r12 x oracle project management fundamentals...

R12.x Oracle Project Management Fundamentals Supplemental Student Practices Activity Guide

D60121GC10

Edition 1.0

February 2010

D68539

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Copyright © 2010, Oracle. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

Author

Harry Anthony

Technical Contributors and Reviewers

Erin Moss

This book was published using: Oracle Tutor

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Copyright © Oracle 2010. All rights reserved.

R12.x Oracle Project Management Fundamentals Supplemental Student Practices Table of Contents i

Table of Contents

R12.x Oracle Project Management Fundamentals Supplemental Student Practices................................1-1 R12.x Oracle Project Management Fundamentals Supplemental Student Practices .....................................1-3 Objectives ......................................................................................................................................................1-4 Overview of Oracle Project Management .....................................................................................................1-5 Oracle Project Collaboration Integration.......................................................................................................1-6 Managing Workplans ....................................................................................................................................1-7

Guided Demonstration - View a Workplan ...............................................................................................1-8 Practice - Create a Workplan .....................................................................................................................1-9 Solution - Create a Workplan ....................................................................................................................1-11 Practice - Add Tasks to a Workplan ..........................................................................................................1-15 Solution - Add Tasks to a Workplan .........................................................................................................1-16 Practice - Assign Planning Resources to a Task ........................................................................................1-24 Solution – Assign Planning Resources to a Task.......................................................................................1-25 Practice - Publish a Workplan ...................................................................................................................1-30 Solution - Publish a Workplan...................................................................................................................1-31

Implementing Workplan Management ..........................................................................................................1-34 Guided Demonstration - Enable Setup Options on a Project Template .....................................................1-35 Guided Demonstration - Create a Deliverable Type..................................................................................1-36 Guided Demonstration - Define a Deliverable Status................................................................................1-37 Guided Demonstration - Define a Progress Status.....................................................................................1-38 Practice - Define a Workplan Change Reason...........................................................................................1-39 Solution - Define a Workplan Change Reason ..........................................................................................1-40 Practice - Define a Task Type....................................................................................................................1-41 Solution - Define a Task Type...................................................................................................................1-42 Practice - Define a Work Item ...................................................................................................................1-44 Solution - Define a Work Item ..................................................................................................................1-45

Managing Deliverables..................................................................................................................................1-46 Practice - Define a Deliverable..................................................................................................................1-47 Solution – Define a Deliverable.................................................................................................................1-48

Managing Progress ........................................................................................................................................1-52 Practice - Selecting Progress Options For a Financial Structure ...............................................................1-53 Solution – Selecting Progress Options For a Financial Structure ..............................................................1-54 Practice - Selecting Progress Options For a Workplan Structure ..............................................................1-56 Solution – Selecting Progress Options For a Workplan Structure .............................................................1-57 Practice - Selecting Progress Options For a Task ......................................................................................1-59 Solution – Selecting Progress Options For a Task.....................................................................................1-60 Practice - Collect Deliverable Progress .....................................................................................................1-66 Solution – Collect Deliverable Progress ....................................................................................................1-67 Practice - Collect and Roll Up Resource Assignment Progress.................................................................1-73 Solution – Collect and Roll Up Resource Assignment Progress ...............................................................1-74 Practice - Enter Progress at Task and Workplan Levels ............................................................................1-79 Solution - Enter Progress at Task and Workplan Levels ...........................................................................1-81 Practice - Correct Workplan Progress........................................................................................................1-93 Solution – Correct Workplan Progress ......................................................................................................1-94

Earned Value Management............................................................................................................................1-98 Guided Demonstration - View Earned Value Information For a Workplan ..............................................1-99

Managing Programs.......................................................................................................................................1-100 Practice - Designate a Project as a Program ..............................................................................................1-101 Solution – Designate a Project as a Program .............................................................................................1-102

Managing Budgets and Forecasts ..................................................................................................................1-108 Guided Demonstration - Create a Budget Version ....................................................................................1-109 Guided Demonstration - Enter Budget Amounts.......................................................................................1-113

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R12.x Oracle Project Management Fundamentals Supplemental Student Practices Table of Contents ii

Practice - Create a Forecast Version..........................................................................................................1-116 Solution - Create a Forecast Version .........................................................................................................1-119 Practice - Enter Forecast Amounts ............................................................................................................1-126 Solution - Enter Forecast Amounts............................................................................................................1-127

Implementing Budgeting and Forecasting.....................................................................................................1-135 Practice - Define a Financial Plan Type ....................................................................................................1-136 Solution - Define a Financial Plan Type....................................................................................................1-138 Practice - Define a Budget Change Reason ...............................................................................................1-141 Solution - Define a Budget Change Reason ..............................................................................................1-142

Managing Issues ............................................................................................................................................1-143 Practice - Respond to an Action ................................................................................................................1-144 Solution – Respond to an Action ...............................................................................................................1-145 Practice - Create an Issue...........................................................................................................................1-149 Solution - Create an Issue ..........................................................................................................................1-151 Practice - Update Issue Progress................................................................................................................1-156 Solution - Update Issue Progress ...............................................................................................................1-157

Managing Change Documents.......................................................................................................................1-160 Practice - Create a Change Document .......................................................................................................1-161 Solution - Create a Change Document.......................................................................................................1-162 Practice - Resolve a Change Document.....................................................................................................1-165 Solution - Resolve a Change Document ....................................................................................................1-166

Implementing Issue and Change Management ..............................................................................................1-168 Guided Demonstration - Define a Control Item Priority ...........................................................................1-169 Practice - Define a Control Item Classification .........................................................................................1-170 Solution - Define a Control Item Classification.........................................................................................1-171 Practice - Define a Control Item Source Type...........................................................................................1-173 Solution - Define a Control Item Source Type ..........................................................................................1-174 Practice - Define a Control Item Type.......................................................................................................1-175 Solution - Define a Control Item Type ......................................................................................................1-176

Defining Project Status Reporting .................................................................................................................1-179 Practice - Create a Status Report ...............................................................................................................1-180 Solution - Create a Status Report...............................................................................................................1-181

Implementing Project Status Reporting.........................................................................................................1-185 Guided Demonstration - Define a Report Type .........................................................................................1-186 Guided Demonstration - Define a Reported Status....................................................................................1-187 Practice - Define a Reporting Cycle ..........................................................................................................1-188 Solution - Define a Reporting Cycle..........................................................................................................1-189 Practice - Define a Project Status Report Reminder Rule..........................................................................1-190 Solution - Define a Project Status Report Reminder Rule.........................................................................1-191

Reporting with Project Status Inquiry ...........................................................................................................1-196 Practice - Reporting with Project Status Inquiry .......................................................................................1-197 Solution - Reporting with Project Status Inquiry.......................................................................................1-198

Implementing Project Status Inquiry .............................................................................................................1-202 Guided Demonstration - Define a New Column for Project Status Inquiry ..............................................1-203

Document Management.................................................................................................................................1-206 Guided Demonstration - Attach a Document.............................................................................................1-207

Defining Project Performance Reporting ......................................................................................................1-208 Guided Demonstration - Analyze Project Performance Overview ............................................................1-209 Guided Demonstration - Generate and Review an Exception....................................................................1-211 Practice - Define a Performance Rule and an Exception ...........................................................................1-213 Solution – Define a Performance Rule and an Exception..........................................................................1-215

Implementing Project Performance Reporting ..............................................................................................1-217 Guided Demonstration - Review Project Performance Reporting Setup...................................................1-218 Guided Demonstration - Customize Reporting Views ..............................................................................1-220 Practice - Define Key Performance Area Scoring Rules ...........................................................................1-224 Solution – Define Key Performance Area Scoring Rules..........................................................................1-225

Defining a Reporting Pack.............................................................................................................................1-230

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R12.x Oracle Project Management Fundamentals Supplemental Student Practices Table of Contents iii

Implementing Reporting Pack .......................................................................................................................1-231 Guided Demonstration – Using the Manager's Reporting Pack.................................................................1-232

Microsoft Project Integration.........................................................................................................................1-236 Summary of R12.x Project Management Fundamentals ...............................................................................1-237

Practice - Workplan Progress and Actual Cost Collection ........................................................................1-238 Solution – Workplan Progress and Actual Cost Collection .......................................................................1-239

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R12.x Oracle Project Management Fundamentals Supplemental Student Practices Table of Contents v

Preface

Profile

Before You Begin This Course

• Working experience with Oracle Applications

Prerequisites

• Inventory

• Application Program Interface

• Installbase

• Warehouse Management System

How This Course Is Organized

This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations and written practice sessions reinforce the concepts and skills introduced.

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R12.x Oracle Project Management Fundamentals Supplemental Student Practices Table of Contents vi

Related Publications

Oracle Publications Title Part Number

Oracle Projects Fundamentals E13581-03

Oracle Project Management User Guide E13623-04

Additional Publications

• System release bulletins

• Installation and user’s guides

• Read-me files

• International Oracle User’s Group (IOUG) articles

• Oracle Magazine

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R12.x Oracle Project Management Fundamentals Supplemental Student Practices Table of Contents vii

Typographic Conventions

Typographic Conventions in Text Convention Element Example Bold italic Glossary term (if

there is a glossary) The algorithm inserts the new key.

Caps and lowercase

Buttons, check boxes, triggers, windows

Click the Executable button. Select the Can’t Delete Card check box. Assign a When-Validate-Item trigger to the ORD block. Open the Master Schedule window.

Courier new, case sensitive (default is lowercase)

Code output, directory names, filenames, passwords, pathnames, URLs, user input, usernames

Code output: debug.set (‘I”, 300); Directory: bin (DOS), $FMHOME (UNIX) Filename: Locate the init.ora file. Password: User tiger as your password. Pathname: Open c:\my_docs\projects URL: Go to http://www.oracle.com User input: Enter 300 Username: Log on as scott

Initial cap Graphics labels (unless the term is a proper noun)

Customer address (but Oracle Payables)

Italic Emphasized words and phrases, titles of books and courses, variables

Do not save changes to the database. For further information, see Oracle7 Server SQL Language Reference Manual. Enter [email protected], where user_id is the name of the user.

Quotation marks

Interface elements with long names that have only initial caps; lesson and chapter titles in cross-references

Select “Include a reusable module component” and click Finish. This subject is covered in Unit II, Lesson 3, “Working with Objects.”

Uppercase SQL column names, commands, functions, schemas, table names

Use the SELECT command to view information stored in the LAST_NAME column of the EMP table.

Arrow Menu paths Select File > Save. Brackets Key names Press [Enter]. Commas Key sequences Press and release keys one at a time:

[Alternate], [F], [D] Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]

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R12.x Oracle Project Management Fundamentals Supplemental Student Practices Table of Contents viii

Typographic Conventions in Code Convention Element Example Caps and lowercase

Oracle Forms triggers

When-Validate-Item

Lowercase Column names, table names

SELECT last_name FROM s_emp;

Passwords DROP USER scott IDENTIFIED BY tiger;

PL/SQL objects OG_ACTIVATE_LAYER (OG_GET_LAYER (‘prod_pie_layer’))

Lowercase italic

Syntax variables CREATE ROLE role

Uppercase SQL commands and functions

SELECT userid FROM emp;

Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you through Oracle Applications.

(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve

This simplified path translates to the following:

1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches Summary.

2. (M) From the menu, select Query then Find.

3. (B) Click the Approve button.

Notations:

(N) = Navigator

(M) = Menu

(T) = Tab

(B) = Button

(I) = Icon

(H) = Hyperlink

(ST) = Sub Tab

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R12.x Oracle Project Management Fundamentals Supplemental Student Practices Table of Contents ix

Typographical Conventions in Oracle Application Help System Paths

This course uses a “navigation path” convention to represent actions you perform to find pertinent information in the Oracle Applications Help System.

The following help navigation path, for example—

(Help) General Ledger > Journals > Enter Journals

—represents the following sequence of actions:

1. In the navigation frame of the help system window, expand the General Ledger entry.

2. Under the General Ledger entry, expand Journals.

3. Under Journals, select Enter Journals.

4. Review the Enter Journals topic that appears in the document frame of the help system window.

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R12.x Oracle Project Management Fundamentals Supplemental Student Practices Table of Contents x

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Copyright © Oracle, 2010. All rights reserved.

R12.x Oracle Project Management Fundamentals Supplemental Student Practices Chapter 1 - Page 1

R12.x Oracle Project Management Fundamentals Supplemental Student Practices Chapter 1

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R12.x Oracle Project Management Fundamentals Supplemental Student Practices

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Objectives

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Overview of Oracle Project Management

This lesson does not have any practices or solutions.

