How to Enable Personalization link for OAF Pages

Set the values of following profiles to enable Personalization Page link in OAF Page

Profile Name	Value
FND: Personalization Region Link Enabled	Yes
Personalize Self-Service Defn	Yes
Disable Self-Service Personal	No

Timecard in Submitted Status and Workflow Stuck

After user submits timecard for approval,the following error occurs.

Failed Activity Create Application Period Information
Activity Type Function
Error Name 100
Error Message ORA-01403: no data found ORA-01403: no data found
Error Stack HCAPPRWF.hxc_approval_wf_pkg.create_appl_period_info(HXCEMP, 9229, 167049, RUN, HXC_APPROVAL_WF_PKG.generate_app_period10) Wf_Engine_Util.Function_Call(HXC_APPROVAL_WF_PKG.create_appl_period_info, HXCEMP, 9229, 167049, RUN)

To implement the solution, please execute the following steps:

1. Go into the responsibility: Global OTL Application Developer.

2. Navigate to Preferences > Preferences.

3. Locate Preference Node for preference Time Store Approval Periods and set the value to the same period as used by preference Self Service Timecard Period for a Worker

4. Retest the issue.

5. Migrate the solution as appropriate to other environments.

How to remove bursting control file

Upon attaching a bursting control file to a data definition to test the functionality. Now there is no option to get rid of it, unfortunately there is no delete button or anything similar in XML Publisher Administrator. How can I delete the file?

Solution:

There is no option to set any inactive_date or delete the file on the whole. But you can, if you have access to the database the following option, to vanish the file:

DELETE
FROM XDO_LOBS
WHERE LOB_CODE=<DATA_DEFINITION_CODE>
AND LOB_TYPE='BURSTING_FILE';

How To Re Compile A Concurrent Program Parameter Descriptive Flexfield ( DFF)

Issue: The descriptive flexfield with application name XX(XX) and name $SRS$.XX ($SRS$.XX) is not compiled. Please contact your system administrator"

Solution:

We can retrieve and check the flexfield context definition by running the following SQL statement:

select *
from FND_DESCR_FLEX_CONTEXTS_VL
where descriptive_flexfield_name like '%IBY_FC_CREATE_SETTLE_BATCHES%'

To compile the parameter flexfield use the following steps:

1. System Administrator > Concurrent Request > Program > retrieve the concurrent program (e.g.XXABC_Report).

2. Click Parameters button.

3. Update description of one parameter e.g. add XX to description of P_CONC_PROGRAM_NAME parameter for example: Concurrent Program Name XX

4. This will trigger compilation of this DFF (internally it will run a PL/SQL package, not a concurrent request).

5. If you want the original description to remain, revert back the changes in step 3 and save.  This will force another recompilation and description will remain as seeded.

6. Test again the concurrent program.  It should not fail this time.

How to Prevent Users From Submitting Blank Timecard

The seeded functionality allows blank timecards to be successfully submitted where the attributes (Project, Task and Expenditure Type) and also the hours are NULL.

To prevent a blank timecard from being submitted by users, you can implement a time entry rule using seeded fast formula 'Period Hours vs Time Category ( Seeded formula)'.

Steps for creating the time entry rule:
- Create a time entry rule with formula 'Period Hours vs Time Category ( Seeded formula )'.  Formula Inputs:
   Period: <user's timecard period>
   Period Hours: 0
   Operator: Equal To
   Time Category: Project Processing Fields
- Create a time entry rule group which includes this time entry rule.  Choose your desired outcome.
- Assign this time entry rule group to employees via OTL preference 'Time Store Time Entry Rules'
- Retest by trying to submit a blank timecard.

OTL: How to prevent users from submitting timecards in OTL without Project info

Create a new Time Entry Rule to ensure that Projects Timecard fields are always required: 

Navigate to OTL Application Developer > Time Entry Rules > Define Time Entry Rules
Create a new Time Entry Rule with the following values:
Usage: choose the type proper for you (e.g Submission / Resubmission)
Formula: Mandatory timecard fields (Seeded Formula)
Formula Inputs: Projects Processing Fields
From: (e.g 01-Jan-1951)
Save it.


Go to Time Entry Rules > Define Time Entry Rule Groups
Create a new Time Entry Rule Group and choose the Time Entry Rule you just created, outcome: Error
Save it.

