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e to
e n s
elic
a b l
fe r
a n s
n - tr
o
s an ฺ
) ha uide
c o m tG
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Oracle Project Portfolio Management
Cloud: Project Financial Management
Implementation
Activity Guide
D89257GC10
Edition 1.0 | April 2015 | D90829

Learn more from Oracle University at [Link]/education/

 Authors Copyright © 2015, Oracle and/or it affiliates. All rights reserved.

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 CONTENTS
Lesson 3: Introducing Oracle Fusion Functional Setup Manager .1
Activity 3-1: Creating an Implementation Project ......................................... 1
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Lesson 5: Define Project Foundation Configuration.....................3

Activity 5-1: Creating a Project .................................................................. 3
Activity 5-2: Creating an Expenditure Type ................................................. 5
Define Class Categories ............................................................................ 8
Activity 5-3: Creating a Class Category and Codes ..................................... 8
Define Project Resources ........................................................................ 12
Activity 5-4: Creating a Nonlabor Resource ............................................... 12
Define Rate Schedules and Costing Rules .................................................. 14
Activity 5-5: Creating a Nonlabor Rate Schedule ........................................ 14
Define Project Resource Breakdown Structures ............................................ 17
e to
Activity 5-6: Creating a Planning Resource Breakdown Structure ................. 17
Define Burdening ................................................................................... 21 e n s
Activity 5-7: Creating a Burden Cost Code ................................................ 21
el ic
Activity 5-8: Creating a Burden Structure ................................................. 23
a b l
Activity 5-9: Creating a Burden Schedule .................................................. 27
fe r
n s
Manage Project Types ............................................................................. 32
a
o n -tr
Activity 5-10: Creating a Project Type ..................................................... 32
Lesson 6: n
Define Project Control Configuration .........................
a 37

h a s deฺ
Activity 6-1: Creating a Financial Plan Type ................................................. 37

m ) Gui
Activity 6-2: Creating a Project Plan Type ................................................... 42
Lesson 7: Define Project Costing o t and........................
Activity 7-1: Creating Transactiona t ฺc Configuration
Source, e n
Document, Document Entry .. 47
47
dRate ....................................... 52
d h Interest
Activity 7-2: Creating a Capitalized
e t u
r
Activity 7-3: Creating a Capitalized S Rate Schedule ......................... 56
isInterest
l i @
u Project t h
Lesson 8:
t
Activity 8-1:
Define
a m u seTypes
Creating Event
Billing Configuration .......................... 59
........................................................... 59
l i
Activity
u Creating Revenue Methods:
(8-2: On-Premise Only.......................... 62
m u
Activity 8-3: Creating Invoice Methods: On-Premise Only............................ 67

lT a Activity 8-4: Creating Invoice Formats ...................................................... 71

t t pa Lesson 9: Define Project Performance Reporting Configuration 79

U Activity 9-1: Creating a Key Performance Indicator .................................... 79
Lesson 11: Define Project Templates ......................................... 83
Activity 11-1: Creating a Project Template .................................................. 83

i
 U
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

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( u t a
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a n s fe
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to
 Lesson 3: Introducing Oracle Fusion Functional Setup Manager

Lesson 3: Introducing Oracle Fusion Functional Setup

Manager
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Activity 3-1: Creating an Implementation Project

e to
e n s
el ic
a b l
fe r
a n s
Background o n -tr
an ฺ
You need to create an implementation project that you will use to manage your
s
ha uide
implementation of Project Financial Management offerings.
)
c o m tG
Requirements
a t ฺ d e n
h
e is Stu by your instructor.
Replace XX with your initials ordas indicated
r
Activity Scope u li@ e th
t a
In this activity,uyou
mwill: us
u li (
• a
T m in to Oracle Fusion Applications using [Link].
Sign
pal• Create an implementation project that includes the task lists:
Utt o
o
Project Financial Management
Enterprise Contracts

Solution: Activity: Creating an Implementation Project

1. Begin by navigating to the Setup and Maintenance work area.

Click the Navigator menu.
2. Click the Setup and Maintenance link.
3. Use the Setup and Maintenance work area to access tasks that are assigned to you or all
tasks within your offering.
4. Click the Manage Implementation Projects link.
5. Click the Create button.
6. Use the Create Implementation Project page to create a new project.
7. Enter the desired information into the Name field. Enter "Project Financial Management
Implementation XX".
8. Notice that the Code and Description fields are populated based on the name that you
provided.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 1

 Lesson 3: Introducing Oracle Fusion Functional Setup Manager

9. Enter a date or use the current date populated by the application.

10. Click the Next button.
11. Click the Include option in the Include column of the Project Financial Management task
list.
12. Expand the Project Financial Management task list.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

13. Expand the Project Costing task list.

14. Expand the Project Billing task list.
15. Click the Include option for the following features:

• Burdening
• Project Control
• Project Integration Gateway
• Project Costing
e to
- Capital Projects
e n s
• Project Billing
elic
• Project Performance Reporting
a b l
f e r
Note: You can create contracts for projects if you enable the s
anProject Billing
- t r
optional functional area.
n on
s a ฺ
16. Click the Save and Open Project button.
17. Notice that the task list is generated based on ) a deare relevant to the offerings
hthe tasksuthat
i
and options that you selected. c o m tG
a t ฺ d e n
h
edManagement tu task list.
Expand the Project Financial
r s S
u i@
18. Notice that the mostlcommon
e hi
tfamilies
requirements across all offerings are listed first. Next, the
common tasks m across s
product are shown. Next are common tasks across product
modules.(u t a u
Tasks that are specific to product functionality are listed last.
l i
u required tasks are denoted with an asterisk (*) next to the name.
19. Notice that
a m
T Review the business objects that each task uses to enter and store the setup data.
pa l 20.
U t t Click the Show Business Objects link.
21. Notice that a task may use one or more business objects.
22. Click the Done button on the Implementation Project: Project Financial Management
Implementation XX page.
23. Click the Done button on the Manage Implementation Projects page.
24. You have successfully created an implementation project.

2 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 5: Define Project Foundation Configuration

Lesson 5: Define Project Foundation Configuration

Activity 5-1: Creating a Project

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Background
You are a project manager in the consulting services organization. You are creating a
new project based on a template by selecting the appropriate copy options and editing
the project definition.

e to
Activity Scope
e n s
In this activity, you will create a project.
el ic
a b l
fe r
a n s
Instructions
o n -tr
an ฺ
Replace XX with the number that your instructor assigned.
s
ha uide
)
m tG
Solution: Activity: Creating a Project
t ฺ c o n
h a d e
r ed is Stu
u i@
1. Begin by navigating lto th page.
the Projects
e
t a m menu.
Click the Navigator u s
u
li (Project Financial Management link.
2. Click
m u the

l T
3.
aUse the Projects page to review your project list, watchlist, and pending activities. You can
t t pa review details for existing projects or create a new project.
U 4. Click the Create Project button.
5. Click the From Template list item.
6. Use the Create Project from Template page to search for and select a project template or
select a recently-used template.
7. Enter the desired information into the Template Name field. Enter "US Billable with
Burden".
8. Click the Search button.
9. The search should return the project template named US Billable with Burden.
Note that the US Billable with Burden project template has most of the tasks and task
assignments that you need for a new project.
10. Select the project template.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 3

 Lesson 5: Define Project Foundation Configuration

Click the US Billable with Burden row header.

11. Click the Create from Template button.
12. Use the Create Project page to specify basic details for your project including the project
name, number, and project start date.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

13. Quick Entry fields defined on a project template control the Project Details captured on the
projects created using that template. For example, apart from the default required fields
such as Project Name, Project Number, and Project start date, the project template may
require that you specify a Project Manager.
14. Enter the desired information into the Project name field. Enter "PPMXX_Project".
15. Enter the desired information into the Project number field. Enter "PPMXX Project 1".
e to
16. Enter the current date as the Project start date.
e n s
17. Leave the Project finish date blank.
elic
a b l
18. Select Consulting East US in the Organization field.
fer
a n s
-tr
19. Select any Business Objective from the list of values.
20. Add yourself as the project manager. n o n
s a field. ฺEnter "Student, PPMXX".
h a
Enter the desired information into the Project Manager
i d e
) Gu information, project plan
21. Use the fields in the Copy Options region
o m to copy project
t the project template to the project
ฺc denfrom
information, project tasks, and tasktassignments
a
that you are about to create. dh
r e is Stu
l
22. Use the Financial Plans
u i@region
e t hto copy budget and forecast versions from the project
template.
t a m us
u
li (Approved Cost and Revenue in same plan version option.
23. Click the
u
m the Primary Forecast planned cost and Revenue in same plan version option.
l T a
24. Click

t t pa 25. Click the Save and Continue button.

U
26. Use the Manage Project Definition page to review your project, financial, and reporting
details.
27. Optionally, use the links in the Tasks pane to review the project and financial plans you
copied from the source template.
28. Click the Done button.
29. You have successfully created a project with a task structure copied from a template.

4 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 5: Define Project Foundation Configuration

Activity 5-2: Creating an Expenditure Type

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Background
The Vision Consulting organization uses the General and Administrative expenditure
type to capture expenses for corporate staff and marketing. The type of cost is a Burden
Transaction because the expenditure items with this expenditure type will store burden
cost components.

Activity Scope
e to
e n s
In this activity, you will define a General and Administrative expenditure type.
el ic
a b l
fe r
Instructions
a n s
Replace XX with the number that your instructor assigned.
o n -tr
s an ฺ
) ha uide
Solution: Activity: Creating an Expenditure
c o m tGType
a t ฺ d e n
e d h tu
Step Act ion

r s S
u i@
1. Begin by navigating lto
thi
your implementation
e
project.

t a m us
u
( Define Project Foundation Configuration task list.
li the
u
Expand
m
2. aExpand the Define Types and Categorizations task list.
T
pa l
U t t 3. Click the Go to Task button for the Manage Expenditure Types task to navigate to the
Manage Expenditure Types page.
4. Use the Manage Expenditure Types page to define new expenditure types and to review,
edit, or delete existing expenditure types and the associated expenditure type classes,
assigned sets, and tax classification codes.
5. Click the Add Row button in the first table.
6. Click in the blank Expenditure Type field.
7. Enter the desired information into the Expenditure Type field. Enter "G&A XX".
8. Click in the Description field.
9. Enter the desired information into the Description field. Enter "General and
administrative expenses".
10. Use the Expenditure Category choice list to select the expenditure category for this
expenditure type.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 5

 Lesson 5: Define Project Foundation Configuration

11. Click the Overhead list item.

12. Use the Revenue Category choice list to select the revenue category for this expenditure
type.
13. Click the Other list item.
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14. Use the Unit of Measure choice list to select the unit of measure for this expenditure type.
Type Currency in the Unit of Measure field.
15. Leave the check box in the Rate Required column deselected.
16. Leave the check box in the Proceeds of Sale column deselected.
17. Click in the From Date field.
e to
18. Enter the desired information into the From Date field. Enter "1/1/12".
e n s
19. Leave the To Date field blank.
elic
a b l
20. Use the Expenditure Type Classes region to assign the expenditure type class to the
fer
expenditure type.
a n s
n -tr
Use the Burden Transaction expenditure type class to track burden costs that are
o
an ฺ
calculated in an external system or calculated by Project Financial Management as
s
ha uide
separate, summarized transactions. These costs are created as a separate expenditure
)
item that has a burdened cost amount, and a quantity and raw cost value of zero.
mExpenditure
21. Click the Add Row button in the G&A t ฺ c o
XX:
e n t G Type Classes table.
dhatheSexpenditure
22. Use the Name choice list rtoeselect tud type class for this expenditure type.
u li@ e tlist
23. Click the Burden Transaction hisitem.
t a m us
l i (
24. Click in theuFrom Date field. Notice that the application populates the field automatically.
m u the To Date field blank.
T a
25. Leave
l 26. Use the G&A XX: Assigned Sets region to assign the expenditure type to one or more
t t pa
U reference data sets so that only expenditure types that are relevant to the project unit are
available for the project.
27. Click the Add Row button in the G&A XX: Assigned Sets table.
28. Use the Code choice list to select the expenditure type class for this expenditure type.
Click in the Code field.
29. Click the "CONSERV" list item.
30. Press [Tab] to populate the set name and description.
31. Click the Add Row button to add another set assignment.
32. Click in the Code field.
Enter the desired information into the Code field. Enter "INTSERV".
33. Press [Tab] to populate the set name and description.
34. For this activity, you will not add Tax Classification Codes.

6 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 5: Define Project Foundation Configuration

35. Click the Save and Close button to return to the implementation project.
36. Click the Done button.
37. You have successfully created an expenditure type.
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e to
e n s
el ic
a b l
fe r
a n s
n - tr
o
s an ฺ
) ha uide
c o m tG
a t ฺ d e n
h
ed is Stu
r
u li@ e th
t a m us
li ( u
m u
l T a
t t pa
U

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 7

 Lesson 5: Define Project Foundation Configuration

Define Class Categories

Activity 5-3: Creating a Class Category and Codes

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Background
The Vision Consulting organization works on a variety of projects funded by private and
government institutions. They must classify projects based on funding source to
accurately report on revenue and inflow.
e to
e n s
elic
Activity Scope
a b l
fer
In this activity, you will create a class category and its associated class codes. You will
a n s
projects. o n -tr
also assign the class codes to a set so that they are available for selection on consulting

s an ฺ
) ha uide
Instructions
c o m tG
Replace XX with your initials or as a t ฺ
indicated n instructor.
byeyour
d
e d h tu
r s S
Solution: Activity: Creating
u thi Category and Codes
li@ ea Class
t a m us
Step

lby u
i (navigating to your implementation project.
Act ion

m u
1. Begin
T a
pal
Expand the Define Project Foundation Configuration task list.
Utt 2. Expand the Define Types and Categorizations task list.
3. Click the Go to Task button for the Manage Project Class Categories task to navigate to
the Manage Class Categories page.
4. Use the Manage Class Categories page to create new class categories and to review,
edit, or delete existing class categories and their associated class codes.
5. Click the Create icon in the Search Results region.
6. Use the Create Class Category page to provide basic information about class
categories, specify how categories are used on project types and projects, and define the
associated class codes.
7. Click in the Name field.
8. Enter the desired information into the Name field. Enter "Project Funding Source XX".
9. Click in the Description field.

8 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 5: Define Project Foundation Configuration

10. Enter the desired information into the Description field. Enter "Source of funding for
consulting projects".
11. Click in the From Date field.
12. Enter the desired information into the From Date field. Enter "1/1/12".
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

13. Use the Assign to all projects option to indicate that all projects must have a code
assigned to this class category. Do not enable the option if this class category is optional.
Click the Assign to all projects option.
14. Enable the Assign to all project types option to make this class category available to all
project types.
If you do not select this option, use the Project Types tab to associate individual project
types with the class category. e to
e n s
Click the Assign to all project types option.
l e lic
15. Use the Available as accounting source option to indicate that the class category
r a b is
available as an accounting source so that Oracle Fusion Subledger Accounting s f e can use the
category to create mapping sets, account rules, journal line rules,rand
t a ndescription rules.
-
on as the accounting
n
This option is disabled if another class category is already selected
source. Only one class category at a time is available a
h a s as an accounting source.
d e ฺ
) Gu
For purposes of this activity, do not select this
m option. i
16. Use the One class code per project t o t that only one class code can be
ฺcoptiondtoenspecify
selected with this class category a
dhfor aSproject.
tu
r e s
li@ edothnoti select this option.
For purposes of this activity,
u
t
17. Use the Enter a m u
class codes s percent option to assign percentages to the class codes
u
li ( with this category.
associated
u
m you have multiple classification codes associated with a single class category, you
T a When
pal can report the relative values of your projects in terms of sales or a similar metric.
Utt Click the Enter class codes percent option.
18. Enable the Total percent must equal 100 option to require that the sum of all class code
percentages is 100 percent for the selected class category.
Click the Total percent must equal 100 option.
19. Use the Class Codes tab in the Additional Information region to define class codes for
the category to create more specific groups of projects for reporting.
20. Click the Add Row button in the Class Codes tab of the Additional Information region.
21. Click in the Name field.
22. Enter the desired information into the Name field. Enter "Federal".
23. Click in the Description field.
24. Enter the desired information into the Description field. Enter "Project is funded by a
federal agency".

