oracle projets suite setup checklist

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 laterInformation in this document applies to any platform.Checked for relevance on 4-Nov-2011

Abstract

Objective

How to Use This Note

As additional notes are created to explain the details of setting up the application,trouble shooting, etc those notes will be linked.

1. Project Foundation

1. Ledgers and Currencies2. Organization Definition3. Period and Calendar Defintion4. Implementation Options5. Resource Definition6. Rate Schedule Definition7. Role Definition8. Project and Organization Security9. Task Definition10. Project Definition11. System Administration and Maintenance

2. Project Foundation Features

1. Organization Forecasting2. Utilization3. Oracle Sales Integration4. Oracle Advance Product Catalog Integration5. Application Programming Interfaces (API's)

As you plan your implementation of Oracle Projects, we recommend that you consider the implementation issues discussed in the implementation users guide. Implementing a core system such as Oracle Projects is a complex and lengthy task. By carefully planning your implementation, you can save valuable time and prevent errors.

This note is intended to be an implementation checklist. It is to help a new or existing users of Oracle Projects to understand concepts and setup that may otherwise be dispersed across numerous implementation and user manuals. We hope that this enables you to streamline your project to reduce the time/cost of the effort and raise the value realized by using Oracle Projects.

3. Project Costing

1. Licensing2. Expenditure Definition3. Accounting for Costs

4. Project Costing Features

1. Non-Labor Costing2. Labor Costing3. Capital Projects4. Capitalized Interest5. Allocations6. Auto Allocations7. Burdening8. Cross Charge: Borrowed and Lent9. Cross Charge: Intercompany Billing10. Oracle Payables and Purchasing Migration11. Oracle Internet Expenses Integration12. Oracle Inventory Integration13. Oracle Project Manufacturing Integration14. Oracle Time and Labor Integration15. Supplier Payment Control

5. Project Billing

1. Licensing2. Revenue and Invoicing3. Agreements and Funding4. Customers5. Accounting for Revenue and Billing

6. Project Billing Features

1. Inter-Project Billing2. Customer Billing Retention3. Integration with Oracle Receivables

7. Project Resource Management

1. Licensing2. 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 Management2. Project Deliverables3. Budgeting and Forecasting4. Issue and Change Managemetn5. Microsoft Project Integration6. Project Performance Reporting7. Performance Exceptions reporting8. Reporting Pack9. Project Status Inquiry (PSI)10. Project Status Reporting

11. Project Collaboration

1. Licensing2. Team Member Home

History

Details

Implementation Steps R12 Oracle Projects

The implementation checklist is made up of several checklists from the implementation users guide, one for each of the products in the Oracle Projects solution, as listed below:

• Oracle Project Foundation• Oracle Project Costing• Oracle Project Billing• Oracle Project Resource Management• Oracle Project Management• Oracle Project Portfolio Analysis• Oracle Project Collaboration

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

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 SuiteOptional - All Optional for all products in Oracle Projects SuitePJF - Project FoundationPJC - Project CostingPJB - Project BillingPJP - Project Portfolio AnalysisPJR - Project Resource ManagementPJT - Project ManagementPJL - Project Collaboration

As you plan your implementation of Oracle Projects, we recommend that you consider the implementation issues discussed in the implementation users guide. Implementing a core system such as Oracle Projects is a complex and lengthy task. By carefully planning your implementation, you can save valuable time and prevent errors.

This note is intended to be an implementation checklist. It is to help a new or existing users of Oracle Projects to understand concepts and setup that may otherwise be dispersed across numerous implementation and user manuals. We hope that this enables you to streamline your project to reduce the time/cost of the effort and raise the value realized by using Oracle Projects.

