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Applies to:

Oracle Project Costing - Version 12.0.1 to 12.1.1 [Release 12.0 to 12.1] Oracle Project Foundation - Version 12.0.0 to 12.1.3 [Release 12.0 to 12.1] Oracle Project Portfolio Analysis - Version 12.0.0 to 12.1.3 [Release 12.0 to 12.1] Oracle Project Management - Version 12.0.1 to 12.1.3 [Release 12.0 to 12.1] Oracle Project Collaboration - Version 12.1.2 and later Information in this document applies to any platform. Checked for relevance on 4-Nov-2011

Abstract
Objective

As you plan your implementation of Oracle Projects, we recommend that you consider the implementation issues d

How to Use This Note

This note is intended to be an implementation checklist. It is to help a new or existing users of Oracle Projects to u

As additional notes are created to explain the details of setting up the application,trouble shooting, etc those note

1. Project Foundation
1. Ledgers and Currencies 2. Organization Definition 3. Period and Calendar Defintion 4. Implementation Options 5. Resource Definition 6. Rate Schedule Definition 7. Role Definition 8. Project and Organization Security 9. Task Definition 10. Project Definition 11. System Administration and Maintenance

2. Project Foundation Features


1. Organization Forecasting 2. Utilization 3. Oracle Sales Integration 4. Oracle Advance Product Catalog Integration

5. Application Programming Interfaces (API's)

3. Project Costing
1. Licensing 2. Expenditure Definition 3. Accounting for Costs

4. Project Costing Features


1. Non-Labor Costing 2. Labor Costing 3. Capital Projects 4. Capitalized Interest 5. Allocations 6. Auto Allocations 7. Burdening 8. Cross Charge: Borrowed and Lent 9. Cross Charge: Intercompany Billing 10. Oracle Payables and Purchasing Migration 11. Oracle Internet Expenses Integration 12. Oracle Inventory Integration 13. Oracle Project Manufacturing Integration 14. Oracle Time and Labor Integration 15. Supplier Payment Control

5. Project Billing
1. Licensing 2. Revenue and Invoicing 3. Agreements and Funding 4. Customers 5. Accounting for Revenue and Billing

6. Project Billing Features


1. Inter-Project Billing 2. Customer Billing Retention 3. Integration with Oracle Receivables

7. Project Resource Management


1. Licensing 2. Project Staffing

8. Project Resource Management Features


1. Organization Forecasting for Resources 2. Reporting

9. Project Management
1. Licensing

10. Project Management Features


1. Workplan and Progress Management 2. Project Deliverables 3. Budgeting and Forecasting 4. Issue and Change Managemetn 5. Microsoft Project Integration 6. Project Performance Reporting 7. Performance Exceptions reporting 8. Reporting Pack 9. Project Status Inquiry (PSI) 10. Project Status Reporting

11. Project Collaboration


1. Licensing 2. Team Member Home

History
Author: Jodi L Jennings Create Date 29-APR-2010 Update Date 03-MAY-2010 Expire Date 30-APR-2020 (ignore after this date)

Details
Implementation Steps R12 Oracle Projects

The implementation checklist is made up of several checklists from the implementation users guide, one for each o Oracle Project Foundation Oracle Project Costing

Oracle Project Billing Oracle Project Resource Management Oracle Project Management Oracle Project Portfolio Analysis Oracle Project Collaboration You will need to select the appropriate items in the check list, based on your implementation. Below is the check list of items for implementing Oracle Projects: Product Abbreviation and Product Name Required - All Required for all products in Oracle Projects Suite Optional - All Optional for all products in Oracle Projects Suite PJF - Project Foundation PJC - Project Costing PJB - Project Billing PJP - Project Portfolio Analysis PJR - Project Resource Management PJT - Project Management PJL - Project Collaboration

plementation issues discussed in the implementation users guide. Implementing a core system such as Oracle Projects is a com

f Oracle Projects to understand concepts and setup that may otherwise be dispersed across numerous implementation and us

oting, etc those notes will be linked.

guide, one for each of the products in the Oracle Projects solution, as listed below:

such as Oracle Projects is a complex and lengthy task. By carefully planning your implementation, you can save valuable time

merous implementation and user manuals. We hope that this enables you to streamline your project to reduce the time/cost

on, you can save valuable time and prevent errors.

roject to reduce the time/cost of the effort and raise the value realized by using Oracle Projects.