Go to Preferences
Add "Time Store Time Entry Rules" Preference to your main node and pick the Time Entry Rule Group you just created.
Save it.

If you want to make individual fields on the Project timecard to be Mandatory then you need to create a time category for each field and reference that time category in a separate Time Entry Rule that uses " Mandatory timecard fields (Seeded Formula)".

Unable to Void Payment

Check these 2 queries.

Query #1:

SELECT SUM(NVL(aid.amount,0))
FROM ap_invoice_payments_all aip,
ap_invoices_all ai,
ap_invoice_distributions_all aid,
ap_invoice_distributions_all aid2
WHERE aip.check_id = &CHECK_ID
AND ai.invoice_id = aip.invoice_id
AND ai.invoice_type_lookup_code = 'PREPAYMENT'
AND ai.invoice_id = aid2.invoice_id
AND aid2.line_type_lookup_code = 'ITEM'
AND aid.prepay_distribution_id = aid2.invoice_distribution_id;

-> If amount returned <> 0 then it means that prepayment has not been unapplied completely.Solution would be to unapply the prepayment and account that event.

Query #2:

SELECT aid.* FROM ap_invoice_distributions_all aid_prepay,
ap_invoice_payments_all aip,
ap_invoices_all ai_prepay,
ap_invoice_distributions_all aid,
ap_invoice_distributions_all aidp
WHERE aip.check_id = &CHECK_ID
AND aip.invoice_id = ai_prepay.invoice_id
AND ai_prepay.invoice_type_lookup_code = 'PREPAYMENT'
AND aid_prepay.invoice_id = ai_prepay.invoice_id
AND aid_prepay.invoice_distribution_id = aid.prepay_distribution_id
AND aid.prepay_distribution_id IS NOT NULL
AND aid.parent_reversal_id IS NOT NULL
AND aid.amount > 0AND nvl(aid.posted_flag, 'N') = 'N'
AND aid.invoice_id = aidp.invoice_id
AND aid.invoice_line_number = aidp.invoice_line_number
AND aid.parent_reversal_id = aidp.invoice_distribution_id
AND aid.prepay_distribution_id = aidp.prepay_distribution_id
AND nvl(aidp.posted_flag, 'N') = 'Y';

-> If this query returns data that means Prepayment unapplication event on the invoice has not been accounted.Solution is to make sure the standard invoice, on which the Prepayment is applied, has been validated and create new accounting.

How to Distribute Expenditure Cost

In PA_EXPENDITURE_ITEMS_ALL table,

If system_linkage_function(OT & ST) is "Timecards" then run "PRC: Distribute Labor Costs" program to distribute the cost.

If system_linkage_function(USG, INV, WIP & PJ) is "Usages or Inventory or Work In Process or Miscellaneous Transactions" then run "PRC: Distribute Usage and Miscellaneous Costs" program to distribute the cost.

If system_linkage_function(VI & ER) is "Supplier Invoices or Expense Reports" then run "PRC: Distribute Supplier Cost Adjustments" program to distribute the cost.

If system_linkage_function(BTC) is "Burden Transactions" then run "PRC: Create and Distribute Burden Transactions" program to distribute the cost. 

PA_NO_PROJFUNC_CURR_RATE - Project Functional Currency Error

PRC: Distribute Misc and Usage Costs has the following error:

Error: PA_NO_PROJFUNC_CURR_RATE

Complete the below setup to resolve the error.

• Go to Implementation Options Screen-> Currency Tab and verify the setup what is the date and type.
• Go to Expenditure Inquiry screen and query the problematic Lines.
• Click on Show Field and Add the Following Fields
• Transaction Currency
• Project Currency
• Project Functional Currency.
• Expenditure Item Date ( If in Implementation Options form expenditure date is setup to be considered, else the corresponding field based on the setup in Implementation form)
• Note Down All the Above Values
• Go to GL Responsibility --> Setup --> Currency-->Rates-->Daily.
• Make sure that a rate exist for the following combination.
• Transaction Currency/Project Currency for the Corresponding Date and Type.
• Transaction Currency/Project Functional Currency for the Corresponding Date and Type.
• Project Currency/Project Functional Currency for the Corresponding Date and Type.
• Save the Changes and re-test the issue.