Projects Application Module Setup StepProject Foundation PJF-P1.1

Project Foundation PJF-P1.2Project Foundation PJF-P1.3Project Foundation PJF-P2.1Project Foundation PJF-P2.2

Project Foundation PJF-P2.3



Project Foundation PJF-P2.6Project Foundation PJF-P2.7Project Foundation PJF-P3.1

Project Foundation PJF-P3.2Project Foundation PJF-P3.3












Project Foundation PJF-P5.5Project Foundation PJF-P5.6Project Foundation PJF-P5.7



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

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






Project Foundation PJF-P11.8Project Foundation PJF-P11.9Project Foundation PJF-F1.1

Project Foundation PJF-F1.2Project Foundation PJF-F1.3Project Foundation PJF-F1.4Project Foundation PJF-F1.5Project Foundation PJF-F1.6Project Foundation PJF-F1.7Project Foundation PJF-F2.1Project Foundation PJF-F2.2

Project Foundation PJF-F2.3Project Foundation PJF-F2.4Project Foundation PJF-F2.5

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

Project Costing PJC-P3.7Project Costing PJC-P3.8

Project Costing PJC-P3.9Project Costing PJC-P3.10Project Costing PJC-P3.11Project Costing PJC-P3.12

Project Costing PJC-P3.13







Project Costing PJC-P3.20Project Costing PJC-F1.1Project Costing PJC-F1.2

Project Costing PJC-F1.3Project Costing PJC-F2.1Project Costing PJC-F2.2Project Costing PJC-F2.3Project Costing PJC-F2.4Project Costing PJC-F2.5Project Costing PJC-F2.6Project Costing PJC-F2.7Project Costing PJC-F2.8Project Costing PJC-F2.9Project Costing PJC-F3.1Project Costing PJC-F3.2Project Costing PJC-F3.3Project Costing PJC-F3.4Project Costing PJC-F4.1Project Costing PJC-F4.2

Project Costing PJC-F4.3

Project Costing PJC-F4.4Project Costing PJC-F4.5

Project Costing PJC-F5.1Project Costing PJC-F6.1Project Costing PJC-F6.2Project Costing PJC-F6.3Project Costing PJC-F7.1Project Costing PJC-F7.2Project Costing PJC-F7.3Project Costing PJC-F7.4Project Costing PJC-F7.5Project Costing PJC-F7.6


Project Costing PJC-F7.8Project Costing PJC-F8.1Project Costing PJC-F8.2

Project Costing PJC-F8.3Project Costing PJC-F8.4Project Costing PJC-F8.5Project Costing PJC-F8.6Project Costing PJC-F9.1Project Costing PJC-F9.2








Project Costing PJC-F9.13Project Costing PJC-F9.14Project Costing PJC-F9.15Project Costing PJC-F9.16Project Costing PJC-F9.17Project Costing PJC-F9.18Project Costing PJC-F9.19Project Costing PJC-F9.20Project Costing PJC-F10.1Project Costing PJC-F10.2


Project Costing PJC-F10.5Project Costing PJC-F10.6Project Costing PJC-F10.7Project Costing PJC-F10.8


Project Costing PJC-F11.2Project Costing PJC-F11.3Project Costing PJC-F11.4






Project Costing PJC-F15.5Project Costing PJC-F15.6Project Billing PJB-P1.1Project Billing PJB-P2.1

Project Billing PJB-P2.2Project Billing PJB-P2.3

Project Billing PJB-P2.4







Project Billing PJB-P2.11Project Billing PJB-P2.12









Project Billing PJB-P2.21Project Billing PJB-P3.1Project Billing PJB-P3.2

Project Billing PJB-P3.3Project Billing PJB-P3.4Project Billing PJB-P3.5Project Billing PJB-P4.1Project Billing PJB-P5.1Project Billing PJB-P5.2Project Billing PJB-P5.3Project Billing PJB-P5.4Project Billing PJB-P5.5Project Billing PJB-P5.6Project Billing PJB-P5.7
















Project Billing PJB-F1.1

Project Billing PJB-F1.2Project Billing PJB-F1.3

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


Project Billing PJB-F1.9Project Billing PJB-F1.10Project Billing PJB-F1.11Project Billing PJB-F1.12Project Billing PJB-F1.13Project Billing PJB-F2.1Project Billing PJB-F2.2Project Billing PJB-F2.3


