Oracle Project Public API - Project Budgets

Package Name: Create Budget

Internal Name: PA_BUDGET_PUB

Description: This package contains the public AMG APIs for Budgets that will be used by the external system for preparing budget and use the API's to interface the budget and budget line into Oracle Projects.

APIs (Functions and Procedures):

Name	Internal Name	Description
Create Budget Line	ADD_BUDGET_LINE	This API is used to add a budget line to a working budget in Oracle Projects for a given project and budget type.
Create Draft Budget	CREATE_DRAFT_BUDGET	This API is used to create a draft budget and its budget lines in Oracle Projects for a given project, using a selected budget type and budget entry method.
Create Multiple Budgets- Load Budget Line	LOAD_BUDGET_LINE	This API is used to load a budget line to a global PL/SQL table.
Create Multiple Budgets-Clear	CLEAR_BUDGET	This API is used clear the global data structures set up during the Initialize step.
Create Multiple Budgets-Create Draft Budget	EXECUTE_CREATE_DRAFT_BUDGET	This API is used to create a budget and its budget lines using the data stored in the global tables during the Load process.
Create Multiple Budgets-Execute Calculate Amounts	EXECUTE_CALCULATE_AMOUNTS	This API is used to calculate the raw cost, burdened cost, and revenue amounts using existing budget lines for a given project and budget type In order to execute this API, the following list of API's should be executed in order of sequence.
Create Multiple Budgets-Fetch Calculate Amounts	FETCH_CALCULATE_AMOUNTS	This API is used to get the raw cost, burdened cost, and revenue amounts by budget line from global records updated by the API In order to execute this API, the following list of API's should be executed in order of sequence.
Create Multiple Budgets-Initialize	INIT_BUDGET	This API is used to set up the global data structures that other Load Execute Fetch procedures use to create a new or update an existing draft budget in Oracle Projects In order to execute this API, the following list of API's should be
Create Multiple Budgets-Initialize Calculate Amounts	INIT_CALCULATE_AMOUNTS	This API issued to set up the global data structures used by the Load Execute Fetch API CALCULATE_AMOUNTS In order to execute this API, the following list of API's should be executed in order of sequence.
Create Multiple Budgets-Load Fetch Line	FETCH_BUDGET_LINE	This API is used to retrieve the return status returned during the creation of a budget line from a global PL/SQL table.
Delete Budget Line	DELETE_BUDGET_LINE	This API is used to delete a budget line from a working budget in Oracle Projects for a given project and budget type.
Delete Draft Budget	DELETE_DRAFT_BUDGET	This API is used to delete a working budget in Oracle Projects for a given project and budget type.
Fetch Calculate Amounts	FETCH_CALCULATE_AMOUNTS	This API is used to get the raw cost, burdened cost, and revenue amounts by budget line from global records updated by the API
Get Budget Amounts	CALCULATE_AMOUNTS	Using the PA_CLIENT_EXTN_BUDGET extension, you can use the public API CALCULATE_AMOUNTS to recalculate raw cost, burdened cost, and revenue amounts for existing budget lines.
Update Budget	UPDATE_BUDGET	This API is used to update the working budget with its budget lines in Oracle Projects for a given project.
Update Budget Line	UPDATE_BUDGET_LINE	This API is used to update an existing budget line of a working budget in Oracle Projects for a given project and budget type.
Update Multiple Budgets	EXECUTE_UPDATE_BUDGET	This API is used to update a budget and its budget lines using the data stored in the global tables during the Load process.
Verify Budget Amounts	BASELINE_BUDGET	This API is used to baseline an existing budget in Oracle Projects for a given project and budget type

Oracle Project Public API - Project Resources

Internal Name: PA_RESOURCE_PUB

Description: This package contains the public AMG APIs that will be used to export the resource lists and the resources they include to the Oracle Projects. Oracle Projects updates its resource information accordingly.

