................................3-123Planning Resource List API Record and Table Datatypes ................................................3-124

    Planning Resource List API Definitions ...............................................................................3-131CREATE_RESOURCE_LIST ............................................................................................ 3-131

    Business Rules ........................................................................................................... 3-131UPDATE_RESOURCE_LIST ............................................................................................3-132DELETE_RESOURCE_LIST............................................................................................. 3-133DELETE_PLANNING RESOURCE ................................................................................. 3-134DELETE_PLAN_RL_FORMAT ........................................................................................3-135EXEC_CREATE_RESOURCE_LIST................................................................................. 3-135EXEC_UPDATE_RESOURCE_LIST .................................................................................3-136FETCH_RESOURCE_LIST............................................................................................... 3-136FETCH_PLAN_FORMAT ................................................................................................ 3-136FETCH_RESOURCE_LIST_MEMBER............................................................................. 3-137INIT_CREATE_RESOURCE_LIST ................................................................................... 3-137INIT_UPDATE_RESOURCE_LIST .................................................................................. 3-137LOAD_RESOURCE_LIST ................................................................................................ 3-137LOAD_RESOURCE_FORMAT ........................................................................................ 3-139LOAD_PLANNING_RESOURCE ....................................................................................3-139

    Resource Breakdown Structure APIs .................................................................................... 3-140Resource Breakdown Structure API Views ......................................................................3-140Resource Breakdown Structure API Procedures ..............................................................3-141Resource Breakdown Structure API Record and Table Datatypes ...................................3-142

    Resource Breakdown Structure API Procedure Definitions ................................................ 3-147CREATE_RBS...................................................................................................................3-147COPY_RBS_WORKING_VERSION .................................................................................3-148UPDATE_RBS .................................................................................................................. 3-149INIT_RBS_PROCESSING .................................................................................................3-150

    LOAD_RBS_HEADER ..................................................................................................... 3-150LOAD_RBS_VERSION.................................................................................................... 3-150LOAD_RBS_ELEMENTS................................................................................................. 3-150FETCH_RBS_HEADER ....................................................................................................3-151FETCH_RBS_VERSION................................................................................................... 3-151FETCH_RBS_ELEMENT..................................................................................................3-152EXEC_CREATE_RBS....................................................................................................... 3-152

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    EXEC_UPDATE_RBS....................................................................................................... 3-152FREEZE_RBS_VERSION..................................................................................................3-153ASSIGN_RBS_TO_PROJECT........................................................................................... 3-153

    Dependency APIs .................................................................................................................. 3-155Dependency API Views ................................................................................................... 3-155Dependency API Procedures ........................................................................................... 3-155

    Dependency API Procedure Definitions .............................................................................. 3-155CREATE_DEPENDENCY ................................................................................................3-155UPDATE_DEPENDENCY ............................................................................................... 3-156DELETE_DEPENDENCY ................................................................................................ 3-157

    Task Assignment APIs .......................................................................................................... 3-157Task Assignment Views ...................................................................................................3-157Task Assignment API Procedures ....................................................................................3-158Task Assignment API Record and Table Datatype .......................................................... 3-158

    Task Assignment API Procedure Definitions ...................................................................... 3-162LOAD_TASK_ASSIGNMENTS ....................................................................................... 3-163LOAD_TASK_ASSIGNMENT_PERIODS ........................................................................ 3-163EXECUTE_CREATE_TASK_ASGMTS ............................................................................ 3-163EXECUTE_UPDATE_TASK_ASGMTS ............................................................................3-164CREATE_TASK_ASSIGNMENTS ................................................................................... 3-164CREATE_TASK_ASSIGNMENT_PERIODS .................................................................... 3-164UPDATE_TASK_ASSIGNMENTS ................................................................................... 3-165UPDATE_TASK_ASSIGNMENT_PERIODS ................................................................... 3-165DELETE_TASK_ASSIGNMENTS .................................................................................... 3-166FETCH_TASK_ASSIGNMENTS ...................................................................................... 3-166CONVERT_PM_TAREF_TO_ID ...................................................................................... 3-167INIT_TASK_ASSIGNMENTS .......................................................................................... 3-167

    4 Oracle Project Costing APIs

    Asset APIs .................................................................................................................................. 4-1Asset API Views ...................................................................................................................4-1Asset API Procedures and Functions ................................................................................... 4-2

    Asset API Procedure and Function Definitions ....................................................................... 4-2ADD_PROJECT_ASSET ....................................................................................................... 4-2

    UPDATE_PROJECT_ASSET ................................................................................................ 4-3DELETE_PROJECT_ASSET................................................................................................. 4-4ADD_ASSET_ASSIGNMENT .............................................................................................. 4-4DELETE_ASSET_ASSIGNMENT ........................................................................................ 4-4LOAD_PROJECT_ASSET .................................................................................................... 4-5LOAD_ASSET_ASSIGNMENT ............................................................................................4-5

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    EXECUTE_ADD_PROJECT_ASSET.................................................................................... 4-6CONVERT_PM_ASSETREF_TO_ID .................................................................................... 4-7FETCH_PROJECT_ASSET_ID ............................................................................................. 4-7

    Cost Plus Application Programming Interface (API) ............................................................... 4-7Get Burden Amount .............................................................................................................4-8Example of Using the Cost Plus API .................................................................................... 4-9

    5 Oracle Project Billing APIs

    Agreement and Funding APIs ...................................................................................................5-1Security for Agreement and Funding APIs .......................................................................... 5-1Agreement and Funding API Views .................................................................................... 5-2Agreement and Funding API Procedures ............................................................................ 5-2

    Agreement and Funding API Procedure Definitions ............................................................... 5-3CREATE_AGREEMENT ...................................................................................................... 5-3