Project Billing PJB-F3.2Project Billing PJB-F3.3




Project Resource Management PJR-P1.1










Project Resource Management PJR-F1.1



Project ManagementProject Management PJT-F1.1

Project Management PJT-F1.2Project Management PJT-F1.3Project Management PJT-F1.4

Project Management PJT-F1.5Project Management PJT-F1.6Project Management PJT-F1.7Project Management PJT-F2.1Project Management PJT-F2.2Project Management PJT-F2.3Project Management PJT-F2.4Project Management PJT-F2.5Project Management PJT-F3.1Project Management PJT-F3.2Project Management PJT-F3.3Project Management PJT-F3.4Project Management PJT-F3.5Project Management PJT-F3.6Project Management PJT-F3.7Project Management PJT-F3.8Project Management PJT-F3.9Project Management PJT-F3.10Project Management PJT-F3.11

Set the profile option PA: Licensed to Use Project Management

Project Management PJT-F3.12Project Management PJT-F3.13Project Management PJT-F3.14Project Management PJT-F3.15Project Management PJT-F4.1Project Management PJT-F4.2Project Management PJT-F4.3

Project Management PJT-F4.4Project Management PJT-F4.5Project Management PJT-F4.6Project Management PJT-F4.7Project Management PJT-F5.1Project Management PJT-F6.1Project Management PJT-F6.2Project Management PJT-F6.3Project Management PJT-F6.4Project Management PJT-F6.5Project Management PJT-F6.6Project Management PJT-F6.7Project Management PJT-F7.1Project Management PJT-F7.2Project Management PJT-F7.3Project Management PJT-F7.4Project Management PJT-F7.5

Project Management PJT-F7.6Project Management PJT-F8.1Project Management PJT-F8.2Project Management PJT-F8.3Project Management PJT-F8.4Project Management PJT-F8.5

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

Project Management PJT-F10.4Project Management PJT-F10.5Project Management PJT-F10.6

Project Management PJT-F10.7

Project CollaborationProject Collaboration PJL-P2.1Project Collaboration PJL-P2.2

Set the profile option PA: Licensed to Use Project Collaboration

Setup Required / OptionalDefine ledger Required - All

Set the profile option GL: Ledger Required - AllEnable additional currencies you plan to use Optional - AllDefine locations Required - AllDefine organizations Required - All

Set the profile option HR: Cross Business Group Optional - All

Enable Multiple Organization Architecture Optional - All

Define default operating unit for the project expenditure organizations

Required - PJROptional - PJC

Define organization hierarchies and/or global organization hierarchies Required - AllAssign a Project Burdening Hierarchy for each business group Optional - PJC, PJBSet the profile option PA: Enable Enhanced Period Processing Optional PJC, PJB

Required - AllSet the GL period status Optional PJC, PJB

Define calendar types

Required - PJR, PJTOptional - PJC

Define calendar shifts and shift patterns

Required - PJR, PJTOptional - PJC

Define calendar exceptions Optional - PJR, PJT, PJC

Define calendarsRequired - PJR, PJT

Define GL and PA periods - MUST DO PJF-P4.1 DEFINE IMPLEMENTATION OPTIONS before this step is completed.

Define calendars Optional - PJC

Assign calendar shiftsRequired - PJR, PJTOptional - PJC

Set the following profile options: Required - PJR, PJTPA: Default Calendar Optional - PJCPA: Global Week Start DayPA: Availability/Over commitment Calculation PeriodPA: Percentage of Resource’s CapacityPA: Availability Duration

Define default calendar for the project expenditure organizationRequired - PJROptional – PJC, PJT

Run the Generate Calendar Schedules processRequired - PJROptional - PJC

Required - All

Define job groups

Required - PJROptional - PJC, PJB

Define job levels and job codes Required - PJR

Define jobs

Required - PJROptional - PJC, PJB

Define job mapping Optional - PJR, PJB, PJC

Required - PJRDefine rating scales Required - PJRDefine competencies Required - PJR

Required - PJROptional - All

Migrate resource data from other systems Optional - All

Define implementation options (System, Currency, Project Setup, Expnd/Costing, Billing, and Cross Charge)