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Oracle Project Collaboration Integration


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Managing Workplans

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Guided Demonstration - View a Workplan

Find a Project

1. Responsibility = Projects SU, Vision Services (USA)

2. Navigate to the Search Projects page

• (N) Projects: Delivery > Search Projects

• (B) Advanced Search

3. Find the Engineering + Construction-100 project

• Select Search results where each must contain all values entered

• Enter the search criteria in the Project Name fields

• Project Name = starts with Engineering

• (B) Go

4. (H) Engineering + Construction-100

View the Workplan

5. (T) Workplan

The Hierarchy View is set as the default view.

6. View the workplan using the List View

• Select the List option button

• (B) Go

• Review the workplan

7. View the workplan using the Gantt Display View

• Select the Gantt option button

• (B) Go

• Review the workplan

8. (H) Home

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Practice - Create a Workplan

Overview

In this practice, you will create a new project from an existing template, enable the workplan structure for the project, and update the workplan information.

Assumptions

• Replace XX with the number that your instructor has assigned.

• You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.

Tasks

Create a project from a Cost Plus Template with the following details:

Field Value

Project Number XXCP01

Project Name XX Cost Plus Project

Project Manager Marlin, Ms. Amy

Customer Imaging Innovations, Inc.

Project Start Date Today's Date

Project Completion Date Six Months from Today

Organization Services-East

Product Software-Software

Enable the Workplan Structure

Enable the workplan and financial structures such that they are shared structures. Finally define the following workplan information:

Field Value

Structure Name XX Cost Plus Project

Lifecycle AIM

Current Phase Definition

Default Display Outline Level 3

Enable Workplan Versioning Yes

Enable Work Quantity No

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Schedule Using Third Party Software No

Allow Dependencies only for lowest tasks Yes

Enable Task Workflow No

Automatically Update Task Transaction Dates No

Date Adjustment Buffer (Days) Leave Blank

Approval Required No

Auto Publish after Approval No

Approver Leave Blank

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Solution - Create a Workplan

Create a Project

1. Login to Oracle Applications: − Username = SERVICES − Password = WELCOME


3. Navigate to the Create Project: Select Source page

• (N) Projects: Delivery > Create Project

4. Select the source

• Select the Create Project from Template option button

• Search for and select the Cost Plus Template from the list

• (B) Continue

• Workplan information from the template is copied to the new project.

5. Complete the fields on the Create Project: Details page

Field Value

Project Number XXCP01

Project Name XX Cost Plus Project




Project Completion Date Six Months from Today



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6. (B) Finish

Enable the Workplan Structure

7. Navigate to the Structures page

• (T) Project

• (ST) Setup

• (H) Structures – in the Other Project Setup region

8. Define/verify the structure settings

Field Value

Enable Financial Structure Yes

Enable Workplan Structure Yes

Deliverables Yes

Workplan and Financial Structure Sharing Shared Structures

Setup Project as a Program No

Allow linked projects to belong to multiple programs

No

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9. (B) Apply

Define the Workplan Information

10. Navigate to the Workplan Information page

• (T) Workplan

• (ST) Setup

• (H) Workplan Information

11. Define/verify the following workplan information for your project

Field Value

Structure Name XX Cost Plus Project

Lifecycle AIM

Current Phase Definition




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Allow Dependencies only for lowest tasks Yes







12. (B) Apply

13. (H) Home

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Practice - Add Tasks to a Workplan

Overview

In this practice, you will create new tasks to a workplan, and update an existing task in a workplan.

Assumptions



Tasks

Search for and find the XX Cost Plus project you created in the previous practice.

Create a new working version of the workplan with the following details:

Field Value

Version Name XX Cost Plus Revised Workplan

Description First Revised Version

Change Reason Scope Change

Lock the new version that you create and update the work breakdown structure. Select task 3.0 and create three new sub-tasks with the following information: Outline Level

Task Number

Task Name Task Type Scheduled Start Date

Scheduled Finish Date

Task Manager

1 3.1 Stage 1 Production 4 Months from Today

6 Months from Today

Heather, Ms. Emily


6 Months from Today

Heather, Ms. Emily

0 4.0 Testing Test 5 Months from Today

6 Months from Today

Heather, Ms. Emily

Finally update task detail information for task 1.1.1. Mark the priority of this task as High and as a milestone. Select the Critical option. Change the scheduled start date for this task to begin one month from today and the scheduled finish date to end two months from today.

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Solution - Add Tasks to a Workplan

Find Your Project





3. Find the project you created in the previous demonstration



• Project Name = is XX Cost Plus Project

• (B) Go

4. (H) XX Cost Plus Project

Update the Work Breakdown Structure

5. Navigate to the Maintain Versions page

• (T) Workplan

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• Select Maintain Versions from the Apply and list of values

• (B) Go

6. Create a new version

• Select the Cost Plus version

• (I) Lock

This icon is in the change control column for your new working version. Once you lock the version, additional icons will become available for the new working version.

• (I) Details

• Enter the version information

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Field Value

Name XX Cost Plus Revised Workplan

Change Reason Scope Change

Description First Revised Version

• (B) Apply

7. Navigate to the Create Tasks page for the new working version

• (I) Update Tasks

• Select task number 3.0

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• (B) Create Tasks

8. Create 3 new tasks

• (B) Create tasks Outline Level

Task Number

Task Name

Task Type Scheduled Start Date

Scheduled Finish Date

Planned Effort

Task Manager


6 Months from Today

Leave Blank

Heather, Ms. Emily


6 Months from Today

Leave Blank

Heather, Ms. Emily

0 4.0 Testing Test 5 Months from Today

6 Months from Today

Leave Blank

Heather, Ms. Emily Fo

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• (B) Apply

Update Task Details for Task 1.1.1

9. In the row for Task 1.1.1, select the Update icon

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10. Update the general task details

• Enter/update the following task detail information

Field Value

Task Type Design

Priority High

Critical Yes

Milestone Yes

11. Update the dates for Task 1.1.1

• (T) Schedule

Field Value

Scheduled Start Date One Month from Today

Scheduled Finish Date Two Months from Today

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• (B) Apply

• Select Process Updates from the Actions list of values

• (B) Go

12. Review the work breakdown structure

• Select the Display List option

• (B) Go

You will see the confirmation message that the changes have been saved successfully.

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13. (H) Home

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Practice - Assign Planning Resources to a Task

Overview

In this practice, you will add multiple planning resources to a project task.

Assumptions



Tasks

Find the XX Cost Plus Project that you created in a previous practice. Update the current version of the workplan by updating Task 3.1. Add the following planning resources to the task:

- Heather, Ms. Emily (Role: Consultant)

- Gray, Mr. Donald R (Role: Developer)

To do this,

• Verify/Select People from the Resource Class list of values

• Verify/Select Named Person – Team Role from the Resource Format list of values

Finally, change the Spread Curve for planning resource Mr Donald Gray. For example, you may change it to S Curve.

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Solution – Assign Planning Resources to a Task

Find Your Project









• (B) Go


Update the Work Breakdown Structure

5. Navigate to the Update Current Working Version page

• (T) Workplan

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6. Update Task 3.1

• Select the Update icon for Task 3.1

• (I) Update

7. Open the Resources page

• (ST) Resources

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8. Open the Assign Planning Resources page

• Select People from the Assign list of values

• (B) Go

9. Add People resources to the task

• (B) Add Multiple Planning Resources

• Enter the following information:

Field Value

Named Person Heather, Ms. Emily

Role Consultant

Team Role Leave Blank

Name Leave Blank

Named Person Gray, Mr. Donald R

Role Developer

Team Role Leave Blank

Name Leave Blank

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• (B) Apply

10. Change the Spread Curve for a planning resource

• (H) Next 7 in the lower right hand side.

• Select the planning resource Gray, Mr. Donald R.

• (I) Update

• Select S Curve from the Spread Curve list of values

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• (B) Apply

• (B) Apply

11. (H) Home

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Practice - Publish a Workplan

Overview

In this practice, you will review and publish a workplan version.

Assumptions



Tasks

Find your XX Cost Plus Project. Review and publish the XX Cost Plus Revised Workplan version. Note that you do not have to submit workplan versions for approval for this project because in a previous practice, you did not enable approval while defining the workplan information.

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Solution - Publish a Workplan

Find Your Project









• (B) Go


Publish the Workplan Version

5. Navigate to the Maintain Versions page

• (T) Workplan

• Select Maintain Versions from the Apply and list of values

• (B) Go

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6. Review and Publish the XX Cost Plus Revised Workplan version

• (I) Change Control to unlock the workplan version

• (I) Publish

You do not have to submit workplan versions for approval for this project. In a previous practice, you did not enable approval while defining the workplan information.

• Review the version information

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A blue dot indicates the information that has changed since the last version.

• (B) Publish

The approved version is now published. Note that the system has also created a new working version that is ready for you to edit.

7. (H) Home

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Implementing Workplan Management

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Guided Demonstration - Enable Setup Options on a Project Template

Enable Setup Options


2. Navigate to the Project Templates page

• (N) Projects: Setup > Project Templates

3. Navigate to the Project Template Setup page for the Capital Services Template

• Search for the Capital Services Template by entering “Capital Services Template” in the Name field

• (B) Go

• Select the Update icon for the Capital Services Template (T, Capital Services Template)

4. Scroll to the Setup Options region of the page

• Click the Expand All hyperlink

5. Verify that the Structures option is enabled

• Scroll to the Project option in the Setup Options section

• Enable the Structures option if it is not already enabled.

6. Verify that the Workplan setup options are enabled

• Scroll to the the Workplan option in the Setup Options section

• Enable the following options if they are not already enabled: − Workplan

− Workplan Information − Work Breakdown Structure − Progress

7. (B) Apply

When you enable a setup option on a project template, the system displays the option for all projects created from the template.

8. (H) Home

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Guided Demonstration - Create a Deliverable Type

Create a Deliverable Type


2. Navigate to the Deliverable Types page

• (N) Projects: Setup > Deliverable Types

3. (B) Create Deliverable Type

4. Complete the fields on the Create Deliverable Type page

Field Value

Name XX Functional Design Document

Description This document is required for any implementation of your application and requires sign-off from client and sponsor.

Effective From Today’s Date

Effective To Leave Blank

Initial Deliverable Status Not Started

Deliverable Type Class Document

Enable Deliverable Actions Yes

Enable Progress Entry Yes

5. Enter the following Deliverable Actions:

Name Function

Initial Review None

Client Sign-off None

Project Sponsor Sign-off Billing

6. (B) Apply

7. (H) Home

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Guided Demonstration - Define a Deliverable Status

Define a Deliverable Status

1. Responsibility = Projects, Vision Services (USA)

2. Navigate to the Statuses window

• (N) Setup: System > Statuses

3. (T) General

4. Enter the following information:

Field Value

Status Type Deliverable

Status XX-Approval Review

System Status In Progress

Description XX-Deliverable Review status

Effective Date From Today’s Date

Effective Date To Leave Blank

Starting Status No

5. (I) Save

6. Close all the windows and return to the home page.

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Guided Demonstration - Define a Progress Status

Define a Progress Status



• (N) Setup > System > Statuses

3. (T) General

Field Value

Status Type Progress Status

Status XX-At Risk

System Status At Risk

Description XX-At Risk Progress Status

Effective Date – From Today’s Date

Effective Date – To Leave Blank

Starting Status No

4. (I) Save

5. Close the Statuses window when finished.

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Practice - Define a Workplan Change Reason

Overview

In this practice, you will define a workplan change reason.

Assumptions



Tasks Define a workplan change reason with the following information:

Field Value

Code XXOBJECTIVE CHANGE

Meaning XX-Objective Change

Description Change in project objectives

Tag Leave Blank



Enabled Yes

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Solution - Define a Workplan Change Reason

Define a Workplan Change Reason


2. Navigate to the Work Plan Change Reason Lookups window

• (N) Setup: Workplan and Progress > Change Reasons

3. Position your cursor in the first Code field

4. (I) New

Field Value

Code XXOBJECTIVE CHANGE

Meaning XX-Objective Change

Description Change in project objectives

Tag Leave Blank



Enabled Yes

5. (I) Save

6. Close the Work Plan Change Reason Lookups window

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Practice - Define a Task Type

Overview

In this practice, you will define a task type.

