Oracle Fusion Cloud Project Management

Oracle Fusion

Cloud Project

Management

Getting Started with Your Project

Management Implementation

24C

Oracle Fusion Cloud Project Management

Getting Started with Your Project Management Implementation

24C

F97318-01

Author: Rakhi Arya

Oracle Fusion Cloud Project Management

Getting Started with Your Project Management

Implementation

Contents

Get Help ................................................................................................................................ i

Introduction

Overview of Oracle Project Portfolio Management Cloud Services ..................................................................................... 1

Workflows in Oracle Project Management ............................................................................................................................... 3

The Project Contract Invoice Approval Workflow .................................................................................................................. 10

The Financial Plan Version Approval Workflow ..................................................................................................................... 17

Oracle Fusion Cloud Project Management Profile Options ................................................................................................. 51

Where to Find Information About Scheduled Processes in Projects ................................................................................ 55

Implement Project Financial Management Applications

Overview of Project Financial Management and Grants Management Offerings ......................................................... 59

Organization Structures for Project Financial Management .............................................................................................. 63

Project Foundation ...................................................................................................................................................................... 69

Project Control .............................................................................................................................................................................. 82

Project Costing ............................................................................................................................................................................ 103

Project Billing ................................................................................................................................................................................ 113

Project Performance Reporting ................................................................................................................................................ 118

Project Templates ....................................................................................................................................................................... 124

Implement Project Execution Management Applications

127

Overview of Project Execution Management Offering Implementation ......................................................................... 127

Common Project Execution Options ...................................................................................................................................... 128

Project Management Configuration ....................................................................................................................................... 134

Project Resource Management Configuration ..................................................................................................................... 137

Oracle Fusion Cloud Project Management

Getting Started with Your Project Management

Implementation

Oracle Fusion Cloud Project Management

Getting Started with Your Project Management

Implementation

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Oracle Fusion Cloud Project Management

Getting Started with Your Project Management

Implementation

Get Help

Oracle Fusion Cloud Project Management

Getting Started with Your Project Management

Implementation

Chapter 1

Introduction

1 Introduction

Overview of Oracle Project Portfolio Management Cloud

Services

Oracle Project Portfolio Management Cloud is a complete and integrated solution which dramatically improves the

way project-driven organizations work, enabling efficient and effective project management while ensuring smarter

business decisions based on a single source of project truth.

Oracle Project Portfolio Management Cloud Services include the following applications.

• Project Financial Management Offering

◦

Oracle Fusion Project Control Cloud Service

◦

Oracle Fusion Project Costing Cloud Service

◦

Oracle Fusion Project Billing Cloud Service

◦

Oracle Fusion Project Contracts Cloud Service

◦

Oracle Fusion Project Performance Reporting Cloud Service

• Project Execution Management Offering

◦

Oracle Fusion Project Management Cloud Service

◦

Oracle Fusion Task Management Cloud Service

◦

Oracle Fusion Project Resource Management Cloud Service

Applications in the Project Financial Management Offering

Project Financial Management applications in the Oracle Project Portfolio Management Cloud Service enable you to

plan, organize, and manage activities, resources, cost, billing, and revenue to bring about the successful completion of

specific project goals and objectives.

This table lists the Project Financial Management applications available on cloud.

Application Description

Project Foundation

Includes common components that are shared across Oracle Fusion Project Portfolio Management.

Includes the basic project plan structure and components such as resource breakdown structures, rate

schedules, pricing, burdening, and cross-charge processing.

Project Control

Provides full-function project planning, progress management, as well as budgeting and forecasting.

Project Costing

Captures and processes commitments and costs from Oracle Fusion Applications and third-party

applications.

Oracle Fusion Cloud Project Management

Getting Started with Your Project Management

Implementation

Chapter 1

Introduction

Application Description

Project Billing

Accelerates invoice processing while reducing billing errors through a functionally rich work area

offering visibility into formatted invoices with estimated taxes. Embedded analytics for contract

revenue, invoice, profitability and margin give insight into potential contract and payment problems.

Project Performance Reporting

Helps project-driven organizations keep pace through project performance insight. It allows project

stakeholders to receive answers to critical business questions and take action in real time, utilizing a

multidimensional model to deliver the right information at the right time.