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 9

 Lesson 5: Define Project Foundation Configuration

25. Click in the From Date field.

26. Enter the desired information into the From Date field. Enter "1/1/12".
27. Use the Assigned Sets region to assign each class code to a reference data set so that
only codes that are relevant to the project unit are available for the project.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

28. Click the Add Row button in the Class Codes tab of the Federal: Assigned Sets region
to add a set assignment.
29. Click in the Set Code field.
30. Enter the desired information into the Set Code field. Enter "CONSERV".
31. Press [Tab] to populate the set name and description.
32. Click the Add Row button to add another class code. e to
e n s
33. Click in the Name field.
elic
34. Enter the desired information into the Name field. Enter "State". a b l
fer
35. Click in the Description field.
a n s
o n -tr
36. Enter the desired information into the Description field. Enter "Project is funded by a US
state government".
s an ฺ
37. Click in the From Date field.
) ha uide
38. Enter the desired information into theฺc o mDate tfield.
G Enter "1/1/12".
t From
a tuSets e n
d region.
e d hAssigned
is S
39. Click the Add Row button in the
@ r
l i
u se
40. Click in the Set Code field. t h
41. Enter the u a m
t informationu into the Set Code field. Enter "CONSERV".
i ( desired

m ul[Tab].
42. Press
Ta
l 43. Click the Add Row button to add another class code.
t t pa
U 44. Click in the Name field.
45. Enter the desired information into the Name field. Enter "Private".
46. Click in the Description field.
47. Enter the desired information into the Description field. Enter "Project is funded by a
private organization".
48. Click in the From Date field.
49. Enter the desired information into the From Date field. Enter "1/1/12".
50. Click the Add Row button in the Assigned Sets region.
51. Click in the Set Code field.
52. Enter the desired information into the Set Code field. Enter "CONSERV".
53. Press [Tab].

10 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 5: Define Project Foundation Configuration

54. Click the Add Row button to add another class code.
55. Click in the Name field.
56. Enter the desired information into the Name field. Enter "Foreign government".
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

57. Click in the Description field.

58. Enter the desired information into the Description field. Enter "Project is funded by a
foreign government".
59. Click in the From Date field.
60. Enter the desired information into the From Date field. Enter "1/1/12".
61. Click the Add Row button in the Assigned Sets region.
e to
62. Click in the Set Code field.
e n s
63. Enter the desired information into the Set Code field. Enter "CONSERV".
el ic
a b l
64. Press [Tab].
fe r
a n s
65. Click the Project Types tab.
o n -tr
66. Use the Project Types tab to associate project classifications
a nthat project
with project types for the

h a s types
classification to be available for selection on projects with
projectid e ฺ to a class
type. You can add

m ) Gu
classifications to a project type definition, and add category

tฺcotypesdeoption
nt earlier in the activity. So, we need not
definition.
We selected the Assign to all h a
d withSthetuclass category.
project
associate individual projectr etypes is to the Manage Class Categories page.
u li@ link t h
t a m use
67. Click the Save and Close to return

l i (u Project Class Categories page, click the Done button to return to your
68. On the Manage
m u
implementation project.
a
T To indicate that your task is complete, click the Status button for the Manage Class
l 69.
t t pa Categories task.
U
70. Use the Edit Status window to indicate that your task is complete.
Click the Status list.
71. Click the Completed list item.
72. Click the Save and Close button.
73. You have successfully created a class category and associated codes.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 11

 Lesson 5: Define Project Foundation Configuration

Define Project Resources

Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Activity 5-4: Creating a Nonlabor Resource

Background
User experience design and consulting is one component of Vision Consulting software
and implementation services. Its user experience laboratory provides state-of-the-art
e to
technology such as eye tracking to study human-computer interaction. The laboratory is
e n s
owned by the Application and Services organization and is located at Vision
elic
headquarters. However, it can be booked by the various consulting organizations for
a b l
use on projects. Resource usage is charged on an hourly basis.
fer
a n s
o n -tr
Requirements
a n
Replace XX with your initials or as indicated by your
h a s e ฺ
instructor.
d
m ) Gu i
t ฺ c o nt
a d e
Activity Scope
r e dh Stu
i
In this activity, you will create
l t h is resource, indicate that it belongs to the
@ a nonlabor
Equipment resource u seassign it to an organization.
mclass,uand
t a
(u Creating a Nonlabor Resource
Solution:u l i
Activity:
T a m
pal
Utt
Step Act ion

1. Begin by navigating to your implementation project.

Expand the Define Project Foundation Configuration task list.
2. Expand the Define Project Resources task list.
3. Click the Go to Task button for the Manage Nonlabor Resources task to navigate to the
Manage Nonlabor Resources page.
4. Use the Manage Nonlabor Resources page to create new nonlabor resources and to
review, edit, or delete nonlabor resources.
5. Click the Add Row button to create a new nonlabor resource.
6. Click in the Nonlabor Resource field to enter a name for the new nonlabor resource.
7. Enter the desired information into the Nonlabor Resource field. Enter "User Experience
Studio XX".
8. Click in the Description field to enter a more detailed description of the new nonlabor
resource.

12 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 5: Define Project Foundation Configuration

9. Enter the desired information into the Description field. Enter "Central lab for user
experience research, strategy, design, and evaluation services.”
10. Click the Expenditure Type list.
11. Click the Computers list item.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

12. Enable the Equipment Resource Class option to plan and report nonlabor resources as
equipment with capacity that is consumed.
Click the Equipment Resource Class option.
13. Click in the From Date field to enter the date from which the nonlabor resource is available
for use.
14. Enter the desired information into the From Date field. Enter "1/1/01".
e to
15. Use the Nonlabor Resource Organizations region to specify the organizations to which ans
nonlabor resource is assigned.
e l ice
16. Click the Add Row button. r a bl
n s fe
17. Click the Name list to select an organization.
n - tra
18. Click the Applications and Services list item.
a no
19. Click in the From Date field to select the date from
h a swhichdtheeฺnonlabor resource is
assigned to the organization.
m ) Gui
t o Datentfield. Enter "1/1/01".
ฺcFrom
20. Enter the desired information into the
d h a t u de
21. Click the Save and Closerlinke to return
i s Sto your implementation project.
22. To indicate that your
@
ulitask sisecomplete,
th click the Status button for the Manage Nonlabor
ta
Resources task. m u
( u
li Status list.
uthe
23. Click
m
l T aClick the Completed list item.
pa 24.
Utt 25. Click the Save and Close button.
26. You have successfully created a nonlabor resource.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 13

 Lesson 5: Define Project Foundation Configuration

Define Rate Schedules and Costing Rules

Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Activity 5-5: Creating a Nonlabor Rate Schedule

Background
Consultants in the Applications and Services organization provide a service for
computer usage in the user experience laboratory. Computers are a User Experience
e to
Studio nonlabor resource.
e n s
elic
a b l
Requirements
fer
a n s
-tr
Replace XX with your initials or as indicated by your instructor.
o n
s an ฺ
Scope
) ha uide
m schedule
In this activity, you will create a nonlabororate
c t G that includes the User
Experience Studio XX nonlabor resource ฺ
at tuyou n
decreated in an earlier activity.
d h
Solution: Activity: Creating @ rea Nonlabor
is S Rate Schedule
l
u sei t h
t a m u
( u
i navigating to your implementation project.
ulby
Step Act ion

1. Begin
T m
aExpand the Define Project Foundation Configuration task list.
pa l
Utt 2. Expand the Define Rate Schedules and Costing Rules task list.
3. Click the Go to Task button for the Manage Rate Schedules task to navigate to the
Manage Rate Schedules page.
4. Use the Manage Rate Schedules page to create, delete, and maintain rate schedules.
You can create rate schedules for jobs, persons, resource classes, and nonlabor
expenditures.
5. Create a nonlabor rate schedule that contains your User Experience Studio XX nonlabor
resource.
Click the Add Row button.
6. Click in the Name field.
7. Enter the desired information into the Name field. Enter "Nonlabor Cost Rates XX".
8. Click in the Description field.

14 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 5: Define Project Foundation Configuration

9. Enter the desired information into the Description field. Enter "Rate Schedule for
Nonlabor Costs XX".
10. Use the Project Rates Set field to assign the rate schedule to a specific set, such as a
business unit. The rate schedule is available only to organizations associated with the
project rates set.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Click the Project Rates Set list.

11. Click the COMMON list item.
12. Use the Schedule Type field to change the rate schedule type to Nonlabor.
Click the Schedule Type list.
13. Click the Nonlabor list item.
e to
14. Use the Currency field to enter the currency for rates in this schedule.
e n s
Click in the Currency field. el ic
a b l
15. Enter the desired information into the Currency field. Enter "USD".
s f er
16. Use the Nonlabor Resource Rates region to define rates or percentage
- t r an markups for
nonlabor expenditure types, or by a combination of nonlabor
n onexpenditure types, nonlabor
resources, and nonlabor resource organizations.
s a ฺ
17. Project Financial Management uses the most ) a
detailed i de rate. For example, if a
h uapplicable
o
rate exists for the expenditure type, nonlabor
c m resource,
t G and nonlabor resource organization
combination, that is the rate [Link] ฺ d e n
e d h then the t u
r
If that combination does not exist,
i s S application uses the rate for the expenditure
@
uli secombination.
type and nonlabor resource th Otherwise, the rate for the expenditure type is
used.
ta m u
( u
uli Add Row button.
18. Click the
m
TaClick the Expenditure Type list.
l 19.
t t pa 20. Click the Computers list item.
U
21. You want the rate for this expenditure type to be specific to the User Experience Studio
XX nonlabor resource you created earlier.
Click the Nonlabor Resource list.
22. Click the User Experience Studio XX list item.
23. You also want this rate to be specific to the Applications and Services organization.
Click the Nonlabor Resource Organization list.
24. Click an entry in the Applications and Services column.
25. Click in the Rate field.
26. Enter the desired information into the Rate field. Enter "45".
27. Click in the From Date field.
28. Enter the desired information into the From Date field. Enter "1/1/01".

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 15

 Lesson 5: Define Project Foundation Configuration

29. You have completed this nonlabor rate schedule.

Click the Save and Close link to save the rate schedule and return to your implementation
project.
30. To indicate that your task is complete, click the Status button for the Manage Rate
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Schedules task.
Click the Status button.
31. Click the Status list.
32. Click the Completed list item.
33. Click the Save and Close button.
34. You have successfully created a nonlabor rate schedule.
e to
e n s
elic
a b l
fer
a n s
n - tr
o
s an ฺ
) ha uide
c o m tG
a t ฺ d e n
h
ed is Stu
r
u li@ e th
t a m us
li ( u
m u
l T a
t t pa
U

16 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 5: Define Project Foundation Configuration

Define Project Resource Breakdown Structures

Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Activity 5-6: Creating a Planning Resource Breakdown

Structure

Background
e to
When Consulting Services projects are in their initial stages, project managers must e n s
perform high-level financial planning to obtain management approval for projects. No el ic
a b l
equipment, employees, or contractors are assigned to the project at this stage. So,
fe r
budget versions created for pre-bid approvals must use planning resources based on
a n s
the basic resource classes and on jobs from the common job set.
o n -tr
s an ฺ
Requirements
) ha uide
Replace XX with your initials or as indicated c o mby your
t Ginstructor.
t ฺ e n
e d ha tud
Activity Scope l i @ r
t h is S
m u se
( u t
In this activity, youa will u resource format hierarchies that are based on the
select
expenditureli category, nonlabor resource, and job resource types. You will then create
uresources
a m
planning
T
based on these format hierarchies.
pal
Utt Solution: Activity: Creating a Planning Resource Breakdown Structure

Step Act ion

1. Begin by navigating to your implementation project.

Expand the Define Project Foundation Configuration task list.
2. Expand the Define Project Resource Breakdown Structure task list.
3. Click the Go to Task button for the Manage Planning and Billing Resource Breakdown
Structures task to navigate to the Manage Planning and Billing Resource Breakdown
Structures page.
4. Use the Manage Planning and Billing Resource Breakdown Structures page to create
new planning resource breakdown structures and to review existing planning and billing
resource breakdown structures.
5. Click the Create icon in the Planning Resource Breakdown Structures region.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 17

 Lesson 5: Define Project Foundation Configuration

6. Use the Create Planning Resource Breakdown Structure: Basic Information page to
enter a name and description for the new planning resource breakdown structure and to
select active dates, project unit, and optionally, a job set.
7. Click in the Name field.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

8. Enter the desired information into the Name field. Enter "Consulting Services Prelim
Planning XX".
9. Click in the Description field.
10. Enter the desired information into the Description field. Enter "Use for initial and pre-bid
financial planning for consulting services."
11. Click the Project Unit list.
e to
12. Click the Consulting Services list item.
e n s
13. Click in the From Date field.
elic
a b l
14. Enter the desired information into the From Date field. Enter "1/1/01".
s f er
r an resource
15. Select the source of jobs for creating planning resources on your planning
- t
breakdown structure.
n on
Click in the Job Set field.
s a ฺ
) a
hfield. Enter
i e
d"Common
16. Enter the desired information into the Job Set
m G u Set".
17. Click the Next button.
a t ฺco dent
edh is Breakdown
18. Use the Create PlanningrResource Stu Structure: Select Resource Formats
u @
li e th
page to select the resource formats and resource format hierarchies to use for creating

t a m us
planning resources.
19. Expand
u
( Expenditure Category resource format hierarchy.
li the
u
m the Include option for the Expenditure Category: Expenditure Type resource
l T a
20. Click

t t pa format.
U 21. Expand the Expenditure Category: Job resource format hierarchy.
22. Click the Include option for the Expenditure Category: Job: Organization resource
format.
23. Click the Include option for the Expenditure Category: Job: Supplier resource format.
24. Click the scrollbar.
25. Click the Include option for the Project Nonlabor Resource resource format.
26. Note that the Resource Class resource format is selected by default.
27. Click the Next button.
28. Use the Create Planning Resource Breakdown Structure: Add Resources page to
create planning resources based on the selected resource format hierarchies.
29. Click the Project Nonlabor Resource cell.
30. Click the Add button in the Project Nonlabor Resource: Planning Resources region.

18 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 5: Define Project Foundation Configuration

31. Click in the Name field.

32. Enter the desired information into the Name field. Enter "User Experience Studio".
33. Click the Expenditure Category list.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

34. Click the Equipment list item.

35. Click the Project Nonlabor Resource list.
36. Click the User Experience Studio XX list item.
37. Review resource class and spread curve details for the planning resource.
Click the Spread Curve list.
38. Click the Even list item.
e to
39. Click the Save button. e n s
el ic
40. Expand the Job resource format hierarchy in the Resource Formats region.
a b l
fe r
41. Click the Supplier cell.
a n s
o n -tr
42. Click the Add button in the Job: Supplier:Planning Resources region.
43. Click in the Name field.
s an ฺ
haEnteru"Contract
44. Enter the desired information into the Name )field. i de Developer".
ฺ c
45. Click in the Expenditure Categorytfield. om nt G
d h t u de field. Enter "Labor".
athe Expenditure
@ re is S
46. Enter the desired information into

uli se th
47. Click in the Job field.
m
48. Enter the(u ta information
desired u into the Job field. Enter "Developer".
m uinli the Supplier field.
49. Click
Ta
l 50. Enter the desired information into the Supplier field. Enter "Staffing Services".
t t pa
U 51. Review resource class and spread curve details for your planning resource.
52. Click the Save button.
53. Click the Organization cell in the Resource Formats region.
54. Click the Add button in the Job: Organization:Planning Resources region.
55. Click in the Name field.
56. Enter the desired information into the Name field. Enter "US Consultant".
57. Click in the Expenditure Category field.
58. Enter the desired information into the Expenditure field. Enter "Labor".
59. Click in the Job field.
60. Enter the desired information into the Job field. Enter "Consultant".
61. Click in the Organization field.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 19

 Lesson 5: Define Project Foundation Configuration

62. Enter the desired information into the Organization field. Enter "Consulting US".
63. Click the Add button to add another planning resource for the Job: Organization resource
format.
64. Click in the Name field.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

65. Enter the desired information into the Name field. Enter "US Developer".
66. Click in the Expenditure Category field.
67. Enter the desired information into the Expenditure field. Enter "Labor".
68. Click in the Job field.
69. Enter the desired information into the Job field. Enter "Programmer".
e to
70. Click in the Organization field.
e n s
71. Enter the desired information into the Organization field. Enter "Applications and
elic
Services". a b l
fer
72. Click the Save and Preview button.
a n s
o n -tr
73. Use the Preview Planning Resource Breakdown Structure window to review the
planning resources and resource structure you created.
s an ฺ
74. Click the Done button.
) ha uide
c o m tG
75. Click the Save menu.
a t ฺ d e n
h
[Link] to the Manage Planning and Billing
76. Click the Save and Close list
r S
return
Resource Breakdown
u li@ e th
Structures

t
77. Click the Donea m s to your implementation project.
button toureturn
u
li ( that your task is complete, click the Status button for the Manage Planning and
u
78. To indicate
m Resource Breakdown Structures task.
TaBilling
l 79. Click the Status list.
t t pa
U 80. Click the Completed list item.
81. Click the Save and Close button.
82. You have successfully created a planning resource breakdown structure.