Assumptions



Tasks

Define a task type that is used to track tasks related to production efforts. Enter the following:

Field Value

Name XX-Production

Description Used to track tasks that are related to production efforts



Initial Task Status Not Started

Workflow Item Type Leave Blank

Workflow Process Leave Blank

Lead Days Leave Blank

Progress Entry Required No

Initial Progress Status On Track

Additional Information Page Layout Leave Blank


Enable Percent Complete Collection Yes

Physical Percent Complete Derivation Method

Cost

Enable Actuals and ETC Collection Yes

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Solution - Define a Task Type

Define a Task Type


2. Navigate to the Task Types page

• (N) Projects: Setup > Task Types

3. (B) Create Task Type

4. Enter the task type information

Field Value

Name XX-Production

Description Used to track tasks that are related to production efforts









Additional Information Page Layout Leave Blank




Cost


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5. (B) Apply

6. (H) Home

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Practice - Define a Work Item

Overview

In this practice, you will define a work quantity work item.

Assumptions



Tasks

Define a work item with the following information:

Field Value

Code XXENGINE

Meaning XX-Engine

Description Engine

Tag Leave Blank



Enabled Yes

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Solution - Define a Work Item

Define a Work Item


2. Navigate to the Work Quantity Work Items Lookups window

• (N) Setup: Workplan and Progress > Work Items


4. (I) New

Field Value

Code XXENGINE

Meaning XX-Engine

Description Engine

Tag Leave Blank



Enabled Yes

5. (I) Save

6. Close the Work Quantity Work Items Lookups window

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Managing Deliverables

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Practice - Define a Deliverable

Overview

In this practice, you will create a new project from an existing template and then define a deliverable for the project.

Assumptions



Tasks

Create a project from the Cost Plus Template and name it “XX Delivery”. Accept the default enabling of Financial Structure, Workplan Structure, and Deliverables and in the Workplan and Financial Structure Sharing field, select Partially shared structures and choose lowest financial tasks value. Finally, create an item deliverable that is part of office equipment, due 2 weeks from today, whose owner is Emily Heather. Enter a progress weight of 20.00 and then define the following item information:

Field Value

Item Number f25000

Inventory Organization Vision Project Mfg

Quantity 3

UoM Ea (Accept Default Value)

Unit Number Leave Blank

Item Description Desk Lamp (Used for global agreement – catalog search) (Read-Only View)

Unit Price 50.00 (Accept Default Value)

Currency USD

Shippable Item No

Billable Item No

Purchasable Item Yes

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Solution – Define a Deliverable

Create a project







• (B) Continue


Field Value

Project Number XXDELIVERY

Project Name XX Delivery




Project Completion Date One Year from Today



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5. (B) Finish

Select Structures

6. Navigate to the Projects Setup page

• (T) Project

• (ST) Setup

7. Select Structures in the Other Project Setup region

• (H) Structures

8. Accept the default enabling of Financial Structure, Workplan Structure, and Deliverables

9. In the Workplan and Financial Structure Sharing field, select Partially shared structures and choose lowest financial tasks value

10. (B) Apply

Create a Deliverable

11. Navigate to the Create Deliverable page

• (T) Workplan

• (ST) Deliverables

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• From the Actions field, select Create Deliverable

• (B) Go

• (ST) General

12. Enter the following information:

Field Value

Name Item Deliverable

Short Name Item Deliverable

Type Item

Owner Heather, Ms. Emily

Description Item for office equipment

Status Not Started (Accept default value)

Due Date 2 weeks from today

Progress Weight 20.0

13. Enter the following item information:

Field Value

Item Number f25000

Inventory Organization Vision Project Mfg

Quantity 3

UoM Ea (Accept Default Value)

Unit Number Leave Blank

Item Description Desk Lamp (Used for global agreement - catalogue search) (Read-Only View)

Unit Price 50.00 (Accept Default Value)

Currency USD

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Shippable Item No (Accept Default Value)

Billable Item No (Accept Default Value)

Purchasable Item Yes (Accept Default Value)

14. (B) Apply

15. (H) Home

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Managing Progress

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Practice - Selecting Progress Options For a Financial Structure

Overview

In this practice, you will select progress options for a financial structure.

Assumptions



Tasks

Select progress options to determine how to collect and manage progress for a financial structure. Define a physical percent complete rollup method of Effort.

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Solution – Selecting Progress Options For a Financial Structure

Selecting Progress Options





3. Enter XX Delivery in the Project Name is field

4. (B) Go

5. (H) XX-Delivery

6. Navigate to the Financial Setup page

• (T) Financial

• (ST) Setup

7. Select the Financial Structure Information link

• (H) Financial Structure Information

8. Enter the following information on the Financial Structure Information page:

Field Value

Structure Name XX Delivery (Accept Default Value)

Default Display Outline Level 3 (Accept Default Value)

Physical % Complete Rollup Method Effort

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9. (B) Apply

10. (H) Home

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Practice - Selecting Progress Options For a Workplan Structure

Overview

In this practice, you will select progress options for a workplan structure to determine how you collect and manage progress.

Assumptions



Tasks

Search for and find the XX Delivery project that you created in the previous practice. Navigate to the Workplan Setup page from where you can select the Progress link and enter the following options:

Field Value

Progress Cycle Weekly

Physical Percent Complete Rollup Method Effort

Allow Collaborative Progress Entry Yes

Allow ETC Effort and Cost Collection Yes

Allow Physical Percent Complete Cost Collection

Yes

Allow Physical Percent Complete Overrides

Yes

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Solution – Selecting Progress Options For a Workplan Structure

Find Your Project





3. Enter XX Delivery in the Project Name Is field

4. (B) Go

5. (H) XX Delivery

Selecting Progress Options

6. Navigate to the Workplan Setup page

• (T) Workplan

• (ST) Setup

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7. Select the Progress link

• (H) Progress

8. Select the following options on the Progress page:

Field Value

Progress Cycle Weekly

Physical Percent Complete Rollup Method Effort



Allow Physical Percent Complete Collection

Yes

Allow Physical Percent Complete Overrides

Yes

9. (B) Apply

10. (H) Home

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Practice - Selecting Progress Options For a Task

Overview

In this practice, you will select progress options for a task.

Assumptions



Tasks

First, define a task type to track progress on a task using work quantity. Then you will select progress options to determine how you collect and manage progress for this task type, for example enable percent complete collection and Actuals and ETC collection. Define a physical percent complete derivation method of Deliverable.

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Solution – Selecting Progress Options For a Task

Define a Task Type


2. Navigate to the Task Types page

• (N) Projects: Setup > Task Types

3. (B) Create Task Type

4. Enter the following information in the Task Type Details page

Field Value

Name XX-Track Progress and Work Quantity

Description Track progress on a task that uses work quantity







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Select Progress Options 5. Enter the following Progress information for the task type:

Field Value



Additional Information Page Layout Default Task Progress Additional Information Page Layout

Enable Work Quantity Yes

Work Item Test Plan

Unit of Measure Each

Actual Work Quantity Entry Method Actual Work Quantity To Date



Deliverable


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6. (B) Apply

7. (H) Home

Create a Task



9. (B) Advanced Search

10. Select Show table data when all conditions are met option

11. Enter XX Cost Plus Project in the Project Name is field

12. (B) Go


14. Navigate to the Tasks page

• (T) Workplan

15. Select Update Current Working Version from the Actions field

16. (B) Go

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17. Select Task 1.1 and click the Create Tasks button

• (B) Create Tasks

18. Enter the following information on the Create Tasks page

Field Value

Outline Level 1

Task Number 1.1.3

Task Name XX-Field Survey

Task Type XX-Track Progress and Work Quantity

Scheduled Start Today’s Date

Scheduled Finish One Year From Today

Planned Effort Leave Blank

Task Manager Leave Blank

19. (B) Apply

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20. Click the Update icon for task XX-Field Survey

• (I) Update

21. Navigate to the Task Details Schedule sub-tab

• (ST) Schedule

22. Expand the Options icon

• Click the ‘+’ icon

23. Review the progress information for the task

The progress entry option information has defaulted from the Task Type. Fo

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24. (B) Save

25. (B) Apply

26. (H) Home

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Practice - Collect Deliverable Progress

Overview

In this practice, you will collect progress for deliverables on a project that you defined earlier.

Assumptions



Tasks

Find the project XX Delivery that you created in an earlier practice. There has been a hike in petroleum charges. To adjust the consequent cost overrun on your project, update progress for item deliverables.

Tip: Publish the workplan before updating progress.

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Solution – Collect Deliverable Progress

Find project with deliverables





3. Find a project with the number: XX Delivery

• Enter XX Delivery in the Project Name is field

• (B) Go

• (H) XX Delivery


• (T) Workplan

• (ST) Tasks

5. Choose Update Current Working Version from the Actions field

6. (B) Go

7. (B) Review and Publish Workplan

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8. (B) Publish

9. Select the published version of your workplan

• (H) Cost Plus

10. Navigate to the Deliverables page


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11. Navigate to the Progress page for Item Deliverable

• Click the Update icon for Item Deliverable

• (I) Update

• (ST) Progress

• (B) Update Deliverable Progress

12. Enter the following information on the Update Deliverable Progress: Item Deliverable page:

Field Value

Owner Heather, Ms. Emily (Read-only view)

Physical Percent Complete 55

Completion Date Leave Blank

As of Date Accept Default Value

Progress Overview Cost overrun because of hike in petroleum charges.

Deliverable Status In Progress

Progress Status On Track

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13. (B) Submit

• (B) Yes for the warning message

14. (B) Apply

15. Update the Item Deliverable

• (I) Update

16. (ST) Workplan Tasks

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17. (B) Associate Workplan Tasks

18. Select Task XX-Field Survey

19. (B) Apply

20. (B) Apply

21. Navigate to the Workplan: Tasks page

• (T) Workplan

• (ST) Tasks

22. Click on the Details icon against Task XX-Field Survey

• (I) Details

23. Select Update Progress in the Actions field

• (B) Go

• Click (B) Ok in the warning message.

24. (B) Recalculate and Continue Updating

25. (B) Submit

26. (B) Yes to the Warning message

27. Review the deliverable progress that has rolled up to the task level

• (ST) Schedule

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28. (H) Home

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Practice - Collect and Roll Up Resource Assignment Progress

Overview

In this practice, you will add a resource assignment to your project defined earlier, collect progress for this resource assignment and then roll up progress to the task level.

Assumptions



Tasks

Find the XX Delivery project that you created in a previous practice. Assign a planning resource of DBA with a plan quantity of 150 to the first task in the workplan. After publishing the workplan, update progress for this planning resource by entering an actual quantity of 50. Finally, review the rollup of the modified progress at the workplan level.

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Solution – Collect and Roll Up Resource Assignment Progress

Assign a Resource To a Task






• Enter XX Delivery in the Project Name Is field

• (B) Go

• (H) XX Delivery


• (T) Workplan

5. Select Update Current Working Version from the Actions field

6. (B) Go

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7. Update the first Task - Design

• (I) Update

8. Navigate to the Resources subtab on the Task Details page

• (ST) Resources

9. Navigate to the Assign Planning Resources page

• Select People in the Assign field

• (B) Go

10. Select Named Person – Team Role from the Resource Formats list of values and then select DBA from the list of Planning Resources

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11. (B) Apply

12. Enter plan quantity for the planning resource - DBA

Field Value

Planning Resource DBA (Read-Only View)

Scheduled Start Accept the Default Value

Scheduled Finish Accept the Default Value

Plan Quantity 150

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13. (B) Apply


15. (B) Publish

16. Select the second published version of the workplan

• (H) Copy: Cost Plus

17. Update progress for the task Design (1.0)

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• (I) Update Progress

• (ST) Resources

18. Enter a quantity of 50 in the Actual this Period field for Planning Resource- DBA

19. Submit the progress

• (B) Submit


Review the rollup of progress entered at the workplan level

20. Update progress at the workplan level (“0” outline level)


• (ST) Summary

21. The progress details of resource assignment DBA for Task 1.0 have been rolled up to the workplan level.

22. (B) Submit

23. (B) Yes for the warning message

24. (H) Home

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Practice - Enter Progress at Task and Workplan Levels

Overview

In this practice, you will create a new project from an existing template, enable the workplan structure for the project, and update the workplan information. Then you will enter progress for two tasks and view the rollup at the workplan level.

Assumptions



Tasks

Create a project from a Cost Plus Template with the following details: Enter workplan information such as to enable workplan versioning and work quantity. Define the following progress information:

Field Value

Progress Cycle Daily

Physical Percent Complete Rollup Method Manual

Allow collaborative progress entry Yes


Allow Physical Percent Complete Collection Yes

Allow Physical Percent Complete Overrides Yes

Delete the workbreakdown structure and create a new structure such as the following: Outline Task Task Name Task Type Scheduled Scheduled Finish

Field Value

Project Number XXPROGRESS

Project Name XX Progress




Project Completion Date One Year from Today


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Level Number Start

1 1 Task 1 XX-Track Progress and Work Quantity

Today’s Date Leave Blank

1 2 Task 2 Test Today’s Date Leave Blank

Note that the task type XX-Track Progress and Work Quantity has a physical percent complete method of Deliverable associated with it, while the task type Test has a physical percent complete method of Work Quantity associated.