APIs (Functions and Procedures):

Name	Internal Name	Description
Create Multiple Resource Lists-Clear	CLEAR_CREATE_RESOURCE_LIST	This API is used to clear the global data structures set up during the Initialize step.
Create Multiple Resource Lists-Execute Create	EXEC_CREATE_RESOURCE_LIST	This API is used to execute the composite API CREATE_RESOURCE_LIST In order to execute this API the following list of API's should be executed in the order of sequence.
Create Multiple Resource Lists-Fetch	FETCH_RESOURCE_LIST	This API is used to fetch one resource list identifier at a time from the global output structure for resource lists.
Create Multiple Resource Lists-Initialize	INIT_CREATE_RESOURCE_LIST	This API is used to set up the global data structures used by other Load Execute Fetch procedures.
Create Multiple Resource Lists-Load	LOAD_RESOURCE_LIST	This API is used to load the resource list global input structure.
Create Resource List	CREATE_RESOURCE_LIST	This API creates a resource list and optionally creates the resource list members.
Create Resource List Member	ADD_RESOURCE_LIST_MEMBER	This API adds a resource member to an existing resource list
Delete Resource List	DELETE_RESOURCE_LIST	This API Deletes a resource member from an existing resource list
Delete Resource List Member	DELETE_RESOURCE_LIST_MEMBER	This API deletes a given resource list member
Update Multiple Members-Load	LOAD_MEMBERS	This API is procedure used to load the resource list member global input structure.
Update Multiple Members-Clear	CLEAR_UPDATE_MEMBERS	This API is used to clear the global data structures that were set up during the Initialize step for the Load Execute Fetch update APIs.
Update Multiple Members-Fetch	FETCH_MEMBERS	This API is used to fetch resource members from the global output structure for resource list members.
Update Multiple Members-Initialize	INIT_UPDATE_MEMBERS	This API is used to set up the global data structures used by other Load Execute Fetch procedures.
Update Multiple Members-Sort	SORT_RESOURCE_LIST_MEMBERS	This API updates the sort order for resource members in a given resource list
Update Multiple Resource Lists	EXEC_UPDATE_RESOURCE_LIST	This API is used to execute the composite API UPDATE_RESOURCE_LIST.
Update Resource List	UPDATE_RESOURCE_LIST	This API is used to update an existing resource list, including updating existing or adding new resource list members.
Update Resource List Member	UPDATE_RESOURCE_LIST_MEMBER	This API updates the alias and enables or disables the resource list members.

Oracle Project Public API - Project Basics

Package Name: Project Pub

Internal Name: PA_PROJECT_PUB

Description: This package contains the public AMG APIs for project and task information

APIs (Functions and Procedures):

Name	Internal Name	Description
Create Multiple Projects-Clear Project	CLEAR_PROJECT	This API procedure is used to clear the global structures setup during the load process In order to execute this API the following list of API's should be executed in the order of sequence.
Create Multiple Projects-Execute Create Project	EXECUTE_CREATE_PROJECT	This Load Execute Fetch API is used to create a project and its tasks using the data stored in the global tables during the Load process In order to execute this API the following list of API's should be executed in the order of sequence.
Create Multiple Projects-Execute Update Project	EXECUTE_UPDATE_PROJECT	This API procedure is used to update an existing project, including changing or adding project data, adding new tasks, and updating existing tasks.
Create Multiple Projects-Init Project	INIT_PROJECT	This API procedure is used to the global data structures. Other Load-Execute-Fetch use the structures to create a new project in Oracle Projects In order to execute this API the following list of API's should be executed in the order of sequence.
Create Multiple Projects-Load Class Category	LOAD_CLASS_CATEGORY	This Load Execute Fetch API is used to load class categories to a global PL/SQL table.
Create Multiple Projects-Load Key Member	LOAD_KEY_MEMBER	This Load Execute Fetch API is used to use to load key members to a global PL/SQL table.
Create Multiple Projects-Load Project	LOAD_PROJECT	This API is used to use to load a project to a global PL/SQL record.
Create Multiple Tasks-Fetch	FETCH_TASK	This Load Execute Fetch API is used to fetch output parameters related to tasks.
Create Multiple Tasks-Load	LOAD_TASK	This API is used to load a task to a global PL/SQL table.
Create Project	CREATE_PROJECT	This API creates a project in the Oracle Projects using a Template or existing project.
Create Task	ADD_TASK	This API is used to add new subtasks to a task of a project in Oracle Projects.
Delete Project	DELETE_PROJECT	This API procedure is used to delete a project and its tasks from Oracle Projects
Delete Task	DELETE_TASK	This API is used to delete tasks of a project in Oracle Projects
Update Task	UPDATE_TASK	This API is used to update existing tasks of a project in Oracle Projects.
Update project	UPDATE_PROJECT	This API procedure pushes project and task information from your external system to Oracle Projects to reflect any changes you have made in the external system
Validate Project Deletion	CHECK_DELETE_PROJECT_OK	This API is used to determine if you can delete a project.
Validate Project Organization Change	CHECK_CHANGE_PROJECT_ORG_OK	This API is used to determine if you can change the CARRYING_OUT_ORGANIZATION_ID field for a particular project or task.
Verify Parent Change	CHECK_CHANGE_PARENT_OK	This API is used to determine if you can move a task from one parent task to another.
Verify Project Reference Uniqueness	CHECK_UNIQUE_PROJECT_REFERENCE	This API is used to determine if a new or changed project reference (PM_PROJECT_REFERENCE) is unique.
Verify Subtask Addition	CHECK_ADD_SUBTASK_OK	This API is used to determine if a subtask can be added to a parent task.
Verify Task Deletion	CHECK_DELETE_TASK_OK	This API is used to determine if you can delete a task.
Verify Task Number Change	CHECK_TASK_NUMBER_CHANGE_OK	This API is used to determine if you can change a tasks number.
Verify Task Number Uniqueness	CHECK_UNIQUE_TASK_NUMBER	This API is used to determine if a new or changed task number is unique within a project.
Verify Task Reference Uniqueness	CHECK_UNIQUE_TASK_REFERENCE	This API is used to determine if a new or changed task reference (PM_TASK_REFERENCE) is unique.