20 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 5: Define Project Foundation Configuration

Define Burdening

Activity 5-7: Creating a Burden Cost Code

Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Background
The Vision Consulting organization applies Fringe, Overhead, and General and
Administrative burden costs to various types of raw costs. The Finance department
always uses an additive approach to calculate the burden costs.

e to
Activity Scope e n s
el ic
The Finance department wants to apply General and Administrative burden to expense
a b l
report costs to account for the cost of using an outside travel agency.
fe r
a n s
o n -tr
a n
In a previous activity, you defined a General and Administrative expenditure type.

h a s deฺ
m ) and u i
In this activity, you will create a burden cost
ฺ c o code
n t Gassociate it with the Overhead
expenditure type.
d h at tude
@ re is S
m
In a subsequent activity,uli youswill
e h an additive burden structure to apply different
tcreate
burden costs u
( a and uexpense report raw costs.
totlabor
m uli
l T a
pa Instructions
Utt Replace XX with the number that your instructor assigned.

Solution: Activity: Creating a Burden Cost Code

Step Act ion

1. Begin by navigating to your implementation project.

Expand the Define Project Foundation Configuration tasklist.
2. Expand the Define Burdening task list.
3. Click the Go to Task button for the Manage Burden Cost Codes task to navigate to the
Manage Burden Cost Codes page.
4. Use the Manage Burden Cost Codes page to define new burden cost codes and to
review, edit, or delete existing burden cost codes and the associated expenditure types.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 21

 Lesson 5: Define Project Foundation Configuration

5. Click the Add Row button.

6. Click in the Burden Cost Code field.
7. Enter the desired information into the Burden Cost Code field. Enter "G&A XX".
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

8. Click in the Description field.

9. Enter the desired information into the Description field. Enter "Burden cost code for
general and administrative expenses".
10. Use the Expenditure Type choice list to select the expenditure type for this burden cost
code.
Click the Expenditure Type list.
11. Click the Overhead list item.
e to
e n s
If Overhead does not appear by default, you can search for the value.
elic
12. Click in the From Date field.
a b l
fer
13. Enter the desired information into the From Date field. Enter "1/1/12".
a n s
14. Leave the To Date field blank.
o n -tr
15. Click the Save and Close button.
s an ฺ
) a button
hStatus i de for the Manage Burden Cost
16. To indicate that your task is complete, click the
o m tG u
Codes task.
a t ฺ c e n
h d
17. Click the Status list.
r ed is Stu
@item. th
18. Click the Completedlilist
u
a m u e
sbutton.
(u t
19. Click the Save and Close
l i
20. Youuhave successfully created a burden cost code.
T a m
pa l
U t t

22 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 5: Define Project Foundation Configuration

Activity 5-8: Creating a Burden Structure

Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Background
The Vision Consulting organization applies Fringe, Overhead, and General and
Administrative burden costs to various types of raw costs. The Finance department
always uses an additive approach to calculate the burden costs.

e to
Activity Scope
e n s
The Finance department wants to apply Fringe burden to labor costs to account for
el ic
benefits, and Overhead burden to account for human capital management
a b l
administrative support. The Finance department also wants to apply General and fe r
a
Administrative burden to expense report costs to account for the cost of using an n s
n -tr
outside travel agency, and Overhead burden to account for managing the expense
o
reports.
s an ฺ
) ha uide
c o mand Administrative
tG
In a previous activity, you defined a General
a t ฺ d e n burden cost code.

r edh is Stu
i@ ean tadditive
In this activity, you will lcreate
u h burden structure to apply different burden
costs to labor and
ta m
expense u s
report raw costs.
( u
m uli
l T
You awill add a Labor burden cost base to the burden structure that applies both Fringe
pa and Overhead burden cost codes to these expenditure types:
Utt
• Administrative
• Professional
You will also add an Expenses burden cost base that applies both General and
Administrative and Overhead burden cost codes to these expenditure types:

• Airfare
• Hotel
• Meals
Instructions
Replace XX with the number that your instructor assigned.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 23

 Lesson 5: Define Project Foundation Configuration

Solution: Activity: Creating a Burden Structure

Step Act ion

1. Begin by navigating to your implementation project.

Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Expand the Define Project Foundation Configuration task list.

2. Expand the Define Burdening task list.
3. Click the Go to Task button for the Manage Burden Structures task to navigate to the
Manage Burden Structures page.
4. Use the Manage Burden Structures page to define new burden structures and to review,
edit, or delete existing burden structures and the associated burden cost bases, burden
cost codes, and expenditure types.
e to
5. Click the Add Row button. e n s
elic
6. Click in the Name field.
a b l
fer
7. Enter the desired information into the Name field. Enter "Labor and Expenses XX".
a n s
8. Click in the Description field.
o n -tr
9. Enter the desired information into the Description field.
n "Burden structure for labor
a Enter
and expenses". h a s d e ฺ
m ) Gu i
t ฺ c o
10. Use the Structure Type choice list to select t
the structure
n type for this burden structure.
Click the Structure Type list. ha u d e
e d t
11. Click the Additive listi@
l
r
item.
t h is S
a mustructure
12. Disable thistburden u sefor burden schedule overrides at the project or task level.
l i u in Schedule Overrides option to change the value to No (disabled).
(Use
m u
Click the

l a
T Disable this burden structure as the override default structure for burden override defaults.
13.
t t pa
U Verify that value for the Use as Override Default option is No (disabled).
14. Click in the From Date field.
15. Enter the desired information into the From Date field. Enter "1/1/12".
16. Leave the To Date field blank.
17. Use the Labor and Expenses XX: Cost Base Assignments region to specify the burden
cost bases that group raw costs for the purpose of calculating burdened costs.
18. Add the Labor burden cost base to apply burden costs to labor raw costs.
Click the Add Row button.
19. Use the Cost Base choice list to select a burden cost base for this burden structure.
Click in the Cost Base list.

24 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 5: Define Project Foundation Configuration

20. Click the Labor list item.

21. Use the Labor: Cost Base Assignment Details region to group the burden cost codes
with the expenditure types to which they will be applied.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

22. Click the Add Row button on the Burden Cost Codes table in the Labor: Cost Base
Assignment Details region.
23. Use the Burden Cost Code choice list to select a burden cost code for this burden cost
base.
24. Click the Burden Cost Code list.
25. Click the "Fringe" list item.
e to
26. Burden cost codes are automatically assigned a Precedence value of “1” because additive
burden structures apply each burden cost code using the same precedence when e n s
calculating burden costs. el ic
a b l
27. Click the Add Row button on the Burden Cost Codes table again.
fe r
a n s
28. Click in the Burden Cost Code list.
o n -tr
29. Enter the desired information. Enter "Overhead".
s an ฺ
30. Now go to the Expenditure Types tab to select
) hana expenditure
i de type.
Click the Expenditure Types tab. o m tG u
a t ฺ c e n
31. Click the Add Row button.
d h tu d
r e s S
32. Use the Expenditure
u li@ thi list to select an expenditure type for this burden cost
Type choice
e
base.
t a m us
u
li (Expenditure Type list.
33. Click the
u
m the Administrative list item.
[Link]
l T
t t pa 35. Click the Add Row button.
U 36. Click in the Expenditure Type field of the new row.
37. Click the Expenditure Type list.
38. Click the Professional list item.
39. Use the Labor and Expenses XX: Cost Base Assignments region to add the Expenses
burden cost base to apply burden costs to travel expense raw costs.
40. Click the Add Row button in the Labor and Expenses XX: Cost Base Assignments
table.
41. Click in the Cost Base list.
42. Click the Expenses list item.
43. In the Expenses: Cost Base Assignment Details region, click the Burden Cost
Codes tab.
44. Click the Add Row button.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 25

 Lesson 5: Define Project Foundation Configuration

45. Enter G&A XX in the Burden Cost Code field.

46. Click the Add Row button.
47. Enter Overhead in the Burden Cost Code field.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

48. Click the Expenditure Types tab.

49. Click the Add Row button.
50. Enter Airfare in the Expenditure Type field.
51. Click the Add Row button.
52. Enter Hotel in the Expenditure Type field.
53. Click the Add Row button.
e to
54. Enter Meals in the Expenditure Type field. e n s
elic
55. Click the Save and Close button.
a b l
fer
56. To indicate that your task is complete, click the Status button for the Manage Burden
a n s
Structures task.
n - tr
o
57. Click the Status list.
s an ฺ
58. Click the Completed list item.
) ha uide
59. Click the Save and Close button.
c o m tG
a ฺ
t structure.
d e n
60. You have successfully created h
ed is Stu
a burden
r
u li@ e th
t a m us
li ( u
m u
l T a
t t pa
U

26 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 5: Define Project Foundation Configuration

Activity 5-9: Creating a Burden Schedule

Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Background
The Vision Consulting organization needs a burden schedule to specify the burden
multipliers for the cost codes on your Labor and Expenses XX burden structure. The
Finance department does not have the final multipliers at this time, so you must create a
provisional burden schedule that will enable you to specify the actual multipliers when
they are available.
e to
e n s
Activity Scope el ic
a b l
In this activity, you will define a provisional burden schedule and specify multipliers for
fe r
each type of burden cost. You will assign the Labor and Expenses XX burden
a n s
structure that you created in a previous activity.
o n -tr
s an ฺ
Instructions ) ha uide
c o m assigned.
tG
Replace XX with the number that your t ฺ instructor
e n
e d ha tud
Solution: Activity: Creating
l i @ t h is SSchedule
r a Burden
m u se
Step

( u t
Act ion
a u
i navigating to your implementation project.
ulby
1. Begin
T m
aExpand the Define Project Foundation Configuration task list.
pa l
Utt 2. Expand the Define Burdening task list.
3. Click the Go to Task button for the Manage Burden Schedules task to navigate to the
Manage Burden Schedules page.
4. Use the Manage Burden Schedules page to define new burden schedules and to review,
edit, or delete existing burden schedules and the associated multipliers, and organization
and burden cost code combinations.
5. Click the Add Row button.
6. Click in the Name field.
7. Enter the desired information into the Name field. Enter "Internal Costing XX".
8. Click in the Description field.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 27

 Lesson 5: Define Project Foundation Configuration

9. Enter the desired information into the Description field. Enter "Burden schedule for
internal costing".
10. Use the Type choice list to select a provisional schedule if you plan to use estimated
multipliers until actual multipliers are available.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Click the Type list.

11. Click the Provisional list item.
12. Use the Default Burden Structure choice list to assign a burden structure to this burden
schedule.
Click the Default Burden Structure list.
13. Click the Labor and Expenses XX list item. e to
e n s
14. The Default Organization Hierarchy is used to cascade rates down to lower-level
elic
organizations where multipliers are not explicitly defined. If Project Financial Management
a b l
fer
finds a level in the hierarchy that does not have a multiplier defined, the application uses
the multipliers of the parent organization.
a n s
Click the Default Organization Hierarchy list.
o n -tr
15. Click the Project Organization Hierarchy list item. a
n
h a s d e ฺ
16. Click Hierarchy Version list.
m ) Gu i
t o ntitem.
ฺc dV1elist
a
17. Click the Project Organization Hierarchy

r edh isand
18. The Hierarchy Start Organization
u lower-level organizations below it can use the
Stthe
li@ inethisthburden schedule.
multipliers that you define
u
t a m StartusOrganization list.
Click the Hierarchy
u
li (Vision Corporation list item.
m u
19. Click the

l T a
20. Click in the From Date field.
t t pa
U 21. Enter the desired information into the From Date field. Enter "1/1/12".
22. Leave the To Date field blank.
23. Click the Save button.
24. Use the Internal Costing XX: Burden Schedule Versions region to define the date range
within which multipliers are effective. You can create an unlimited number of versions for a
burden schedule, but you can have only one active version at a time.
25. Click the Add Row button.
26. Provide a Version name for the period in which the burden schedule version is used.
Click in the Version field.
27. Enter the desired information into the Version field. Enter "2012 Version".
28. Click in the From Date field.
29. Enter the desired information into the From Date field. Enter "1/1/12".

28 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 5: Define Project Foundation Configuration

30. Click in the To Date field.

31. Enter the desired information into the To Date field. Enter "12/1/12".
32. Note that the values for Burden Structure, Organization Hierarchy, Hierarchy Version,
and Hierarchy Start Organization are from the burden schedule. You can change them
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

for the version as needed.

33. The schedule version Build Status is New until the version is built.
34. The Hold Version from Build option holds the burden schedule version from processing
until you build the schedule.
Use the default value of No (disabled) for the Hold Version from Build option.
35. Use the 2012 Version: Burden Multipliers region to add or copy multipliers for the burden
e to
schedule. Define the multipliers for an organization only if you want to override the
e n s
multipliers of the parent organization.
el ic
For example, if you specify multipliers for the top organization in the hierarchy, then you
a b l
only need to explicitly specify multipliers for lower-level organizations when those
fe r
organizations have a different burden multiplier for a cost code.
a n s
36. Click the Add Row button. o n -tr
n
a organization
37. Use the Organization choice list to select either the
h a s top
d e ฺand multiplier.
in the hierarchy or a
lower-level organization to associate with a burden
m
the expenditure items, Project FinancialoManagement ui
) Gdetermines
cost code When you cost

nt
what multiplier to use for
a t ฺc deorganization
burden calculations based on the expenditure on the expenditure item.
d h t u
reVisionisCorporation,
First enter the multipliers for
for the hierarchy. li@
S the start organization that you specified

m u se th
ta
38. Click the Organization
( u ulist.
39. Click li “Vision Corporation" list item.
uthe
m
TaUse the Burden Cost Code choice list to enter the cost codes that represent the types of
pa l 40.
U t t costs to allocate to raw costs.
Click the Burden Cost Code list.
41. Click the Fringe list item.
42. The multiplier specifies the amount by which Project Financial Management multiplies the
raw cost to obtain the burden cost amount.
Click in the Multiplier field.
43. Enter the desired information into the Multiplier field. Enter "0.35".
44. Add more burden cost codes and specify the multipliers.
Click the Add Row button in the 2012 Version: Burden Multipliers table.
45. Click the Organization list.
46. Click the Vision Corporation list item.
47. Click the Burden Cost Code list.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 29

 Lesson 5: Define Project Foundation Configuration

48. Click the G&A XX list item.

49. Click in the Multiplier field.
50. Enter the desired information into the Multiplier field. Enter "0.1".
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

51. Click the Add Row button.

52. Click the Organization list.
53. Click the Vision Corporation list item.
54. Click the Burden Cost Code list.
55. Click the Overhead list item.
56. Click in the Multiplier field.
e to
57. Enter the desired information into the Multiplier field. Enter "0.155". e n s
elic
58. Costs for operating the Consulting East US organization are higher than in other
a b l
fe
organizations, so the Finance department provided you with a separate set of provisional r
multipliers for Consulting East US.
a n s
59. Click the Add Row button.
o n -tr
60. Click in the Organization field. s an ฺ
) ha field.u i e
dEnter
c o m
61. Enter the desired information into the Organization
t G "Consulting East US".
62. Click the Burden Cost Code [Link]ฺ d e n
d h tu
63. Click the Fringe list item. re s S
u li@ e thi
t a m us
64. Click in the Multiplier field.
u
i ( desired information into the Multiplier field. Enter "0.55".
65. Enter lthe
u
m the Add Row button.
[Link]
l T
t t pa 67. Click the Organization list.
U 68. Click the Consulting East US list item.
69. Click the Burden Cost Code list.
70. Click the G&A XX list item.
71. Click in the Multiplier field.
72. Enter the desired information into the Multiplier field. Enter "0.15".
73. Click the Add Row button.
74. Click the Organization list.
75. Click the Consulting East US list item.
76. Click the Burden Cost Code list item.
77. Click the Overhead list item.