Enter a task weighting of 50% for both the tasks.

Create a document deliverable and associate a deliverable with Task 1. (Note: You have to enter a progress weight for the deliverable). For Task 2, enter a planned work quantity of 100. Update progress for the two tasks - enter a physical percent complete of 10 against Task 1. For Task 2 enter an actual work quantity to date of 20. When you update progress at the project level, progress from these two tasks will be rolled up. However, you may override this progress if you wish to do so.

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Solution - Enter Progress at Task and Workplan Levels

Create a Project







• (B) Continue

• Workplan information from the template is copied to the new project.


Field Value

Project Number XXPROGRESS

Project Name XX Progress




Project Finish Date One Year from Today


Product Product 1-Product 1

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5. (B) Finish

Define the Workplan Information

6. Navigate to the Workplan Information page

• (T) Workplan

• (ST) Setup

• (H) Workplan Information

7. Define/verify the following workplan information for your project

Field Value

Structure Name XX Progress Project

Lifecycle AIM

Current Phase Leave Blank



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Enable Work Quantity Yes


Allow Dependencies only for lowest tasks No







8. (B) Apply

Define Progress Information

9. (H) Progress

10. Define the following:

Field Value

Progress Cycle Daily

Physical Percent Complete Rollup Method Manual



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Allow Physical Percent Complete Collection Yes

Allow Physical Percent Complete Overrides Yes

11. (B) Apply

Update the Workbreakdown Structure

12. (T) Workplan > (ST) Tasks

13. Select the Update Current Working Version value in the Actions field

• (B) Go

14. Select Update Workbreakdown Structure in the Apply and field

• (B) Go

15. (H) Select All

16. (B) Delete

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17. (B) Create Tasks

18. Define the following workplan structure: Outline Level

Task Number

Task Name Task Type Scheduled Start

Scheduled Finish

1 1 Task 1 XX-Track Progress and Work Quantity

Today’s Date Leave Blank

1 2 Task 2 Test Today’s Date Leave Blank

19. (B) Apply

20. Select Process Updates from the Actions list of values

• (B) Go

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Enter Task Weighting for the Two Tasks

21. Navigate to the Update Tasks page

• Select Update Tasks from the Actions field

• (B) Go

22. Create a personalized view that includes Task Weighting

• (B) Personalize

• Select the View Name of ‘Workplan’

• (B) Create View

• Enter a View Name of “XX-All”

• (B) Move All

• (B) Apply

• (B) Apply

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23. Select “XX-All” from the View field

24. (B) Go

25. Scroll towards the right to find the columns for Task Weighting (%)

26. Enter a weighting of 50% for each of the tasks.

Note that it currently displays a default weighting of 50%. This is due to the fact that the physical percent complete method for the workplan was “Duration” before you changed it to “Manual”. You have the option of entering any weighting for the tasks. If you don’t specify any weighting after setting the physical percent complete method as Manual, then the system uses the default weighting associated with “Duration”.

Create a deliverable and Associate it with Task 1

27. Update Task 1

• (I) Update

28. Navigate to the Deliverables subtab


29. Select Create Deliverable from the Actions field

• (B) Go

30. Enter the following information in the General tab:

Field Name Value

Name XX-Document Deliverable

Short Name XX-Doc Deliverable

Type Functional Design Document

Status Not Started

Due Date Accept Default Value

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Progress Weight 20.0

31. (B) Apply

32. (B) Apply

To view the association of the deliverable with the Task

33. Update Task 1

• (I) Update


34. Select Task 2 from the structure on your left.

• (H) 2

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35. (ST) Schedule

36. Enter a planned quantity of 100 for Task 2

• (B) Apply

Review and Publish Workplan


38. (B) Publish

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Update Task Progress

39. Select the published version of the workplan

• (H) Cost Plus

40. Update progress for Task 1




• Enter a physical percent complete of 10 against the Document Design deliverable

• (B) Apply

• (B) Recalculate and Continue Updating

• (B) Submit

• (B) Yes in the Warning message

Note: The progress entered against this deliverable automatically gets rolled up to the task level. (To view this, navigate to the Update Task Progress Details for Task 1)

41. Update progress for Task 2


• (ST) Summary

• Enter an Actual Work Quantity to Date as 20

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• (B) Recalculate and Continue Updating

• (B) Submit

• (B) Yes in the Warning message

Update progress at the Project level

42. Select the update progress icon against the outline number “0”

• Navigate to the Workplan page

• (ST) Tasks

• (I) Update progress

• From the Action list, select the “Mass Update Progress” item

• (B) Go

• Verify the following values listed in the Physical % Complete (Change values if required):

• Task 1 = 10.00

• Task 2 = 20.00

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• (B) Submit

• (B) Yes

• Select View as Progress

• (B) Go

Note that the progress submitted for the two tasks has been rolled up at the project level as 15% and the outline level is 0. You have the option of overriding it here.

43. (H) Home Fo

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Practice - Correct Workplan Progress

Overview

In this practice, you will correct progress for a workplan that has already been submitted.

Assumptions



Tasks

Find the XX Delivery project that you created in a previous practice. Navigate to the Workplan page and publish the workplan. Update progress for Task 1.2 and enter the following information in the Effort region:

Field Value

Actual Effort To Date 10 hours

ETC Effort 25 hours

Review the corrected progress that is rolled up to Task 1.0.

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Solution – Correct Workplan Progress

Find the project






• Enter XX Delivery in the Project Name Is field

• (B) Go

• (H) XX Delivery

Publish your workplan

4. Navigate to Tasks page

• (T) Workplan

• (ST) Tasks

• Select Update Current Working Version from the Actions field

• (B) Go

• (B) Review and Publish Workplan

• (B) Publish

• Select the latest published version of the workplan

Correct Progress

5. Navigate to the Task Details page for Task 1.0

• Select the Details icon for Task 1.0

• (ST) Schedule

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6. Select Historical Information from the View field

7. (I) Correct Progress in the Progress History region

8. Update the subtask Task 1.2


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9. (ST) Summary

10. Enter the following information in the Effort region:

Field Value

Actual Effort To Date 10 hours

ETC Effort 25 hours

11. (B) Submit


• For Task 1.0 (I) Update Progress

12. The corrected progress gets rolled up and is displayed against Task 1.0

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13. (B) Submit

14. (B) Yes in the Warning message

15. (H) Home

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Earned Value Management

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Guided Demonstration - View Earned Value Information For a Workplan

Find Project

1. Responsibility = Project Manager, Vision Services (USA)

2. Navigate to the Project List page

• (N) Projects: Delivery > Project List

3. Find and select the following project – ABCHR101

• (H) ABC HR Implementation

4. Navigate to the Performance Overview page

• (T) Reporting

5. Scroll down to the Earned Value table with the metrics calculated for this project and review the table

In addition to the earned value information available from the Reporting tab, you can view Effort, Cost and Earned Value on the Workplan.

View Earned Value Information on the Workplan

6. Navigate to the Task page that displays the current published version of the workplan

• (T) Workplan

7. (I) Update Progress for Task – Professional Services Mapped

This opens up the Workplan Progress Details page and displays summary information for the entire project.

8. Review the information displayed

To view Effort, Cost and Earned Value information at different levels in the workplan structure, you can use the Task Navigator at the left of the screen.

9. (I) 1.4

10. Review the Effort, Cost and Earned Value information displayed for Task 1.4

11. (H) Home.

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Managing Programs

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Practice - Designate a Project as a Program

Overview

In this practice, you will find an existing project and designate it as a program.

Assumptions



Tasks

Find the XX Delivery project that you created earlier. Enable program management for this project by selecting the options that set up the project as a program and allow linked projects to belong to multiple programs. Then, select a Building Improvements project and link it to XX Delivery. Finally, view program information by drilling down into the linked project.

Tip: You can only link a working version of a workplan to a program.

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Solution – Designate a Project as a Program

Find Project




3. (B) Advanced Search

4. Enter Project Name is “XX Cost Plus Project”

5. (B) Go


7. Navigate to the project’s Setup page.

• (T) Project

• (ST) Setup

8. (H) Structures – in the Other Project Setup region

9. Verify the following program information

Field Value

Setup Project as a Program Yes

Allow linked projects to belong to multiple programs Yes

Selecting the Allow linked projects to belong to multiple programs check box enables linked projects to roll up into multiple programs.

10. (B) Apply

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Link a Project to the Program

11. (T) Workplan

12. Select Update Current Working Version from the list in the Actions field

13. (B) Go

14. Select a subtask to attach a project

• Note the Scheduled Start and Finish dates for the task.

• Select the Update icon for the task with the Task Name of Specifications

15. (ST) Setup – in the Task Details region

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16. (B) Link Projects

17. Select a project

Field Value

Project Name Building Improvements

Comments Leave blank

18. (B) Apply

19. (B) Save

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20. (B) Apply

View Program Information

21. Select Maintain Versions from the Apply and field

22. (B) Go

23. Access the unpublished version of the work break down structure

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• Note that you can view the structure of the linked project here

24. Drill down into the linked project

• Select the Update icon for the task with the Task Name of Specifications

• (ST) Setup

• (H) Building Improvements (PJP0006)


• (T) Workplan

You can now review the information for the linked project.

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25. (H) Home

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Managing Budgets and Forecasts

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Guided Demonstration - Create a Budget Version

Find the Project





3. Find and select the XX Cost Plus Project

• Select Show table data when any condition is met option

• Enter the search criteria in the Project Name field

• Project Name is = XX Cost Plus Project

• (B) Go


Create a Plan Version

5. Navigate to the Budgets and Forecasts page

• (T) Financial

6. Select the Approved Budget plan type

7. (B) Create Plan Version

Field Value

Name Version 1 Approved Budget

Description Approved budget for XX Cost Plus project

Edit Planning Options

8. Select Edit Planning Options from the Apply and list

9. (B) Go

10. Define the plan settings

Field Value

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Approved Budget

Approved Cost Budget Yes (read only)

Approved Revenue Budget Yes (read only)

Amount Entry

Quantity Yes

Raw Cost Rate No

Burdened Cost Rate No

Raw Cost No

Burdened Cost No

Plan Amounts in Multiple Currencies No (read only)

Bill Rate No

Revenue No

Reporting and Display

Resource Breakdown Structure Standard RBS (view only)

Report Cost Using Burdened Cost

Display Factor 1

Cost And Revenue

Lowest Level Project

Planning Resource List Standard Planning List (no Central Control)

Time Phase GL Period

Period Profile GL Period

Current Planning Period Accept Default Value

• (ST) Currency Settings

11. Define the currency settings

Field Value

Project Functional Currency: USD

Cost Rate Type Corporate

Cost Rate Date Type Start Date of Plan Period

Cost Rate Date Leave Blank

Revenue Rate Type Corporate

Revenue Rate Date Type Start Date of Plan Period

Revenue Rate Date Leave Blank

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Add Transaction Currencies

Currency USD - US Dollar (view only)

Cost Conversion Rate to: USD (first) Leave Blank

Revenue Conversion Rate to: USD (second)

Leave Blank

Currency CAD - Canadian Dollar



Leave Blank

• (ST) Rate Schedules

12. Enter rate schedule information

Field Value

Use Planning Rates Yes

Cost

Employee Leave Blank

Job Cost Rate by job

Non-Labor Resource Leave Blank

Resource Class Resource Class Rates

Burden Schedule Internal Costing

Revenue

Employee Bill Rate by Emp

Job Bill Rate by Job

Non-Labor Resource Non-Labor Bill Rate

Resource Class Res Class Bill Rates

• (ST) Generation Options

13. Specify Generation Options

Field Value

All Generation Options

Source Financial Plan

Plan Type Estimate

Version Leave Blank

Revenue Accrual Method WORK (read only)

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Revenue Derivation Method Work

Include: Open Commitments Yes

Include: Billing Events Yes

Include: Retain Manually Added Plan Lines

Yes

14. (B) Apply

15. (H) Home

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Guided Demonstration - Enter Budget Amounts

Find Your Project









• (B) Go


Enter Plan Amounts

5. Navigate to the Maintain Versions: Approved Cost Budget page

• (T) Financial

• (I) Maintain Versions for the Approved Budget plan type

6. (I) Edit for the Version 1 Approved Budget

7. (B) Add Tasks and Resources

8. Select the XX Cost Plus Project.

9. (B) Add Resource

10. Select the following resources: − Consultant − Developer − Engineer − Equipment − Supplies − Indirect Costs

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11. (B) Apply

12. (B) Apply

13. Enter budget amounts for Supplies

For Supplies, you will use a spread curve to distribute the budget amount over the periods.