Book Controls: Changing Divide Depreciation Field: FRM-40200: Field is Protected Against Update

Issue:  
The Divide Depreciation drop down box on the Book Controls screen does not allow update.

Solution:
The Divide Depreciation value for the Asset Book can be changed when the first period of a new fiscal year is the current period.

Make this change after the opening of a new fiscal year.

PA_FUNC_SECURITY_ENFORCED - While creating events through API from Custom Page

Error:

PA_FUNC_SECURITY_ENFORCED - While creating events through API from Custom Page

Solution:
The following functions needs to be added in the Custom menu created for Event creation.

Events maintainence for single project

Activity Management Gateway:Create Event

Activity Management Gateway:Delete Event

Activity Management Gateway:Update Event

Activity Management Gateway:Delete Event OK

Invoice Events Maintainence

Revenue Events Maintainence

CE: Error: FUN_INTRA_RULE_NOT_ASSIGNED' Validating a Bank Account Transfer

Error :

1. FUN_INTRA_RULE_NOT_ASSIGNED
2. Intercompany balancing was unable to generate the intercompany account
3. The intercompany account generated by the intercompany balancing rules is invalid
4. The intercompany account generated by the intercompany balancing rules is invalid

Cause:

The issue is caused as The Intercompany Balancing Rules are not set up.

Solution:

In order to correctly setup The Intercompany Balancing Rules, please follow the steps:

Responsibility - General Ledger

1.Navigate - Setup - Financials - Accounting Setup Manager
2.Find your Ledger
3.Update Accounting Options
4.Operating Units - Update
5.Confirm your Operating Units have been added, or add them if they are not already there.
6.Return to Accounting Options.
7.Intercompany Accounts - Update

8.Define Relationships between your Legal Entities
8.1.For your First Legal Entity
8.2.Click Define Relationships
8.3.Click Add Another Row
8.4.Transacting Balancing Segment = Enter the Balancing Segment Value for your first Legal Entity
8.5.Trading Partner Legal Entity = Enter the name of your Second Legal Entity
8.6.Trading Partner Balancing Segment Value = Enter the Balancing Segment Value for your second Legal Entity
8.7.Click Define Accounts
8.8.Enter your Intercompany Receivables Account
8.9.Enter your Intercompany Payables Account
8.10.Click Apply
8.11.Click Cancel
8.12.For  your second Legal Entity
8.13.Click Define Relationships
8.Click Add Another Row
8.15.Transacting Balancing Segment = Enter the Balancing Segment Value for your second Legal Entity
8.16.Trading Partner Legal Entity = The name of your First Legal Entity
8.17.Trading Partner Balancing Segment Value = Enter the Balancing Segment Value for your first Legal Entity
8.18.Click Define Accounts
8.19.Enter your Intercompany Receivables Account
8.20.Enter your Intercompany Payables Account
8.21.Click Apply
8.22.Click Cancel
8.23.Change Status to Complete
8.24.Click Done