30 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 5: Define Project Foundation Configuration

78. Click in the Multiplier field.

79. Enter the desired information into the Multiplier field. Enter "0.16".
80. Save the burden schedule and the burden schedule version.
Click the Save button.
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81. When you build the burden schedule, the build date is recorded in the Last Active Build
Date field for the burden schedule version.
82. Click the Build Burden Schedule button.
83. A confirmation window indicates that the burden schedule build is complete.
Click the OK button.
e to
84. When the Compile Burden Schedule Revision process completes, the build date is
e n s
recorded in the Burden Schedule Versions region in the Last Active Build Date field for
el ic
the burden schedule version.
a b l
fe
85. When the actual multipliers are available, you can replace the provisional multipliers with r
a n s
the actual multipliers in the 2012 Version: Burden Multipliers table, and then click the
n -tr
Create Actual Version button. When the actual burden schedule is built, all impacted
o
an ฺ
expenditure items are automatically reprocessed to adjust the burden amounts.
s
86. Click the Save and Close button.
) ha uide
o
87. To indicate that your task is complete, click
c mthe Status
t G button for the Manage Burden
t ฺ e n
Schedules task.
e d ha tud
88. Click the Status list.
l i @ r
t h is S
m
89. Click the Completedu list item.
se
t a u
u and Close button.
(Save
l i
90. Click the
u
T m
[Link] have successfully created a burden schedule.
pa l
U t t

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 31

 Lesson 5: Define Project Foundation Configuration

Manage Project Types

Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Activity 5-10: Creating a Project Type

Background
The Vision Consulting organization uses indirect projects to track project costs for sales
e to
proposals.
e n s
elic
a b l
Activity Scope
fer
In this activity, you will define a project type for indirect projects. a n s
o n -tr
You will assign the Internal Costing XX burden schedule s a nthatฺ you created in a previous
activity as the default cost burden schedule for ) hthisa project
u i de
type. You will also assign the
Project Funding Source XX class category c o mthat t
you G created in a previous activity to
t ฺ e n
this project type.
e d ha tud
l i @ r
t h is S
Instructions m u se
( u t a u
uli with the number that your instructor assigned.
Replace XX
m
l T a
pa
Utt Solution: Activity: Creating a Project Type

Step Act ion

1. Begin by navigating to your implementation project.

Expand the Define Project Foundation Configuration task list.
2. Click the Go to Task button for the Manage Project Types task to navigate to the Manage
Project Types page.
3. Use the Manage Project Types page to view, create, and edit project types that control
how Project Financial Management creates and processes projects.

32 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 5: Define Project Foundation Configuration

4. Create a new project type for your business.

Click the Create icon.
5. Use the Create Project Type page to specify basic project configuration options, such as
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

burdening, billing, and capitalization options, and class categories, that are inherited by
each project associated with the project type.
6. Click in the Name field.
7. Assign a name to the project type.
Enter the desired information into the Name field. Enter "Sales Proposal XX".
8. Click in the Set field.
e to
9. Enter the desired information into the Set field. Enter "Internal Services Set".
e n s
10. Click in the Description field.
el ic
a b l
11. Describe the purpose of the project type and other relevant information.
s f er
Enter the desired information into the Description field. Enter "Used
- t r anto track project
costs for sales proposals".
n on
12. Click in the From Date field. s a ฺ
) a de"1/1/12".
h [Link]
i
c o m tG
13. Enter the desired information into the From Date
14. Leave the To Date field blank. at ฺ d e n
h tu
d andSscheduled
eactual
15. Use Work Type to classify
@ r s
i expenditurework for projects of this type. By using
work types you can l i
uand revenue
determine
e t h
whether items are billable, classify cross-charge
amounts intoa
t m
cost u s for cross-charge work, and calculate transfer price
amounts.(u
li
uthe
T m
[Link] Work Type list.

pa l 17. Click the Internal list item.

U t t
18. Use the Enable burdening option to enter additional options in the Burdening Options
region.
Click the Enable burdening option to change the value to Yes (enabled).
19. Use the Enable billing option if you want to bill customers for the project.
Use the default value of No (disabled) for the Enable billing option.
20. Use the Enable capitalization option to enter additional options in the Capitalization
Options region.
Click the Enable capitalization option to change the value to Yes (enabled).
21. Use the Burdening Options tab to account for the individual burden cost components or
the total burdened cost amount for your project type.
The Accounting department charges project burden costs to account for overhead and
tracks total burdened accounting.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 33

 Lesson 5: Define Project Foundation Configuration

22. Use the Default Cost Burden Schedule option for projects that are defined with this
project type. You can change the default schedule for a project or task.
23. Click the Default Cost Burden Schedule list.
24. Click the Internal Costing XX list item.
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25. Use the Allow cost burden schedule change for projects and tasks option to allow a
change of the default cost burden schedule when creating and maintaining projects and
tasks. Do not enable this option if you want all projects of a project type to use the same
schedule for internal costing.
Click the Allow cost burden schedule change for projects and tasks option to change
the value to Yes (enabled).
26. Use the Include burden cost on same expenditure item option to store the total
e to
burdened cost amount as a value with the raw cost on each expenditure item. Project
e n s
Financial Management displays the raw and burdened costs of the expenditure items on
elic
windows and reports.
a b l
fer
a n s
Use the default value of Yes (enabled) for the Include burden cost on same expenditure

-tr
item option.
o n
an ฺ
27. If you include burden cost amounts on the same expenditure item, but want to see the

components on an indirect project and task.

s
burden cost details, use the option to Create expenditure items for burden cost
ha uide
m )
Use the default value of No (disabled)cfor
t ฺ o
e n t Gexpenditure items for burden cost
the Create
components option.
e d ha tud
28. Use the Create burden cost r accounting
i s S journal entries option to transfer the burden
l i
cost to the generaluledger.@ t h
t a se(enabled) for the Create burden cost accounting journal
mvalue ofuYes
l i (u
Use the default

m u
entries option.
T a
pal 29. Use the Create burdened cost accounting journal entries option to track the burdened

Utt
cost amounts.
Use the default value of Yes (enabled) for the Create burdened cost accounting journal
entries option.
30. Use the Capitalization Options tab to configure capitalization options that are inherited by
each project associated with the project type.
Click the Capitalization Options tab.
31. Indicate whether to capitalize costs at the burdened or raw cost amount for projects with
this project type.
Click the Cost Type list.

34 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 5: Define Project Foundation Configuration

32. Click the Burdened list item.

33. Use the Require complete asset definition option to require a complete asset definition
in Project Financial Management before sending costs to Oracle Fusion Assets. If you
select this option, you do not need to enter information for the imported asset line in Oracle
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Fusion Assets. The Transfer Assets To Oracle Fusion Assets process places asset lines
with complete definitions directly into the Post queue in Oracle Fusion Assets.
Click the Require complete asset definition option to change the value to Yes (enabled).
34. Select an Asset Line Grouping Method to summarize asset lines.
Click the Asset Line Grouping Method list.
35. Click the All list item.
e to
36. The Override asset assignment option interacts with the assignment status of the assetens
to either use or disregard the Asset Assignment Extension.
l e lic
r
Use the default value of No (disabled) for the Override asset assignment option. a b
e
sfFinancial
37. In the Asset Cost Allocation Method field, select None to have Projecta n
Management generate an unassigned asset line that you manually
o n -tr assign to different
assets.
s an ฺ
38. Select an Event Processing Method to control
) h a assets
how
i d eand costs are grouped over
m or not G
time. Select either periodic or manual events,
o u
events.
ฺ c
at [Link] n
39. Click the Event Processing Method
d h
40. Click the None list item. re is S
l i @
u invoices t h
41. Use the Groupm
t a supplier
u se option to consolidate the expenditure items on a
li uif you want to send the lines to Oracle Fusion Assets based on the supplier
supplier (invoice into one asset line according to the asset line grouping method. Do not use
this u
option
T a m export option.
invoice
pa l
U t t Use the default value of Yes (enabled) for the Group supplier invoices option.
42. The supplier invoice export options in the Supplier Invoices region are not available
because you selected the Group supplier invoices option.
43. Use the Default Capitalized Interest Rate Schedule to specify a default interest rate
schedule for capitalized interest. Use the Allow override option to allow an override of the
default capitalized interest rate schedule for individual projects.
44. Click the Default Capitalized Interest Rate Schedule list.
45. Click the Capitalized Interest Rate list item.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 35

 Lesson 5: Define Project Foundation Configuration

46. Use the Allow override option to allow an override of the default capitalized interest rate
schedule for individual projects.
Click the Allow override option to change the value to Yes (enabled).
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47. Click the Classifications tab.

48. Use the Classifications tab to group your projects according to categories and codes that
you define. When you associate project classifications with project types, the classification
is available for selection on projects with that project type.
49. Click the Add Row button.
50. Click the Class Category list.
51. Click the “Project Funding Source XX” list item. e to
e n s
52. Enable the Assign to all projects option for the Project Funding Source XX class
elic
category for the application to automatically add the classification to the project definition
a b l
for all new projects with this project type. When the Assign to all projects option is
fer
n s
enabled, all projects with this project type must be assigned a class code for the Project
a
Funding Source XX class category.
o n -tr
a n Yesฺ (enabled) for the Project
Click Assign to all projects option to change the value to
s
Funding Source XX class category.
) ha uide
53. Click the Save and Close button.
c o m tG
a t ฺ d e n
54. Click the Done button.
d h
ecomplete, tu
r s S
Types task. u li@ e thi
55. To indicate that your task is click the Status button for the Manage Project

u tamlist. us
56. Click the(Status
li
uthe
T m
[Link] Completed list item.

pa l 58. Click the Save and Close button.

U t t
59. You have successfully created a project type.

36 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 6: Define Project Control Configuration

Lesson 6: Define Project Control Configuration

Activity 6-1: Creating a Financial Plan Type
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Background
A significant portion of Vision Corporation's consulting business derives from software
and application implementation. Senior management maintains close oversight on
implementation consulting proposals, bids, and contracts. After initial estimates
stabilize, the project manager works with sales on a pre-bid estimate (called a cost plus
e to
budget) and submits to the consulting practice manager for approval. Project managers
e n s
revise the budget throughout the bid process. Salient points:
el ic
a b l
• Planning is at a high level, for project and top tasks. fe r
a n s
• -tr
Budgets contain both cost and revenue amounts in each version. This enables easy
o n
an ฺ
comparison and what-if analysis.
• Burdened amounts are included in the [Link]
) h uide
• Revenue is generated based on planning
c o m rates.t G
a ฺ
t revenue
d e ncalculation depends on job rates.
• Planning is job based since costh
ed is Stu
and
r
Requirements
u li@ e th
m initials
Replace XX withayour
t u sor as indicated by your instructor.
li ( u
u
m Scope
T a
Activity
pal
Utt In this activity, you will create a budget financial plan type for the Consulting Services
organization.

Solution: Activity: Creating a Financial Plan Type

Step Act ion

1. Begin by navigating to your implementation project.

Expand the Define Project Control Configuration task list.
2. Click the Go to Task button for the Manage Financial Plan Types task to navigate to the
Manage Financial Plan Types page.
3. Use the Manage Financial Plan Types page to create new financial plan types and to
review, edit, or delete existing financial plan types.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 37

 Lesson 6: Define Project Control Configuration

4. Click the Create icon.

5. Use the Create Financial Plan Type page to enter basic financial plan type
information, and setup and planning options that determine how associated financial plan
versions are created.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

6. Click in the Name field.

7. Enter "Consulting Services Cost Plus Budget XX" in the Name field.
8. Click in the Description field.
9. Enter "Use for pre-bid calculations for implementation consulting projects." In the
Description field.
e to
10. Click in the From Date field.
e n s
11. Enter the desired information into the From Date field. Enter "1/1/01".
elic
a b l
12. Note that Plan Class is set to Budget by default.
s f er
13. Use the Planning Amounts list to determine whether associated financial
- t r an plan versions
will contain costs amounts, revenue amounts, or both.
n o n
Click the Planning Amounts list.
s a ฺ
14. Click the Cost and revenue in the same plan ) a i deitem.
hversionulist
c
15. Use workflow to trigger notificationstฺwhenomprojectntmanagers
G change the version status or
submit a request to change theh a status.u d e
e d version t
S option.
r statusischanges
Click the Use workflow
l i @for
u planning t h
16. Note that the t a m
Enable u se in multiple transaction currencies option is selected
l i
indicating (uthat you want to enter amounts in currencies other than the project currency.
m
[Link]
uthe Set Assignments tab to associate sets with financial plan types so that project
pal T managers can use them to create financial plans for projects or project templates.
Utt 18. Click the Add Row icon to add a set assignment.
19. Click in the Code field.
20. Enter the desired information into the Code field. Enter "CONSERV".
21. Click the Save button.
22. Click the Plan Settings tab.
23. Use the Plan Settings tab to specify the cost and revenue items to include in financial plan
versions, level of detail for planning, calendar and period options, and rate derivation
options.

38 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 6: Define Project Control Configuration

24. Note that all amount types, including quantity, rates, revenue, and raw and burdened cost
are enabled for use on the financial plan version.
25. Use the Planning Level list to specify that you want to enter and review financial plan
amounts at the project level and for top tasks.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Click the Planning Level list.

26. Click the Project and top tasks list item.
27. Use the Calendar Type list to indicate that planning is for periods in the accounting
calendar.
Click the Calendar Type list.
28. Click the Accounting calendar list item. e to
e n s
29. Click the Period Profile list.
el ic
30. Click the Accounting Period list item. a b l
fe r
31. Click the Currency Settings tab.
a n s
o n -tr
32. Use the Currency Settings tab to select transaction currencies in which to enter financial
an ฺ
plan amounts, and the rates for converting those amounts to project currency or project
s
ledger currency.
) ha uide
33. Click the Add Row button on the Transaction
c o m Currencies
t G subtab to add a transaction
currency. ฺ
at tude n
d h
34. Click in the Currency field.
@ re is S
m uli seinto
35. Enter the desired information th the Currency field. Enter "CNY".
( u ttoa populateuthe currency name.
li
36. Press [Tab]
u
m
[Link] the Add Row button to add another transaction currency.
pa T
l
Utt
38. Click in the Currency field for the new row.
39. Enter the desired information into the Currency field. Enter "USD".
40. Press [Tab] to populate the currency name.
41. Click the Project Currency tab.
42. Click in the Rate Type field in the Cost Options region.
43. Enter the desired information into the Rate Type field. Enter "Corporate".
44. Click in the Rate Type field in the Revenue Options region.
45. Enter the desired information into the Rate Type field. Enter "Corporate".
46. Note that for both Cost Options and Revenue Options, the date used for deriving rates is
From date of the budget line.
47. Click the Project Ledger Currency tab.
48. Click in the Rate Type field in the Cost Options region.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 39

 Lesson 6: Define Project Control Configuration

49. Enter the desired information into the Rate Type field. Enter "Corporate".
50. Click in the Rate Type field in the Revenue Options region.
51. Enter the desired information into the Rate Type field. Enter "Corporate".
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

52. Click the Rate Settings tab.

53. Use the Rate Settings tab to specify the actual or planning rates used to calculate cost
and revenue amounts on associated financial plan versions.
54. Click the Add Row button in the Rate Schedules region to specify rate settings for a
business unit.
55. Click in the Business Unit field.
56. Enter the desired information into the Business Unit field. Enter "US1 Business Unit". e to
e n s
57. Click the Use planning rates option.
l e lic
a
58. Note that when using planning rates, you can specify cost and bill rate schedules
r b at the
sf e
person, nonlabor resource, job, and resource class levels in the Details region.
a n
59. Click in the Nonlabor Resource field in the Cost Options region.
o n -tr
s a n field.
60. Enter the desired information into the Nonlabor Resource
ฺ
Enter "US Non Labor
Cost Rates".
) ha uide
61. Click in the Job field.
c o m tG
h
62. Enter the desired information into a t ฺ d enEnter "US Job Cost Rates".
the Jobufield.
r [Link] St
63. Click in the Resource
u li@ e th
Class

t a
64. Enter the desiredminformation
u s into the Resource Class field. Enter "US Resource Class
li ( u
Cost Rates".
u
m [Tab] to navigate to the Revenue Options region.
[Link]
al T
p
Utt
66. Click in the Nonlabor Resource field in the Revenue Options region.
67. Enter the desired information into the Nonlabor Resource field. Enter "US Non Labor Bill
Rate".
68. Click in the Job field.
69. Enter the desired information into the Job field. Enter "US Job Bill Rates Burdened".
70. Click in the Resource Class field.
71. Enter the desired information into the Resource Class field. Enter "US Resource Class
Bill Rates".
72. Click the Generation Options tab.
73. Use the Generation Options tab to indicate how cost and revenue are calculated when
you generate a financial plan version from another financial plan or from the project plan.
74. Click the Generation Source list.
75. Click the Project plan type list item.

40 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 6: Define Project Control Configuration

76. Click the Source Plan Version list.

77. Click the Working list item.
78. Note that Revenue Generation Method is set to Planning rate based. That is, revenue
amounts are generated based on the rate schedules selected on this financial plan type or
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

any override rates entered on the budget version by project managers.