    DELETE_AGREEMENT ...................................................................................................... 5-4UPDATE_AGREEMENT ..................................................................................................... 5-5CREATE_BASELINE_BUDGET ...........................................................................................5-6ADD_FUNDING ................................................................................................................. 5-7DELETE_FUNDING ............................................................................................................ 5-8UPDATE_FUNDING ........................................................................................................... 5-8INIT_AGREEMENT ............................................................................................................. 5-9LOAD_AGREEMENT ..........................................................................................................5-9LOAD_FUNDING ............................................................................................................. 5-10EXECUTE_CREATE_AGREEMENT ................................................................................. 5-10

    EXECUTE_UPDATE_AGREEMENT .................................................................................5-11FETCH_FUNDING ............................................................................................................ 5-12CLEAR_AGREEMENT ...................................................................................................... 5-12CHECK_DELETE_AGREEMENT_OK .............................................................................. 5-12CHECK_ADD_FUNDING_OK ..........................................................................................5-13CHECK_DELETE_FUNDING_OK .................................................................................... 5-14CHECK_UPDATE_FUNDING_OK ................................................................................... 5-14

    Using Agreement and Funding APIs ...................................................................................... 5-15Creating an Agreement Using Load-Execute-Fetch APIs ....................................................... 5-19Creating an Agreement Using a Composite Datatype API .................................................... 5-24

    Event APIs ............................................................................................................................... 5-27Event API Procedures ........................................................................................................ 5-27Events API Record and Table Datatypes ........................................................................... 5-28

    Event API Procedure Definitions ............................................................................................5-32CREATE_EVENT ............................................................................................................... 5-32DELETE_EVENT............................................................................................................... 5-32

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    UPDATE_EVENT .............................................................................................................. 5-32INIT_EVENT ......................................................................................................................5-33LOAD_EVENT ...................................................................................................................5-33EXECUTE_CREATE_EVENT ............................................................................................ 5-33EXECUTE_UPDATE_EVENT ............................................................................................ 5-34FETCH_EVENT ................................................................................................................. 5-34CLEAR_EVENT ................................................................................................................. 5-34CHECK_DELETE_EVENT_OK ......................................................................................... 5-34

    6 Oracle Project Management APIs

    Project Deliverables APIs ......................................................................................................... 6-1Project Deliverables API Procedures ....................................................................................6-2

    Budget APIs ............................................................................................................................... 6-7Budget API Views ................................................................................................................6-7

    Budget API Procedures ........................................................................................................ 6-8Budget Record and Table Datatypes .........................................................................................6-9Budget API Procedure Definitions ......................................................................................... 6-15

    ADD_BUDGET_LINE ........................................................................................................ 6-16BASELINE_BUDGET......................................................................................................... 6-20CALCULATE_AMOUNTS ................................................................................................ 6-21CREATE_DRAFT_BUDGET .............................................................................................. 6-24CREATE_DRAFT_FINPLAN .............................................................................................6-27DELETE_BASELINE_BUDGET......................................................................................... 6-30DELETE_BUDGET_LINE.................................................................................................. 6-33

    DELETE_DRAFT_BUDGET...............................................................................................6-37GET_PROJECT_ID............................................................................................................. 6-39SET_PROJECT_ID..............................................................................................................6-39UPDATE_BUDGET ........................................................................................................... 6-39UPDATE_BUDGET_LINE ................................................................................................. 6-47CLEAR_BUDGET.............................................................................................................. 6-52CLEAR_CALCULATE_AMOUNTS .................................................................................. 6-52EXECUTE_CALCULATE_AMOUNTS ..............................................................................6-52EXECUTE_CREATE_DRAFT_BUDGET ............................................................................6-53EXECUTE_CREATE_DRAFT_FINPLAN .......................................................................... 6-54

    EXECUTE_UPDATE_BUDGET ......................................................................................... 6-54FETCH_BUDGET_LINE .................................................................................................... 6-55FETCH_CALCULATE_AMOUNTS .................................................................................. 6-55INIT_BUDGET ................................................................................................................... 6-55INIT_CALCULATE_AMOUNTS .......................................................................................6-55LOAD_BUDGET_LINE ..................................................................................................... 6-55

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    Verify Organization Change Extension .................................................................................... 8-9Transaction Import Extensions ............................................................................................... 8-10

    Pre-Import Client Extension for Internet Time .................................................................. 8-11Post-Import Client Extension for Internet Time ................................................................. 8-13

    Descriptive Flexfield Mapping Extension .............................................................................. 8-14Archive Project Validation Extension ..................................................................................... 8-18Archive Custom Tables Extension .......................................................................................... 8-18

    9 Oracle Project Costing Client Extensions

    Transaction Control Extensions ................................................................................................ 9-1Case Study: New Charges Not Allowed .............................................................................. 9-7Case Study: Organization-Based Transaction Controls ....................................................... 9-9Case Study: Default Billable Status by Expenditure Type .................................................9-10

    AutoApproval Extensions ....................................................................................................... 9-11

    Labor Costing Extensions ........................................................................................................ 9-14Labor Transaction Extensions ................................................................................................. 9-16Overtime Calculation Extension ............................................................................................. 9-24Burden Costing Extension ....................................................................................................... 9-28Burden Resource Extension .....................................................................................................9-29Allocation Extensions ..............................................................................................................9-30Asset Allocation Basis Extension ............................................................................................ 9-39Asset Assignment Extension ................................................................................................... 9-41Asset Lines Processing Extension ........................................................................................... 9-42Capital Event Processing Extension ........................................................................................9-43

    Capitalized Interest Extension ................................................................................................ 9-44CIP Grouping Extension ......................................................................................................... 9-46CIP Account Override Extension ............................................................................................ 9-49Depreciation Account Override Extension ............................................................................. 9-50Cross-Charge Client Extensions .............................................................................................. 9-51

    Provider and Receiver Organizations Override Extension ................................................ 9-51Cross-Charge Processing Method Override Extension ...................................................... 9-52Transfer Price Determination Extension ............................................................................ 9-54Transfer Price Override Extension ..................................................................................... 9-55Transfer Price Currency Conversion Override Extension ..................................................9-57