• (I) Update Budget Line Details

• Change the Spread Curve to Bell Shaped

• (B) Apply

• (I) Edit for Supplies

Period* Quantity: Total

First Period 10000

*Your periods may vary. For example, the first four periods listed could be FEB-07, MAR-07, APR-07, and MAY-07

• (B) Distribute

• Review the distribution of the quantity over the periods

• (B) Apply

14. Enter budget amounts for Consultant

For Consultant, you will manually enter budget amounts in each period.

• (I) Edit

Period Quantity: Total

First Period 50

Second Period 100

Third Period 100

Fourth Period 50

• (B) Apply

15. Enter budget amounts for Developer

For Developer, you will use a spread curve to distribute the budget amount over the periods.

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• (I) Update Budget Line Details

• Verify/Change the Spread Curve to Even

• (B) Apply

• Enter the total quantity of hours for Developer on the Edit Budget: Approved Budget page

Resource Quantity: Total

Developer 500

• (B) Save

• (I) Edit

• Review the distribution

Note: The first and last periods will have different amounts than the other periods if the project starts and ends in the middle of a period.

16. (H) Home

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Practice - Create a Forecast Version

Overview

In this practice, you will find the project created earlier, create a forecast version, and define the planning options for the forecast version.

Assumptions



Tasks

Find the XX Cost Plus Project that you created in a previous practice. Then, create a plan version of forecast plan type. To create a forecast version, edit the planning options, define the currency settings, enter rate schedule information, and specify the generation options as given below:

• Define the plan settings

Field Value

Primary Forecast

Primary Cost Forecast Yes

Primary Revenue Forecast Yes

Amount Entry

Quantity Yes

Raw Cost Rate No


Raw Cost No

Burdened Cost No

Plan Amounts in Multiple Currencies No

Bill Rate No

Revenue No


Resource Breakdown Structure Standard RBS (view only)


Display Factor 1

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Cost And Revenue

Lowest Level Project > (B) Yes for warning message > Verify Amount Entry options





• Define the currency settings

Field Value












Leave Blank




Leave Blank

• Enter rate schedule information

Field Value


Cost




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Revenue





• Specify Generation Options

Field Value


Actuals Amounts Through Current Period

ETC Source Task Level Selection

Workplan Fixed Price

Plan Type Forecast

Version Leave Blank

Revenue Accrual Method COST (view only)

Change Documents Yes

Open Commitments Yes

Billing Events Yes

Retain Manually Added Plan Lines Yes

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Solution - Create a Forecast Version

Find the Project





3. Find the XX Cost Plus Project


• Enter the search criteria in the Project Name field


• (B) Go


Create a Plan Version

5. Navigate to the Budgets and Forecasts page

• (T) Financial

6. Select the Forecast plan type

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7. (B) Create Plan Version

Field Value

Name Version 1 Forecast

Description Forecast for XX Cost Plus project

Edit Planning Options

8. Select Edit Planning Options from the Apply and list

9. (B) Go

10. Define the plan settings

Field Value

Primary Forecast

Primary Cost Forecast Yes (read only)

Primary Revenue Forecast Yes (read only)

Amount Entry

Quantity Yes

Raw Cost Rate No

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Raw Cost No

Burdened Cost No

Plan Amounts in Multiple Currencies No

Bill Rate No

Revenue No


Resource Breakdown Structure Standard RBS (read only)


Display Factor 1

Cost And Revenue

Lowest Level Project





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• (ST) Currency Settings

11. Define the currency settings

Field Value












Leave Blank




Leave Blank

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• (ST) Rate Schedules

12. Enter rate schedule information

Field Value


Cost






Revenue





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• (ST) Generation Options

13. Specify Generation Options

Field Value


Actuals Amounts Through Current Period

ETC Source Task Level Selection

Workplan XX Cost Plus Revised Workplan

Plan Type Forecast

Version Leave Blank

Revenue Accrual Method WORK (view only)

Revenue Derivation Method Work

Change Documents Yes

Open Commitments Yes

Billing Events Yes

Retain Manually Added Plan Lines Yes

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14. (B) Apply

15. (H) Home

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Practice - Enter Forecast Amounts

Overview

In this practice, you will enter amounts for the forecast version you created in the previous exercise. You will also submit and approve the forecast version.

Assumptions



Tasks

Find the XX Cost Plus Project that you created in a previous practice. Before submitting and approving the forecast amounts, selecting the following resources:

− Consultant: Enter forecast amounts and verify the even spread curve. − Developer: Edit forecast details and change the spread curve to S Curve to distribute

the forecast amount over the periods. − Engineer − Equipment − Supplies: Enter forecast amounts for each period − Indirect Costs


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Solution - Enter Forecast Amounts

Find Your Project





3. Find the project you created in the previous practice




• (B) Go


Enter Plan Amounts

5. Navigate to the Maintain Versions: Forecast page

• (T) Financial

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• (I) Maintain Versions for the Forecast plan type

6. (I) Edit the working version you created in the previous practice

7. (B) Add Tasks and Resources

8. Select the XX Cost Plus Project

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9. (B) Add Resource

10. Select the following resources: − Consultant − Developer − Engineer − Equipment − Supplies − Indirect Costs

11. (B) Apply

12. (B) Apply

13. Edit forecast details for Developer

For Developer, you will use the S Curve to distribute the forecast amount over the periods.

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• Select Developer Planning Element

• (I) Update Forecast Line Details

• Change the Spread Curve to S Curve

• (B) Apply

• (I) Edit in the Developer row

Period* Quantity: Forecast

First Period 2500

*Your periods may vary. For example, the first four periods listed could be FEB-07, MAR-07, APR-07, and MAY-07

• (B) Distribute

• Review the distribution of the quantity over the periods

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• (B) Apply

14. Enter forecast amounts for Supplies

For Supplies, you will manually enter budget amounts in each period.

• (I) Edit

Period Quantity: Forecast

First Period 4000

Second Period 8000

Third Period 8000

Fourth Period 4000

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• (B) Apply

15. Enter forecast amounts for Consultant

For Consultant, you will use a spread curve to distribute the budget amount over the periods.

• (I) Update Forecast Line Details

• Verify the Spread Curve is set to Even

• (B) Apply

• Select Quantity, Burdened Cost, Revenue, Margin view

• (B) Go

• Enter the total quantity of hours for Consultant on the Edit Forecast: Forecast page

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Resource Quantity: Forecast

Consultant 480

• (B) Save

• (I) Edit

• Review the distribution


16. (B) Apply

Submit and Approve the Forecast

17. (B) Submit

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18. (I) Approve

19. (H) Home

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Implementing Budgeting and Forecasting

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Practice - Define a Financial Plan Type

Overview

In this practice, you will define a new financial plan type.

Assumptions



Tasks

Define a financial plan type by first creating a basic plan type with the following information:

Field Value

Name XX-Official Budget

Description Used for official cost and revenue budgets. Approval is required.

Effective From Today's Date


Used for Workplan No

Plan Class Budget

• Define the Setup Options

Field Value

Approved Cost Budget Yes

Approved Revenue Budget Yes

Allow Edit after Initial Baseline Yes

Use Workflow for status changes Yes

• Define the Project Functional Currency Conversion Attributes

Field Value




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• Define the Project Currency Conversion Attributes

Field Value







Finally, define the Change Order Attributes. Include Design Review Change Order and Update for Cost as well as for Revenue with a status of External Approve.

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Solution - Define a Financial Plan Type

Define a Financial Plan Type


2. Navigate to the Financial Plan Types page

• (N) Projects: Setup > Financial Plan Types

3. (B) Create Plan Type

4. Define the basic plan type information

Field Value

Name XX-Official Budget

Description Used for official cost and revenue budgets. Approval is required.



Use for Workplan No

Plan Class Budget

5. Define the Setup Options

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Field Value

Approved Cost Budget Yes

Approved Revenue Budget Yes

Allow Edit after Initial Baseline Yes

Use Workflow for status changes Yes

6. Define the Project Functional Currency Conversion Attributes

Field Value







7. Define the Project Currency Conversion Attributes

Field Value







8. Define the Change Order Attributes

• Include Design Review Change Order

• (I) Update for Cost

• Select External Approve

• (B) Apply

• (I) Update for Revenue

• Select External Approve

• (B) Apply

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9. (B) Apply

10. (H) Home

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Practice - Define a Budget Change Reason

Overview

In this practice, you will define a new budget change reason.

Assumptions



Tasks

There has been a need for additional funding. Therefore define a budget change reason to accommodate this increase.

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Solution - Define a Budget Change Reason

Define a Budget Change Reason


2. Navigate to the Budget Change Reason Lookups window

• (N) Setup: Budgets > Change Reasons


4. (I) New

Field Value

Code XXADDITIONAL

Meaning XX-Additional Funding

Description Increase in Funding

Tag Leave Blank



Enabled Yes

5. (I) Save

6. Close the Budget Change Reason Lookups window

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Managing Issues

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Practice - Respond to an Action

Overview

In this practice, you will respond to an action.

Assumptions



Tasks

Logout of the application and log in as Donald Gray - User Name = DGRAY - Password = WELCOME

Using the Team Member, Vision Services (USA) responsibility, navigate to the My Actions page. Open the action from the XX Delivery project created earlier. Review the issue and then respond to the action with an appropriate response. Finally, close the issue and log out.

Log into Oracle as Amy Marlin − User Name = SERVICES − Password = WELCOME

Navigate to the Issues page and update the issue for the XX Delivery project. Review the issue history from the Interaction History subtab and return to Home.

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Solution – Respond to an Action

Respond to an Action

1. Logout of the application and log in as Donald Gray − User Name = DGRAY − Password = WELCOME

2. Responsibility = Team Member, Vision Services (USA)

3. Navigate to the My Actions page

• (N) Actions

4. Find and open the action from the XX Delivery project that you created in the previous practice

• (I) Take Action

Select the Take Action icon for the row with the request named "Review if the start date is as scheduled" for project XX Delivery. Fo

r Ins

truct

or U

se O

nly.

Th

is d

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t be

dist

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ed.



5. Review the issue

• (B) Review Issue

• Review the issue information

• (H) Return to Issues

This hyperlink is on the bottom left of the page.

6. Respond to the action

• Enter the response information

Field Value

Response We will check with the contractor if the scheduled start date is on track.

• Select the Close option button Fo

r Ins

truct

or U

se O

nly.

Th

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ent s

houl

d no

t be

dist

ribut

ed.



7. (B) Apply

8. (H) Logout

9. Log into Oracle as Amy Marlin − User Name = SERVICES − Password = WELCOME


11. Navigate to the Issues page

• (N) Projects: Delivery > Issues

12. Select the Update Details icon for the project – XX Delivery

• (I) Update

13. (ST) Interaction History

14. (H) Expand All

You can now review issue history.

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15. (H) Home

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Practice - Create an Issue

Overview

In this practice, you will find a project created earlier and create an issue for the project.

Assumptions



Tasks

Find and select a project (XX Delivery) you created in a previous practice. Create an issue with the following general issue information:

Field Value

Summary Delay In Renovation of Research Lab

Description Contractor will not be available to begin the renovation until two weeks after the scheduled date.

Status Draft

Classification Engineering and Construction

Reason Standards

Owner Amy Marlin

Task Leave Blank

Required By Date Enter a date two weeks from today

Priority High

Level of Effort Medium

Price Leave Blank

Currency USD Fo

r Ins

truct

or U

se O

nly.

Th

is d

ocum

ent s

houl

d no

t be

dist

ribut

ed.



• Enter the Source information

Change the status of the issue from Draft to Internal Review.

Create an action for Mr Donald Gray of type “Review’ requesting him to review if the start date is as scheduled. Enter a date one week from today as the ‘Required by Date’.

Field Value

Type Review Meeting

Number Leave Blank

Received Date Today's Date

Comment The contractor communicated the delay during the preparation conference call.

Organization Lab Builders, Inc.

Person Phil Barclay

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Solution - Create an Issue

Find the Project





3. Find the project created in a previous practice


• Project Name is = XX Delivery

• (B) Go

4. (H) XX Delivery

Create an Issue


• (T) Control

Alternatively, you can also select Create Issue from the Shortcuts list and click the Go button to create a new issue.

6. Select Schedule from the list in the Create field

7. (B) Go

8. Enter the general issue information

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Field Value

Summary Delay In Renovation of Research Lab

Description Contractor will not be available to begin the renovation until two weeks after the scheduled date.

Status Draft

Classification Engineering and Construction

Reason Standards

Owner Marlin, Ms. Amy

Task Leave Blank


Priority High


Price Leave Blank

Currency USD

9. Enter the Source information

Field Value

Type Review Meeting

Number Leave Blank


Comment The contractor communicated the delay during the preparation conference call.