79. Indicate that budget lines added by project managers are retained when an existing version
is generated again.
Click the Retain Manually Added Budget Lines option.
80. Click the Reporting Options tab.
81. Use the Reporting Options tab to indicate how to roll up amounts for planning resources,
e to
report quantity when planning for cost and revenue in separate financial plan versions,
e n s
calculate margins, and display amounts.
el ic
82. Click the Currency Type list.
a b l
fe r
83. Click the Project currency list item.
a n s
84. Click the Export Options tab.
o n -tr
85. Use the Export Options tab to determine the amounts,
n and quantities that you can
a rates,
export to Excel. h a s d e ฺ
m)to select i
uall available measures for display
o
86. Click the Move all items to other listcbutton t G
and editing in Excel.
h a tฺ den
Stuto the Manage Financial Plan Types page.
ed toisreturn
87. Click the Save and Closerbutton
u l i@ e th
88. Click the Done
t a m toureturn
button s to your implementation project.
l i (uthat your task is complete, click the Status button for the Manage Financial
89. To indicate
m
PlanuTypes task.
T a
l 90. Click the Status list.
t t pa
U 91. Click the Completed list item.
92. Click the Save and Close button.
93. You have successfully created a financial plan type of the Budget plan class.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 41

 Lesson 6: Define Project Control Configuration

Activity 6-2: Creating a Project Plan Type

Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Background
Vision Corporation uses projects to manage work performed by its internal service
organizations (IT, networking, database, applications and services). Project
management ensures better tracking of costs and efficiency of work. Project work is
managed as follows:

• Projects typically have a short duration; six months or less.

e to
• Actual rates are used for planning. Planning is in US Dollars. Multiple transaction
e n s
currencies are not supported.
elic
a b l
• Progress is captured based on costs.
s f er
• Project managers use Microsoft Project for day-to-day planning,
- t r anscheduling, and
capturing progress.
n on
a ฺ with Project Financial
• Every Monday, projects in Microsoft Project are synchronized
s
Management. Resulting updates are used for
) a i de reporting, and for costing
h performance
and accounting. o m tG u
a ฺ c
t a baseline
e n is created from the project plan and
h
• On the first Monday of every month,
tu d
an approved budget version r edis generated.
s S
Requirements mu
li@ e thi
t a u s
u
li (with your initials or as indicated by your instructor.
Replace XX
m u
l T a
t t pa Activity Scope
U In this activity, you will create a project plan type for the Internal Services organization.

Solution: Activity: Creating a Project Plan Type

Step Act ion

1. Begin by navigating to your implementation project.

Expand the Define Project Control Configuration task list.
2. Click the Go to Task button for the Manage Project Plan Types task to navigate to the
Manage Project Plan Types page.
3. Use the Manage Project Plan Types page to create new project plan types and to review,
edit, or delete existing project plan types.
4. Click the Create icon.

42 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 6: Define Project Control Configuration

5. Use the Create Project Plan Type page to provide basic project plan type information and
specify setup and planning options that determine how associated project plans and
progress are created.
6. Click in the Name field.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

7. Enter the desired information into the Name field. Enter "Internal Services Short-Term
Projects XX".
8. Click in the Description field.
9. Enter the desired information into the Description field. Enter "Use for short-term
internal projects of duration up to six months.”
10. Click in the From Date field.
e to
11. Enter the desired information into the From Date field. Enter "1/1/01".
e n s
12. Use the Setup Options region to select basic project plan options for using third-party
el ic
scheduling applications and for enabling use of transaction currencies.
a b l
fe r
13. Indicate that you want to use Microsoft Project for managing the project plan and
a n s
scheduling.
o n -tr
an ฺ
Click the Use third-party software for scheduling option.
s
14. Indicate whether you want to enter amounts inh
) a idother
currencies e than the project currency.
o m
When you select this option, you must provide G
currencyu conversion attributes in the
Currency Settings tab. tฺc den t
h a tu transaction currencies option is deselected
d in multiple
eenter
Ensure that the Enable planning
r s S
u li@ e thi
because we do not plan to amounts in multiple currencies.

t a m ustab to associate sets with project plan types so that project

15. Use the Set Assignments
u
li ( can use them to create project plans for projects or project templates.
managers
u
m the Add Row icon to add a set assignment.
[Link]
l T
t t pa 17. Click in the Code field.
U 18. Enter the desired information into the Code field. Enter "INTSERV".
19. Click the Save button.
20. Click the Plan Settings tab.
21. Use the Plan Settings tab to indicate whether you will track costs in the project plan and
whether you will plan for the project duration or by periods.
22. Indicate that the project plan will be used to capture and track planned costs and actual
costs incurred for that project.
Click the Enable costs for project plan option.
23. Indicate whether planning is for the plan duration or for periods in the accounting or project
accounting calendar.
Click the Calendar Type list.
24. Click the Project accounting calendar list item.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 43

 Lesson 6: Define Project Control Configuration

25. Since we are using a calendar, determine how periods are grouped and displayed when
you edit task assignment amounts.
Click the Period Profile list.
26. Click the Project Accounting Period list item.
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27. Click the Task Settings tab.

28. Use the Task Settings tab to specify task and task assignment date settings.
29. Note that the Use task planned dates as task assignment dates option and the
Automatically roll up task planned dates option are disabled because you are using
Microsoft Project as the scheduling application.
30. Indicate that transaction dates must match the planned dates for tasks, plus or minus the
e to
date adjustment buffer.
e n s
Click the Synchronize task transaction dates with planned dates option.
elic
a b l
31. Click in the Date Adjustment Buffer in Days field.
s f er
32. Enter the desired information into the Date Adjustment Buffer in a
t r n field. Enter "15".
Days
on -
33. Click the Rate Settings tab.
n
a rates
a
34. Use the Rate Settings tab to specify the actual or s
planning e ฺ used to calculate cost
and revenue amounts on the project plan. ) h u i d
o m t G
h a
35. Click the Add Row button in the Rate tฺcSchedules
d e n region to specify rate settings for a
business unit.
r ed is Stu
36. Click in the Business
u li@ th
Unit field.
e
m s
ta information
u into the Business Unit field. Enter "US1 Business Unit".
( u
37. Enter the desired
li we do not select the Use planning rates option because we want to use actual
38. Noteuthat
T m
arates to calculate costs.
pa l
Utt 39. Optionally specify cost rate schedules at the resource class level when using actual rates.
These rates are used if actual cost or revenue derivation logic is unable to derive rates.
Click in the Resource Class Raw Cost Rate field.
40. Enter the desired information into the Resource Class Raw Cost Rate field. Enter "US
Resource Class Cost Rates".
41. Click the Progress Settings tab.
42. Use the Progress Settings tab to define how progress values are calculated and roll up
the task hierarchy. These options indicate default values that you can modify at the project
level.

44 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 6: Define Project Control Configuration

43. Define the default method for calculating physical percent complete. You can override this
value for lowest-level tasks.
Click the Physical Percent Complete Calculation Method list.
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44. Notice that you can calculate physical percent complete based on cost because you have
enabled costs for the project plan.
Click the Cost list item.
45. Specify the default method for calculating ETC quantity for task assignments on the project
plan.
Click the ETC Method list.
46. Click the Remaining plan list item.
e to
e n s
47. Indicate that you want to update the project plan with EAC quantity when you publish
el ic
progress.
a b l
Click the Update planned quantity with EAC quantity option. fe r
a n s
progress. o n -tr
48. Note that we did not select to automatically generate a forecast version when publishing

s afieldnto determine
ฺ
49. Use the Primary Physical Percent Complete Basis
up physical percent complete for summary tasks h
) Gua
is based i d e
on cost or
whether the rolled-
effort.
o m
t ฺc Cost.
Note that we retained the default value:
a d e nt
h
edOptions tu
r
50. Click the Budget Generation
s S tab.

u
51. Use the Budget Generation thi tab to specify if a budget version is generated when
li@ eOptions
t a m for your
you set a baseline u sproject plan and to specify how the budget version is generated.
u
l ( indicate default values that you can modify at the project level.
These ioptions
u
m the Generate budget version when setting baseline for project plan option.
[Link]
l T
t t pa 53. Select the financial plan type that is used as the source of planning options when you
U generate your budget versions.
Click the Financial Plan Type list.
54. Click the Approved Cost Budget list item.
55. Click the Automatically designate budget version as baseline option.
56. Click the Save and Close button to return to the Manage Project Plan Types page.
57. Click the Done button to return to your implementation project.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 45

 Lesson 6: Define Project Control Configuration

58. To indicate that your task is complete, click the Status button for the Manage Project Plan
Types task.
59. Click the Status list.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

60. Click the Completed list item.

61. Click the Save and Close button.
62. You have successfully created a project plan type.

e to
e n s
elic
a b l
fer
a n s
n - tr
o
s an ฺ
) ha uide
c o m tG
a t ฺ d e n
h
ed is Stu
r
u li@ e th
t a m us
li ( u
m u
l T a
t t pa
U

46 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 7: Define Project Costing Configuration

Lesson 7: Define Project Costing Configuration

Activity 7-1: Creating Transaction Source, Document,
and Document Entry
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Background
Transaction sources, documents, and document entry definitions together determine
how the Project Financial Management Costing application handles validation, import,
processing, adjustment, and accounting of cost transactions. Project sources and
e to
documents are already predefined, while you can create sources, documents, and
e n s
document entries for third-party transactions.
l e lic
Vision Corporation maintains time cards in non-Oracle applications. You need
r a bto create
a specific source, document, and document entries and import the straight e
sf and overtime
a n
transactions.
o n -tr
s an ฺ
Activity Scope
) ha uide
In this topic, you will define a transaction c o m document,
source, tG and document entries for a
t ฺ e n
e d habusiness
third-party labor transactions. You define thedimporting, processing, and accounting of
t u needs.
transactions in a way that suitsr your
s S
u li@ e thi
Instructions(ut
am us
li
uXX
T a m
Replace with your initials or as indicated by your instructor.

pal
Utt
Solution: Activity: Creating Transaction Source, Document, and Document Entry

Step Act ion

1. Begin by navigating to your implementation project. Expand the Define Project Costing
Configuration task list.
Click the + button before the Expand tree item.
2. Expand the Define General Costing Setup task list.
Click the + button before the Expand tree item.
3. Click the Go To Task button for the Manage Project Transaction Sources.
4. Use the Manage Transaction Sources page to create transaction sources, documents,
and document entries.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 47

 Lesson 7: Define Project Costing Configuration

5. Click the Create button.

6. Use the Create Source window to specify transaction source details such as source name,
description, processing set size, and extensions.
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7. Enter the desired information into the Transaction Source field. Enter "XX Vision Time
Entry System".
8. Click in the Description field.
9. Enter the desired information into the Description field. Enter "Time Entry System".
10. Use the Processing Set Size field to transfer a large number of transactions by processing
transactions in sets. The processing set size determines the number of transactions the
import process handles in a set.
e to
Click in the Processing Set Size field. e n s
elic
11. Enter the desired information into the Processing Set Size field. Enter "750".
a b l
fer
12. You can use the Preprocessing Extension field for transaction validation before
a n s
processing tasks before importing.
o n -tr
importing, uploading the transactions to Transaction Import Interface, or for other

n transaction number of the

athe
13. You can use the Postprocessing Extension to record
h a s d e ฺ
m) t Gu
imported expenditure items in the source application. i
14. Click the Save and Close button. ฺco n
h a t d e
15. The Vision Time Entry Systemed source S u
istcreated. You can now define documents and
r s
u li@ e thi
document entries for this transaction source.

t a m region
16. Use the Documents u s to create a document or add an existing document to a
u
( source. Documents represent types of transactions that are imported to Oracle
liProject
transaction
m u
Fusion Costing, and are associated to a source.
a
T Select the XX Vision Time Entry System source row before you create a document.
l 17.
t t pa
U Click the Create button.
18. Use the Create Document window to create a document and define importing processing
and accounting options for transactions.
19. Click in the Document field.
20. Enter the desired information into the Document field. Enter "XX Vision Time Cards".
21. Click in the Description field.
22. Enter the desired information into the Description field. Enter "Document for importing
Vision Time Cards".
23. Click in the From Date field.

48 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 7: Define Project Costing Configuration

24. Enter the desired information into the From Date field. Enter "01/01/2012".
25. Use the Import Options and Accounting Options regions to select your specific
requirements if costs are accounted in the third-party application. Decide the attributes
required for this document in advance because certain attributes cannot be edited after
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document creation is complete.

26. Select the Import raw cost amounts option to import raw cost amounts calculated in the
third-party application.
Click the Import raw cost amounts option.
27. You can select the Import burdened amounts option to import burdened amounts
calculated in the third-party application.
e to
28. Use the Allow duplicate reference option to indicate that multiple transactions with the
e n s
same original transaction reference can be imported from this source.
el ic
Click the Allow duplicate reference option.
a b l
fe r
29. Use the Accounted in Source Application list to specify which expenditures are
a n s
accounted in the third-party application.
o n -tr
You can also specify what portion of the cost namely raw,nburden, or burdened must be
s a ฺ
accounted in the third-party application.
) a
h as [Link]
c o m tG
Here leave the Accounted in Source Application
30. Click the Create raw cost accountinga ฺ
t journald e nentries option.
h
edaccounting tujournal entries option.
r s S
thi
31. Click the Create adjustment
32. Click the Save m
li@ button.
uClose e
t a and
u s
33. Use the u
li (Document Entries region to specify document entries for a document associated
m
to autransaction source. Document entries are a further breakdown of the document and
a
l T represent different types of transactions that come under a single, specific document.
t t pa
U 34. Click the Create button.
35. Use the Create Document Entry window to specify the types of expenditures you can
enter for a source document. For example, for time card documents, you create straight
time and overtime document entries.
36. Click in the Name field.
37. Enter the desired information into the Name field. Enter "XX Straight Time".
38. Click in the Description field.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 49

 Lesson 7: Define Project Costing Configuration

39. Enter the desired information into the Description field. Enter "Straight time labor
charges".
40. Select an expenditure type class to categorize transactions and indicate the type of
expenditure item. Once created, you cannot change the expenditure type class for a
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

document entry.
Expenditure type class is more for categorizing the transactions. This determines what type
of expenditure this is.
Click the Expenditure Type Class list.
41. Click the Straight Time list item.
42. Use the Allow adjustments option to perform adjustments on expenditure items
e to
associated with this document entry.
e n s
Click the Allow adjustments option.
l e lic
r
43. Use the Allow reversals option to allow reversal adjustments on the expenditure a b items
associated with this document entry. sf e
a n
Click the Allow reversals option.
o n -tr
44. Use the Process cross-charge transactions option a n cross-charge transaction
to allow
a s
processing of transactions using this documenthentry.
d e ฺ
m ) option. u i
o
Click the Process cross-charge transactions t G
h a tฺc den
r e d
45. Click the Save and Close button.
S tu
li@ e entry
46. Create an overtime document s
thi and specify the document entry options.
u
[Link]
t a
Click the Create
u
( Name field.
u
47. Click li the
in
T a m the desired information into the Name field. Enter "XX Overtime".
pa l 48. Enter

U t t 49. Click in the Description field.

50. Enter the desired information into the Description field. Enter "Overtime labor charges".
51. Click the Expenditure Type Class list.
52. Click the Overtime list item.
53. Click the Allow adjustments option.
54. Even after you import these into Project Financial Management, you can edit the
unprocessed transactions.
Click the Allow interface modifications option.
55. Click the Process cross-charge transactions option.
56. Click the Save and Close button.
57. You have created a source, document, and document entries.
58. Click the Done button.

50 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 7: Define Project Costing Configuration

59. To indicate that your task is complete, click the Status button for the Manage Transaction
Sources task.
Click the Not Started button.
60. Use the Edit Status window to indicate that your task is complete.
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Click the Status list.

61. Click the Completed list item.
62. Click the Save and Close button.
63. You have successfully created a transaction source, document, and document entries for
third-party labor transactions.

e to
e n s
el ic
a b l
fe r
a n s
n - tr
o
s an ฺ
) ha uide
c o m tG
a t ฺ d e n
h
ed is Stu
r
u li@ e th
t a m us
li ( u
m u
l T a
t t pa
U

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 51

 Lesson 7: Define Project Costing Configuration

Activity 7-2: Creating a Capitalized Interest Rate

Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Background
Vision Corporation has capital projects and needs a capitalized interest rate to calculate
interest amounts. You create capitalized interest rate for capital projects longer than a
month and specify thresholds when projects or tasks become eligible for interest
calculation and specify the basis attributes used to calculate interest amounts.

e to
Activity Scope
e n s
In this activity, you will define a capitalized interest rate to calculate and capitalize
elic
interest on construction-in-progress costs. The attributes you define for a capitalized a b l
fer
interest rate are as follows:
a n s
• Expenditure Type: Interest o n -tr
n
a organization
• Expenditure Organization Source: Project-owning
h a s d e ฺ
• Threshold: Set threshold for a business m unit i
) andGcapitalized
u interest rate.
o
tฺc None n t
• Current Period Calculation Method:
h a d e
• Interest Method: Simplere
d
Interests S
tu
• Basis Method:m uli@Evenlye thi
t a Spread
u s
• Excluded u
li (costs
Expenditure Types: Exclude Equipment from the construction-in-
m u
progress basis for the US1 Business Unit to calculate capitalized interest.
lT a
t t pa Instructions
U Replace XX with your initials or as indicated by your instructor.