    Internal Payables Invoice Attributes Override Extension .................................................. 9-58

    10 Oracle Project Billing Client Extensions

    Funding Revaluation Factor Extension ................................................................................... 10-1Billing Cycle Extension ........................................................................................................... 10-2Billing Extensions .................................................................................................................... 10-3

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    Cost Accrual Billing Extension ............................................................................................. 10-33Cost Accrual Identification Extension .................................................................................. 10-34Labor Billing Extensions ....................................................................................................... 10-35Non-Labor Billing Extensions ............................................................................................... 10-38Retention Billing Extension .................................................................................................. 10-40Automatic Invoice Approve/Release Extension ................................................................... 10-40Output Tax Extension ............................................................................................................10-42Receivables Installation Override Extension ....................................................................... 10-43AR Transaction Type Extension ............................................................................................10-45

    11 Oracle Project Resource Management Client Extensions

    Assignment Approval Changes Extension ............................................................................. 11-1Assignment Approval Notification Extension ....................................................................... 11-2Candidate Notification Workflow Extension ......................................................................... 11-4

    12 Oracle Project Management Client Extensions

    Workplan Workflow Extension .............................................................................................. 12-1Progress Management Extension ............................................................................................ 12-2Budget Calculation Extensions ............................................................................................... 12-3Budget Verification Extension ................................................................................................ 12-7Budget Workflow Extension ................................................................................................... 12-8Estimate to Complete Generation Method Extension ............................................................ 12-9Control Item Document Numbering Extension ................................................................... 12-10Issue and Change Workflow Extension ................................................................................12-11

    Project Status Report Workflow Extension .......................................................................... 12-12Custom Performance Measure Extension ............................................................................ 12-13Project Performance Status Extension .................................................................................. 12-14Project Status Inquiry (PSI) Extension ................................................................................. 12-15Project Status Inquiry Burdening Commitments Extension ................................................12-18Project Status Inquiry Commitment Changes Extension ..................................................... 12-19

    Part 4 ORACLE PROJECTS OPEN INTERFACES

    13 Oracle Projects Open InterfacesTransaction Import .................................................................................................................. 13-1

    Transaction Import Process Diagram .................................................................................13-2Using Transaction Import .................................................................................................. 13-4Importing Transactions ......................................................................................................13-6Types of Items That You Can Import .................................................................................13-7

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    Loading Items as Costed or Uncosted ...............................................................................13-8Loading Items as Accounted or Unaccounted ................................................................... 13-9Loading Burden Transactions .......................................................................................... 13-10Loading Project Manufacturing Costs ..............................................................................13-10Loading Foreign Currency Transactions ..........................................................................13-12Import Options (Transaction Source) ...............................................................................13-15Grouping Transactions into Expenditure Batches and Expenditures .............................. 13-16Transaction Import Example: Labor and Expense by Employee Number ....................... 13-19Transaction Import Example: Usage ................................................................................13-21Viewing and Processing Imported Transactions ..............................................................13-23

    Transaction Import Interface ................................................................................................ 13-25Transaction Import Validation .........................................................................................13-25Target Expenditure Tables ............................................................................................... 13-26The Transaction Import Interface Table ........................................................................... 13-27PA_TRANSACTION_INTERFACE_ALL Column Requirements ................................... 13-28Resolving Import Exceptions ........................................................................................... 13-53

    Index

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    Send Us Your Comments

    Oracle Projects APIs, Client Extensions, and Open Interfaces Reference, Release 12

    Part No. B25624-02

    Oracle welcomes customers' comments and suggestions on the quality and usefulness of this document.Your feedback is important, and helps us to best meet your needs as a user of our products. For example:

    • Are the implementation steps correct and complete?• Did you understand the context of the procedures?• Did you find any errors in the information?• Does the structure of the information help you with your tasks?• Do you need different information or graphics? If so, where, and in what format?• Are the examples correct? Do you need more examples?

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    Preface

    Intended AudienceWelcome to Release 12 of the Oracle Projects APIs, Client Extensions, and Open InterfacesReference.

    This guide contains the information you need to implement, maintain, and use theAPIs, client extensions, and open interfaces that are available when you use OracleProjects.

    See Related Information Sources on page xix for more Oracle Applications productinformation.

    TTY Access to Oracle Support ServicesOracle provides dedicated Text Telephone (TTY) access to Oracle Support Serviceswithin the United States of America 24 hours a day, seven days a week. For TTYsupport, call 800.446.2398.

    Documentation AccessibilityOur goal is to make Oracle products, services, and supporting documentationaccessible, with good usability, to the disabled community. To that end, ourdocumentation includes features that make information available to users of assistivetechnology. This documentation is available in HTML format, and contains markup tofacilitate access by the disabled community. Accessibility standards will continue toevolve over time, and Oracle is actively engaged with other market-leading technologyvendors to address technical obstacles so that our documentation can be accessible to allof our customers. For more information, visit the Oracle Accessibility Program Web siteat http://www.oracle.com/accessibility/ .

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    Accessibility of Code Examples in DocumentationScreen readers may not always correctly read the code examples in this document. Theconventions for writing code require that closing braces should appear on an otherwiseempty line; however, some screen readers may not always read a line of text thatconsists solely of a bracket or brace.

    Accessibility of Links to External Web Sites in DocumentationThis documentation may contain links to Web sites of other companies or organizationsthat Oracle does not own or control. Oracle neither evaluates nor makes anyrepresentations regarding the accessibility of these Web sites.