9.Intercompany Balancing Rules - Update
9.1.For your First Legal Entity (LE)
9.2.Create Rule
9.2.1.Source = Cash Management
9.2.2.Category  = Bank Transfers(1)
9.2.3.Balancing Details Tab
9.2.3.1.Populate Debit Balancing Segment Value  - Specific Value you created for your LE
9.2.3.2.Populate Credit Balancing Segment Value  - Specific Value you created for your LE
9.2.3.3.Populate Debit Account
9.2.3.4.Populate Credit Account
9.2.4.Options Tab
9.2.4.1.Default Clearing Balancing Segment Value - Specific Value you created for your LE
9.2.5.Balancing Details Tab
9.2.5.1.Populate Debit Balancing Segment Value  - All Other
9.2.5.2.Populate Credit Balancing Segment Value  - All Other
9.2.5.3.Populate Debit Account
9.2.5.4.Populate Credit Account
9.3.Create Rule
9.3.1.Source = Other
9.3.2.Category  = Other
9.3.3.Balancing Details Tab
9.3.3.1.Populate Debit Balancing Segment Value  - All Other
9.3.3.2.Populate Credit Balancing Segment Value  - All Other
9.3.3.3.Populate Debit Account
9.3.3.4.Populate Credit Account
9.3.4.Options Tab
9.3.4.1.Default Clearing Balancing Segment Value - Specific Value you created for your LE
9.4.For  your second Legal Entity
9.5.Create Rule
9.5.1.Source = Cash Management
9.5.2.Category  = Bank Transfers(1)
9.5.3.Balancing Details Tab
9.5.3.1.Populate Debit Balancing Segment Value  - Specific Value you created for your LE
9.5.3.2.Populate Credit Balancing Segment Value  - Specific Value you created for your LE
9.5.3.3.Populate Debit Account
9.5.3.4.Populate Credit Account
9.5.4.Options Tab
9.5.4.1.Default Clearing Balancing Segment Value - Specific Value you created for your LE
9.5.5.Balancing Details Tab
9.5.5.1.Populate Debit Balancing Segment Value  - All Other
9.5.5.2.Populate Credit Balancing Segment Value  - All Other
9.5.5.3.Populate Debit Account
9.5.5.4.Populate Credit Account
9.6.Create Rule
9.6.1.Source = Other
9.6.2.Category  = Other
9.6.3.Balancing Details Tab
9.6.3.1.Populate Debit Balancing Segment Value  - All Other
9.6.3.2.Populate Credit Balancing Segment Value  - All Other
9.6.3.3.Populate Debit Account
9.6.3.4.Populate Credit Account
9.6.4.Options Tab
9.6.4.1.Default Clearing Balancing Segment Value - Specific Value you created for your LE

FRM-92095: Oracle Jinitiator Version Too Low Please Install Version 1.1.8.2 Or Higher

While accessing Oracle Application forms, we may encounter the issue - FRM-92095: Oracle Jinitiator Version Too Low  Please Install Version 1.1.8.2 Or Higher

The workaround available to resolve the issue is as follows,

Ensure that all browser windows are closed.

Access the Advanced System settings from the Control Panel.

On a Windows 7 client machine, this is done as follows : Navigate to the Control Panel, select the System item, select the Advanced system settings option.

On a Windows XP client machine, this is done as follows : Navigate to the Control Panel, locate and open the System item, in the System Properties dialog, navigate to the Advanced tab.

Select the Environment Variables button.

Go through both the User variables box and the System variables box, looking for an existing variable called JAVA_TOOL_OPTIONS.

Assuming no existing JAVA_TOOL_OPTIONS variable is found, select the New button in the System variables block, at the bottom of the screen.

In the resultant New System Variable dialog, create a new variable with the following information:

Variable name  : JAVA_TOOL_OPTIONS

Variable value : -Djava.vendor="New Oracle"

(Note the leading hyphen "-" in the value)

Select the OK button in the Environment Variables dialog, then the OK button in the System Properties dialog to save this change.

This works by changing the vendor information for Java from Oracle to anything else; using the string "New Oracle" will avoid confusion; you can use the "Sun Microsystems Inc." string too.

This then stops the Java code in Forms 10g from thinking that the Java client is an older version of JInitiator, which is no longer supported - hence the confusing message.

Oracle Project Resource Management Setup Steps

PJRM Set-Up

1.    PA: Licensed to use Project Resource Management - Yes

2.    Create a Project type - Indirect with Administrative / Unassigned Time Check-box enabled

3.    Create a Project Template - T, Unassigned Time

4.    Create a project P, Unassigned Time

5.    Enable the "Organization Planning" check-box in Project Type and Save It

6.    Set Forecasting Implementation Options

7.    Set the look-up code - STAFFING_PRIORITY_CODE (Low/Medium/High)

8.    Set the look-up code - PROJECT_JOB_LEVEL (1/2/3/4/5)

9.    For HRMS, DFF - Human Resources - Extra Job Information

a.    Unfreeze the field

b.    Select the Job Category

c.    Segments

d.    Project Job Level

e.    Save It

f.     Freeze the field and compile the DFF

10.  In HRMS, Security > Information Types Security

a.    Query the Window

b.    Global HRMS Manager / Global Super HRMS Manager

c.    Add Job Category in Information Types

11.  In HRMS, Work Structures > Job > Description

a.    Select any Job - Architect Designer

b.    Extra Information > Job Category

                          i.        Category Name

                         ii.        Billable

                        iii.        Include in Utilization

                       iv.        Project Job Level

                        v.        Project Job Code

                       vi.        Schedulable

12.  Projects > Setup > Projects > Roles > Job

a.    Enter the Financial Forecasting & Resource Searching

13.  In CRM Resource Manager,

a.    Import Resources > Search Resources > Start Import

14.  Set PA: Default Calendar profile option

15.  Add "PRC: Generate Calendar Schedule for a Single Calendar" in the request group

16.  Run "PRC: Maintain Project Resources" in PJT

17.  Add Requirement > Check

Status Problems:

Please go to the Statuses form (Setup-->System-->Statuses).