Projects Application Module Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation

Setup Step PJF-P1.1 PJF-P1.2 PJF-P1.3 PJF-P2.1 PJF-P2.2

Project Foundation

PJF-P2.3

Project Foundation

PJF-P2.4

Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation

PJF-P2.5 PJF-P2.6 PJF-P2.7 PJF-P3.1 PJF-P3.2 PJF-P3.3

Project Foundation

PJF-P3.4

Project Foundation Project Foundation

PJF-P3.5 PJF-P3.6

Project Foundation

PJF-P3.7

Project Foundation

PJF-P3.8

Project Foundation

PJF-P3.9

Project Foundation

PJF-P3.10

Project Foundation Project Foundation

PJF-P3.11 PJF-P4.1

Project Foundation Project Foundation

PJF-P5.1 PJF-P5.2

Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation

PJF-P5.3 PJF-P5.4 PJF-P5.5 PJF-P5.6 PJF-P5.7

Project Foundation Project Foundation

PJF-P5.8 PJF-P5.9

Project Foundation

PJF-P5.10

Project Foundation

PJF-P6.1

Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation

PJF-P7.1 PJF-P7.2 PJF-P7.3 PJF-P8.1 PJF-P8.2 PJF-P8.3 PJF-P8.4 PJF-P8.5 PJF-P8.6 PJF-P8.7

Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation

PJF-P8.8 PJF-P8.9 PJF-P9.1 PJF-P9.2 PJF-P9.3 PJF-P10.1 PJF-P10.2 PJF-P10.3 PJF-P10.4 PJF-P10.5 PJF-P10.6 PJF-P10.7 PJF-P10.8 PJF-P10.9 PJF-P10.10

Project Foundation

PJF-P10.11

Project Foundation Project Foundation Project Foundation Project Foundation

PJF-P10.12 PJF-P11.1 PJF-P11.2 PJF-P11.3

Project Foundation Project Foundation Project Foundation Project Foundation

PJF-P11.4 PJF-P11.5 PJF-P11.6 PJF-P11.7

Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation

PJF-P11.8 PJF-P11.9 PJF-F1.1 PJF-F1.2 PJF-F1.3 PJF-F1.4 PJF-F1.5 PJF-F1.6 PJF-F1.7 PJF-F2.1 PJF-F2.2

Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Foundation Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing

PJF-F2.3 PJF-F2.4 PJF-F2.5 PJF-F2.6 PJF-F2.7 PJF-F2.8 PJF-F2.9 PJF-F3.1 PJF-F4.1 PJF-F5.1 PJF-F5.2 PJC-P1.1 PJC-P2.1 PJC-P2.2 PJC-P2.3 PJC-P2.4 PJC-P2.5 PJC-P2.6 PJC-P2.7 PJC-P3.1 PJC-P3.2 PJC-P3.3 PJC-P3.4 PJC-P3.5 PJC-P3.6 PJC-P3.7 PJC-P3.8 PJC-P3.9 PJC-P3.10 PJC-P3.11

Project Costing

PJC-P3.12

Project Costing

PJC-P3.13

Project Costing

PJC-P3.14

Project Costing

PJC-P3.15

Project Costing

PJC-P3.16

Project Costing

PJC-P3.17

Project Costing

PJC-P3.18

Project Costing

PJC-P3.19

Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing

PJC-P3.20 PJC-F1.1 PJC-F1.2 PJC-F1.3 PJC-F2.1 PJC-F2.2 PJC-F2.3 PJC-F2.4 PJC-F2.5 PJC-F2.6 PJC-F2.7

Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing

PJC-F2.8 PJC-F2.9 PJC-F3.1 PJC-F3.2 PJC-F3.3 PJC-F3.4 PJC-F4.1 PJC-F4.2 PJC-F4.3 PJC-F4.4 PJC-F4.5 PJC-F5.1 PJC-F6.1 PJC-F6.2 PJC-F6.3 PJC-F7.1 PJC-F7.2 PJC-F7.3 PJC-F7.4 PJC-F7.5 PJC-F7.6

Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing

PJC-F7.7 PJC-F7.8 PJC-F8.1 PJC-F8.2 PJC-F8.3 PJC-F8.4 PJC-F8.5 PJC-F8.6 PJC-F9.1 PJC-F9.2

Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing

PJC-F9.3 PJC-F9.4 PJC-F9.5 PJC-F9.6 PJC-F9.7 PJC-F9.8

Project Costing

PJC-F9.9

Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing

PJC-F9.10 PJC-F9.11 PJC-F9.12 PJC-F9.13 PJC-F9.14 PJC-F9.15 PJC-F9.16 PJC-F9.17 PJC-F9.18 PJC-F9.19 PJC-F9.20 PJC-F10.1 PJC-F10.2 PJC-F10.3 PJC-F10.4 PJC-F10.5 PJC-F10.6 PJC-F10.7 PJC-F10.8

Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing Project Costing

PJC-F10.9 PJC-F11.1 PJC-F11.2 PJC-F11.3 PJC-F11.4 PJC-F11.5 PJC-F12.1 PJC-F12.2 PJC-F13.1 PJC-F14.1 PJC-F14.2 PJC-F14.3

Project Costing

PJC-F15.1

Project Costing Project Costing Project Costing Project Costing

PJC-F15.1 PJC-F15.2 PJC-F15.3 PJC-F15.4

Project Costing Project Costing Project Billing Project Billing Project Billing Project Billing

PJC-F15.5 PJC-F15.6 PJB-P1.1 PJB-P2.1 PJB-P2.2 PJB-P2.3

Project Billing

PJB-P2.4

Project Billing

PJB-P2.5

Project Billing

PJB-P2.6

Project Billing

PJB-P2.7

Project Billing

PJB-P2.8

Project Billing

PJB-P2.9

Project Billing Project Billing Project Billing

PJB-P2.10 PJB-P2.11 PJB-P2.12

Project Billing

PJB-P2.13

Project Billing

PJB-P2.14

Project Billing

PJB-P2.15

Project Billing

PJB-P2.15

Project Billing

PJB-P2.16

Project Billing

PJB-P2.17

Project Billing

PJB-P2.18

Project Billing

PJB-P2.19

Project Billing

PJB-P2.20

Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing

PJB-P2.21 PJB-P3.1 PJB-P3.2 PJB-P3.3 PJB-P3.4 PJB-P3.5 PJB-P4.1 PJB-P5.1 PJB-P5.2 PJB-P5.3 PJB-P5.4 PJB-P5.5 PJB-P5.6 PJB-P5.7 PJB-P5.8 PJB-P5.9 PJB-P5.10 PJB-P5.11 PJB-P5.12

Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing

PJB-P5.13 PJB-P5.14 PJB-P5.15 PJB-P5.16 PJB-P5.17 PJB-P5.18 PJB-P5.19 PJB-P5.20 PJB-P5.21 PJB-P5.22 PJB-P5.23 PJB-P5.24 PJB-P5.25 PJB-P5.26

Project Billing

PJB-F1.1

Project Billing Project Billing

PJB-F1.2 PJB-F1.3

Project Billing Project Billing Project Billing Project Billing

PJB-F1.4 PJB-F1.5 PJB-F1.6 PJB-F1.7

Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing Project Billing

PJB-F1.8 PJB-F1.9 PJB-F1.10 PJB-F1.11 PJB-F1.12 PJB-F1.13 PJB-F2.1 PJB-F2.2

Project Billing Project Billing Project Billing Project Billing

PJB-F2.3 PJB-F3.1 PJB-F3.2 PJB-F3.3

Project Billing Project Billing

PJB-F3.4 PJB-F3.5

Project Billing Project Resource Management

PJB-F3.6 PJR-P1.1

Project Resource Management Project Resource Management Project Resource Management Project Resource Management Project Resource Management Project Resource Management Project Resource Management Project Resource Management Project Resource Management

PJR-P2.1 PJR-P2.2 PJR-P2.3 PJR-P2.4 PJR-P2.5 PJR-P2.6 PJR-P2.7 PJR-P2.8 PJR-P2.9

Project Resource Management Project Resource Management Project Resource Management

Project Management Project Management

PJR-F1.1 PJR-F2.1 PJR-F2.3 Set the profile option PA: Licensed to Use Project Management PJT-F1.1

Project Management Project Management Project Management Project Management Project Management Project Management

PJT-F1.2 PJT-F1.3 PJT-F1.4 PJT-F1.5 PJT-F1.6 PJT-F1.7

Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management

PJT-F2.1 PJT-F2.2 PJT-F2.3 PJT-F2.4 PJT-F2.5 PJT-F3.1 PJT-F3.2 PJT-F3.3 PJT-F3.4 PJT-F3.5 PJT-F3.6 PJT-F3.7 PJT-F3.8 PJT-F3.9 PJT-F3.10 PJT-F3.11 PJT-F3.12 PJT-F3.13 PJT-F3.14 PJT-F3.15 PJT-F4.1 PJT-F4.2 PJT-F4.3 PJT-F4.4 PJT-F4.5 PJT-F4.6 PJT-F4.7 PJT-F5.1 PJT-F6.1 PJT-F6.2 PJT-F6.3 PJT-F6.4 PJT-F6.5 PJT-F6.6 PJT-F6.7 PJT-F7.1 PJT-F7.2 PJT-F7.3 PJT-F7.4 PJT-F7.5 PJT-F7.6 PJT-F8.1 PJT-F8.2 PJT-F8.3 PJT-F8.4 PJT-F8.5

Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management Project Management