    Structure1 Overview of Oracle Projects APIs, Client Extensions, and Open Interfaces

    This chapter contains an overview of the APIs, Client Extensions, and Open Interfacesthat are provided with the Oracle Projects applications.2 Introduction to Oracle Projects APIs

    This chapter contains an introduction to the Oracle Projects APIs. It describes securityrequirements, error messages, and standard API parameters.3 Oracle Project Foundation APIs

    This chapter describes how to implement APIs for:

    • Project and task information

    • Structure information

    • Resource list and resource list member information

    • Dependency information

    • Task Assignment information

    4 Oracle Project Costing APIs

    This chapter describes how to implement APIs that interface and assign assets fromexternal systems.5 Oracle Project Billing APIs

    This chapter describes how to implement APIs for:• Agreements and funding

    • Events

    6 Oracle Project Management APIs

    This chapter describes how to implement Oracle Project Management APIs.

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    7 Overview of Client Extensions

    This chapter describes everything you need to know about designing and writing clientextensions in Oracle Projects.8 Oracle Project Foundation Client Extensions

    This chapter describes the client extensions in the Oracle Project Foundation

    application.9 Oracle Project Costing Client Extensions

    This chapter describes the client extensions in the Oracle Project Costing application.10 Oracle Project Billing Client Extensions

    This chapter describes the client extensions in the Oracle Project Billing application.11 Oracle Project Resource Management Client Extensions

    This chapter describes the client extensions in the Oracle Project Resource Managementapplication.12 Oracle Project Management Client Extensions

    This chapter describes the client extensions in the Oracle Project Management

    application.13 Oracle Projects Open Interfaces

    This chapter describes the open interfaces in the Oracle Projects applications.

    Related Information SourcesYou can choose from many sources of information, including online documentation,training, and support services, to increase your knowledge and understanding of OracleProjects.

    Integration RepositoryThe Oracle Integration Repository is a compilation of information about the serviceendpoints exposed by the Oracle E-Business Suite of applications. It provides acomplete catalog of Oracle E-Business Suite's business service interfaces. The tool letsusers easily discover and deploy the appropriate business service interface forintegration with any system, application, or business partner.

    The Oracle Integration Repository is shipped as part of the E-Business Suite. As yourinstance is patched, the repository is automatically updated with content appropriatefor the precise revisions of interfaces in your environment.

    Online DocumentationOracle Applications documentation, including online help patches (HTML) and guides(PDF), is available on Oracle MetaLink.

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    Guides Related to All Products

    Oracle Applications User's GuideThis guide explains how to enter data, query, run reports, and navigate using thegraphical user interface (GUI) available with this release of Oracle Projects (and anyother Oracle Applications products). This guide also includes information on settinguser profiles, as well as running and reviewing reports and concurrent programs.

    You can access this user's guide online by choosing "Getting Started with OracleApplications" from any Oracle Applications help file.

    Oracle Projects Documentation Set

    Oracle Projects Implementation Guide

    Use this manual as a guide for implementing Oracle Projects. This manual also includesappendixes covering function security, menus and responsibilities, and profile options.

    Oracle Projects FundamentalsOracle Project Fundamentals provides the common foundation shared across the OracleProjects products (Project Costing, Project Billing, Project Resource Management,Project Management, and Project Portfolio Analysis). Use this guide to learnfundamental information about the Oracle Projects solution.

    This guide includes a Navigation Paths appendix. Use this appendix to find out how toaccess each window in the Oracle Projects solution.

    Oracle Project Billing User GuideThis guide shows you how to use Oracle Project Billing to define revenue and invoicingrules for your projects, generate revenue, create invoices, and integrate with otherOracle Applications to process revenue and invoices, process client invoicing, andmeasure the profitability of your contract projects.

    Oracle Project Costing User GuideUse this guide to learn detailed information about Oracle Project Costing. Oracle ProjectCosting provides the tools for processing project expenditures, including calculating

    their cost to each project and determining the GL accounts to which the costs areposted.

    Oracle Project Management User GuideThis guide shows you how to use Oracle Project Management to manage projectsthrough their lifecycles -- from planning, through execution, to completion.

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    Oracle Project Portfolio Analysis User GuideThis guide contains the information you need to understand and use Oracle ProjectPortfolio Analysis. It includes information about project portfolios, planning cycles, andmetrics for ranking and selecting projects for a project portfolio.

    Oracle Project Resource Management User GuideThis guide provides you with information on how to use Oracle Project ResourceManagement. It includes information about staffing, scheduling, and reporting onproject resources.

    Oracle Projects GlossaryThis glossary provides definitions of terms that are shared by all Oracle Projectsapplications. If you are unsure of the meaning of a term you see in an Oracle Projectsguide, please refer to the glossary for clarification. You can find the glossary in the

    online help for Oracle Projects, and in the Oracle Projects Fundamentals book.

    User Guides Related to This Product

    Oracle Assets User GuideThis guide provides you with information on how to implement and use Oracle Assets.Use this guide to understand the implementation steps required for application use,including defining depreciation books, depreciation method, and asset categories. Italso contains information on setting up assets in the system, maintaining assets, retiringand reinstating assets, depreciation, group depreciation, accounting and tax accounting,

    budgeting, online inquiries, impairment processing, and Oracle Assets reporting. Thisguide also includes a comprehensive list of profile options that you can set to customizeapplication behavior.

    Oracle Business Intelligence System Implementation GuideThis guide provides information about implementing Oracle Business Intelligence (BIS)in your environment.

    Oracle Financials Implementation GuideThis guide provides you with information on how to implement the Oracle Financials

    E-Business Suite. It guides you through setting up your organizations, including legalentities, and their accounting, using the Accounting Setup Manager. It coversintercompany accounting and sequencing of accounting entries, and it providesexamples.

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    Oracle General Ledger Implementation GuideThis guide provides information on how to implement Oracle General Ledger. Use thisguide to understand the implementation steps required for application use, includinghow to set up Accounting Flexfields, Accounts, and Calendars.

    Oracle General Ledger User's GuideThis guide provides you with information on how to use Oracle General Ledger. Usethis guide to learn how to create and maintain ledgers, ledger currencies, budgets, and

    journal entries. This guide also includes information about running financial reports.