Oracle Project Public API - Project Billing Events

Package Name: Project Billing Events

Internal Name: PA_EVENT_PUB

Description: This package contains the public AMG APIs which provide an open interface for external systems to insert, update and delete events.

APIs (Functions and Procedures):

Name	Internal Name	Description
Create Billing Event	CREATE_EVENT	This API creates an event or a set of events.
Create Multiple Billing Events – Clear	CLEAR_EVENT	This API clears the globals that were set up during initialization.
Create Multiple Billing Events - Execute Create	EXECUTE_CREATE_EVENT	This API creates an event using the data which is stored in the global tables during the Load phase In order to execute this API the following list of API's should be executed in the order of sequence.
Create Multiple Billing Events – Fetch	FETCH_EVENT	This API gets the return status that was returned during creation of an event and stored in a global PL/SQL table.
Create Multiple Billing Events – Load	LOAD_EVENT	This API loads an event to a PL/SQL record.
Create Multiple Billing Events-Initialize	INIT_EVENT	This API sets the global tables used by the Load Execute Fetch procedures that create a new event or update an existing event.
Delete Billing Event	DELETE_EVENT	This API deletes an event.
Update Billing Event	UPDATE_EVENT	This API updates an event or set of events.
Update Multiple Billing Events-Update	EXECUTE_UPDATE_EVENT	This API updates event data using the information stored in the global tables during the Load phase.
Validate Billing Event Deletion	CHECK_DELETE_EVENT_OK	This API checks whether an event can be deleted.

Project Period Closure

Project Period Closure

The steps to be followed for PA period clsoure,

1. Clear all the transactions from Interface tables

2. Import them

3. Run all the Expenditures (PRC, Interface processes) make sure none of the expenditures are not accounted

4. Run Borrow and Lent process if any, Transfer to GL

5. Run Revenue Process, make sure revenue is generated, accounted

6. Review the revenue draft versions created, make sure all revenue draft versions are released

7. INterface revenue to GL, then later Tie back process

8. Run the Invoicing process

9. Make sure to Approve, release all the Invoices in draft version

10. Interface to AR ( ensure that none of the records are in error)

11. Auto Invoice Import in AR

12. Tieback process in PA

13. Run Exc: Transaction Exception details by GL Period/ PA period , Exc: Transaction Exception summary by GL Period/ PA Period

14. Make sure the report output on step 13 are blank, if yes try to clear all the transactions and re run the reports

15. Now try closing the period