Solution: Activity: Creating a Capitalized Interest Rate

Step Act ion

1. Begin by navigating to your implementation project.

Expand the Define Project Costing Configuration task list.
2. Expand the Define Capital Projects task list.
3. Expand the Define Capitalized Interest task list.

52 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 7: Define Project Costing Configuration

4. Click the Go to Task button for the Manage Capitalized Interest Rates task to navigate to
the page.
5. Use the Manage Capitalized Interest Rates page to review the existing rates and create
new rates. You can delete existing rates that are not used on a capitalized interest rate
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

schedule.
6. Create a capitalized interest rate.
Click the Add button.
7. Click in the Name field.
8. Enter the desired information into the Name field. Enter "XX Standard CI Rate".
9. Click in the Description field. e to
e n s
10. Enter the desired information into the Description field. Enter "Interest rate for capital
el ic
projects longer than 30 days".
a b l
fe r
a n s
11. Note that the expenditure type you specify here is the expenditure type for capitalized
interest transactions that use this capitalized interest rate.
o n -tr
an ฺ
Click the Expenditure Type list.
12. Click the Interest list item. s
ha uide
13. Notice that the From Date is set to the o
)
m date. GBut you can specify the date from
when the interest rate is in use. at ฺ c current
n t
d h t u de
@ reperiod
Once the capitalized interest rate is inS
i s use, you cannot change the effective start date to a
l i e th date of the existing capitalized interest calculation
date later than the earliest
u start
using this rate. m s
u t a u
i ( desired information into the From Date field. Enter "05/05/12".
14. Enter lthe
u
m the To Date blank because it is an optional field. You cannot change the end date to
TaLeave
15.
pa l a date prior to the latest period end date associated with existing capitalized interest
U t t calculation using this rate.
16. Click the Save button.
17. Use the Details region to specify the required attributes such as the business unit,
expenditure organization source, thresholds, and interest calculation basis attributes. The
attributes determine how capital interest is calculated for a business unit.
18. Enter the capitalized interest rate details.
Click the Add Row button.
19. Click the Business Unit list.
20. Click the US1 Business Unit list item.
21. Click the Expenditure Organization Source list.
22. Click the Project-owning organization list item.
23. Click the Amount Type list.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 53

 Lesson 7: Define Project Costing Configuration

24. Click the Total CIP list item.

25. Specify the threshold levels for the capitalized interest rate such as the Amount Type,
Project Amount, Project Days, Task Amount, Task Days, and Current Period
Calculation Method.
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26. Use the scrollbar to view the Threshold columns.

Click in the Project Amount field.
27. Enter the desired information into the Project Amount field. Enter "20000".
28. Enter the number of days from the project start date at which the project is eligible for
capitalized interest calculation.
Click in the Project Days field.
e to
29. Enter the desired information into the Project Days field. Enter "30".
e n s
elic
30. Enter the desired information into the Task Amount field. Enter "5000".
a b l
31. Select a current period calculation method to specify the portion of the current period fer
construction-in-progress amount to include in the interest calculation.
a n s
32. Click the Interest Method list. o n -tr
s an ฺ
33. Click the Simple list item.
) h a ide
34. Click the Basis Method list.
o m G u
t
tฺcSpreaddeevenly
n by default. A period rate convention
h
35. Note that the Basis Method is seta to
r
specifies how interest amounts Stuacross accounting periods.
ed areisspread
li@ e thTypes region to specify one or more expenditure types to
36. Use the ExcludeduExpenditure
be excludedta mthe construction-in-progress
from u s basis, on which interest is calculated.
i ( u
m ulExcluded
37. In the Expenditure Types region, click the Add Row button.

l T a
38. Click the Expenditure Type list.

U ttpa 39. Click the Equipment list item.

40. Note that the Expenditure Category for Equipment is Equipment and it appears after you
specify the expenditure type.
41. Click the Save and Close button.
42. You can perform other implementation tasks in defining capital interest such as defining a
capitalized interest rate schedule, specifying a default interest rate schedule on project
type, and setting capitalized interest generation status control.

54 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 7: Define Project Costing Configuration

43. To indicate that your task is complete, click the Status button for the Manage Capitalized
Interest Rate task.
Click the In Progress button.
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44. Use the Edit Status window to indicate that your task is complete.
45. Click the Status list.
46. Click the Completed list item.
47. Click the Save and Close button.
48. You have successfully defined a capitalized interest rate.

e to
e n s
el ic
a b l
fe r
a n s
n - tr
o
s an ฺ
) ha uide
c o m tG
a t ฺ d e n
h
ed is Stu
r
u li@ e th
t a m us
li ( u
m u
l T a
t t pa
U

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 55

 Lesson 7: Define Project Costing Configuration

Activity 7-3: Creating a Capitalized Interest Rate

Schedule
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Background
Vision Corporation requires a capitalized interest rate schedule for maintaining the
interest rates at the organization level.

e to
Define a capitalized interest rate schedule and schedule version.
e n s
elic
a b l
You can then build the rate schedule so that the new multipliers and rate schedule fer
version are in use. a n s
o n -tr
s an ฺ
) h a ide
Activity Scope
o m G u
e t
tฺcRatedSchedule
n and add a 2012-Q1 version for
h
In this demo, you create a Standarda CI
tu to maintain interest rates at the
d attributes
the schedule and specify thereversion S
i@ ethethrate
organization level. Youlspecify s
i and the multiplier to Vision Corporation
organization. am
u s
u t u
u li (
T a m
Instructions
pa Replace XX with your initials or as indicated by your instructor. l
U t t
Solution: Activity: Creating a Capitalized Interest Rate Schedule

Step Act ion

1. Begin by navigating to your implementation project.

Expand the Define Project Costing Configuration task list.
2. Expand the Define Capital Projects task list.
3. Expand the Define Capitalized Interest task list.
4. Click the Go to Task button for the Manage Capitalized Interest Rate Schedules task to
navigate to the page.
5. Use the Manage Capitalized Interest Rate Schedules page to review existing rate
schedules, create rate schedules and rate schedule versions, provide rate multipliers, or
copy the multipliers.

56 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 7: Define Project Costing Configuration

6. In the first table, click the Add Row button.

7. Click in the Name field.
8. Enter the desired information into the Name field. Enter "XX Standard CI Rate Schedule".
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

9. Click in the Description field.

10. Enter the desired information into the Description field. Enter "Interest Rate Schedule for
Capital Projects".
11. Click the Default Organization Hierarchy list.
12. Click the Project Organization Hierarchy list item.
13. Click the Hierarchy Version list.
e to
14. Click the Project Organization Hierarchy V1 list item.
e n s
15. Click the Hierarchy Start Organization list.
el ic
a b l
16. Click the Vision Corporation list item.
fe r
a n s
17. Click in the From Date field.
o n -tr
n "01/01/2012".
18. Enter the desired information into the From Date field. Enter
a
19. Click the Save button.
h a s deฺ
m ) Versionu i
20. Use the Capitalized Interest Rate Schedule G
ฺco dtoemaintain
nt interesttorates
region add a version for the
schedule and specify the version a
h t
attributes at the organization
d t u
level.
@ re is S
m uli region,
21. In the Schedule Version
s e thclick the Add Row button.
(
22. Click in theu ta field. u
Name
i desired information into the Name field. Enter "XX 2012-Q1".
ulthe
m
23. Enter

pa l Ta
24. Click in the From Date field.
U t t
25. Enter the desired information into the From Date field. Enter "01/01/12".
26. Click the scrollbar.
27. The Organization Hierarchy, Hierarchy Version, and Hierarchy Start Organization
values appear by default when you create the version. You can change these field values.
Organization rates are based on the organization hierarchy. If there is no rate for an
organization, then the application derives rate information from the organization at the next
level of the hierarchy during the capitalized interest calculation.
The start organization indicates which branch of the organization hierarchy is used as the
top of the hierarchy for assigning rates to organizations.
Click the scrollbar.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 57

 Lesson 7: Define Project Costing Configuration

28. Select the Hold from Build option if you are not ready to build this schedule version.
Note that the rate schedule version status remains New until you build it.
29. Use the Rate Multipliers region to specify the Organization, Rate Name, and Multiplier
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

and assign the rate.

30. In the Rate Multipliers region, click the Add Row button.
31. Click the Organization list.
32. Click the Vision Corporation list item.
33. Click the Rate Name list.
34. Click the XXStandard CI Rate list item.
e to
e n s
35. Click in the Multiplier field.
elic
36. Enter the desired information into the Multiplier field. Enter "0.05".
a b l
fer
37. Click the Save button.
a n s
38. If you build the rate schedule version, then it becomes active.
o n -tr
In this demo we will not build the version.
s an ฺ
39. Click the Save and Close button. ) ha uide
c o m tG
40. You can perform other implementation ฺ
aset tasks in ndefining capital interest by setting the
t statusdcontrol
e
default interest rate scheduled h
e is Stu
and for capitalized interest generation from
here. r
u li@ e th
41. You return to the
a m task list.s
tCapitalized
To indicate that your task is complete, click the Status button for
uInterest Rate Schedule task.
the Manage( u
li Edit Status window to indicate that your task is complete.
m
42. Use uthe
pa l Ta Click the Status list.
U t t 43. Click the Completed list item.
44. Click the Save and Close button.
45. You have successfully created a capitalized rate schedule and schedule version.

58 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 8: Define Project Billing Configuration

Lesson 8: Define Project Billing Configuration

Activity 8-1: Creating Event Types
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Background
Vision Corporation uses project contracts to create invoices and recognize revenue for
consulting services in the United States.

The US1 business unit uses event types to accommodate a variety of billing scenarios. e to
Most events are from labor, and they want to track revenue for labor, fixed prices, fees, e n s
el ic
and milestones. The US1 business unit does not assign tax classification codes to event
a b l
types.
fe r
a n s
Requirements o n -tr
s an ฺ
ha uide
Replace XX with your initials or as indicated by your instructor.
)
m tG
t ฺ c o n
Activity Scope h a u d e
In this activity you will createre
d S tfor
li@ e thi s
event types invoices and revenue.
u
mCreating sEvent Types
t
Solution: Activity:
u a u
u li (
T a
Step
m Act ion

pal 1. Begin by navigating to your implementation project.

Utt Expand the Define Project Billing Configuration task list.
2. Click the Go to Task button for the Manage Event Types task to navigate to the Manage
Event Types page.
3. Use the Manage Event Types page to create new event types and to review, edit, or
delete existing event types.
4. Click the Add Row button.
5. Click in the Event Type field.
6. Enter the desired information into the Event Type field. Enter "Percent Complete Invoice
XX".
7. Click in the Description field.
8. Enter the desired information into the Description field. Enter "Event type for the percent
complete invoice classification method".

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 59

 Lesson 8: Define Project Billing Configuration

9. Use the Revenue Category choice list to select a category for reporting event related
revenue.
Click the Revenue Category list.
10. Click the Labor list item.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

11. Verify that this event type is enabled for invoices.

12. Click in the From Date field.
13. Enter the desired information into the From Date field. Enter "1/1/01".
14. Click the Save button.
15. Click the Add Row button.
e to
16. Click in the Event Type field.
e n s
17. Enter the desired information into the Event Type field. Enter "Percent Complete
elic
Revenue XX".
a b l
fer
n s
18. Enter the desired information into the Description field. Enter "Event type for the percent
a
complete revenue classification method".
n - tr
o
19. Click the Revenue Category list.
s an ฺ
20. Click the Labor list item.
) ha uide
21. Enable this event type for revenue. ฺco
m tG
Click the Revenue option. dh
at tuden
r e is S
22. Disable this event type @
uli forsinvoices.
th
m e
( u ta option.u
Click the Invoice
uinli the From Date field.
23. Click
m
l Ta
24. Enter the desired information into the From Date field. Enter "1/1/01".

U ttpa 25. Click the Save button.

26. Click the Add Row button.
27. Click in the Event Type field.
28. Enter the desired information into the Event Type field. Enter "Percent Spent Invoice
XX".
29. Click in the Description field.
30. Enter the desired information into the Description field. Enter "Event type for the percent
spent invoice classification method".
31. Click the Revenue Category list.
32. Click the Labor list item.
33. Verify that this event type is enabled for invoices.
34. Click in the From Date field.

60 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 8: Define Project Billing Configuration

35. Enter the desired information into the From Date field. Enter "1/1/01".
36. Click the Save button.
37. Click the Add Row button.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

38. Click in the Event Type field.

39. Enter the desired information into the Event Type field. Enter "Percent Spent Revenue
XX".
40. Click in the Description field.
41. Enter the desired information into the Description field. Enter "Event type for the percent
spent revenue classification method".
42. Click the Revenue Category list. e to
e n s
43. Click the Labor list item.
el ic
44. Enable this event type for revenue by clicking the Revenue option. a b l
fe r
45. Disable this event type for invoices by deselecting the Invoice option.
a n s
46. Click in the From Date field.
o n -tr
n "1/1/01".
aEnter
h a s
47. Enter the desired information into the From Date field.
d e ฺ
48. Click the Save and Close button to returnm u i
to)your implementation project.
o t G
a tฺcclickdtheenStatus button for the Manage Event Types
49. To indicate that your task is complete,
h
task.
r ed is Stu
u li@ e th
Click the Status button.
t a m us to indicate that your task is complete.
u
50. Use the Edit Status window
li (Status list.
m u
Click the
T a
l 51. Click the Completed list item.
t t pa
U 52. Click the Save and Close button.
53. You have successfully created event types.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 61

 Lesson 8: Define Project Billing Configuration

Activity 8-2: Creating Revenue Methods: On-Premise

Only
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Background
Vision Corporation uses project contracts to recognize revenue for consulting services
in the United States. The consulting services organizations are within the Consulting
Services project unit, which is part of the US1 business unit.

e to
The implementation team defines revenue methods for recognizing contract revenue. ens
Each revenue method uses a predefined revenue method classification, which is the
l e lic
source used to calculate and recognize revenue amounts.
r a b
sf e
a n
n
This implementation environment contains several revenueomethods-tr that were
previously created. They are:
s an ฺ
) ha uide
• Amount Based Method
c o m tG
• As Billed a t ฺ d e n
h
ed is Stu
• As Incurred r
u li@ e th
• Percent Complete
t a m us
u
li ( Method
• Rate Based
m u
a
Requirements
T
palReplace XX with your initials or as indicated by your instructor.
Utt
Activity Scope
In this activity, you will create a revenue method for each predefined revenue method
classification.

Solution: Activity: Creating Revenue Methods

Step Act ion

1. Begin by navigating to your implementation project.

Expand the Define Project Billing Configuration task list.
2. Click the Go to Task button for the Manage Revenue Methods task to navigate to the
Manage Revenue Methods page.