Query the following:

Status Type = Candidate

Make sure that every record with this status type has the 'Next Allowable Status' set to 'All'.

Status Type = Requirement

Make sure that every record with this status type has the 'Next Allowable Status' set to 'All'.

Save the change.

Retest the issue.

Profile Options:

PA: Require Work Type Entry for Expenditures	No
PA: Resource Utilization Calculation Method	Total Worked Hours
PA: Resource Utilization Period Type	GL Period
PA: Utilization Manager Default Calculation Method	Capacity
PA: Utilization Manager Default Period Type	GL Period
PA: Starting Requirement Status	Open
PA: Starting Assignment Status	Provisional
PA: Default Starting Candidate Status	Pending Review
PA: Default Calendar	Calendar
BIS: Enterprise Calendar	Calendar
BIS: Period	13 PERIOD
BIS: Global Start Date (mm/dd/yyyy)	01/01/1951
PA: Global Week Start Day	Monday

Time Category Delete Script

Script to delete time category

/
declare
cursor c1 is
select *
 from hxc_time_category_comps
 where value_id in (select to_char(project_id)
                      from pa_projects_all
                     where segment1 in ('xxx','xxx'));
begin
for i in c1 loop
hxc_time_category_comp_api.delete_time_category_comp
                                (  p_time_category_comp_id   => i.time_category_comp_id
                                     ,p_object_version_number   => 1
                                   );
end loop;                                 
Commit;
end;
/

Project Accounting - A General Idea

Oracle Projects

Explain in few words about Project Costing

Project Costing module helps in calculating the cost and accounting of a project. It also interacts with other modules such as Payables, Purchasing to interface costs related to a project.

Explain in few words about Project Billing

Project billing module helps in calculating the revenue and billing of a project. It helps in generating invoice for a customer project based on the customer agreement on that project, typically based on agreed upon bill rates, payment terms etc. Invoice is generated to the customer based on the number of hours worked on the project. Project Billing also helps to perform milestone billing based on the percent of work done. Revenue and Invoice accounting also done using project billing.

Explain in few words about Project Management

Project Management module helps project managers to manage the project effectively by providing them the visibility of a project (how the project performs, what is the status of the project, any issues in the project etc).

Financial Plans help project managers to effectively plan the budget of a project. Using Change management the financial plans can be managed effectively. Status Reporting feature helps to communicate the project status to the stake holders of the project.

Explain in few words about Project Resource Management

Project Resource Management module helps project managers to effectively manage the schedule of the project using the available resources. It helps in scheduling of the resources across various tasks of the project based on the resource availability. It also provides capabilities to staff various resources in an organization to a project by raising resource requirements. Project managers also can raise resource requirements for a particular open position in a project and can also mention the resource competencies required for that position.

How Project accounting interacts with Accounts Payables module?

Project related Supplier invoices are created in Accounts Payables module. This is a cost against the project and hence has to be transferred from payables to oracle projects. To interface the supplier costs, PRC: Interface Supplier Costs process can be run. This process fetches all the approved and yet to be interfaced invoices to the projects module.

These invoices are transferred to Projects module as expenditure items. Each eligible invoice distribution in an invoice is transferred as an expenditure item to projects module. The cost of the item is same as the invoice distribution amount.

How Project accounting interacts with purchasing module?

Project related Purchase Orders are created in Oracle Purchasing module. This is a cost against the project and hence has to be transferred to oracle projects.

There are 2 ways to do this.

1) Create a Supplier invoice against the PO. Then interface the supplier invoice to projects module.

2) In case when we cannot wait for an invoice to be create, we will have to transfer the PO cost directly to projects. This can be done by creating a Purchase receipt against that PO. Then interface the receipts directly to projects module.