Set profile option PA Project Resource Job Group, or define the job group for the organization

Define people, including address, assignment, job, supervisor and competencies

Run PRC: Maintain Project ResourcesRequired - PJROptional - PJC(utilization)

Define rate schedules Optional - PJC, PJB, PJT

Define rolesRequired - PJR, PJT, PJLOptional - PJC, PJB

Define role lists Optional - AllDefine project roles for organizations Optional - AllImplement responsibility-based security Optional - AllSet the profile option PA: Cross-Project User – View Optional - AllSet the profile option PA: Cross-Project User – Update Optional - AllSet the profile option PA: View All Project Resources Optional - AllImplement role-based security Optional - PJR, PJT, PJLImplement organizational authority Optional - PJC, PJR, PJT, PJLImplement project security extension Optional - All

Define security profiles and/or global security profiles Optional - AllSet the profile option HR: Security Profile Required - AllDefine additional task statuses Optional - PJTDefine additional task types Optional - PJTDefine additional task priorities Optional - PJTDefine additional statuses Optional - AllDefine additional classifications, class categories and class codes Optional - AllDefine services types Required - AllDefine project customer relationships Required - PJBDefine contact types Required - PJBDefine probability lists Optional - AllDefine resource lists Required - AllImplement resource classes Optional - PJTDefine planning resource lists Optional - PJT

Define resource breakdown structures Optional - PJT, PJC (allocations)

Define cycles

Required - PJBOptional - PJT

Define work typesRequired - PJROptional - PJC, PJB

Define Request Groups for Reporting and Processing Optional - AllDefine Responsibilities for Users Optional - AllDefine Additional Users Optional - All

Initiate Deferred Workflow Process

Required - PJROptional - PJF (utilization)

Initiate Deferred Workflow Process PJT (budgetary controls)Define Frequently Used Folders Optional - AllDefine Descriptive Flexfields Optional - AllDefine Additional Page Layouts Optional - All

Set the Profile Option PA: Highlight Starting Tasks: Number of Days Optional - AllGather Schema Statistics Optional - AllDefine additional status for Organization Forecasting Optional - PJC, PJR

Update status controls to include project in Organization Forecasts Required - PJC, PJRDefine an organization project type Required - PJC, PJRDefine an organization project template Required - PJC, PJRDefine organization forecasting options Required - PJC, PJRDefine adjustment reasons Required - PJC, PJRCalculate initial forecast amounts Required - PJC, PJRDefine unassigned time options Required - PJC, PJRDefine utilization categories Required - PJC, PJRSet the following profile options for utilization:

Required - PJC, PJR

PA: Require Work Type Entry for ExpendituresPA: Resource Utilization Calculation MethodPA: Utilization Manager Default Period TypePA: Utilization Manager Default Calculation MethodPA: Resource Utilization Period TypeSet up global profile options Required - PJC, PJRSet up organization security profiles Required - PJC, PJR

Required - PJC, PJRUpdate period and organization information Required - PJC, PJRSummarize financial and resource data Required - PJC, PJRImplement Oracle Discoverer Required - PJC, PJRImplement Oracle Sales opportunities with Oracle Projects Required - AllImplement Oracle Advanced Product Catalog Integration Required - AllDefine control actions Required - AllDefine source products Required - AllSet the profile option PA: Licensed to Use Project Costing RequiredDefine expenditure categories RequiredDefine revenue categories RequiredDefine units RequiredDefine expenditure types RequiredDefine transaction sources OptionalImplement transaction control extension OptionalImplement auto-approval extension OptionalDefine custom sources OptionalDefine journal line types OptionalDefine journal entry descriptions OptionalDefine mapping sets OptionalDefine account derivation rules OptionalDefine journal lines definitions Optional

Define Oracle Daily Business Intelligence for Projects Implementation Options

Define application accounting definitions OptionalDefine subledger accounting methods Optional

Assign application accounting definitions to a subledger account method OptionalAssign subledger accounting method to a ledger OptionalUpdate post-accounting program assignments OptionalDefine 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 OptionalDefine non-labor resources RequiredDefine non-labor cost rates Required