62 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 8: Define Project Billing Configuration

3. Create a revenue method that uses the Amount Based revenue method classification.
Click the Create button.
4. Click in the Name field.
5. Enter the desired information into the Name field. Enter "Amount Based Revenue
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Method XX".
6. Verify that the status is Active.
7. Click the Revenue Method Classification list.
8. You want contracts or contract lines that use revenue plans associated with this revenue
method to recognize revenue as billing events are completed.
Click the Amount Based list item.
e to
e n s
9. This revenue method will be used by contracts that bill external parties.
el ic
Verify that the revenue method is not enabled for intercompany billing.
a b l
fe r
a n s
10. Optionally, you can add a billing extension to the Billing Extension Assignment region. If

o n -tr
you add a billing extension to a revenue method, then contract lines that use revenue plans
associated with the revenue method use the billing extension to calculate revenue
amounts.
s an ฺ
) ha uide
This revenue method does not use a billing extension.

c o m tG
a t ฺ
11. You have completed this revenue method.
d e n
h
Click the Save and Close button
r Stuto the Manage Revenue Methods page.
ed toisreturn
li@ that
12. Create a revenue method
u e h the As Billed revenue method classification.
tuses
m
ta button.u
Click the Create s
( u
uinli the Name field.
13. Click
m
l T aEnter the desired information into the Name field. Enter "As Billed Revenue Method XX".
pa 14.
Utt 15. Verify that the status is Active.
16. Click the Revenue Method Classification list.
17. You want contracts or contract lines that use revenue plans associated with this revenue
method to recognize revenue as customers are invoiced.
Contracts or contract lines that use a revenue plan associated with this revenue method
use the same set of bill or burden rates as the on the bill plan associated with the contract
or contract line.
Click the As Billed list item.
18. Verify that the revenue method is not enabled for intercompany billing.
19. You have completed this revenue method.
Click the Save and Close button to return to the Manage Revenue Methods page.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 63

 Lesson 8: Define Project Billing Configuration

20. Create a revenue method that uses the As Incurred revenue method classification.
Click the Create button.
21. Click in the Name field.
22. Enter the desired information into the Name field. Enter "As Incurred Revenue Method
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

XX".
23. Verify that the status is Active.
24. Click the Revenue Method Classification list.
25. You want contracts or contract lines that use revenue plans associated with this revenue
method to recognize revenue as costs are incurred.
Click the As Incurred list item.
e to
e n s
26. Verify that the revenue method is not enabled for intercompany billing.
elic
27. You have completed this revenue method.
a b l
fer
Click the Save and Close button to return to the Manage Revenue Methods page.
a n s
n -tr
28. Create a revenue method that uses the Percent Complete revenue method classification.
o
Click the Create button.
s an ฺ
29. Click in the Name field. ) ha uide
c o m [Link]
G "Percent Complete Revenue XX".
30. Enter the desired information into the t ฺ Name
e n
e d ha tud
r
31. Verify that the status is Active.
i s S
l i @ t h
32. Click the RevenueuMethod Classification list.
t a m use
33. You want(u contracts or contract lines that use revenue plans associated with this revenue
l i
u recognize revenue based on the project progress that you enter or retrieve from
method to
T a m
the contract line or associated project.
pa l
Utt
Click the Percent Complete list item.
34. Verify that the revenue method is not enabled for intercompany billing.
35. The Percent Complete Revenue billing extension was automatically assigned to the
revenue method when you selected the Percent Complete revenue method classification.
The Percent Complete Revenue billing extension creates revenue events with the percent
complete amounts for either the contract line or associated project. Contract administrators
select the calculation level within the revenue plan.
36. You have completed this revenue method.
Click the Save and Close button.
37. Create a revenue method that uses the Percent Spent revenue method classification.
Click the Create button.
38. Click in the Name field.
39. Enter the desired information into the Name field. Enter "Percent Spent Revenue XX".

64 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 8: Define Project Billing Configuration

40. Verify that the status is Active.

41. Click the Revenue Method Classification list.
42. You want contracts or contract lines that use revenue plans associated with this revenue
method to recognize revenue as progress is calculated.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Click the Percent Spent list item.

43. Verify that the revenue method is not enabled for intercompany billing.
44. The Percent Spent Revenue billing extension was automatically assigned to the revenue
method when you selected the Percent Spent revenue method classification.
The Percent Spent Revenue billing extension creates revenue events with the percent
spent amounts for either the contract line or associated project. Contract administrators
select the calculation level within the revenue plan. e to
e n s
45. You have completed this revenue method.
el ic
Click the Save and Close button. a b l
fe r
46. Create a revenue method that uses the Rate Based revenue method classification.
a n s
Click the Create button.
o n -tr
47. Click in the Name field. s an ฺ
ha ide Based Revenue XX".
48. Enter the desired information into the Name )field. Enteru"Rate
c o m tG
49. Verify that the status is Active. at ฺ d e n
d h
eClassification tu list.
50. Click the Revenue Method r s S
u li@ e hi that use revenue plans associated with this revenue
tlines
t a m revenue
51. You want contracts
method tourecognize
or s as costs are incurred. You will need to select a labor and
contract
u
u li (schedule type for this revenue method in a later step.
nonlabor
m the Rate Based list item.
TaClick
pa l
U t t 52. Verify that the revenue method is not enabled for intercompany billing.
53. The Rate Definition region was automatically added to the revenue method when you
selected the Rate Based revenue method classification.
Select a labor schedule type and nonlabor schedule type for the revenue method. Revenue
plans that use this revenue method contain a region for the selection of rate schedules and
rate overrides.
54. Select a Labor Schedule Type for this revenue method.
Click the Bill rate option.
55. Select a Nonlabor Schedule Type for this revenue method.
Click the Bill rate option.
56. You have completed this revenue method.
Click the Save and Close button.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 65

 Lesson 8: Define Project Billing Configuration

57. On the Manage Revenue Methods page, click the Save and Close link to return to your
implementation project.
Click the Save and Close link.
58. To indicate that your task is complete, click the Status button for the Manage Revenue
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Methods task.
Click the Status button.
59. Use the Edit Status window to indicate that your task is complete.
Click the Status list.
60. Click the Completed list item.
61. Click the Save and Close button.
e to
62. You have successfully created revenue methods. e n s
elic
a b l
fer
a n s
n - tr
o
s an ฺ
) ha uide
c o m tG
a t ฺ d e n
h
ed is Stu
r
u li@ e th
t a m us
li ( u
m u
l T a
t t pa
U

66 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 8: Define Project Billing Configuration

Activity 8-3: Creating Invoice Methods: On-Premise

Only
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Background
Vision Corporation uses project contracts to create invoices for consulting services in
the United States. The consulting services organizations are within the Consulting
Services project unit, which is part of the US1 business unit.
e to
e n s
el ic
The implementation team defines invoice methods that calculate invoice amounts and
a b l
create invoices for contracts. Each invoice method uses a predefined invoice method
fe r
classification, which is the source used to calculate invoice amounts.
a n s
o n -tr
s an ฺ
This implementation environment containsm ) ha invoice
several
G u
e
idmethods that were previously
created. They are: o
tฺc den t
h a
• Amount Based r ed is Stu
u li@ e th
• Percent Complete
t a m us
• Percent ( u
li Spent
u
m Based
• aRate
T
pal
Utt Requirements
Replace XX with your initials or as indicated by your instructor.

Activity Scope
In this activity, you will create an invoice method for each predefined invoice method
classification.

Solution: Activity: Creating Invoice Methods

Step Act ion

1. Begin by navigating to your implementation project.

Expand the Define Project Billing Configuration task list.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 67

 Lesson 8: Define Project Billing Configuration

2. Expand the Define Project Invoicing Options task list.

3. Click the Go to Task button for the Manage Invoice Methods task to navigate to the
Manage Invoice Methods page.
4. Create an invoice method that uses the Amount Based invoice method classification.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Click the Create button.

5. Click in the Name field.
6. Enter the desired information into the Name field. Enter "Amount Based Invoice XX".
7. Verify that the status is Active.
8. Click the Invoice Method Classification list.
e to
9. You want contracts or contract lines that use bill plans associated with this invoice method
e n s
to generate invoices as billing events are completed.
elic
Click the Amount Based list item.
a b l
fer
10. This invoice method will be used by contracts that bill external parties.
a n s
n -tr
Verify that the invoice method is not enabled for intercompany billing.
o
s a nExtension
11. Optionally, you can add a billing extension to the Billing
ฺ Assignment region. If
you add a billing extension to an invoice method,
) a
h extension
then e
d to calculate
contract
i lines that use bill plans
associated with the invoice method use the
o m billing
G u invoice amounts.
c extension.
This invoice method does not useaatฺbilling e n t
h tu d
r ed method.
12. You have completed this invoice s S
u li@ button
e thtoi return to the Manage Invoice Methods page.
t a m us
Click the Save and Close
u
l ( invoice method that uses the Percent Complete invoice method classification.
13. Createian
u
m the Create button.
l T a Click

t t pa 14. Enter the desired information into the Name field. Enter "Percent Complete Invoice XX".
U 15. Verify that the status is Active.
16. Click the Invoice Method Classification list.
17. You want contracts or contract lines that use bill plans associated with this invoice method
to generate invoices based on the project progress that you enter or retrieve from the
contract line or associated project.
Click the Percent Complete list item.
18. Verify that the invoice method is not enabled for intercompany billing.
19. The Percent Complete Invoice billing extension was automatically assigned to the invoice
method when you selected the Percent Complete invoice method classification.
The Percent Complete Invoice billing extension creates invoice events with the percent
complete amounts for either the contract line or associated project. Contract administrators
select the calculation level within the bill plan.

68 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 8: Define Project Billing Configuration

20. You have completed this invoice method.

Click the Save and Close button.
21. Create an invoice method that uses the Percent Spent invoice method classification.
Click the Create button.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

22. Click in the Name field.

23. Enter the desired information into the Name field. Enter "Percent Spent Invoice XX".
24. Verify that the status is Active.
25. Click the Invoice Method Classification list.
26. You want contracts or contract lines that use bill plans associated with this invoice method
e to
to generate invoices as progress is calculated.
e n s
Click the Percent Spent list item.
el ic
a b l
27. Verify that the invoice method is not enabled for intercompany billing.
s f er
28. The Percent Spent Invoice billing extension was automatically assigned
- t r an to the invoice
method when you selected the Percent Spent invoice method
n o n classification.
The Percent Spent Invoice billing extension creates a invoice events with the percent spent
h s
amounts for either the contract line or associatedaproject. e ฺ administrators select the
Contract
d
calculation level within the bill plan.
m ) Gu i
29. You have completed this invoice a t o
ฺc dent
method.
edh is Stu
Click the Save and Closerbutton.
30. Create an invoice u
li@ thate h the Rate Based invoice method classification.
tuses
m method
ta button.u s
u
Click the(Create
m uinli the Name field.
[Link]

p al T
Utt
32. Enter the desired information into the Name field. Enter "Rate Based Invoice XX".
33. Verify that the status is Active.
34. Click the Invoice Method Classification list.
35. You want contracts or contract lines that use the bill plans associated with this invoice
method to generate invoices as costs are incurred. You will need to select a labor and
nonlabor schedule type for this invoice method in a later step.
Click the Rate Based list item.
36. Verify that the invoice method is not enabled for intercompany billing.
37. The Rate Definition region was automatically added to the invoice method when you
selected the Rate Based invoice method classification.
Select a labor schedule type and nonlabor schedule type for the invoice method. Bill plans
that use this invoice method contain a region for the selection of rate schedules and rate
overrides.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 69

 Lesson 8: Define Project Billing Configuration

38. Select a Labor Schedule Type for this invoice method.

Click the Bill rate option.
39. Select a Nonlabor Schedule Type for this invoice method.
Click the Bill rate option.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

40. You have completed this invoice method.

Click the Save and Close button.
41. On the Manage Invoice Methods page, click the Save and Close link to return to your
implementation project.
Click the Save and Close link.
42. To indicate that your task is complete, click the Status button for the Manage Invoice e to
Methods task. e n s
elic
Click the Status button.
a b l
fer
43. Use the Edit Status window to indicate that your task is complete.
a n s
Click the Status list.
n - tr
o
44. Click the Completed list item.
s an ฺ
45. Click the Save and Close button.
) ha uide
c o m tG
46. You have successfully created invoice
a t ฺ methods.
d e n
h
ed is Stu
r
u li@ e th
t a m us
li ( u
m u
l T a
t t pa
U

70 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 8: Define Project Billing Configuration

Activity 8-4: Creating Invoice Formats

Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Background
Vision Corporation uses three invoice formats, including labor, nonlabor and event
invoice formats. All invoice formats are grouped by contract line.

Requirements
Replace XX with your initials or as indicated by your instructor.
e to
e n s
el ic
Activity Scope
a b l
fe r
In this activity you will create labor, nonlabor, and event invoice formats to be used for
a n s
invoicing external customers.
o n -tr
Solution: Activity: Creating Invoice Formats
s an ฺ
) ha uide
c o m tG
ฺ n
Step Act ion

h a t
1. Begin by navigating to your implementation d eproject.
r edBilling S tu
Expand the Define Project
li@ thi s Configuration task list.
2. Expand the Defineu
m us e
Project Invoicing Options task list.
t a
(uGo to Task button for the Manage Invoice Formats task to navigate to the
l
3. Click i the
u Invoice Formats page.
T a mManage

pal 4. Use the Manage Invoice Formats page to create new invoice formats and to review,
Utt edit, or delete existing invoice formats.
5. Create a new labor invoice format for jobs, grouped by contract line and job.
Click the Add Row button.
6. Click in the Name field.
7. Enter the desired information into the Name field. Enter "XX Job".
8. The default value for Format Type field is Labor.
Because the XX Job invoice format is for labor invoices, you do not need to edit this
field.
9. Click in the From Date field.
10. Enter the desired information into the From Date field. Enter "1/1/01".
11. Click the Grouping Option list.
12. Click the vertical scrollbar.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 71

 Lesson 8: Define Project Billing Configuration

13. Click the Contract Line, Job list item.

14. In the XX Job: Invoice Format Details region. Click the Add Row button.
15. Click in the Start Position field.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

16. Enter the desired information into the Start Position field. Enter "1".
17. Click in the End Position field.
18. Enter the desired information into the End Position field. Enter "30".
19. Click the Field Name list.
20. Click the vertical scrollbar.
21. Click the Job Name list item.
e to
22. Click the Save button. e n s
elic
23. Click the Add Row button.
a b l
fer
24. Click in the Start Position field.
a n s
25.
n -tr
Enter the desired information into the Start Position field. Enter "35".
o
26. Click in the End Position field.
s an ฺ
ha ufield.
27. Enter the desired information into the End)Position i deEnter "50".
c o m tG
28. Click the Field Name list.
a t ฺ d e n
h
ed is Stu
r
29. Click the vertical scrollbar.

u li@listeitem.
30. Click the Total Hours th
m s
ta Justifyu option.
(
31. Click theu Right
32. m uli the Save button.
Ta
Click

pa l 33. Click the Add Row button.

U t t
34. Click in the Start Position field.
35. Enter the desired information into the Start Position field. Enter "52".
36. Click in the End Position field.
37. Enter the desired information into the End Position field. Enter "57".
38. Click the Field Name list.
39. Click the vertical scrollbar.
40. To enable the Text field for edits, click the Text list item.
41. Use the Text field to write your own custom text to appear on the invoice.
Click in the Text field.
42. Enter the desired information into the Text field. Enter "Hours".
43. Click the Save button.

72 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 8: Define Project Billing Configuration

44. Create a new labor invoice format for jobs, grouped by contract line, project, task, and
job.
In the Invoice Format Header region. Click the Add Row button.
45. Click in the Name field.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

46. Enter the desired information into the Name field. Enter "XX Job by Project and Task".
47. Click in the From Date field.
48. Enter the desired information into the From Date field. Enter "1/1/01".
49. Click the Grouping Option list.
50. Click the Contract Line Project/Task, Job list item.
e to
51. In the XX Job by Project and Task: Invoice Format Details region. Click the Add
e n s
Row button.
el ic
52. Click in the Start Position field.
a b l
fe r
53. Enter the desired information into the Start Position field. Enter "1".
a n s
54. Click in the End Position field.
o n -tr
n Enter "25".
afield.
55. Enter the desired information into the End Position
h a s d e ฺ
56. Click the Field Name list.
m ) Gu i
t o
ฺc dent
57. Click the vertical scrollbar. a
r edhLine
58. Click an entry in the Contract
s S tu
Task Name column.
u li@ e thi
t a m us
59. Click the Save button.
u
l ( Add Row button.
60. Clicki the
u
l [Link] in the Start Position field.
t t pa 62. Enter the desired information into the Start Position field. Enter "30".
U 63. Click in the End Position field.
64. Enter the desired information into the End Position field. Enter "40".
65. Click the Field Name list.
66. Click the vertical scrollbar.
67. Click the Job Name list item.
68. Click the Save button.
69. Click the Add Row button.
70. Click in the Start Position field.
71. Enter the desired information into the Start Position field. Enter "45".
72. Enter the desired information into the End Position field. Enter "60".
73. Click the Field Name list.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 73

 Lesson 8: Define Project Billing Configuration

74. Click the vertical scrollbar.

75. Click the Total Hours list item.
76. Click the Right Justify option.
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77. Click the Save button.