    Oracle Grants Accounting User GuideThis guide provides you with information about how to implement and use OracleGrants Accounting. Use this guide to understand the implementation steps required forapplication use, including defining award types, award templates, allowed cost

    schedules, and burden set up. This guide also explains how to use Oracle GrantsAccounting to track grants and funded projects from inception to final reporting.

    Oracle HRMS Documentation SetThis set of guides explains how to define your employees, so you can give themoperating unit and job assignments. It also explains how to set up an organization(operating unit). Even if you do not install Oracle HRMS, you can set up employees andorganizations using Oracle HRMS windows. Specifically, the following manuals willhelp you set up employees and operating units:

    • Oracle HRMS Enterprise and Workforce Management Guide

    This user guide explains how to set up and use enterprise modeling, organizationmanagement, and cost analysis.

    • Managing People Using Oracle HRMS

    Use this guide to find out about entering employees.

    Oracle Internet Expenses Implementation and Administration GuideThis book explains in detail how to configure Oracle Internet Expenses and describes itsintegration with other applications in the E-Business Suite, such as Oracle Payables andOracle Projects. Use this guide to understand the implementation steps required forapplication use, including how to set up policy and rate schedules, credit card policies,audit automation, and the expenses spreadsheet. This guide also includes detailedinformation about the client extensions that you can use to extend Oracle InternetExpenses functionality.

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    Oracle Inventory User GuideIf you install Oracle Inventory, refer to this manual to learn how to defineproject-related inventory transaction types and how to enter transactions in OracleInventory. This manual also describes how to transfer transactions from Oracle

    Inventory to Oracle General Ledger.

    Oracle Payables Implementation GuideThis guide provides you with information on how to implement Oracle Payables. Usethis guide to understand the implementation steps required for how to set up suppliers,payments, accounting, and tax.

    Oracle Payables User's GuideThis guide describes how to use Oracle Payables to create invoices and make payments.In addition, it describes how to enter and manage suppliers, import invoices using the

    Payables open interface, manage purchase order and receipt matching, apply holds toinvoices, and validate invoices. It contains information on managing expense reporting,procurement cards, and credit cards. This guide also explains the accounting forPayables transactions.

    Oracle Payments Implementation GuideThis guide describes how Oracle Payments, as the central payment engine for theOracle E-Business Suite, processes transactions, such as invoice payments from OraclePayables, bank account transfers from Oracle Cash Management, and settlementsagainst credit cards and bank accounts from Oracle Receivables. This guide alsodescribes how Oracle Payments is integrated with financial institutions and paymentsystems for receipt and payment processing, known as funds capture and fundsdisbursement, respectively. Additionally, the guide explains to the implementer how toplan the implementation of Oracle Payments, how to configure it, set it up, testtransactions, and how to use it with external payment systems.

    Oracle Project Manufacturing Implementation ManualOracle Project Manufacturing allows your company to associate manufacturing costsand inventory with a project and task. Use this manual as your first source ofinformation if you are implementing Oracle Project Manufacturing.

    Oracle Property Manager Implementation GuideUse this guide to learn how to implement Oracle Property Manager and perform basicsetup steps such as setting system options and creating lookup codes, contacts,milestones, grouping rules, term templates, and a location hierarchy. This guide alsodescribes the setup steps that you must complete in other Oracle applications beforeyou can use Oracle Property Manager.

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    Oracle Property Manager User GuideUse this guide to learn how to use Oracle Property Manager to create and administerproperties, space assignments, and lease agreements.

    Oracle Public Sector Advanced Features User GuideOracle Public Sector Advanced Features is an overlay of features that extend theexisting functionality of Oracle Financials for the specific needs of the Public Sector.This guide provides information about setting up and using Oracle Public SectorAdvanced Features. These features include multi-fund accounts receivable,encumbrance reconciliation reports, Governmental Accounting Standards Board(GASB) 34/35 asset accounting, enhanced funds available inquiry, the Funds AvailableDetail report, and the Funds Check API.

    Oracle Purchasing User's Guide

    This guide describes how to create and approve purchasing documents, includingrequisitions, different types of purchase orders, quotations, RFQs, and receipts. Thisguide also describes how to manage your supply base through agreements, sourcingrules, and approved supplier lists. In addition, this guide explains how you canautomatically create purchasing documents based on business rules through integrationwith Oracle Workflow technology, which automates many of the key procurementprocesses.

    Oracle Receivables User GuideThis guide provides you with information on how to use Oracle Receivables. Use thisguide to learn how to create and maintain transactions and bills receivable, enter andapply receipts, enter customer information, and manage revenue. This guide alsoincludes information about accounting in Receivables. Use the Standard NavigationPaths appendix to find out how to access each Receivables window.

    Oracle Subledger Accounting Implementation GuideThis guide provides setup information for Oracle Subledger Accounting features,including the Accounting Methods Builder. You can use the Accounting MethodsBuilder to create and modify the setup for subledger journal lines and applicationaccounting definitions for Oracle subledger applications. This guide also discusses thereports available in Oracle Subledger Accounting and describes how to inquire onsubledger journal entries.

    Oracle Time & Labor Implementation and User GuideThis guide describes how to capture work patterns such as shift hours so that thisinformation can be used by other applications such as Oracle General Ledger andOracle Projects.

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    BIS User Guide Online HelpThis guide is provided as online help only from the BIS application and includesinformation about intelligence reports, Discoverer workbooks, and the PerformanceManagement Framework.

    Installation and System Administration

    Oracle Applications ConceptsThis guide provides an introduction to the concepts, features, technology stack,architecture, and terminology for Oracle Applications. It is a useful first book to read

    before installing Oracle Applications.

    Installing Oracle ApplicationsThis guide provides instructions for managing the installation of Oracle Applicationsproducts. Much of the installation process is handled using Oracle Rapid Install, whichminimizes the time to install Oracle Applications and the technology stack byautomating many of the required steps. This guide contains instructions for usingOracle Rapid Install and lists the tasks you need to perform to finish your installation.You should use this guide in conjunction with individual product user's guides andimplementation guides.