Enhance contract management and reporting capabilities by subscribing to the following services:

• Oracle Fusion Enterprise Contracts Management Base Cloud Service

• Oracle Fusion Transactional Business Intelligence for Projects Cloud Service

Applications in the Project Execution Management Offering

Project Execution Management applications in the Oracle Project Portfolio Management Cloud Service enable you to

work together to plan and deliver projects, collaborate on project and non-project tasks all in one place, and find best-fit

project resources to staff projects.

This table lists the Project Execution Management applications available on cloud.

Application Description

Project Management

Extends project planning, management, and scheduling capabilities to all individuals within the

enterprise who are required to manage project-based work Project managers can engage with team

members to develop tasks, resolve issues, report progress, and monitor the status of the project to

ensure that objectives are met.

Task Management

Lets organizations manage all work and related interactions in a consolidated place. Team members,

challenged by the quantity of tasks they own, no longer have to track administrative and project work

in different places since all tasks are managed in a single view.

Resource Management

Enables organizations to optimize the allocation and utilization of their most precious resource: their

people. Innovative and intuitive tools let resource managers and project managers ensure that the

best-fit resource is identified and placed on each and every project assignment, to the benefit of

the organization, the project resource, and the end customer, for either internal or external billable

projects.

Project Portfolio Management Implementation Documentation

This guide contains procedures that enable you to quickly and efficiently configure Project Financial Management and

Project Execution Management applications to meet your business requirements.

For additional information before implementing the Project Portfolio Management applications, see the following

guides:

• Oracle ERP Cloud Securing ERP

• Oracle Applications Cloud Using Common Features

Oracle Fusion Cloud Project Management

Getting Started with Your Project Management

Implementation

Chapter 1

Introduction

• Oracle Applications Cloud Using Functional Setup Manager

For additional information on implementing Project Portfolio Management applications, see the following guides:

• Oracle Project Portfolio Management Cloud Implementing Project Financial Management

• Oracle Project Portfolio Management Cloud Implementing Project Execution Management

Workflows in Oracle Project Management

This topic introduces workflows and explains how you can implement workflows in Oracle Project Portfolio

Management Cloud to simplify and optimize complex processes.

What's a workflow?

One of the chief goals of software is to simplify workflows. Coupled with automation and intelligent routing, software

becomes a powerful tool for simplifying lives.

But what's a workflow?

• A workflow is a sequence of tasks, designed to accomplish a specific result.

• Workflows simplify complex processes, breaking them down into smaller, simpler tasks that can be

accomplished with relative ease.

• Some workflow tasks are one-person activities; others may require multiple persons working together, or in

parallel.

• If team members in a workflow complete their assigned tasks at the right time, the workflow should reliably

deliver the expected result.

Workflows can be implemented as processes and procedures in teams, where they help streamline operation.

Implemented as software, however, workflows move faster, become more reliable, and handle a sizeable percentage of

tasks without human intervention.

For example:

• If the user requesting a cost adjustment has the privilege required to approve cost adjustments, the application

can be configured to skip the entire workflow and automatically approve the adjustment.

• On the other hand, if your organization mandates some oversight to cost adjustments, the same workflow can

be configured to skip all intermediate approval tasks and directly route the adjustment request to someone who

leads financial management for that project.

Project Portfolio Management Cloud Workflows

The following tables list out some of the key workflows in Oracle Project Portfolio Management Cloud.

• The first table lists out those workflows that are available in Project Financial Management.

• The second table lists out those workflows that are available in Project Execution Management.

• The third table lists out those workflows that are available in both Project Financial Management and Project

Execution Management.

Oracle Fusion Cloud Project Management

Getting Started with Your Project Management

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Introduction

You can access all of these workflows using the Task Configuration page in BPM Worklist. For information on how

to access BPM Worklist and search for workflows, see Search for Workflow Tasks to Configure in the Implementing

Applications guide.

Note: Apart from the PPM workflows in the table below, there are project-related approval workflows, such as

approval of project-related AP invoices, project contracts (for billing), project time cards, and so on, in other subledger

applications. You can find guidance on these workflows in documentation associated with the application to which

they belong. The section below the table lists out these workflows and tells you where you can find them.