PJT-F9.1 PJT-F9.2 PJT-F9.3 PJT-F9.4 PJT-F9.5 PJT-F9.6 PJT-F10.1 PJT-F10.2 PJT-F10.3

Project Management Project Management Project Management Project Management

Project Collaboration Project Collaboration Project Collaboration

PJT-F10.4 PJT-F10.5 PJT-F10.6 PJT-F10.7 Set the profile option PA: Licensed to Use Project Collaboration PJL-P2.1 PJL-P2.2

Setup Define ledger Set the profile option GL: Ledger Enable additional currencies you plan to use Define locations Define organizations

Required / Optional Required - All Required - All Optional - All Required - All Required - All

Set the profile option HR: Cross Business Group

Optional - All

Enable Multiple Organization Architecture

Optional - All

Required - PJR Optional - PJC Define default operating unit for the project expenditure organizations Define organization hierarchies and/or global organization hierarchies Assign a Project Burdening Hierarchy for each business group Set the profile option PA: Enable Enhanced Period Processing Define GL and PA periods - MUST DO PJF-P4.1 DEFINE IMPLEMENTATION OPTIONS before this step is completed. Set the GL period status Required - All Optional - PJC, PJB Optional PJC, PJB Required - All Optional PJC, PJB Required - PJR, PJT Optional - PJC Define calendar types Required - PJR, PJT Optional - PJC Define calendar shifts and shift patterns Define calendar exceptions Optional - PJR, PJT, PJC

Define calendars

Required - PJR, PJT Optional - PJC

Assign calendar shifts Set the following profile options: PA: Default Calendar PA: Global Week Start Day PA: Availability/Over commitment Calculation Period PA: Percentage of Resources Capacity PA: Availability Duration

Required - PJR, PJT Optional - PJC Required - PJR, PJT Optional - PJC

Define default calendar for the project expenditure organization

Required - PJR Optional PJC, PJT

Run the Generate Calendar Schedules process Define implementation options (System, Currency, Project Setup, Expnd/Costing, Billing, and Cross Charge)

Required - PJR Optional - PJC Required - All Required - PJR Optional - PJC, PJB

Define job groups Define job levels and job codes

Required - PJR Required - PJR Optional - PJC, PJB

Define jobs Define job mapping Set profile option PA Project Resource Job Group, or define the job group for the organization Define rating scales Define competencies

Optional - PJR, PJB, PJC Required - PJR Required - PJR Required - PJR

Define people, including address, assignment, job, supervisor and competencies Migrate resource data from other systems

Required - PJR Optional - All Optional - All Required - PJR Optional - PJC(utilization)

Run PRC: Maintain Project Resources

Define rate schedules

Optional - PJC, PJB, PJT

Define roles Define role lists Define project roles for organizations Implement responsibility-based security Set the profile option PA: Cross-Project User View Set the profile option PA: Cross-Project User Update Set the profile option PA: View All Project Resources Implement role-based security Implement organizational authority Implement project security extension

Required - PJR, PJT, PJL Optional - PJC, PJB Optional - All Optional - All Optional - All Optional - All Optional - All Optional - All Optional - PJR, PJT, PJL Optional - PJC, PJR, PJT, PJL Optional - All

Define security profiles and/or global security profiles Set the profile option HR: Security Profile Define additional task statuses Define additional task types Define additional task priorities Define additional statuses Define additional classifications, class categories and class codes Define services types Define project customer relationships Define contact types Define probability lists Define resource lists Implement resource classes Define planning resource lists Define resource breakdown structures

Optional - All Required - All Optional - PJT Optional - PJT Optional - PJT Optional - All Optional - All Required - All Required - PJB Required - PJB Optional - All Required - All Optional - PJT Optional - PJT Optional - PJT, PJC (allocations) Required - PJB Optional - PJT

Define cycles

Define work types Define Request Groups for Reporting and Processing Define Responsibilities for Users Define Additional Users

Initiate Deferred Workflow Process Define Frequently Used Folders Define Descriptive Flexfields Define Additional Page Layouts

Required - PJR Optional - PJC, PJB Optional - All Optional - All Optional - All Required - PJR Optional - PJF (utilization) PJT (budgetary controls) Optional - All Optional - All Optional - All

Set the Profile Option PA: Highlight Starting Tasks: Number of Days Gather Schema Statistics Define additional status for Organization Forecasting Update status controls to include project in Organization Forecasts Define an organization project type Define an organization project template Define organization forecasting options Define adjustment reasons Calculate initial forecast amounts Define unassigned time options Define utilization categories Set the following profile options for utilization: PA: Require Work Type Entry for Expenditures PA: Resource Utilization Calculation Method PA: Utilization Manager Default Period Type PA: Utilization Manager Default Calculation Method PA: Resource Utilization Period Type Set up global profile options Set up organization security profiles Define Oracle Daily Business Intelligence for Projects Implementation Options Update period and organization information Summarize financial and resource data Implement Oracle Discoverer Implement Oracle Sales opportunities with Oracle Projects Implement Oracle Advanced Product Catalog Integration Define control actions Define source products Set the profile option PA: Licensed to Use Project Costing Define expenditure categories Define revenue categories Define units Define expenditure types Define transaction sources Implement transaction control extension Implement auto-approval extension Define custom sources Define journal line types Define journal entry descriptions Define mapping sets Define account derivation rules Define journal lines definitions Define application accounting definitions Define subledger accounting methods Assign application accounting definitions to a subledger account method Assign subledger accounting method to a ledger Update post-accounting program assignments