    Oracle Applications Upgrade Guide: Release 11 i to Release 12Refer to this guide if you are upgrading your Oracle Applications Release 11 i productsto Release 12. This guide describes the upgrade process and lists database and

    product-specific upgrade tasks. You must be at Release 11 i to upgrade to Release 12.You cannot upgrade to Release 12 directly from releases prior to 11 i.

    Maintaining Oracle ApplicationsUse this guide to help you run the various AD utilities, such as AutoUpgrade,AutoPatch, AD Administration, AD Controller, AD Relink, License Manager, andothers. It contains how-to steps, screenshots, and other information that you need to runthe AD utilities. This guide also provides information on maintaining the OracleApplications file system and database.

    Oracle Applications System Administrator's GuideThis guide provides planning and reference information for the Oracle ApplicationsSystem Administrator. It contains information on how to define security, customizemenus and online help, and manage concurrent programs.

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    Oracle Alert User's GuideThis guide explains how to define periodic and event alerts to monitor the status ofyour Oracle Applications data.

    Oracle Applications Developer's GuideThis guide contains the coding standards followed by the Oracle Applicationsdevelopment staff. It describes the Oracle Application Object Library componentsneeded to implement the Oracle Applications user interface described in the Oracle Applications User Interface Standards for Forms-Based Products. It also providesinformation to help you build your custom Oracle Forms Developer forms so that theyintegrate with Oracle Applications.

    Other Implementation Documentation

    Multiple Organizations in Oracle ApplicationsThis guide describes how to set up and use Oracle Projects with Oracle Applications'Multiple Organization support feature, so you can define and support differentorganization structures when running a single installation of Oracle Projects.

    Oracle Workflow Administrator's GuideThis guide explains how to complete the setup steps necessary for any OracleApplications product that includes workflow-enabled processes, as well as how tomonitor the progress of runtime workflow processes.

    Oracle Workflow Developer's GuideThis guide explains how to define new workflow business processes and customizeexisting Oracle Applications-embedded workflow processes. It also describes how todefine and customize business events and event subscriptions.

    Oracle Workflow User's GuideThis guide describes how Oracle Applications users can view and respond to workflownotifications and monitor the progress of their workflow processes.

    Oracle Workflow API ReferenceThis guide describes the APIs provided for developers and administrators to accessOracle Workflow.

    Oracle Applications Flexfields GuideThis guide provides flexfields planning, setup and reference information for the OracleProjects implementation team, as well as for users responsible for the ongoing

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    maintenance of Oracle Applications product data. This manual also providesinformation on creating custom reports on flexfields data.

    Oracle eTechnical Reference ManualsEach eTechnical Reference Manual (eTRM) contains database diagrams and a detaileddescription of database tables, forms, reports, and programs for a specific OracleApplications product. This information helps you convert data from your existingapplications and integrate Oracle Applications data with non-Oracle applications, andwrite custom reports for Oracle Applications products. Oracle eTRM is available onOracle MetaLink.

    Oracle Applications User Interface Standards for Forms-Based ProductsThis guide contains the user interface (UI) standards followed by the OracleApplications development staff. It describes the UI for the Oracle Applications productsand tells you how to apply this UI to the design of an application built by using Oracle

    Forms.

    Oracle Manufacturing APIs and Open Interfaces ManualThis manual contains up-to-date information about integrating with other OracleManufacturing applications and with your other systems. This documentation includesAPIs and open interfaces found in Oracle Manufacturing.

    Oracle Order Management Suite APIs and Open Interfaces ManualThis manual contains up-to-date information about integrating with other OracleManufacturing applications and with your other systems. This documentation includes

    APIs and open interfaces found in Oracle Order Management Suite.

    Training and Support

    TrainingOracle offers a complete set of training courses to help you and your staff master OracleProjects and reach full productivity quickly. These courses are organized into functionallearning paths, so you take only those courses appropriate to your job or area ofresponsibility.

    You have a choice of educational environments. You can attend courses offered by

    Oracle University at any of our many Education Centers, you can arrange for ourtrainers to teach at your facility, or you can use Oracle Learning Network (OLN), OracleUniversity's online education utility. In addition, Oracle training professionals can tailorstandard courses or develop custom courses to meet your needs. For example, you maywant to use your organization structure, terminology, and data as examples in acustomized training session delivered at your own facility.

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    SupportFrom on-site support to central support, our team of experienced professionals providesthe help and information you need to keep Oracle Projects working for you. This teamincludes your Technical Representative, Account Manager, and Oracle's large staff of

    consultants and support specialists with expertise in your business area, managing anOracle server, and your hardware and software environment.

    Do Not Use Database Tools to Modify Oracle Applications DataOracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle DataBrowser, database triggers, or any other tool to modify Oracle Applications data unlessotherwise instructed.

    Oracle provides powerful tools you can use to create, store, change, retrieve, andmaintain information in an Oracle database. But if you use Oracle tools such asSQL*Plus to modify Oracle Applications data, you risk destroying the integrity of yourdata and you lose the ability to audit changes to your data.

    Because Oracle Applications tables are interrelated, any change you make using anOracle Applications form can update many tables at once. But when you modify OracleApplications data using anything other than Oracle Applications, you may change arow in one table without making corresponding changes in related tables. If your tablesget out of synchronization with each other, you risk retrieving erroneous informationand you risk unpredictable results throughout Oracle Applications.

    When you use Oracle Applications to modify your data, Oracle Applicationsautomatically checks that your changes are valid. Oracle Applications also keeps trackof who changes information. If you enter information into database tables using

    database tools, you may store invalid information. You also lose the ability to track whohas changed your information because SQL*Plus and other database tools do not keep arecord of changes.