Workflows Available in Project Financial Management

Workflow Name -

BPM Task Name

Workflow Trigger and

Description

Supported in

Transaction Console?

Dependent on

Configuration?

Workflow

Modifications

and Notification

Customizations

Supported

View History

Available?

Project Contract

Invoice Approval -

InvoiceApprovalHumantask

When an invoice

is submitted for

approval, this

workflow notifies the

administrator of the

contract associated

with the invoice, who

must approve or reject

the submitted invoice.

• Troubleshooting:

Yes

• Configure Rules:

• Bypass

Approvals: No

No Workflow

Modifications

• Modify Rules and

Rulesets: Yes

• Modify

Participants and

Stages: Yes

Notification

Customizations: None

Yes

Generate Financial

Plan Amounts

Notification -

HumantaskNotification

When the Generate

Financial Plan

Amounts process is

run, this workflow

sends a non-action

notification to the

person who submitted

the process.

No No Workflow

Modifications: None

Notification

Customizations: None

N/A

Project Financial Plan

Approval (Budgets

and Forecasts) -

ApprovePlanVersion

When a financial plan

version is submitted

for approval, this

workflow notifies the

configured approvers,

who must approve

or reject the financial

plan version. It also

sends a non-action

notification to the

project manager of the

plan version and the

user who initiated the

workflow.

• Troubleshooting:

Yes

• Configure Rules:

• Bypass

Approvals: No

Yes. Use the Manage

Financial Plan Types

task in Setup and

Maintenance to

enable/disable a plan

type for workflow

approval.

Workflow

Modifications

• Modify Rules and

Rulesets: Yes

• Modify

Participants and

Stages: Yes

Notification

Customizations: /

Shared Folders/

Projects/Workflow

Notifications/

Project Control/

FinancialPlanVersionApprovalTemplate

Yes

For workflows that are

in process, you can

use the Spectacles

icon on the Manage

Budget Version and

Manage Forecast

Versions pages. The

Approval History

popup shows you

to whom a workflow

has previously been

assigned, to whom it

is currently assigned,

and to whom it will be

assigned in the future.

Project Financial Plan

Approval (Budgets

and Forecasts) -

NotifyFinancialPlanApproved

When a financial plan

version is approved

by the configured

approver, this

workflow sends a non-

No Yes. Use the Manage

Financial Plan Types

task in Setup and

Maintenance to

enable/disable a plan

Workflow

Modifications

• Modify Rules and

Rulesets: Yes

Yes

Oracle Fusion Cloud Project Management

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Workflow Name -

BPM Task Name

Workflow Trigger and

Description

Supported in

Transaction Console?

Dependent on

Configuration?

Workflow

Modifications

and Notification

Customizations

Supported

View History

Available?

action notification

to the configured

recipients indicating

that a plan version has

been approved by the

configured approver.

type for workflow

approval.

• Modify

Participants and

Stages: Yes

Notification

Customizations: None.

Project Financial Plan

Approval (Budgets

and Forecasts) -

NotifyFinancialPlanRejected

When a financial plan

version is rejected

by the configured

approver, this

workflow sends a non-

action notification

to the configured

recipients indicating

that a plan version has

been rejected by the

configured approver.

No Yes. Use the Manage

Financial Plan Types

task in Setup and

Maintenance to

enable/disable a plan

type for workflow

approval.

Workflow

Modifications

• Modify Rules and

Rulesets: Yes

• Modify

Participants and

Stages: Yes

Notification

Customizations: None.

Yes

Project Financial Plan

Approval (Budgets

and Forecasts) -

NotifyFinancialPlanReworked

When a financial plan

version is reworked

and submitted

for approval, this

workflow notifies the

configured approvers,

who must approve

or reject the financial

plan version. It also

sends a non-action

notification to the

project manager of the

plan version and the

user who initiated the

workflow.

No Yes. Use the Manage

Financial Plan Types

task in Setup and

Maintenance to

enable/disable a plan

type for workflow

approval.