Optional - All Optional - All Optional - PJC, PJR Required - PJC, PJR Required - PJC, PJR Required - PJC, PJR Required - PJC, PJR Required - PJC, PJR Required - PJC, PJR Required - PJC, PJR Required - PJC, PJR

Required - PJC, PJR Required - PJC, PJR Required - PJC, PJR Required - PJC, PJR Required - PJC, PJR Required - PJC, PJR Required - PJC, PJR Required - All Required - All Required - All Required - All Required Required Required Required Required Optional Optional Optional Optional Optional Optional Optional Optional Optional Optional Optional Optional Optional Optional

Define cross-entity balancing rules

Optional

Define accounting for labor costs

Optional

Define accounting for expense report costs

Optional

Define accounting for usage costs

Optional

Define accounting for miscellaneous costs

Optional

Define accounting for burden transactions

Optional

Define accounting for total burden costs

Optional

Define accounting for WIP and Inventory costs

Optional

Define accounting for supplier cost adjustments Define non-labor resources Define non-labor cost rates Define non-labor cost rate overrides Define labor costing multipliers Define labor costing rules Define cost rate schedules Assign costing rule and rate schedule Define labor costing overrides Implement labor costing extension Implement labor transaction extension

Optional Required Required Optional Optional Optional Optional Optional Optional

Implement overtime processing Implement overtime calculation extension Implement asset extensions Define standard unit costs for asset cost allocations Enable retirement cost processing Define proceeds of sale expenditure types Define capitalized interest rate names Define capitalized interest rate schedule Specify default capitalized interest rate schedules for capital project types Update project status controls to enable capitalized interest processing Implement the Capitalized Interest Extension Define allocation rules - shows how rule is used - no setup required. Define AutoAllocation sets Implement Workflow for AutoAllocations Implement allocation extensions Define cost bases and cost base types Define burden cost codes Define burden structures Set the profile option PA: Default Burden Schedule Type Define burden schedules Implement burden costing extension Enable the profile option PA: Create Incremental Transactions for Cost Adjustments Resulting from a Burden Schedule Recompilation Set the Profile Option PA: Report Separate Burden Transactions with Source Resources Define transfer price rules Define transfer price schedules Define cross charge implementation options (for all operating units using borrowed and lent processing) Define provider and receiver controls Define accounting for borrowed and lent transactions Implement cross charge client extensions Define transfer price rules Define transfer price schedules

Optional Optional Optional Optional Optional Optional Required Required Required Required Optional Required Required Required Optional Required Required Required Required Required Optional

Optional Required Required Required Required Required Required Optional Required Required

Define additional expenditure types, agreement types, billing cycles, invoice formats, transaction sources, and supplier types for intercompany billing Optional Define an internal supplier for the provider operating unit Required Define an internal customer for the receiver operating unit (global setup) Define supplier sites for internal supplier (for each receiver operating unit) Define bill to and ship to sites for internal customer (for each provider operating unit) Define internal billing implementation options Required Required Required Required

Set up tax and configure for each provider operating unit in Oracle EBusiness Tax to derive default tax classification codes on internal Oracle Receivables invoices Set up tax and configure for each receiver operating unit in Oracle EBusiness Tax to derive default tax classification codes on internal Oracle Payables invoices Define an agreement for intercompany billing projects Define an intercompany project type and project template(for each Operating Unit) Define intercompany billing projects (for each provider operating unit) Define provider and receiver controls (for each operating unit) Define the Supplier Invoice Charge Account for internal invoicing Implement Payables Open Interface Workflow Define accounting for intercompany billing transactions Define accounting for provider cost reclassification Define invoice rounding account for intercompany transactions Implement cross charge client extensions Install and implement Oracle Payables and Purchasing Set the profile options for project-related document entry Set the profile option PA: AP Discounts Interface Start Date (mm/dd/yyyy) Define the Account Generator for the supplier invoice account Define the Account Generator for project-related purchasing transactions Specify a default supplier cost credit account Define project-related distribution sets Define Payables Descriptive Flexfields Set the following profile options: PA: Transfer DFF with AP PA: Transfer DFF with PO Install and implement Oracle Internet Expenses Set profile options to enable project-related expense report entry Set expense report approval profile options Define the Project Expense Report Account Generator Define a project-related expense report template in Oracle Payables Install and implement Oracle Inventory Define project-related transaction types in Oracle Inventory Install and implement Oracle Project Manufacturing Install and implement Oracle Time & Labor Set profile options for project-related timecards Implement client extensions to route and approve timecards Install and implement Oracle Payables and Purchasing for