To interface the Purchase Receipts, PRC: Interface Supplier Costs process can be run. This process fetches all the receipts matched against  the project related PO.

Receipt distributions are interfaced to projects module as expenditure items.

How to use global project without Project Billing for two different legal entities and Ledgers?

You can use Cross–Charge Client Extensions

Explain about the cost distribution process in project costing

Project costing module calculates costs for expenditure items which are not yet costed. For example the timesheets transferred from OTL module are interfaced as uncosted expenditure items. The cost for those timesheets are yet to be calculated.

Cost can be derived by the use of cost rates setup against the project. Cost rates can be setup against a specific organization, Job or an employee. For example if 8 hours is worked on a project in a day and the cost rate for the timesheet’s employee is 100 usd / hour. Then the cost of that employee on that day is 8 x 100 = 800 USD.

There can be additional costs associated with a project. For example, to perform the 8 hours of work on that day, an employee might have used additional resources such as internet, telephone, electricity etc. These costs are called as indirect costs or burdened costs.

How does AutoAccounting work?

For each accounting transaction, you define rules to determine the appropriate account to charge. Each accounting transaction is identified by an AutoAccounting function. AutoAccounting functions are components of programs that you submit to generate accounting entries.

How do you implement AutoAccounting?

The steps are as follows: 

a). Design your AutoAccounting setup based on your implementation data. 

b). Define lookup sets. Navigation – Setup/AutoAccounting/Lookup Sets. 

c). Define rules. Navigation – Setup/AutoAccounting/Rules. 

d). Assign rules for each function. Navigation – Setup/AutoAccounting/ Assignments. 

How does AutoAccounting compare to Workflow Account Generator?

Both the account generation processes in Oracle Workflow and AutoAccounting in Oracle Projects can create account numbers dynamically, based on transactions in Oracle Projects.

How can I find out which parameters are valid for an AutoAccounting Function?

Run the IMP: AutoAccounting Functions report.

Can I create or edit existing AutoAccounting transactions?

Oracle Projects predefines AutoAccounting transactions; you cannot modify them, or define additional transactions.

Submitting the Interface Supplier Costs Process

The PRC: Interface Supplier Costs process retrieves the following items and interfaces them from Oracle Purchasing and Oracle Payables to Oracle Projects:

§  All eligible accounted, project-related supplier invoice distributions

§  All eligible receipt accrual information from Oracle Purchasing

§  Tax lines for project-related intercompany invoices

All eligible accounted payment discounts that are distributed to project-related invoice distributions Project Management:

What are the two main types of project structures in Oracle Projects?

Workplan structures: made up of tasks that plan, track (through progress) and deliver projects on time.

Financial structures: are comprised of tasks that track billing, costs, budgets, and other financial information for individual projects.

Are budgetary controls used in PJT?

No. Budgetary controls are used in Project Costing only.

What is the use of a Deliverable?

Deliverables allow you to define and track the required outputs a project or a specific task will require in order to successfully complete them within a certain period of time.

Which type of structural integration between the Workplan and Financial Plan allows for actuals (effort/cost) to roll up to the Workplan? 

For a Fully Shared WP and FP structures only.  For all other methods the WP (WBS) is used to gather statistics such as progress on a project and the FP (FBS) is used to gather financial data including commitments and actuals.

What form of integration between the WP and FP is most appropriate?

The degree to a project’s workplan and financial structures are integrated depends on the customer’s business model and their project management requirements.  The tracking of a project's planning and finances. You can plan work, cost, and revenue against a single structure of tasks, or you can define separate project structures. This flexibility allows project managers to manage work at the level of detail they require while still supporting the needs of the finance organization for cost collection and budgeting.

What page is used to enable the different structures and determine the form of integration between the WP and FP?

In a project template, navigate to the Structures setup option.

In a project, navigate to the Project > Setup > Structures page (if enabled in the template) to change how the structures are shared.

What form of integration between the WP and FP allows the use of the same task structure while permitting the differentiation of  certain tasks between WP and FP functionality in which some tasks belong to either exclusively while other tasks shared both a WP and FP function?

Partially Shared structural integration

Where should structures be setup?

Within project templates which allows reuse of their parameters and settings as defaults when entering new projects.

In order to take advantage of baseline, approval and publication functionality in WPs, including work flow notifications, what is required?