Define non-labor cost rate overrides OptionalDefine labor costing multipliers OptionalDefine labor costing rulesDefine cost rate schedules OptionalAssign costing rule and rate scheduleDefine labor costing overrides OptionalImplement labor costing extension OptionalImplement labor transaction extension OptionalImplement overtime processing OptionalImplement overtime calculation extension OptionalImplement asset extensions OptionalDefine standard unit costs for asset cost allocations OptionalEnable retirement cost processing OptionalDefine proceeds of sale expenditure types OptionalDefine capitalized interest rate names RequiredDefine capitalized interest rate schedule Required

Specify default capitalized interest rate schedules for capital project types Required

Update project status controls to enable capitalized interest processing RequiredImplement the Capitalized Interest Extension Optional

Define allocation rules - shows how rule is used - no setup required. RequiredDefine AutoAllocation sets RequiredImplement Workflow for AutoAllocations RequiredImplement allocation extensions OptionalDefine cost bases and cost base types RequiredDefine burden cost codes RequiredDefine burden structures RequiredSet the profile option PA: Default Burden Schedule Type RequiredDefine burden schedules RequiredImplement burden costing extension Optional

Optional

RequiredDefine transfer price rules RequiredDefine transfer price schedules Required

RequiredDefine provider and receiver controls RequiredDefine accounting for borrowed and lent transactions RequiredImplement cross charge client extensions OptionalDefine transfer price rules RequiredDefine transfer price schedules Required

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 cross charge implementation options (for all operating units using borrowed and lent processing)

OptionalDefine an internal supplier for the provider operating unit Required

Define an internal customer for the receiver operating unit (global setup) RequiredDefine supplier sites for internal supplier (for each

Requiredreceiver operating unit)

RequiredDefine internal billing implementation options Required

Required

RequiredDefine an agreement for intercompany billing projects Required

Required

Define intercompany billing projects (for each provider operating unit) RequiredDefine provider and receiver controls (for each operating unit) RequiredDefine the Supplier Invoice Charge Account for internal invoicing RequiredImplement Payables Open Interface Workflow RequiredDefine accounting for intercompany billing transactions RequiredDefine accounting for provider cost reclassification RequiredDefine invoice rounding account for intercompany transactions RequiredImplement cross charge client extensions RequiredInstall and implement Oracle Payables and Purchasing RequiredSet the profile options for project-related document entry Required

Set the profile option PA: AP Discounts Interface Start Date (mm/dd/yyyy) OptionalDefine the Account Generator for the supplier invoice account Required

Define the Account Generator for project-related purchasing transactions RequiredSpecify a default supplier cost credit account OptionalDefine project-related distribution sets OptionalDefine Payables Descriptive Flexfields OptionalSet the following profile options:

Optional

PA: Transfer DFF with APPA: Transfer DFF with PO

Install and implement Oracle Internet Expenses Required

Set profile options to enable project-related expense report entry RequiredSet expense report approval profile options OptionalDefine the Project Expense Report Account Generator Required

Define additional expenditure types, agreement types, billing cycles, invoice formats, transaction sources, and supplier types for intercompany billing

Define bill to and ship to sites for internal customer (for each provider operating unit)

Set up tax and configure for each provider operating unit in Oracle E-Business Tax to derive default tax classification codes on internal Oracle Receivables invoices

Set up tax and configure for each receiver operating unit in Oracle E-Business Tax to derive default tax classification codes on internal Oracle Payables invoices

Define an intercompany project type and project template(for each Operating Unit)

Define a project-related expense report template in Oracle Payables Required

Install and implement Oracle Inventory Required

Define project-related transaction types in Oracle Inventory Required

Install and implement Oracle Project Manufacturing RequiredInstall and implement Oracle Time & Labor RequiredSet profile options for project-related timecards OptionalImplement client extensions to route and approve timecards OptionalInstall and implement Oracle