Required

Required Required Required Required Required Required Required Required Required Required Required Required Required Optional Required Required Optional Optional Optional

Optional Required Required Optional Required Required Required Required Required Required Optional Optional

Required

integration with Oracle Project Costing Set the PA: Pay When Paid profile option to Yes Set up a document style with complex payment terms Enable project for automatic release of pay when paid invoices Implement Send AR Notification workflow and enable project for AR receipt notification Implement Pay When Paid client extension Set the profile option PA: Licensed to Use Project Billing Define Receivables System Options Set up tax in Oracle E-Business Tax and assign tax classification codes Define payment terms

Required Required Required Required

Optional Optional Required Required Required Required

Define rate schedules

Optional

Define invoice formats

Required

Define invoice print method

Optional

Define credit types

Required

Define event types

Optional

Design and assign billing assignments

Optional

Define percent complete revenue accrual and invoicing options Set the profile option PA: Maintain Unbilled Receivables and Unearned Revenue Balances Set the profile option: PA Interface Unreleased Revenue to GL

Optional Optional Optional

Implement billing extensions

Optional

Implement labor billing extension

Optional

Implement billing cycle extension

Optional

Implement billing cycle extension

Optional

Implement retention billing extension

Optional

Implement automatic invoice approve/release extension

Optional

Implement the AR transaction type extension

Optional

Implement the output tax extension

Optional

Implement the revenue-based cost accrual extension

Optional

Implement cost accrual billing extension Define agreement types Define agreement templates Enter prepayment receivables activities Implement funding revaluation factor extension Implement Advanced Required extension Define customers Define custom sources Define journal line types Define journal entry descriptions Define mapping sets Define account derivation Define journal lines definitions Define application accounting definitions

Optional Required Optional Optional Optional Optional Required Optional Optional Optional Optional Optional Optional Optional

Assign application accounting definitions to a subledger accounting method Optional Assign a subledger accounting method to a ledger Optional Update post-accounting program assignments Optional Set the profile option PA: Selective Flexfield Segment for AutoAccounting Define accounting for labor revenue Required Required

Define accounting for expense report revenue Define accounting for usage revenue Define accounting for miscellaneous revenue Define accounting for burden transaction revenue Define accounting for inventory revenue Define accounting for work in process revenue Define accounting for supplier invoice revenue Define accounting for event revenue Define accounting for unbilled receivables, unearned revenue, and receivables Define accounting for realized gains Define accounting for realized losses Define accounting for interproject transactions Define invoice rounding account Define accounting for invoice write-offs

Required Required Required Required Required Required Required Required Required Optional Optional Optional Required Required

Define additional expenditure types, agreement types, billing cycles, invoice formats, and supplier types for inter-project billing Optional

Define an internal supplier for the provider operating unit Define an internal customer for the receiver operating unit

Required Required

Define supplier sites for internal suppliers Define bill to and ship to sites for internal customer Define internal billing implementation options Define provider and receiver controls In Oracle E-Business Tax, set up tax for internal Oracle Receivables invoices and configure for each provider operating unit In Oracle E-Business Tax, setup tax for internal Oracle Payables invoices and configure for each receiver operating unit Define provider and receiver projects Define the Supplier Invoice Charge Account for internal invoicing Implement Payables Open Interface Workflow Implement Inter-Project Billing extensions Define billing implementation options Define retention invoice format

Required Required Required Required

Required Required Required Required Required Optional Required Required

Define account for unbilled retention Install and implement Oracle Receivables Define transaction types Set profile options for project invoices Required Required Required

Define Automatic Accounting in Receivables Define salespersons for sales credit

Optional Optional

Implement Receivables installation override extension Set the profile option PA: Licensed to Use Oracle Project Resource Management Define additional requirement statuses, candidate statuses, assignment approval statuses, and assignment scheduling statuses. Set the requirement status, candidate status, and assignment status profile options Define advertisement rules Define team templates Define staffing priority codes Implement assignment approval workflow Implement assignment approval workflow extensions Implement candidate notification workflow Implement candidate notification workflow extension

Optional Required

Optional

Optional Optional Optional Optional Optional Optional Optional

Define forecasting options Implement Discoverer reporting Perform Oracle Discoverer post-installation tasks