Enable Workplan versioning in the Workplan Structure Information Page for project templates and projects.

Is it possible to enable the structure (financial, workplan or deliverable) and change the configuration at any point in time during the life of the project? 

Yes, if allowed.

Are the summarization processes required to populate the project performance base summary tables with incremental cost/effort data changes entered in the transactional system?

Yes

What is required for the Work Breakdown Structure (WBS) and any updates to the WBS to be carried through to the Financial Breakdown Structure (FBS) for fully or partially shared structures?

The working version of the WP/WBS structure has to be published.   Note that the "PRC: Process Structure Updates" process must be submitted after any change is made to the WBS structure (eg: such as new project-task links for programs).

How can you easily maintain structures? Is it only done through HTML? Or can you maintain them in FORMS? 

Workplan and the new model Financial Structure are maintained in Self Service Applications (OA Framework / html).  Burdening and billing are still done in forms because most costing entry is still done through core PA.  Budgetary Control (core PA forms feature for Budgeting) does not exist in Self Service or PJT.

If I am using the 3rd party Microsoft Projects product can I maintain the financial structure AND workplan structure in the same .mpp file?  Can this only be done under a Partially Shared scenario as well?

Yes, MSP stores fully shared information. PJT also enabled MSP integration with Partially Shared structures. 

In order to pull in Actuals onto the Workplan structure that is FULLY shared you need to run the summarization processes .  Which ones? 

After PSI summarization, there are 2 new processes that need to be run to update effort & actuals in the workplan.

 - Update Project & Resource Base Summaries - This makes sure that the summarized base views are updated after changes to the workplan/financial plan structures, or creation of a new one.  It's an incremental process, so if there are no changes to the workplan, then we should just be able to update the proj performance data

 - Update Project Performance Data - This process incrementally adds new summarized amounts into the new structure views.   (Note: to rebuild existing performance data, run the associated refresh processes instead).

The Resource Breakdown Structure (RBS) can be associated to the WP through which page and requires what?

The RBS is associated to the WP using the current reporting version of the RBS and according to the integration method via the Additional Workplan Options : Plan Settings page (Project: WP Tab: Setup: Plan Settings)

To update projects with the latest resource breakdown structure version what process must be run?

The PRC: Process Resource Breakdown Structure Updates process

What are the seeded Resource Classes available?

People, Equipment,  Material Items and Financial Elements

What does quantity represent for the resource classes?

For People and Equipment class resource assignments, quantity is equivalent to effort, while for Material Item and Financial Element class resource assignments, quantity refers directly to the number items or elements used or consumed.

What is a program and how is it linked to other programs or projects?

A program is a project to which you can link other related projects. A program hierarchy consists of related projects rolling up to the program through their task structures.

Oracle Project Billing Flow:

1.       Create a Project using an appropriate Template with Tasks, Key members and

Customers who are having a valid Billing Contact. Change the Billing Setup as

Event/Event. Change the Project Status as Approved

2.       Create Agreements and Fundings for that Project.

3.       Create Approved Cost Budget and Approved Revenue Budget for the Project and

Baseline those Budgets.

4.       Create Events accordingly. Give any type of Event for a Task. Number of lines of

an Invoice is dependent upon number of Events.

We can create any number of Events for a Task. All these Events will appear as

Lines in Invoice.

5.       Run the PRC: Generate Draft Revenue for a Single Project program to generate Draft Revenue. Check this in Revenue Review.

6.       Run the PRC: Generate Draft Invoices for a Single Project program

to generate Draft Invoice Check it in Invoice Review and Approve and Release that

Invoice.

7.       Now, Run PRC: Interface Invoices to Receivables program to interface the Invoice 

to Receivables. Now all the Invoices will be in RA_INTERFACE_LINES_ALL

8.       Now, Run the Autoinvoice Master Program in Receivables. Batch Source is PROJECTS INVOICES. Now, the Invoices are successfully imported. 

How to Interface a Capital Project to Fixed Assets 

1) Distribute all Expenses 

2) Distribute Burden Costs

3) Post the transactions to GL and Tieback.

4) Summarize the costs using the programs - Update or Refresh Project Summary Amounts

5) To create asset lines, run PRC:Generate Asset Lines

6) To interface the assets to FA, run PRC:Interface Assets