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    Part 1OVERVIEW

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    Overview of Oracle Projects APIs, Client Extensions, and Open Interfaces 1-1

    1Overview of Oracle Projects APIs, Client

    Extensions, and Open Interfaces

    This chapter contains an overview of the APIs, Client Extensions, and Open Interfaces

    that are provided with the Oracle Projects applications.This chapter covers the following topics:

    • Overview of Oracle Projects APIs, Client Extensions, and Open Interfaces

    Overview of Oracle Projects APIs, Client Extensions, and Open InterfacesOracle Projects integration tools are powerful, flexible tools that enable you to capturedata from other Oracle applications or your own applications, define necessary formatconversions, and direct data to Oracle Projects.

    Oracle Projects applications provide application programming interfaces (APIs), clientextensions, and open interfaces that enable you to:

    • Import legacy data into Oracle Applications

    • Link Oracle Projects with external applications that you build, applications on othercomputers, and even the applications of your suppliers and customers

    • Extend the functionality of Oracle Projects to conform with your business

    Oracle Projects APIs

    Application programming interfaces (APIs) are procedures that perform individualfunctions, such as creating a project based on information in an external system. Thepublic APIs can be employed by users of Oracle Projects to integrate Oracle Projectswith external systems.

    APIs are called by programs that you write. You cannot modify the code within theAPIs.

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    1-2 Oracle Projects APIs, Client Extensions, and Open Interfaces Reference

    Details about the Oracle Projects APIs are provided in Section II, Oracle ProjectsApplication Programming Interfaces (APIs).

    Oracle Projects Client Extensions

    Client extensions are procedures that you can modify to extend the functionality ofOracle Projects for your business needs. Each client extension procedure performs aspecific task, such as deriving raw cost amounts for labor transactions.

    You can modify the code of client extensions to automate your company's businessrules.

    Details about the Oracle Projects client extensions are provided in Section III, OracleProjects Client Extensions.

    Oracle Projects Open InterfacesAn open interface is a public API that enables you to migrate data from an externalsystem using an interface within the product.

    Oracle Projects provides the Transaction Import open interface, which enables you toload transactions from external cost collection systems into Oracle Projects.

    Details about the Transaction Import are provided in Section III, Oracle Projects OpenInterfaces.

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    Part 2ORACLE PROJECTS APIS

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    Introduction to Oracle Projects APIs 2-1

    2Introduction to Oracle Projects APIs

    This chapter contains an introduction to the Oracle Projects APIs. It describes securityrequirements, error messages, and standard API parameters.

    This chapter covers the following topics:

    • Introduction to Oracle Projects APIs

    • Overview of the Oracle Projects APIs

    • Integrating Your External System with Oracle Projects

    • Security Requirements

    • Handling Error Messages

    • Standard API Parameters

    • Common APIs

    • Controlling Actions in Oracle Projects• Using API Procedures

    Introduction to Oracle Projects APIsYou can use the Oracle Projects APIs to integrate an external system (for example, aproject management system) with Oracle Projects.

    Note: Some of these APIs were previously documented as ActivityManagement Gateway APIs. The Activity Management Gatewayproductis no longer licensed. All of the APIs formerly packaged as the

    Activity Management Gateway are described in this manual.

    This section provides you with the information you need to understand the structureand processing of the public Application Programming Interfaces (APIs) provided withOracle Projects.

    This chapter provides the following information:

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    2-2 Oracle Projects APIs, Client Extensions, and Open Interfaces Reference

    • Overview of the Oracle Projects APIs. This section describes some of the ways thatyou can use the public APIs in Oracle Projects to integrate Oracle Projects withexternal management systems.

    • Integrating an External System with Oracle Projects. Follow the steps in thissection carefully. A properly integrated system ensures that your external systemcan access the Oracle Projects database and that your Oracle Applications users canobtain the privileges necessary to use the application programming interfaces(APIs) discussed in this manual.

    • Security Requirements. Follow the steps in this section to ensure proper securitywhen users access Oracle Projects data from an external system.

    • Handling Error Messages. This section describes how Oracle Projects APIs createerror messages, and how to display them in an external application.

    • Standard API Parameters. This section describes the standard input and output

    parameters shared by most of the public APIs in Oracle Projects.

    • Common APIs. This section provides details about APIs (GET_MESSAGES,GET_DEFAULTS, and GET_ACCUM_PERIOD_INFO) that are available for use inall Oracle Projects APIs.

    Overview of the Oracle Projects APIs

    The Oracle Projects Application Programming Interfaces (APIs) enable you to integrateOracle Projects with third-party systems to build a complete management tool. You can

    combine the functionality of your preferred system with the features of Oracle Projects,and then safely share data and exchange information.

    The APIs include more than 150 application programming interfaces that:

    • Perform real-time or batch sharing of data between your system and OracleProjects, thereby eliminating duplicate data entry

    • Share business rules and workflow from one system to the other

    • Share setup, project planning, resource planning, budgeting, actuals, and progressdata

    Detailed descriptions of the APIs are provided in the detail chapters for each OracleProjects application.

    Applications of the Oracle Projects APIsThe Oracle Projects APIs are generic tools that you can use to integrate Oracle Projectswith many types of external or third-party systems, including:

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    Introduction to Oracle Projects APIs 2-3

    • Collaborative project planning and scheduling systems. Integrate your enterprise business systems with team-oriented project planning and scheduling tools toprovide communication links throughout your company.

    • Sales management systems. Enter your sales order using a sales managementsystem and call APIs to create a project in Oracle Projects based on the orderinformation.

    • Work management systems. Use the Oracle Projects APIs to tailor a comprehensivesolution that includes your work management system. Companies in the utilitiesindustry commonly use this type of system.

    • Customer asset management and plant maintenance systems. Share informationabout work orders, tasks, assets, crew labor charges, and inventory transactionscharged to a project.

    • Project manufacturing systems. Join inventory, manufacturing, and financial

    applications using the APIs, as Oracle's project manufacturing solution does.