OU Required Required

Required Enable workplan structure and workplan versioning

Site Optional

Define additional progress statuses Define work items Define workplan change reasons Set the profile option PA: Task Managers Must be Project Members Set the profile option PA: Workplan Tasks Default View Implement workplan workflow extension

Optional Optional Optional Optional Optional Optional

Enable Deliverables on Project Templates Define a Deliverable Type Define a deliverable status Implement Supply Chain Integration Implement Billing Integration Define financial plan types Create additional period profiles Create additional spread curves Define planning resources Define resource breakdown structures Define planning rate schedules Define budget change reasons Implement integration with Microsoft Excel Define additional budget types Define additional budget entry methods Implement budgetary controls Implement budget integration Implement integration with the Budget Execution module Implement client extensions for budgeting and forecasting Implement workflow for budgeting and forecasting Define control item classifications Define control item statuses Define control item status lists Define additional control item priorities, level of effort, and source types Define control item types Implement control item numbering extension Implement issue and change workflow extension Implement Microsoft Project integration Define global business intelligence profile options Set default project performance reporting options Define project performance reporting setup options Define custom measures Define page layouts Define row sets Create custom reports Define key performance areas Define performance statuses and indicators Define performance rules Define key performance area scoring rules Configure e-mail notifications for automated status reports Schedule generation of exceptions and e-mail notifications, and calculation of scores Set reporting pack address options Set reporting pack processing option Create additional report templates Define reporting pack Schedule the generation and distribution of reports

Required Required Optional Optional Optional Required Optional Optional Optional Optional Optional Optional Optional Optional Optional Optional Optional Optional Optional Optional Required Optional Optional Optional Required Optional Optional Required Required Optional Required Optional Optional Optional Optional Optional Optional Required Required Optional Optional Required Optional Optional Required Required

Define display columns Implement commitments from external systems Implement custom reporting strategy Implement commitment changes extension Implement project status inquiry extension Define additional project status report sections Optional Define additional report types

Site Optional Optional Optional Optional Optional Optional Site Optional

Optional Define additional reporting cycles Define project status report reminder rules Define project status report workflow extension

Site Optional Optional Optional

Required Define additional team member home page layouts Set the profile option PA: Team Home Page Layout

Site Optional Optional

Setup Level Site OU (set at the responsibility level) Site Business Group Business Group

Responsibility General Ledger Setup System Administrator Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User

Site

System Administrator

Site

Projects Implementation Super User

Site Site Site Site Ledger Ledger

Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User System Administrator Projects Implementation Super User Projects Implementation Super User

Site

Projects Implementation Super User

Site Site

Projects Implementation Super User Projects Implementation Super User

Site

Projects Implementation Super User

Site

Projects Implementation Super User

Site

Site

Projects Implementation Super User

Site OU

Projects Implementation Super User Projects Implementation Super User

Business Group Site

Projects Implementation Super User Projects Implementation Super User

Business Group Business Group Site Business Group Business Group

Projects Implementation Super User Projects Implementation Super User System Administrator Projects Implementation Super User Projects Implementation Super User

Business Group Site

Projects Implementation Super User Projects Implementation Super User

Site

Projects Implementation Super User

OU

Projects Implementation Super User

Business Group Site Site Site Site Site Site Site Site Site Business Group (need to be changed when adding new OU) Site Site Site Site Site Site Site Site Site Site Business Group Site Business Group Business Group

Projects Implementation Super User Project Super User Project Super User System Administrator System Administrator System Administrator System Administrator Projects Implementation Super User Projects Implementation Super User

System Administrator System Administrator Projects Implementation Super User Project Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Project Super User Project Super User Project Super User

Site

Projects Implementation Super User

Site Site Site / OU Site

Projects Implementation Super User System Administrator System Administrator System Administrator

Site Site Site Site

System Administrator Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User

Site Site Site Site OU OU OU Site Site OU Site

System Administrator System Administrator Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User

Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Ledger Ledger Ledger Ledger Ledger Ledger Ledger Ledger Ledger Ledger

System Administrator Projects Implementation Super User Projects Implementation Super User Project Super User Project Super User Projects Implementation Super User Project Super User Defined in PLM Projects Implementation Super User Projects Implementation Super User System Administrator Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User

Ledger

Projects Implementation Super User

OU (AutoAccounting, based on PJF)

Projects Implementation Super User

OU (AutoAccounting, based on PJF)

Projects Implementation Super User

OU (AutoAccounting, based on PJF)

Projects Implementation Super User

OU (AutoAccounting, based on PJF)

Projects Implementation Super User

OU (AutoAccounting, based on PJF)

Projects Implementation Super User

OU (AutoAccounting, based on PJF)

Projects Implementation Super User

OU (AutoAccounting, based on PJF)