Organization Lab Builders, Inc.

Person Phil Barclay

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10. (B) Apply

11. (H) Draft

12. Select Internal Review from the list in the New Status field

13. (B) Apply

14. (B) Yes

Create an Action

15. (I) Update Details

16. (ST) Actions

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17. (B) Create Action

18. Enter Action information:

Field Value

Person Gray, Mr. Donald R

Action Type Review

Signoff Requested Yes

Required by Date One week from today

Request Review if the start date is as scheduled.

19. (B) Apply

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20. (B) Apply

21. (H) Home

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Practice - Update Issue Progress

Overview

In this practice, you will update the progress on an issue.

Assumptions



Tasks

Update the progress on an issue created in a previous practice with the status as “In Trouble” as this will cause significant delays in the project.

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Solution - Update Issue Progress

Update Issue Progress



• (N) Projects: Delivery > Issues

3. Navigate to the Progress Overview page for the issue

• Locate the issue you created in a previous demonstration

Find the "Sched(1)" issue for the XX Delivery project.

• Select the On Track icon in the Progress Status column

• (I) On Track

4. Enter the progress information

Field Value

As of Date Today's Date

Progress Status In Trouble

Progress Overview This will cause significant delays in the project. Contractor will not be able to start as planned. We may need to find an alternative contractor.

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5. (B) Apply

6. (H) Home

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Managing Change Documents

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Practice - Create a Change Document

Overview

In this practice, you will find a project created earlier and create a change order for the project.

Assumptions



Tasks

Find the XX Cost Plus project you created in a previous practice. The client has requested a user guide as an additional deliverable. Create a change document to address the client request.

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Solution - Create a Change Document

Find the Project





3. Find the project you created in the previous practice

• Select Show table data when all conditions are met option


• (B) Go


Create a Change Document

5. Navigate to the Change Orders page

• (T) Control

• (ST) Change Orders

Alternatively, you can also select Create Change Orders from the Shortcuts list and click the Go button to create a new change order.

6. Select Client Scope Changes from the list in the Create field

7. (B) Go

8. Enter the change request information

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Field Value

Summary Client has Requested Additional Deliverable

Description The client has requested that we produce a user guide as part of the scope of the project.

Status Development Review

Classification Design Enhancement

Reason Scope

Owner Marlin, Ms. Amy

Task Leave Blank


Priority Medium


Price Leave Blank

Currency USD

9. Enter the Source information

Field Value

Type Customer Request

Number A-121


Comment Customer needs a user guide to go along with the product.

Organization Leave Blank

Person Corey Francis

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10. (B) Apply

11. (H) Home

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Practice - Resolve a Change Document

Overview

In this practice, you will update the impact of a change order and cancel a change order.

Assumptions



Tasks

Find the change order you created in a previous practice. Define two impacts for the change order:

- A workplan impact : Add a new top task and subtasks to track development of the user guide

- A staffing impact: Project will require a technical writer for two months to write the user guide

However, just before the change order is approved and implemented, the customer decides that a user guide is not required. Therefore, you need to cancel the change order.

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Solution - Resolve a Change Document

Enter the Impact Information


2. Navigate to the Change Documents page

• (N) Projects: Delivery > Change Documents

3. Navigate to the Define Impact page for the change order

• Select the change document you created in a previous practice

Find the Client:CO(1) change order for the XX Cost Plus Project.

• (I) Update Details

• (ST) Impact

4. Enable the Impact check box in the Workplan section

5. Enter the impact information

Field Value

Impact Description Add a new top task and subtasks to track development of the user guide.

6. Enable the Impact check box in the Staffing section

7. Enter the impact information

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Field Value

Impact Description Project will require a technical writer for two months to write the user guide.

8. (B) Apply

Cancel the Change Order

Before the change order has been approved and implemented, the customer has decided that she does not need a user guide. You need to cancel the change order.

9. Select the Change Order on the Change Documents page

10. (I) Update Details

11. (B) Change Status

12. Select Canceled from the list in the New Status field

13. (B) Apply

14. (B) Yes in the Confirmation message

15. (H) Home

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Implementing Issue and Change Management

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Guided Demonstration - Define a Control Item Priority

Define a Control Item Priority


2. Navigate to the Project Task and Control Item Priority Lookups window

• (N) Setup: Issue and Change > Control Item Priorities


4. (I) New

Field Value

Code XXHIGH

Meaning XX-High

Description XX-High Priority

Tag XX



5. (I) Save

6. Close the Project Task and Control Item Priority Lookups window.

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Practice - Define a Control Item Classification

Overview

In this practice, you will define a control item classification.

Assumptions



Tasks Define a control item classification for grouping project changes with the following class codes:

• Error in Initial Scope

• Design Enhancement

• Customer Request

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Solution - Define a Control Item Classification

Define a Control Item Classification


2. Navigate to the Class Categories and Codes window

• (N) Setup: Projects > Classifications

Field Value

Class Category XX-Project Changes

Description XX-Used to Group Project Changes

Mandatory No

AutoAccounting No

Allow One Code Only No

Allow Percent Entry No

Total Percent Equal 100 No

For All Project Types No

Include in Project Intelligence No

Effective Dates – From Today’s Date

3. (I) Save

4. (T) Class Codes

5. Enter the class codes for the classification:

Name Description Effective From Effective To

Error in Initial Scope Error in Initial Scope Today’s Date Leave Blank

Design Enhancement Design Enhancement Today’s Date Leave Blank

Customer Request Customer Request Today’s Date Leave Blank

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6. (I) Save

7. Close the Class Categories and Codes window.

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Practice - Define a Control Item Source Type

Overview

In this practice, you will define a control item source type.

Assumptions



Tasks

Define a control item source type for financial review.

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Solution - Define a Control Item Source Type

Define a Control Item Source Type


2. Navigate to the Control Items Source Types Lookups window

• (N) Setup: Issue and Change > Source Types


4. (I) New

Field Value

Code XXFINANCIAL

Meaning XX-Financial Review

Description XX-Financial Review

Tag Leave Blank



Enabled Yes

5. (I) Save

6. Close the Control Items Source Types Lookups window

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Practice - Define a Control Item Type

Overview

In this practice, you will define a control item type for change orders.

Assumptions



Tasks

Define a control item type of change order that can be used for schedule modifications, with an impact on workplan, staffing, supplier, contract, financial and other information. Allow only two project roles to create the control item – project manager and project administrator. However, allow all project types to use this control item type.

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Solution - Define a Control Item Type

Define a Control Item Type


2. Navigate to the Project Control Item Types page

• (N) Projects: Setup > Control Item Types

3. Select Change Order from the list in the Create Item Type of Class field

4. (B) Go

5. Define the basic control item type information

Field Value

Class Change Order (View-Only)

Name XX-Schedule Modification

Short Name XXSchedMod

Description XX-Used for modifications to the original schedule

Status List Internal Change Order Status List



Classification Category Industry Sector

Reason Category XX-Project Changes

Resolution Category Issue and Change Resolution

Auto Approve on Submission Yes

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Resolution Required No

Enable Source Fields Yes

6. Define the impact information

Field Value

Workplan Yes

Staffing Yes

Supplier Yes

Contract Yes

Other Yes

Financial: Cost Yes

Financial: Revenue Yes

7. Define the control item creation information

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Field Value

Allow all Project Roles to create the Control Item No

Role Name

Project Manager

Project Administrator

8. Select the Automatic numbering option button

9. Define the project types information

Field Value

Allow all Project Types to use this Control Item Type Yes

10. (B) Apply

11. (H) Home

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Defining Project Status Reporting

Refer to Practice – Define Status Reporting Options for a Report Type [LAB3E3CY]

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Practice - Create a Status Report

Overview

In this practice, you will create and publish a status report.

Assumptions



Tasks

Find the project XX Delivery. Navigate to the status report type of Healthcheck that you created. Your project is currently behind schedule. Therefore create a monthly status report giving a brief summary of the status that is At Risk. List out issues you are facing, accomplishments if any, and the plans to address these concerns. Next, enter any two risks that you foresee as well as the mitigation summary. Finally submit and publish the status report.

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Solution - Create a Status Report

Find Your Project








• Project Name = is XX Delivery

• (B) Go

4. (H) XX Delivery

Enter and Submit a Status Report

5. Navigate to the General Progress: Healthcheck page

• (T) Reporting

• (ST) Status Reports

• (I) Maintain Status Report for the Healthcheck report type

• (B) Create Report

6. Enter the report details

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Field Value

Report Start Date Today's Date

Reported By Marlin, Ms. Amy

Report End Date The First Day of Next Month

Last Updated By Marlin, Ms. Amy

7. Enter the progress details

Field Value

Reported Status At Risk

Brief Overview Project is behind schedule.

Summary The project is behind schedule due to a delay in the final approval of the workplan.

Issues We are still addressing questions regarding the scope and timing of the workplan. Upper management believes that the proposed scope is too costly.

Accomplishments Leave Blank

Plans We are revising the workplan to address these concerns.

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8. (B) Save

9. (H) Top 5 Risks

10. Enter the risk information

Number Risk Summary Mitigation Summary

1 Project behind schedule Reduce scope of Project

2 Resources may be reassigned due to delays Reconfirm resources on revised schedule

11. (H) Review and Publish

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12. (B) Publish

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Implementing Project Status Reporting

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Guided Demonstration - Define a Report Type

Define a Report Type


2. Navigate to the Report Types page

• (N) Projects: Setup > Report Types

3. (B) Create Report Type

4. Define the report type information

Field Value

Name XX-Customer

Description Use only for customer status reports

Generation Method Manual

Page Layout Customer Status Report Layout

Allow Status Report Page Layout Override on Project Level

Yes



5. (B) Apply

6. (H) Home

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Guided Demonstration - Define a Reported Status

Define a Reported Status



• (N) Setup: System > Statuses

3. (T) General

Field Value

Status Type Progress Status

Status XX-On Track

System Status On Track

Description XX-On Track Reported Status

Effective Date – From Today’s Date

Effective Date – To Leave Blank

Starting Status No

4. (I) Save

5. Close the Statuses window when finished.

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Practice - Define a Reporting Cycle

Overview

In this practice, you will define a reporting cycle.

Assumptions



Tasks

Define a reporting cycle that is generated on the first day of each month.

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Solution - Define a Reporting Cycle

Define a Reporting Cycle


2. Navigate to the Cycles window

• (N) Setup: System > Cycles

3. (I) New

Field Value

Name XX-First Day

Type First day of the month



Description (at bottom of window) On the first day of each month

4. (I) Save

5. Close the Cycles window.

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Practice - Define a Project Status Report Reminder Rule

Overview

In this practice, you will define a reminder rule for project status reports.

Assumptions



Tasks

Define a project status report rule with two actions – one that sends a reminder of an upcoming project status report notification typically 5 days before the next project status date, and the other of a missing status report notification sent to the project administrator 5 days after the project status report due date.

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Solution - Define a Project Status Report Reminder Rule

Define a Project Status Report Reminder Rule


2. Navigate to the Project Status Report Rules page

• (N) Projects: Setup > Status Report Reminder Rules

3. (B) Create Project Status Report Rule

4. Define the basic control item type information

Field Value

Type (view only) Project Status Report

Name XX-Project Status Notification

Description XX-Project Status Notification



5. Add the first action

• (B) Add Action

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• Define the action information

Field Value

Action Upcoming Project Status Report Notification

Action Description Default the Description from Action and Action Fields

• Define the condition information

Field Value

Condition Days Before

Days Before Next Project Status Date 5

Type Repeating

Condition Description Default the Description from Condition and Condition Fields

• (B) Apply

6. Add the second action

• (B) Add Action

• Define the action information

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Field Value

Action Missing Project Status Report Notification

Send To Project Administrator

Action Description Default the Description from Action and Action Fields

• Define the condition information

Field Value

Condition Days After

Days After Project Status Report Date 5

Type Repeating

Condition Description Default the Description from Condition and Condition Fields

• (B) Apply

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7. (B) Apply on the Create Project Status Report Rule page

8. (H) Home

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Reporting with Project Status Inquiry

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Practice - Reporting with Project Status Inquiry

Overview

In this practice, you will view information using Project Status Inquiry.

Assumptions



Tasks

Search for and find the project named “ABCHR101”. View project and resource status information. View the customer invoices associated with the project and task status. Finally view the actual costs incurred against Task 1.1.1.