Required

Payables and Purchasing forintegration with Oracle ProjectCostingSet the PA: Pay When Paid profile option to Yes RequiredSet up a document style with complex payment terms RequiredEnable project for automatic release of pay when paid invoices RequiredImplement Send AR

OptionalNotification workflow and enable project for AR receipt notificationImplement Pay When Paid client extension OptionalSet the profile option PA: Licensed to Use Project Billing RequiredDefine Receivables System Options Required

Set up tax in Oracle E-Business Tax and assign tax classification codes RequiredDefine payment terms 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 Optional

OptionalSet the profile option: PA Interface Unreleased Revenue to GL Optional

Implement billing extensions Optional

Implement labor billing 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 OptionalDefine agreement types RequiredDefine agreement templates Optional

Set the profile option PA: Maintain Unbilled Receivables and Unearned Revenue Balances

Enter prepayment receivables activities OptionalImplement funding revaluation factor extension OptionalImplement Advanced Required extension OptionalDefine customers RequiredDefine custom sources OptionalDefine journal line types OptionalDefine journal entry descriptions OptionalDefine mapping sets OptionalDefine account derivation OptionalDefine journal lines definitions OptionalDefine application accounting definitions Optional

OptionalAssign a subledger accounting method to a ledger OptionalUpdate post-accounting program assignments Optional

Set the profile option PA: Selective Flexfield Segment for AutoAccounting Required

Define accounting for labor revenue Required

Define accounting for expense report revenue Required

Define accounting for usage revenue Required

Define accounting for miscellaneous revenue Required

Define accounting for burden transaction revenue Required

Define accounting for inventory revenue Required

Define accounting for work in process revenue Required

Define accounting for supplier invoice revenue Required

Define accounting for event revenue Required

Required

Define accounting for realized gains Optional

Define accounting for realized losses Optional

Define accounting for interproject transactions OptionalDefine invoice rounding account RequiredDefine accounting for invoice write-offs Required

Optional

Assign application accounting definitions to a subledger accounting method

Define accounting for unbilled receivables, unearned revenue, and receivables

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

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

Define supplier sites for internal suppliers RequiredDefine bill to and ship to sites for internal customer RequiredDefine internal billing implementation options RequiredDefine provider and receiver controls Required

Required

RequiredDefine provider and receiver projects RequiredDefine the Supplier Invoice Charge Account for internal invoicing RequiredImplement Payables Open Interface Workflow RequiredImplement Inter-Project Billing extensions OptionalDefine billing implementation options RequiredDefine retention invoice format RequiredDefine account for unbilled retention

Install and implement Oracle Receivables Required

Define transaction types RequiredSet profile options for project invoices Required

Define Automatic Accounting in Receivables Optional

Define salespersons for sales credit Optional

Implement Receivables installation override extension Optional

Required

Optional

Define advertisement rules Optional

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

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 team templates Optional

Define staffing priority codes Optional

Implement assignment approval workflow Optional

Implement assignment approval workflow extensions Optional

Implement candidate notification workflow Optional

Implement candidate notification workflow extension Optional

Define forecasting options OU

Implement Discoverer reporting Required

Perform Oracle Discoverer post-installation tasks Required

Required SiteEnable workplan structure and workplan versioning Optional

Define additional progress statuses OptionalDefine work items OptionalDefine workplan change reasons Optional

Set the profile option PA: Task Managers Must be Project Members OptionalSet the profile option PA: Workplan Tasks Default View OptionalImplement workplan workflow extension OptionalEnable Deliverables on Project Templates RequiredDefine a Deliverable Type RequiredDefine a deliverable status OptionalImplement Supply Chain Integration OptionalImplement Billing Integration OptionalDefine financial plan types RequiredCreate additional period profiles OptionalCreate additional spread curves OptionalDefine planning resources OptionalDefine resource breakdown structures OptionalDefine planning rate schedules OptionalDefine budget change reasons OptionalImplement integration with Microsoft Excel OptionalDefine additional budget types OptionalDefine additional budget entry methods OptionalImplement budgetary controls Optional