Projects Implementation Super User

OU (AutoAccounting, based on PJF) Site OU (based on PJF) OU (based on PJF) OU OU OU OU OU (based on PJF) Site Site

Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User

Site Site Site OU Site Site Site / Exclusions OU Site OU Site Site OU OU Site Site Site Site Site OU Site Site

Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Workflow Builder Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User System Administrator Projects Implementation Super User Projects Implementation Super User

Site Site Site Site OU OU OU Site Site Site

System Administrator System Administrator Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User

See individual definitions OU OU OU OU OU

Projects Implementation Super User Defined in Oracle Payables or Oracle Purchasing Projects Implementation Super User Defined in Oracle Payables or Oracle Purchasing Projects Implementation Super User Projects Implementation Super User

OU

Tax Managers

OU OU OU OU OU OU OU OU OU OU OU Site Site Site Site Site OU Site Site

Tax Managers Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Workflow Builder Workflow Builder Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User System Administrator Workflow Builder Workflow Builder Workflow Builder Projects Implementation Super User Payables Manager Payables Manager

Site Site Site Site Site Site Site (by Inventory Organization) Site (by Inventory Organization) Site (by Inventory Organization) Site Site Site

System Administrator Internet Expenses System Administrator System Administrator Workflow Builder Payables Manager

Inventory

Oracle Time & Labor System Administrator Projects Implementation Super User

Site

System Administrator

Site Responsibility OU Project Type, Project

System Administrator System Administrator Purchasing Implementation User Projects Implementation User

Responsibility Site Site OU OU Site

Projects Implementation Super User Projects Implementation Super User System Administrator Receivables Manager (Defined in Oracle Receivables) Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User

OU (based on PJF)

Site

Site

Site

Site

Site

Site Site OU (can vary by OU)

Projects Implementation Super User System Administrator System Administrator Projects Implementation Super User Projects Implementation Super User Projects Implementation

Site

Site

Site

Site

Super User Projects Implementation Super User

Site

Site

Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User

Site

Site

Site

Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Receivables Super User Projects Implementation Super User Receivables Manager Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User

Site Site OU OU Site Site OU Ledger Ledger Ledger Ledger Ledger Ledger Ledger Ledger Ledger Ledger

Site (cannot vary by OU) Projects Implementation Super User OU (AutoAccounting based on PJF) Projects Implementation Super User

OU (AutoAccounting based on PJF) OU (AutoAccounting based on PJF) OU (AutoAccounting based on PJF) OU (AutoAccounting based on PJF) OU (AutoAccounting based on PJF) OU (AutoAccounting based on PJF) OU (AutoAccounting based on PJF) OU (AutoAccounting based on PJF) OU (AutoAccounting based on PJF) OU (AutoAccounting based on PJF) OU (AutoAccounting based on PJF) OU (AutoAccounting based on PJF) OU OU

Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User

Site

Projects Implementation Super User Purchasing Super User, Payables Manager Defined in Oracle Payables or Purchasing Receivables Manager Purchasing Super User, Payables Manager Defined in Oracle Payables or Purchasing Receivables Manager Projects Implementation Super User Projects Implementation Super User

OU OU

OU OU OU OU

OU

Tax Managers

OU OU OU Site OU OU

Projects Implementation Super User Workflow Builder Workflow Builder Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User

OU OU OU OU

Projects Implementation Super User Receivables Manager Defined in Oracle Receivables Receivables Manager Defined in Oracle Receivables System Administrator

OU OU

Receivables Manager Defined in Oracle Receivables Receivables Manager Defined in Oracle Receivables

Site Site

Receivables Manager Defined in Oracle Receivables System Administrator

Site Site Site Site Site Site Site Site Site Projects Implementation Super User Site Site

Projects Implementation Super User System Administrator Project Super User Project Super User Projects Implementation Super User

System Administrator OU Projects Implementation Super User Site Site Site Site Site

Project Super User

Projects Implementation Super User Projects Implementation Super User System Administrator System Administrator System Administrator

OU Site Site Site OU Site Site Site Site Site OU Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site

Project Super User Project Super User Projects Implementation Super User Projects Implementation Super User Project Super User Project Super User Project Super User Project Super User Project Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User Projects Implementation Super User

Projects Implementation Super User Projects Implementation Super User Project Super User Projects Implementation Super User Project Super User

Project Super User System Administrator System Administrator Project Super User Project Super User Project Super User Project Super User Project Super User Project Super User Project Super User Project Super User

Projects Implementation Super User System Administrator System Administrator XML Publisher Administrator Project Super User Project Super User

Projects Implementation Super User Site Site Site Site Site Site Project Super User Site Projects Implementation Super User Site Site Site

Projects Implementation Super User

Project Super User Project Super User

Projects Implementation Super User Project Super User

System Administrator Site Site

Project Super User System Administrator

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