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Solution - Reporting with Project Status Inquiry

Reporting with Project Status Inquiry


2. Navigate to the Find Project Status window

• (N) Project Status Inquiry > Project Status Inquiry

3. Find the ABC HR Implementation project

• Enter the find criteria − Number = ABCHR101 − Name = ABC HR Implementation

• (B) Find

4. View the project status information

5. View the basic project information

• (B) Project

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• Close the Project Information window

6. View the resource status

• (B) Resource Status

• Double click on the resource Labor to expand the resource group and view the resources

• Close the Resource Status window

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7. View the customer invoices associated with the project

• (B) Invoices

You can view the customer invoices associated with the project because this is a contract project. You can drill down on each invoice to see additional details as needed.

• Close the Invoice Summary window

8. View the task status

• (B) Task Status

• Double click on Task 1.0 to expand the task and see the subtask.

• Double click on Task 1.1 to expand the task and see the subtask.

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9. Select Task 1.1.1 and view the actual costs

• (B) Actuals

• (B) Clear to clear the date information in the Start Date field.

• (B) Find

10. When finished, close the open Project Status Inquiry windows and return to the Navigator

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Implementing Project Status Inquiry

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Guided Demonstration - Define a New Column for Project Status Inquiry

Define a New Column for Project Status Inquiry


2. Navigate to the Project Status Inquiry Columns window

• (N) Setup > Project Status Columns

3. Select the Project option button in the folder region

4. Scroll down to column number 32

If column 32 is already defined, select any undefined column. If all columns are defined, you can replace the definition in one of the columns.

5. Define the column

Field Value

Order 32

Prompt Labor Hrs Est to Cmplt

Definition ROUND(NVL(C.BASELINE_LABOR_HOURS_TOT,0)-NVL(A.LABOR_HOURS_ITD,0))

Factor By No

Total Yes

6. (I) Save

7. (B) Generate View

8. (B) Yes on the Decision dialog box

9. Close the Project Status Inquiry Columns window and return to the Navigator

Update Project Summary Amounts for the Service Center Project

10. Navigate to the Submit a New Request window

• (M) View > Requests

• (B) Submit a New Request

11. Select to run a Single Request

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12. (B) OK

Field Value

Name PRC: Update Project Summary Amounts for a Single Project

Operating Unit Vision Services

13. Define the parameters for the process

Field Value

Project Number ABCHR101

Through Date Leave Blank

Summarize Cost Yes

Expenditure Type Class Leave Blank

Summarize Revenue Yes

Summarize Budgets Yes

Budget Type Leave Blank

Summarize Commitments Yes

14. (B) OK

15. (B) Submit

16. (B) No in the Decision dialog box

17. (B) Find

18. Wait for the process to finish.

• Use (B) Refresh Data to monitor the progress of the request processing

19. Close the Requests window and return to the Navigator

View the New Column in Project Status Inquiry

20. Navigate to the Find Project Status window

• (N) Project Status Inquiry > Project Status Inquiry

21. Find the ABCHR101 project

• Enter the find criteria − Number = ABCHR101 − Name = ABC HR Implementation

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• (B) Find

22. Add the new column

• (M) Folder > Show Field

• Select the Labor Hrs Est to Cmplt field

• (B) OK

23. View the value in the new column

The prompt you entered while defining the column becomes the default column heading.

24. When finished, close the window and return to the Navigator

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Document Management

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Guided Demonstration - Attach a Document

Find the Cost Plus Project




3. Enter Cost Plus into the Project field

4. (B) Go

5. (H) Cost Plus

Attach a Document

6. Navigate to the Attachments page

• (T) Project

• (ST) Attachments

7. Select URL from the list in the Add Attachment field

8. (B) Go

9. Enter the attachment information

Field Value

Name XX Website

Description Education website for Oracle Corporation

Attachment Category Website

URL http://www.oracle.com/education

10. (B) Apply

11. (H) Home

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Defining Project Performance Reporting

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Guided Demonstration - Analyze Project Performance Overview

Find Project




3. Find the project with the number: ABCHR101

• Enter ABCHR101 in the Project Number field

• (B) Go

• (H) ABCHR101

Analyze Project Performance Overview

4. (T) Reporting

This opens the Performance Overview page and displays several regions of graphical and tabular data that shows key performance measures for the project. These measures enable you to gauge the overall health of the project.

5. Scroll down to review the available graphs and tables. You can compare Period to Date (PTD) and Inception to Date (ITD) amounts for Effort, Cost, Revenue, etc. Also note the status indicators displayed on various amounts.

6. Review or change parameters

7. Analyze Task Level Details

• Select Task Summary from the View field

• (B) Go

This opens the Task Summary page and displays the Cost data.

• Review the Task Detail information

Drilldown to Transaction Details

8. From the lowest-level task from both the Cost and Profitability pages, you can drill down into the transaction details.

• (H) Expand All

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This expands the work breakdown structure and displays amounts by task.

9. Select an amount from the ITD Burdened Cost column to drill down to the details.

This opens up the Actual Costs transaction page and displays the transaction detail for the task. Note: You can personalize the view to support your requirements.

10. (H) Home

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Guided Demonstration - Generate and Review an Exception

Find Project





• Enter ABCHR101 in the Project field

• (B) Go

• (H) ABCHR101

4. Navigate to the Exceptions page

• (T) Reporting

• (ST) Exceptions

Generate an Exception

5. (B) Refresh Key Performance Areas

Oracle Projects runs a concurrent process to refresh the exceptions. You will get a confirmation that the request has been submitted. Reselect the Exceptions subtab to refresh the information on the page. When the concurrent process is finished, the date in the Last Recorded Date column of the table will be today’s date.

Review the Exception

6. Review the Key Peformance Area information

• Select the icon to show the Key Performance Area summary information (Icon is the square with the plus sign)

This displays the overall performance summary for the project and the status for each KPA. The color-coded indicators used by project performance exceptions reporting indicate the severity associated with the value of a key performance area measure and status.

7. Review the rules and drill down to the Exception Details

• (H) Financial

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This shows you the details of the exception for the Financial Key Performance Area, enabling you to record remarks, or the corrective action that must be taken (when you click on the Exception Status indicator). You can also track corrections.

8. (H) Home

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Practice - Define a Performance Rule and an Exception

Overview

In this practice, you will create a performance rule for the schedule performance area and then define an exception for the rule.

Assumptions



Tasks

Create a performance rule for the Schedule performance area, with a precision of .01 that is effective from 1-JAN-2000. Define an exception for this performance rule. Enter the following information in the first level of the Threshold Levels region:

Field Value

Threshold Range From -999999

Threshold Range To 0.95

Status Indicator Critical

Report as Exception Yes

Weighting 75

• Enter the following information for the second level:

Field Value

Threshold Range From 0.96


Status Indicator At Risk


Weighting 50

• Enter the following information for the third level:

Field Value

Threshold Range From 1

Threshold Range To 999999

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Status Indicator On Track

Report as Exception No

Weighting Leave Blank

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Solution – Define a Performance Rule and an Exception

Create Performance Rule


2. Navigate to the Create Performance Rule page

• (N) Projects: Setup > Performance Rules

3. (B) Create Performance Rule

4. Complete the fields on the Create Performance Rule page

Field Value

Key Performance Area Schedule

Name XX Schedule Performance Index (SPI)

Description The ratio of work performed to work scheduled

Measure ITD Schedule Performance Index

Period Type GL Calendar

Precision 0.01

Effective From 01-JAN-2000


Define an Exception

5. Enter the following information in the first level of the Threshold Levels region:

Field Value

Threshold Range From -999999

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Weighting 75

6. Enter the following information for the second level:

Field Value

Threshold Range From 0.96




Weighting 50

7. Enter the following information for the third level:

Field Value




Report as Exception No

Weighting Leave Blank

8. (B) Apply

9. (H) Home

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Implementing Project Performance Reporting

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Guided Demonstration - Review Project Performance Reporting Setup

Find Project






• Enter ABCHR101 in the Project Number field

• (B) Go

• (H) ABCHR101

Review Project Performance Setup

4. Navigate to the Reporting Setup page

• (T) Reporting

• (ST) Setup

5. Navigate to the Performance Rules page

• (H) Performance Rules

This opens the Performance Rules page and displays the performance rules selected for the project. You can review the performance rules here.

6. Navigate to the Key Performance Area Scoring Rules and Notification page

• (ST) Setup

• (H) Key Performance Areas and Notification

7. Review the key performance area scoring rules

Oracle Projects provides three pre-defined key performance areas: Financial, Schedule, and Health.

8. Review the Notification information

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You can select a report type and choose the Notification Recipients icon to enable reporting of exceptions to specific recipients on this page.

9. Navigate to the Notification Recipient List

• (I) Notification Recipients

10. Review the information in the Notification Recipient List

11. (B) Cancel

12. Navigate to the Performance Page Layouts page

• (ST) Setup

• (H) Performance Page Layouts

This opens the Performance Page Layouts page. Oracle Projects provides page layouts by page type for Contract, Capital, and Indirect projects.

13. Preview page layouts for the page types listed on the page

• Preview the layout for page type Period Analysis

• (I) Preview

14. (H) Home

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Guided Demonstration - Customize Reporting Views

Setting Profile Options

1. Responsibility = System Administration, Vision Services (USA)

2. Navigate to the System window:

• (N) Profile > System

3. Find the following profile options for User: SERVICES and set them to Yes:

• FND: Personalization Region Link Enabled

• FND: Personalization Seeding Mode

• FND: Personalization WYSIWYG Enabled

4. (I) Save

5. Find another profile option for the user: Services and set it to Yes:

• Personalize Self-Service Defn

6. (I) Save

Define Row Sets


8. Navigate to the Row Sets page

• (N) Projects: Setup > Row Sets

9. (B) Create Row Set

10. Enter the following information: Field Value

Name XX-Effort

Description Reporting Measures for Effort

Code XX EFFORT

11. Select the following available measures

• Current Budget People Effort

• People Effort

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• % Spent People Effort

• Forecast People Effort

• Forecast People Effort Variance %

• (I) Move

12. (B) Apply

13. (H) Home

Find Project




• Enter ABCHR101 in the Project field

• (B) Go

• (H) ABCHR101

Personalize Region

16. Navigate to the Performance Overview page

• (T) Reporting

17. Personalize the Effort region

• (H) Personalize “This table displays project level…”

18. Accept the default values in the Personalization Context region.

19. Scroll down and accept the complete view for the Personalization Structure

• (I) Seeded User Views - for Advanced Table: (This table displays..)

20. (B) Create View

21. Enter the following general properties in the Create View page: Field Value

View Name XX-People Effort

Number of Rows 25 Rows

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Displayed

Set As Default No

Securing Function Leave Blank

Description XX-People Effort

22. Specify the parameters and values to filter the data that is displayed in your table

• In the Search Query to Filter Data in your Table region, select “Show table data when all conditions are met”

• For rowset code, select IS from the list and enter XX EFFORT in the empty field

• (B) Apply

23. (B) Apply on the Personalize Views page

24. (H) Return to Application

Add the Personalized Region and Graphs to the Page

25. (H) Personalize Page

26. Select Function: Projects: Reporting: Default Contracts Project Layout in the Personalization Level field

• (B) Go

27. Scroll down the page and select the icon (the green plus sign) to add content in the flexible layout (PerfRowRegionsFlexibleLayout) region

• (I) Add Content [Flexible Layout: (flexibleLayout_0_1085530477725)]

28. Select the following graphs to add to the page:

• Actual Effort by Task Graph

• Actual Effort by Resource Graph

• Acutal Effort by Period Graph

29. Add content to the Performance Overview region for view name XX-People Effort

• (H) Next 10

• (H) Next 10

• (H) Next 10

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• (H) Next 10

• Select the title of Performance Overview Region for view name XX-People Effort

30. (B) Apply

31. (H) Return to application

32. The three graphs are now displayed for Effort as well as a personalized region for XX-People Effort

Reset the profile options

33. For a cleaner look to the application, reset all the profile options to a value of “No” (using the System Administration, Vision Services (USA) responsibility).

34. (H) Home

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Practice - Define Key Performance Area Scoring Rules

Overview

In this practice, you will define key performance area scoring rules for the three key performance areas.

Assumptions



Tasks

Define health, financial, and schedule scoring rules that can be used for all project types. For each scoring rule, define threshold information appropriate for the three statuses of On Track, At Risk, and Critical.