Implement budget integration OptionalImplement integration with the Budget Execution module OptionalImplement client extensions for budgeting and forecasting OptionalImplement workflow for budgeting and forecasting OptionalDefine control item classifications RequiredDefine control item statuses OptionalDefine control item status lists Optional

Define additional control item priorities, level of effort, and source types OptionalDefine control item types RequiredImplement control item numbering extension OptionalImplement issue and change workflow extension OptionalImplement Microsoft Project integration RequiredDefine global business intelligence profile options RequiredSet default project performance reporting options OptionalDefine project performance reporting setup options RequiredDefine custom measures OptionalDefine page layouts OptionalDefine row sets OptionalCreate custom reports OptionalDefine key performance areas OptionalDefine performance statuses and indicators OptionalDefine performance rules RequiredDefine key performance area scoring rules RequiredConfigure e-mail notifications for automated status reports Optional

OptionalSet reporting pack address options RequiredSet reporting pack processing option OptionalCreate additional report templates OptionalDefine reporting pack RequiredSchedule the generation and distribution of reports Required

SiteDefine display columns OptionalImplement commitments from external systems OptionalImplement custom reporting strategy OptionalImplement commitment changes extension OptionalImplement project status inquiry extension OptionalDefine additional project status report sections OptionalOptional SiteDefine additional report types Optional

Optional SiteDefine additional reporting cycles OptionalDefine project status report reminder rules Optional

Schedule generation of exceptions and e-mail notifications, and calculation of scores

Define project status report workflow extension Optional

Required SiteDefine additional team member home page layouts OptionalSet the profile option PA: Team Home Page Layout Optional

Setup Level ResponsibilitySite General Ledger Setup

System AdministratorSite Projects Implementation Super UserBusiness Group Projects Implementation Super UserBusiness Group Projects Implementation Super User

Site System Administrator

Site Projects Implementation Super User


Site Projects Implementation Super UserSite Projects Implementation Super UserSite System Administrator

Ledger Projects Implementation Super UserLedger Projects Implementation Super User


Site Projects Implementation Super UserSite Projects Implementation Super User


OU (set at the responsibility level)



Site



OU Projects Implementation Super User

Business Group Projects Implementation Super UserSite Projects Implementation Super User

Business Group Projects Implementation Super UserBusiness Group Projects Implementation Super User

Site System AdministratorBusiness Group Projects Implementation Super UserBusiness Group Projects Implementation Super User

Business Group Projects Implementation Super UserSite Projects Implementation Super User

Site Projects Implementation Super UserOU Projects Implementation Super User

Business Group Projects Implementation Super UserSite Project Super UserSite Project Super UserSite System AdministratorSite System AdministratorSite System AdministratorSite System AdministratorSite Projects Implementation Super UserSite Projects Implementation Super UserSite

System AdministratorSite System AdministratorSite Projects Implementation Super UserSite Project Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserBusiness Group Projects Implementation Super UserSite Project Super UserBusiness Group Project Super User

Business Group Project Super User


Site Projects Implementation Super UserSite System AdministratorSite / OU System AdministratorSite System Administrator


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

Site System AdministratorSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super User

Site System AdministratorSite System AdministratorSite Projects Implementation Super User

Site Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserOU Projects Implementation Super UserSite Projects Implementation Super User

Site System AdministratorSite Projects Implementation Super UserSite Projects Implementation Super User

Site Project Super UserSite Project Super UserSite Projects Implementation Super UserSiteSite Project Super UserSite Defined in PLMSite Projects Implementation Super UserSite Projects Implementation Super UserSite System AdministratorSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super User

Ledger Projects Implementation Super UserLedger Projects Implementation Super User

Ledger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super User

OU (AutoAccounting,Projects Implementation Super Userbased on PJF)








Site Projects Implementation Super UserOU (based on PJF) Projects Implementation Super User

OU (based on PJF) Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super UserOU (based on PJF) Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserOU Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite / Exclusions OU Projects Implementation Super UserSite Projects Implementation Super User