    Where Information OriginatesThe Oracle Projects APIs make two-way communication possible between OracleProjects and a third-party external system. For example, if a purchase order issuedagainst a task is being processed within your enterprise, you can restrict that project'stask so it can't be deleted from a desktop project management system. (For moreinformation about restricting certain actions, see: Controlling Actions in Oracle Projects,page 2-30.)

    The following table illustrates the types of information that originates in Oracle Projects:

    Information That Originates in OracleProjects

    Comments

    Project templates with Quick Entry(overridable) fields

    You can override some of the template'sdefault values when you create a project.

    Resources

    Organizations

    Calendars (both GL and PA periods)

    Estimate to Complete (planned for a futurerelease)

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    2-4 Oracle Projects APIs, Client Extensions, and Open Interfaces Reference

    Information That Originates in OracleProjects

    Comments

    Actuals: cost amounts (raw and burdened),commitments (raw and burdened), quantities,revenue, PA or GL period, inception-to-date,period-to-date

    Oracle Projects acts as the central repository ofall project actuals, maintains common

    business rules (such as transaction controls),and collects a wide variety of transactions.Such transactions include phone usagerecords, labor, depreciation, commitments,usages, and expenses. Oracle Projects alsoperforms complex cost burdening, generatesrevenue, and sends summarized informationto external systems.

    The following table illustrates the types of information that originates in an externalsystem (in this case, a project management system).

    Information That Originates in Your ProjectManagement System

    Comments

    Projects and tasks of the work breakdownstructure (WBS)

    Budgets: Types, Time-Phased, Amounts,Quantities, Baseline

    Project managers can enter and baseline budgets from their preferred projectmanagement system or from Oracle Projects.Accounting personnel can enter budgets

    directly into Oracle Projects. Both types ofemployees can draft and update their own budget versions. Budgets created using projectmanagement systems integrate with OracleProjects' budget calculation extensions.

    Schedules and schedule changes

    Task parent reassignment You can reassign a task to a different parenttask as long the reassigned task remains underthe same top task.

    Percent complete: project level, WBS (anylevel)

    Once you send this information to OracleProjects, you can use billing extensions toproduce progress billings. You can view thisinformation in Oracle Projects using theproject status inquiry (PSI) client extension.

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    Introduction to Oracle Projects APIs 2-5

    Information That Originates in Your ProjectManagement System

    Comments

    Earned value progress reporting: BudgetedCost of Work Scheduled, Budgeted Cost ofWork Performed, Actual Cost of WorkPerformed, Budget at Completion

    You can use earned value reporting todetermine cost variance, schedule variance,and variance at completion. To view thisinformation in Oracle Projects, use the PSIclient extension.

    Integrating Your External System with Oracle ProjectsAfter you install and implement Oracle Projects, you can integrate your external systemwith Oracle Projects. Follow the steps below to ensure that your external system canaccess the Oracle Projects database and that your Oracle Applications users can obtain

    the privileges necessary to use the APIs discussed throughout this manual.

    Step 1: Create a Database RoleCreate a special database role and assign it to anyone who will use the Oracle ProjectsAPIs. You need to perform this step only once for each database, regardless of thenumber of users. Users can define their own role names. Oracle Projects provides thescript paamgcrole.sqlto create and assign these database roles. The script resides in the$PA_TOP/sql directory on the server and creates an output file called paamgcrole.lst.Run the script from any directory in which you have write privileges. You run thisscript as any user, such as SYSTEM or SYS with Create Role and Grant privileges onOracle Projects Public APIs and Views.

    The script requires the following arguments:

    • New database role name, such as PMXFACE

    • Username for the Oracle Applications user account, such as APPS

    From a SQL*Plus session, use the following syntax to run the script:

    start $PA_TOP/sql/paamgcrole.sql &role &un_apps

    For example, to create the role PMXFACE in the APPS account, enter:

    start $PA_TOP/sql/paamgcrole.sql PMXFACE APPS

    The script creates the role, and grants the necessary privileges on the required databaseobjects. Check the file paamgcrole.lst to ensure that the script completed successfully.

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    Step 2: Create an Oracle Applications User All API users must first be defined as Oracle Applications users. To define OracleApplications users and their required responsibilities, use the Oracle Applications Userswindow. See: Oracle Applications System Administrator's Guide .

    Step 3: Create a Database User After you have defined an Oracle Applications user with the required responsibilities,you must create a database user. The Oracle Applications username and the databaseusername must be identical. Oracle Projects provides the script paamgcuser.sql to createdatabase users. The script resides in the $PA_TOP/sql directory on the server. The scriptcreates an output file called paamgcuser.lst. Run the script from any directory in whichyou have write privileges. You run this script as any user, such as SYSTEM or SYS witha Create User and Create Synonym privileges on Oracle Projects Public APIs.

    The script requires the following arguments:

    • Existing database role name, such as PMXFACE. You must use the same role namethat you created in Step 1.

    • Username for the Oracle Applications user account, such as APPS

    • Proposed new database username

    • Proposed new database user password

    From a SQL*Plus session, use the following syntax to run the script:

    start $PA_TOP/sql/paamgcuser.sql &role &un_apps &uname &pwd

    For example, to create the user JCLARK with a password of WELCOME, enter:

    start $PA_TOP/sql/paamgcuser.sql PMXFACE APPS JCLARK WELCOME

    Check the file paamgcuser.lstto ensure that the script completed successfully.

    Template Script to Create Database UsersOracle Projects provides a template script, $PA_TOP/sql/paamgustemp.sql, whichfacilitates the processing of large amounts of data. This script generates an output file, pagenus.sql , while creating a large number of database users from existing OracleApplications users. You can add WHERE conditions to narrow the criteria. Run the

    script from any directory in which you have write privileges. You need to run this scriptonly for users who require access to the Oracle Projects APIs. You run this script as