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Solution – Define Key Performance Area Scoring Rules

Define a Health Scoring Rule


2. Navigate to the Key Performance Area Scoring Rules page

• (N) Projects: Setup > Key Performance Area Scoring Rules

3. (B) Create Scoring Rule

4. Enter the following information for Health Key Performance Area:

Field Value

Key Performance Area Health

Name XX-Health KPA

Description Used for all project types

Precision 1

Effective From 01-Jan-2000


5. Enter the following threshold information:

Field Value




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Field Value




Field Value




6. (B) Apply

Define a Financial Scoring Rule


8. Enter the following information for Financial Key Performance Area:

Field Value

Key Performance Area Financial

Name XX-Financial KPA


Precision 1

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Field Value




Field Value




Field Value




10. (B) Apply

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Define a Schedule Scoring Rule


12. Enter the following information for Schedule Key Performance Area:

Field Value

Key Performance Area Schedule

Name XX-Schedule KPA


Precision 1




Field Value




Field Value




Field Value




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14. (B) Apply

15. (H) Home

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Defining a Reporting Pack


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Implementing Reporting Pack

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Guided Demonstration – Using the Manager’s Reporting Pack

Define Reporting Pack


2. Navigate to the Reporting Pack Definitions page

• (N) Projects Manager Reporting Pack > Reporting Pack List

• (B) Create Reporting Pack

The Define Reporting Pack page opens.

• Enter a name for the reporting pack

• Name = Weekly Updates

• Enter a description for the reporting pack (Optional)

• Description = Reports the weekly updates

• (B) Add Another Row

3. Define the Templates parameters

• Select a Template Name

• Template Name = AUD: Expense Report Entry (XML)

• Select the Report Format

• Report Format = PDF

• Enter a Report File Name

• Report File Name = Expense Report

4. Define the Distribution parameters


• Select the Grant Type

• Grant Type = Role

• Select the Name

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• Name = Project Manager


• Select the Grant Type

• Grant Type = Role

• Select the Name

• Name = Project Administrator

• (B) Save

• (B) Apply

Define Program Parameters for Generating and Distributing Reporting Pack

5. (B) Submit Request

• Select the Reporting Pack

• Reporting Pack = Weekly Updates

• Select the Operating Unit

• Operating Unit = Vision Services

• Select the Project Manager

• Project Manager = Hamilton, Ms. Anne

• Select the Project Status

• Project Status = Active

You need to enter information in all the mandatory fields marked with *.

Define Reporting Pack Schedule

6. (B) Next

• Select Start Date

• Start at a specific date and time = Yes

• Start Date = Today’s Date

• Start Time = 5:29 am

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• Select Recurrence details

• Repeat = Yes

• Every = 7 Days

• End Date = Six months from today's date

• End Time = 5:00 am

• Select the interval details

• From the completion of the prior run = Yes

Define the Report Layout Details

7. (B) Next

• Select the report template

• Template Name = RP Output Template

• Select the language

• Language = English: United States

• Select the report format

• Report Format = PDF

Define the Recipient Details

8. (B) Next

• Select the Recipients

Select the following recipients:

1. Hamilton, Anne

2. Select Marlin, Amy

3. Select A HALL

Define the Report Printing Options

9. (B) Next

• Select the Printing Style

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• Printing Style = Landscape

• Save Output File = Yes

• Review the details that you have entered

10. (B) Submit

11. (B) OK

12. (H) Home

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Microsoft Project Integration


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Summary of R12.x Project Management Fundamentals

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Practice - Workplan Progress and Actual Cost Collection

Overview

In this practice, you will work on a project management case study.

Assumptions



Tasks

Create a project, update progress for the workplan, add planning resources to the workplan for tasks, approve a project, enter a time card using batch functionality, run the project management processes, view actual costs for the workplan, enter project related supplier invoice, import Oracle Payables information to Oracle Projects, generate project and base summaries, and generate progress for the project. Add the following resources to a project:

- Marlin, Ms. Amy (Role: Project Manager)

- Gray, Mr. Donald R (Role: Business Analyst)

To do this,

• Verify/Select People from the Resource Class list of values

• Verify/Select Named Person – Team Role from the Resource Format list of values

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Solution – Workplan Progress and Actual Cost Collection

Create a Project


2. Navigate to the Create Project page


3. Select the Create Project From Template option.

• Search and select Cost Plus Template from the list.

• (B) Continue

4. Enter the value for the following Project: Details fields

• Project Number: XXManage

• Project Name: XXManage

• Project Manager: Marlin, Ms. Amy

• Customer Name: Modern Truck

• Project Start Date: One month prior to Today

• Project Finish Date: One Year from Today

• Organization: Services-East

• Product: Construction: Residential –Renovations – Construction

• (B) Finish

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Note: Select a customer with the Active Bill To address to create a project in the Customer Name field.

Update the Progress for the Workplan

5. Navigate to the Workplan: Tasks page

• (T) Workplan

• (ST) Setup

• (H) Progress

• Progress Cycle = Weekly.

• Physical % Complete Rollup Method = Effort.

• Select Allow Collaborative Progress Entry check box.

• Select Allow ETC Effort and Cost Collection check box.

• Select Allow Physical Percent Complete Collection check box.

• Select Allow Physical Percent Complete Overrides check box.

• (B) Apply

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Add Planning Resources to the Workplan for Tasks

6. (T) Workplan

• Select the Task 1.1.2

• (I) Update

• (ST) Resources

• Select Equipment from Assign list.

• (B) Go

• Select the Equipment check box.

• (B) Apply

• Enter 1000 in the Quantity Plan field.

• (B) Apply For I

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7. (T) Workplan

• Select Task 1.2

• Select Continue Updating from the list.

• (B) Go

• (I) Update

• Select People from Assign list.

• (B) Go

• (B) Add Single Planning Resource

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• Select People from the Resource Class list.

• Select Team Role from the Resource Format list.

• Enter Gray, Mr. Donald in the Name field.

• Search and Select Business Analyst role.

• Enter Business in the Team Role field.

• Select Even from the Spread Curve list.

• Select Remaining Plan from the Forecast ETC Method list.

• (B) Apply

• Select the Gray, Mr. Ronald check box.

• (B) Apply

Update Task Types


• (T) Workplan

• (ST) Tasks

• (ST) General

• Select the Engineering from the Task Type list.

• (B) Apply

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• Update the Task Types as mentioned below in the table:

Task Task Type

1.0 Engineering

1.1 Concrete Work

1.1.1 Engineering

1.1.2 Construction

1.2 Engineering

2.0 Engineering

3.0 Engineering

• (B) Apply

Publish the Workplan

9. Navigate to the Workplan page.

• (T) Workplan

• (I) Update

• Select the Maintain Version item from the Apply list.

• (B) Go

• (H) Change Control

• Select the Version Number.

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• (B) View Workplan Cost

• (ST) Tasks

• (B) Review and Publish Workplan

• (B) Publish

Approve the Workplan

10. Navigate to the Projects page.

• (T) Project

• (ST) Setup

• (B) Change Status

• Select the Approved item from the To list.

• (B) Apply

• (B) Save

Enter a Time Card using the Batch Functionality

11. Switch to Projects, Vision Services (USA) responsibility.

• (N) Expenditures > Pre Approved Batches > Enter

• Operating Unit = Vision Services

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• Batch = XXTIME

• Ending Date = Use the ending Sunday of the current week

• Class = Timecards

• (B) Expenditures

• Enter the following information in the Expenditures window:

• Employee Name = Gray, Mr. Donald

• Accept the default values for Employee Number, Organization, and Expenditure Ending Date fields.

• Enter the following data in the Expenditure Item region:

Expnd

Item Date Project Number

Task Number

Expnd Type

Assignment Name

Work Type

UOM Quantity Comments

Monday of Current Week

XXManage 1.1.1 Professional Unscheduled Internal-Capital

Hours 8 N/A

Tuesday of Current Week

XXManage 1.1.2 Professional Unscheduled Internal-Capital

Hours 8 N/A

Wednesday of Current Week

XXManage 1.2 Professional Unscheduled Internal-Capital

Hours 8 N/A

Thursday of Current Week


Hours 8 N/A

Friday of Current Week


Hours 8 N/A

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• (I) Save

• Close the Expenditures window.

• (B) Submit

• (B) Release

Run PRC: Distribute Labor Costs program

12. Navigate to the Requests window.



• Select the Single Request option

• (B) OK

• Name = PRC: Distribute Labor Costs

• Project Number = XXManage

• (B) Submit

• Record the Request ID#__________________________

• (B) No

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• (B) Find

• (B) Refresh Data to monitor your Request ID#___________________

• Make sure your request is completed normal.

Run PRC: Distribute Your Total Burdened Cost program




• (B) OK

• Name = PRC: Distribute Total Burdened Cost


• (B) OK

• (B) Submit


• (B) No

• (B) Find



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Verify the Project Expenditures

14. Navigate to the Find Projects Expenditures Item window.

• (N) Expenditures > Expenditure Inquiry > Project


• (B) Find

• Verify that the costs listed in the Project Functional Burdened column are in dollars (use the scroll bar to move to the right)

Run PRC: Update Project and Resource Base Summaries program

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• (B) OK

• Name = PRC: Update Project and Resource Base Summaries

• Extract Commitment Data = Yes

• Operating Unit = Vision Operations

• From Project Number = XXManage

• To Project Number = XXManage

• (B) OK

• (B) Submit


• (B) No

• (B) Find



Note: You must run this program before running PRC: Update Project Performance Data program.

Run PRC: Update Project Performance Data program




• (B) OK

• Name = PRC: Update Project Performance Data

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• (B) OK

• (B) Submit


• (B) No

• (B) Find



• (B) View Output

Note: Check for your project number in the output to ensure the project summarization process is completed.

Run PRC: Update Project Summary Amounts for a Single Project program




• (B) OK

• Name = PRC: Update Project Summary Amounts for a Single Project


• (B) OK

• (B) Submit


• (B) No

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• (B) Find



View Actual Costs for the Workplan

18. Switch to Projects SU, Vision Services (USA) responsibility.

• (N) Projects: Delivery > Projects List

• (H) XXManage

• (T) Workplan

• +Show Workplan details

• Select the Cost item in the View list

• (B) Go Fo

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or U

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Enter a Project Related Supplier Invoice in Accounts Payables

19. Switch to Payables, Vision Services (USA) responsibility.

• (N) Invoices: Entry > Invoices

• Enter the following Invoice details:

• Type = Standard

• Trading Partner = Capp Consulting

• Invoice Date = Today’s Date

• Invoice Number = XXCapp

• Invoice = USD

• Invoice Amount = 1898.00

• (I) Save

• (ST) 2-Lines

• Amount = 1898

• Enter the following Project Information;

• Scroll to the Right in the Top region of the Invoice Workbench

• Project = XXManage

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• Task = 1.1.1

• Expenditure Item Date = Accept the Default value of Today’s Date

• Expenditure Type = Consulting

• Expenditure Org = Accept the Default value of Vision Services

• (I) Save

• (B) Actions…1

• Select the Validate check box

• (B) OK

Note: Wait till the Invoice is validated.

Run the Create Accounting program

Note – Please wait for the Instructor to complete steps 20, 21 and 22.

20. Switch to Payables, Vision Services (USA) responsibility.

• (N) Other: Requests > Run


• (B) OK

• Name = Create Accounting

• Ledger = Vision Services (USA)

• End Date = Last Day of the Current Month

• Mode = Final

• Accept all other Default values.

• (B) OK

• (B) Submit


• (B) No


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• (B) Find


• Make sure your request is completed normal before proceeding to Step 21.

Run the PRC: Interface Supplier Costs program

Note: Wait for the Instructor to import the Payables information to Projects




• (B) OK

• Name = PRC: Interface Supplier Costs


• (B) OK

• (B) Submit


• (B) No


• (B) Find



Run the PRC: Update Project and Resource Base Summaries program

Note: Wait for the Instructor to generate the Project and Base Summaries




• (B) OK

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• Name = PRC: Update Project and Resource Base Summaries

• Extract Commitment Data = Yes

• (B) OK

• (B) Submit


• (B) No


• (B) Find



Run PRC: Update Project Performance Data program

Note: Run the processes to view expense and update information in inquiry mode for Performance Reports and Project Status Inquiry.




• (B) OK

• Name = PRC: Update Project Performance Data




• (B) OK

• (B) Submit


• (B) No

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• (B) Find



Note: Check for your project number in the output to ensure that the project summarization process is completed.

Run PRC: Update Project Summary Amounts for a Single Project program




• (B) OK

• Name = PRC: Update Project Summary Amounts for a Single Project


• (B) OK

• (B) Submit


• (B) No

• (B) Find



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Generate Progress for Your Project


• (N) Projects: Delivery > Projects List

• (H) XXManage

• (T) Workplan

• Select the Mass Update Progress item from the Actions list.

• (B) Go

• (B) Submit

• (B) Yes

• Select the Progress item from the View list.

• (B) Go Fo

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or U

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• Select the Cost item from the View list to view Actual Cost with the Payables data that you entered.

• (B)Go

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or U

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