78. Click the Add Row button.
79. Click in the Start Position field.
80. Enter the desired information into the Start Position field. Enter "62".
81. Click in the End Position field.
82. Enter the desired information into the End Position field. Enter "67".
e to
83. Click the Field Name list. e n s
elic
84. Click the vertical scrollbar.
a b l
fer
85. Click the Text list item.
a n s
86. Click in the Text field.
o n -tr
87. Enter the desired information into the Text field. Enter
s a n"Hours".
ฺ
88. Click the Save button. h
) Gu a i d e
o m
Note: Creating more invoice formats
a t ฺ c is nt You can skip to step 217 if you do not
optional.
d e
r e dh Stu
want to create more invoice formats.
89. Create a new labori@
u this for persons, grouped by contract line and person.
l invoicee format
In the Invoice
t a mFormatuHeader
s region. Click the Add Row button.
u
li in( the Name field.
u
90. Click

l [Link] the desired information into the Name field. Enter "XX Person".
t t pa
U 92. Click in the From Date field.
93. Enter the desired information into the From Date field. Enter "1/1/01".
94. Click the Grouping Option list.
95. Click the vertical scrollbar.
96. Click the Contract Line, Person list item.
97. In the XX Person: Invoice Format Details region. Click the Add Row button.
98. Click in the Start Position field.
99. Enter the desired information into the Start Position field. Enter "1".
100. Click in the End Position field.
101. Enter the desired information into the End Position field. Enter "30".
102. Click the Field Name list.

74 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 8: Define Project Billing Configuration

103. Click the vertical scrollbar.

104. Click the Person Full Name list item.
105. Click the Save button.
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106. Click the Add Row button.

107. Click in the Start Position field.
108. Enter the desired information into the Start Position field. Enter "40".
109. Click in the End Position field.
110. Enter the desired information into the End Position field. Enter "50".
111. Click the Field Name list.
e to
112. Click the vertical scrollbar. e n s
el ic
113. Click an entry in the Person Billing Title column.
a b l
fe r
114. Click the Save button.
a n s
115. Click the Add Row button.
o n -tr
116. Click in the Start Position field.
s an ฺ
117. Enter the desired information into the Start ) ha ufield.
Position i deEnter "55".
118. Click in the End Position field. tฺco
m tG
a d e n
h u Position field. Enter "70".
ed intoistheStEnd
r
119. Enter the desired information

u
120. Click the Field Nameli@list.e th
t a m us
l i (
121. Click the uvertical scrollbar.
122.m u the Total Hours list item.
T a
l 123.
Click

t t pa Click the Right Justify option.

U 124. Click the Save button.
125. Click the Add Row button.
126. Click in the Start Position field.
127. Enter the desired information into the Start Position field. Enter "72".
128. Click in the End Position field.
129. Enter the desired information into the End Position field. Enter "77".
130. Click the Field Name list.
131. Click the vertical scrollbar.
132. Click the Text list item.
133. Click in the Text field.
134. Enter the desired information into the Text field. Enter "Hours".

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 75

 Lesson 8: Define Project Billing Configuration

135. Click the Save button.

136. Create a new nonlabor invoice format for expenditure types, grouped by contract line,
project, task, and expenditure type.
In the Invoice Format Header region. Click the Add Row button.
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137. Click in the Name field.

138. Enter the desired information into the Name field. Enter "XX Exp Type by Project
Task".
139. Click the Format Type list.
140. Click the Nonlabor list item.
141. Click in the From Date field.
e to
e n s
142. Enter the desired information into the From Date field. Enter "1/1/01".
elic
143. Click the Grouping Option list.
a b l
fer
144. Click an entry in the Contract Line Project/Task, Expenditure Type column.
a n s
n -tr
145. In the XX Exp Type by Project Task: Invoice Format Details region. Click the Add
o
Row button.
s an ฺ
146. Click in the Start Position field.
) ha uide
c o m t G field. Enter "1".
147. Enter the desired information into ฺthe
a t d e n
Start Position
h
ed is Stu
148. Click in the End Position field.
r
i@ e thinto the End Position field. Enter "30".
149. Enter the desired linformation
u
t a mNameulist.
s
150. Click the
( u Field
151.m uli the vertical scrollbar.
Click
Ta
l 152.
t t pa Click the Contract Line Task Name list item.
U 153. Click the Save button.
154. Click the Add Row button.
155. Click in the Start Position field.
156. Enter the desired information into the Start Position field. Enter "35".
157. Click in the End Position field.
158. Enter the desired information into the End Position field. Enter "50".
159. Click the Field Name list.
160. Click the vertical scrollbar.
161. Click the Expenditure Type list item.
162. Click the Right Justify option.
163. Click the Save button.

76 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 8: Define Project Billing Configuration

164. Click the Add Row button.

165. Click in the Start Position field.
166. Enter the desired information into the Start Position field. Enter "55".
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

167. Click in the End Position field.

168. Enter the desired information into the End Position field. Enter "60".
169. Click the Field Name list.
170. Click the vertical scrollbar.
171. Click the Non-Labor Resource list item.
172. Click the Save button.
e to
173. Click the Add Row button. e n s
el ic
174. Click in the Start Position field.
a b l
fe r
175. Enter the desired information into the Start Position field. Enter "62".
a n s
176. Click in the End Position field.
o n -tr
n Enter "67".
177. Enter the desired information into the End Positionafield.
h a s d e ฺ
178. Click the Field Name list.
m ) Gu i
179. Click the vertical scrollbar. t o
ฺc dent
h a
180. Click the Total Amountre listditem. Stu
181. Click the Right u li@ option. t h is
t a m use
Justify

l i (uSave button.
182. Click the
183.m u the Add Row button.
T a
l 184.
Click

t t pa Click in the Start Position field.

U 185. Enter the desired information into the Start Position field. Enter "70".
186. Click in the End Position field.
187. Enter the desired information into the End Position field. Enter "75".
188. Click the Field Name list.
189. Click the vertical scrollbar.
190. Click the Units list item.
191. Click the Save button.
192. Create a new invoice format for events, grouped by contract line, project, task, and event
number.
In the Invoice Format Header region. Click the Add Row button.
193. Click in the Name field.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 77

 Lesson 8: Define Project Billing Configuration

194. Enter the desired information into the Name field. Enter "XX Event".
195. Click the Format Type list.
196. Click the Events list item.
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197. Click in the From Date field.

198. Enter the desired information into the From Date field. Enter "1/1/01".
199. Click the Grouping Option list.
200. Click the Contract Line Project/Task, Event Number list item.
201. In the XX Events: Invoice Format Details region. Click the Add Row button.
202. Click in the Start Position field.
e to
203. Enter the desired information into the Start Position field. Enter "1". e n s
elic
204. Click in the End Position field.
a b l
fer
205. Enter the desired information into the End Position field. Enter "60".
a n s
206. Click the Field Name list.
o n -tr
207. Click the Contract Line Project Name list item. a n
h a s deฺ
208. Click the Save button.
m ) Gui
209. Click the Add Row button.
a t ฺco dent
h
edfield. tu
r
210. Click in the Start Position
s S
211. Enter the desired u i@ e thintoi the Start Position field. Enter "65".
linformation
t a m us
212. Click in
l i ( u
the End Position field.
213.m u the desired information into the End Position field. Enter "100".
T a
l 214.
Enter

t t pa Click the Field Name list item.

U 215. Click the vertical scrollbar.
216. Click the Event Description list item.
217. Click the Save and Close button to return to your implementation project.
218. To indicate that your task is complete, click the Status button for the Manage Invoice
Formats task.
Click the Status button.
219. Use the Edit Status window to indicate that your task is complete.
Click the Status list.
220. Click the Completed list item.
221. Click the Save and Close button.
222. You have successfully created invoice formats.

78 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 9: Define Project Performance Reporting Configuration

Lesson 9: Define Project Performance Reporting

Configuration
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Activity 9-1: Creating a Key Performance Indicator

Background
You decided that your organization will use KPIs and identified the standard measures
that you want to make available for projects in the organization. You must now create
the KPIs that can be added to projects in the Consulting Services project unit. e to
e n s
el ic
a b l
Requirements
fe r
Replace XX with your initials or as indicated by your instructor.
a n s
o n -tr
Activity Scope s an ฺ
) haindicator
u i de(KPI).
c o m tG
In this activity, you will create a key performance
a t ฺ d e n
Solution: Activity: Creating a Key h
ed is Stu
Performance Indicator
r
u li@ e th
a m to your
1. Begin by navigating
t u s implementation project.
Expand
u
( Define Project Performance Reporting Configuration task list.
li the
u
m the Define Key Performance Indicators task list.
T aExpand
pal Click the Go to Task button for the Manage Key Performance Indicators task to navigate
Utt to the Manage Key Performance Indicators page.
2. Use the Manage Key Performance Indicators page to search for, create, and edit KPIs.
3. Click the Create button.
4. Use the Create Key Performance Indicator page to specify KPI details, trending
information, and threshold levels.
5. Click in the Project Unit field.
6. Enter the desired information into the Project Unit field. Enter "Consulting Services".
7. Click in the KPI Name field.
8. Enter the desired information into the KPI Name field. Enter "XX ITD Budget Margin (%)".
9. Click in the Measure field.
10. Enter the desired information into the Measure field. Enter "ITD budget margin (%)".

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 79

 Lesson 9: Define Project Performance Reporting Configuration

11. Click in the Description field.

12. The Measure Format field populates when you click tab or place cursor in the Description
field.
Enter a description for the KPI.
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Enter the desired information into the Description field. Enter "Key performance
indicator measures the budget margin percentage for Vision Operations.”
13. Click the KPI Category list.
14. Use the KPI Category list to select an appropriate KPI category for the KPI that you are
creating. You can see the KPI categories that you defined and are enabled for use,
including other KPI categories that are enabled.
Click the Profitability list item. e to
e n s
15. Click the Calendar Type list.
elic
16. Click the Accounting list item. a b l
fer
17. Click in the From Date field.
a n s
o n -tr
18. Enter the desired information into the From Date field. Enter "1/1/01".
19. Use the To Date field to enable the KPI to be availables aforna certain
ฺ a certain
time period. You can
specify a To Date when you no longer want )to h a the KPI
use i d e
after date.
m u
20. Use the Trending region to specifyttheฺ c e t GKPI and the tolerance percentage.
otrend fornthis
e d ha tud
is Spercentage is a positive trend in the project.
21. Click the Trend Indicator list.
r
22. An increase in theu li@
ITD t h
budget margin
t a u se as positive impact list item.
mKPI increase
l i (u
Click the Track

m
23. Use uthe Tolerance Percentage field to specify the percentage of deviation allowed, after
lT a comparing the previous KPI value to the current KPI value, to arrive at the performance
t t pa trend.
U Click in the Tolerance Percentage field.
24. Enter the desired information into the Tolerance Percentage field. Enter "5".
25. Use the Threshold Levels region to specify threshold levels for displaying a trend indicator
for a KPI.
26. Click the Single threshold level value option.
27. Use the Decimal Display field to enter your preferred decimal value. For this activity, leave
it as the default value of 1.
28. Click in the Threshold field.
29. Enter the desired information into the Threshold field. Enter "25".

80 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 9: Define Project Performance Reporting Configuration

30. Use the Status Indicator list to select an appropriate KPI value.
Based on the tolerance percentage and threshold specified, if the ITD budget margin (%) is
equal to or exceeds 25%, the status is on track. If the current budget margin percentage is
28% and the previous was 26%, the trend indicator shown is a positive trend with a upward
arrow.
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For this activity, select On track in the Status Indicator column for Greater than or equal
to threshold.
31. A KPI value less than the threshold could mean the project trend is deteriorating and is at
risk.
Select At risk in the Status Indicator column for Less than threshold.
32. Click the At risk list item.
e to
33. Click the Save and Close button. e n s
el ic
34. Note that the KPI you created is now available for use.
a b l
fe r
35. Click the Done button.
a n s
-
36. Click the Status button for the Manage Key Performance Indicators task.
n tr
o
37. Click the Status list.
s an ฺ
38. Click the Completed list item. ) ha uide
39. Click the Save and Close button. tฺco
m tG
a d e n
h
ed a key tu
40. You have successfully created
r s S
performance indicator.

u li@ e thi
t a m us
li ( u
m u
l T a
t t pa
U

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 81

 Lesson 9: Define Project Performance Reporting Configuration
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

e to
e n s
elic
a b l
fer
a n s
n - tr
o
s an ฺ
) ha uide
c o m tG
a t ฺ d e n
h
ed is Stu
r
u li@ e th
t a m us
li ( u
m u
l T a
t t pa
U

82 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 11: Define Project Templates

Lesson 11: Define Project Templates

Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

Activity 11-1: Creating a Project Template

Background
You have standard information that you want projects in your organization to reuse and
save time while creating a project. Create a project template and set up standard
information that will remain constant, or can be used as a basis for projects within your
organization. e to
e n s
el ic
Requirements a b l
fe r
Replace XX with your initials or as indicated by your instructor.
a n s
o n -tr
Activity Scope s an ฺ
) ha uide
c o m tG
a ฺ
t template.
In this activity, you will create a project d e n
h
ed is Stu
r
u li@ e th
a m tousthe Setup and Maintenance page. From the Navigator, choose
1. Begin by tNavigating
Tools, u
li (Setup andproject.
Maintenance. Then from the Implementation Projects tab, select your
m u
Implementation
T a
pal 2. Expand the Project Financial Management task list.
Utt
3. Expand the Define Project Templates task list.

4. Click the Go To Task button to go to for the Manage Project Templates task.

Manage Project Templates page:

1. Click the Create Template button.

2. Enter "Project Template XX" in the Name field.

3. Enter "TemplateXX" in the Number field.

4. Enter "US1 Business Unit" in the Business Unit field.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 83

 Lesson 11: Define Project Templates

5. The Legal Entity field populates automatically on selecting the business unit. You can
change this if required.

6. Enter "Consulting Services" in the Project Unit field.

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7. Enter "Consulting US" in the Organization field.

8. Enter "US Billable Capital with Burden" in the Project Type field.

9. Select Requested in the Initial Project Status list.

10. Enter "Create projects with billable capital and burden" in the Description field.

e to
11. Click the Save and Continue button.
e n s
l e lic
In the Edit Project Template page, scroll down to the Quick Entries region. r a b
sf e
a n
1. Notice the default Quick Entry fields created.
o n -tr
s a n when
2. Create additional quick entry fields as you want to appear
ฺ someone uses this
template to create a project. a
) h Guid e
m
t ฺco dent
3. Click the Add Row icon in the toolbar.
a
r e dh Stu
li@ e this Name column.
4. Select Team Member in the Field
u
t a mManager
u s in the Specification column.
u
5. Select Project
li (
6.m
u
T a The Prompt column automatically changes to Project Manager.

pal
Utt 7. In the Required column, enable the option to make this a required field.

8. Click the Save button.

Setup Options region:

1. Use the Setup Options region to enter information that project managers in your
organization will benefit from reusing.

2. To set up the components of a project template, you can click Go to Project Setup
Options in either the Project, Financial, or Reporting sections to go to the Edit
Project Template page.

3. For this activity, click Go to Project Setup Options in the Project section of the Setup
Options region.

84 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

 Lesson 11: Define Project Templates

Edit Project Template page:

1. In the Project tab, add customer, partner, or supplier organizations if required.

2. Add a resource breakdown structure and set it as the primary planning resource
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breakdown structure. In the Financial tab, consider what options you would like to set
up that can be copied to projects you create from this template.

3. In the Reporting section, add the KPIs you created or any KPIs available in the project
unit. Add a summarized financial plan type you created.

4. Click Done.

e to
e n s
Edit Project Template page:
el ic
a b l
1. Click Save and Close once you have set up everything required. fe r
a n s
2. Click Done.
o n -tr
s a nbutton
3. To indicate that your task is complete, click theaStatus ฺ for the Manage Project
Templates task. h
) Gu i d e
o m
1. Click the Status list.
a t ฺc dent
2. Click the Completed
e h item. tu
dlist
r S
isbutton.
3. Click the Save
l
u se i @ h
and Close
t
a m u
t from a Template
( u
uli
Create a Project
m
l T a1. You can finally try creating a project using the template you created and explore it on
pa
Utt
your own.
2. From the Navigator, select the Project Financial Management link.
3. Click the Create Project icon.
4. Click the From Template list item.
5. Search for the template you created. Expand the Search region.
6. Enter the template name Project Template XX in the Project Name field.
7. Click Search.
8. Click the Create from Template button to create a project based on your template
Project Template XX.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 85

 Lesson 11: Define Project Templates
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2016, Oracle and/or its affiliatesฺ

e to
e n s
elic
a b l
fer
a n s
n - tr
o
s an ฺ
) ha uide
c o m tG
a t ฺ d e n
h
ed is Stu
r
u li@ e th
t a m us
li ( u
m u
l T a
t t pa
U

86 Copyright © 2015, Oracle and/or its affiliates. All rights reserved.