OU Projects Implementation Super UserOU Projects Implementation Super UserSite Workflow BuilderSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserOU System AdministratorSite Projects Implementation Super UserSite Projects Implementation Super User


Site System AdministratorSite Projects Implementation Super UserSite Projects Implementation Super User

OU Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super User

See individual definitions Projects Implementation Super UserOU Defined in Oracle Payables or Oracle Purchasing


OU Defined in Oracle Payables or Oracle Purchasing

OU Projects Implementation Super UserOU Projects Implementation Super User

OU Tax Managers

OU Tax ManagersOU Projects Implementation Super User


OU Projects Implementation Super UserOU Projects Implementation Super UserOU Workflow BuilderOU Workflow BuilderOU Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super UserSiteSite System Administrator

Site Workflow BuilderSite Workflow Builder

Site Workflow BuilderOU Projects Implementation Super UserSite Payables ManagerSite Payables Manager

Site System AdministratorSite Internet Expenses

Site System AdministratorSite System AdministratorSite Workflow Builder

Site Payables Manager

Inventory

Site Oracle Time & LaborSite System AdministratorSite Projects Implementation Super User

Site System AdministratorResponsibility System AdministratorOU Purchasing Implementation UserProject Type, Project Projects Implementation User

Responsibility Projects Implementation Super UserSite Projects Implementation Super UserSite System AdministratorOU Receivables Manager (Defined in Oracle Receivables)

OU Projects Implementation Super UserSite Projects Implementation Super User

OU (based on PJF)

ProjectsImplementationSuper User

Site


Site


Site


Site


Site


Site (by Inventory Organization)



Site


Site System AdministratorOU (can vary by OU) System Administrator

Site


Site


Site


Site


Site


Site


Site


Site


Site


Site Projects Implementation Super UserOU

OU Receivables Super UserSite Projects Implementation Super UserSiteOU Receivables ManagerLedger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super User

Ledger Projects Implementation Super UserLedger Projects Implementation Super UserLedger Projects Implementation Super User

Site (cannot vary by OU) Projects Implementation Super User

Projects Implementation Super User












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


OU (AutoAccounting based on PJF)













OU

Purchasing Super User, Payables ManagerDefined in Oracle Payables or Purchasing

OU Receivables Manager

OU

Purchasing Super User, Payables ManagerDefined in Oracle Payables or Purchasing

OU Receivables ManagerOU Projects Implementation Super UserOU Projects Implementation Super User

OU Tax Managers

OU Projects Implementation Super UserOU Workflow BuilderOU Workflow BuilderSite Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super UserOU Projects Implementation Super User

OUReceivables ManagerDefined in Oracle Receivables


OU System Administrator



SiteReceivables ManagerDefined in Oracle Receivables




Site Project Super User

Site Project Super User


Site

Site

Site

Site

Site

Site

System AdministratorOU Project Super User


Site System AdministratorSite System AdministratorSite System AdministratorOU Project Super UserSite Project Super UserSite Projects Implementation Super UserSiteOU Projects Implementation Super UserSite Project Super UserSite Project Super UserSite Project Super UserSite Project Super UserSite Project Super UserOU Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super UserSite Projects Implementation Super User



Site Projects Implementation Super UserSiteSiteSiteSite Projects Implementation Super UserSite Projects Implementation Super UserSite Project Super User

Site Projects Implementation Super UserSite Project Super UserSiteSiteSite Project Super UserSite System AdministratorSite System AdministratorSite Project Super UserSite Project Super UserSite Project Super UserSite Project Super UserSiteSite Project Super UserSite Project Super UserSite Project Super UserSite Project Super UserSite

Site Projects Implementation Super UserSite System AdministratorSite System AdministratorSite XML Publisher AdministratorSite Project Super UserSite Project Super User

Site Projects Implementation Super UserSiteSiteSiteSiteSite Project Super UserProject Super UserSite Project Super User

Site Projects Implementation Super UserSite Project Super User



Site

System AdministratorSite Project Super UserSite System Administrator

oracle projets suite setup checklist

Documents

profile option

save valuable

profile option

define rate

receiver operating

provider operating

receivables

payables manager