Workflow

Modifications

• Modify Rules and

Rulesets: Yes

• Modify

Participants and

Stages: Yes

Notification

Customizations: None.

Yes

Project Cost

Adjustment Approval -

ApproveAdjustment

When any of the

following project

cost adjustments

is attempted by a

user, this workflow

notifies the configured

approver, who must

approve or reject

the project cost

adjustment.

• Transfer

• Split

• Split and transfer

• Set to billable

• Set to nonbillable

• Set to

capitalizable

• Set to

noncapitalizable

• Troubleshooting:

Yes

• Configure Rules:

• Bypass

Approvals: No

Yes. The workflow is

only initiated if the

user performing the

adjustment has not

been assigned the

duty role Project Cost

Adjustments Approval,

or one or more of the

privileges within it.

Workflow

Modifications

• Modify Rules and

Rulesets: Yes

• Modify

Participants and

Stages: Yes

Notification

Customizations Yes

/Shared Folders/

Projects/Workflow

Notifications/

Project Cost/Project

Cost Transactions

Adjustment Approval

Report

Yes. For workflows

that are in process,

you can use the

Spectacles icon on the

Adjustment History

tab of the Manage

Project Costs > Project

Cost Transaction page.

Oracle Fusion Cloud Project Management

Getting Started with Your Project Management

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Workflow Name -

BPM Task Name

Workflow Trigger and

Description

Supported in

Transaction Console?

Dependent on

Configuration?

Workflow

Modifications

and Notification

Customizations

Supported

View History

Available?

• Hold invoice until

released

• Hold invoice once

• Release invoice

hold

• Hold revenue

until released

• Release revenue

hold

• Change work

type

Project Cost

Adjustment Approval -

NotifyAdjustmentApproval

When a project

cost adjustment is

approved or rejected

by the configured

approver, this

workflow sends a non-

action notification

to the requestor and

approver of the project

cost adjustment

approval.

No Yes. The workflow is

only initiated if the

user performing the

adjustment has not

been assigned the

duty role Project Cost

Adjustments Approval,

or one or more of the

privileges within it.

Workflow

Modifications

• Modify Rules and

Rulesets: Yes

• Modify

Participants and

Stages: Yes

Notification

Customizations: None.

Project Expenditure

Batch Approval -

ProjectExpenditureBatchApprovalTask

When a project

expenditure batch

is submitted for

approval, this

workflow notifies the

configured approver,

who must approve

or reject the project

expenditure batch.

• Troubleshooting:

Yes

• Configure Rules:

• Bypass

Approvals: No

Yes. Use the Manage

Project Transaction

Sources task in Setup

and Maintenance

to enable/disable

Requires expenditure

batch approval at the

document level.

Workflow

Modifications

• Modify Rules and

Rulesets: Yes

• Modify

Participants and

Stages: Yes

Notification

Customizations: Yes

/Shared Folders/

Projects/Workflow

Notifications/

Project Cost/

ProjectExpenditureBatchApprovalReport

Yes. For workflows

that are in process,

use the Spectacles

icon on the Manage

Expenditure Batches

page to access the

Approval History

popup.

Project Expenditure

Batch Approval -

ProjectExpenditureBatchApprovalNotifyTask

When a project

expenditure batch is

approved or rejected

by the configured

approver, this

workflow sends a non-

action notification

to the configured

recipients of the

outcome of the project

expenditure batch

approval.

No Yes. Use the Manage

Project Transaction

Sources task in Setup

and Maintenance

to enable/disable

Requires expenditure

batch approval at the

document level.

Workflow

Modifications

• Modify Rules and

Rulesets: Yes

• Modify

Participants and

Stages: Yes

Notification

Customizations: None.

Yes. For workflows

that are in process,

you can use the

spectacles icon on the

Manage Expenditure

Batches page. The

Approval History

popup shows you

to whom a workflow

has previously been

assigned, to whom it

is currently assigned,

and to whom it will be

assigned in the future.

Oracle Fusion Cloud Project Management

Getting Started with Your Project Management

Implementation

Chapter 1

Introduction

Workflow Name -

BPM Task Name

Workflow Trigger and

Description

Supported in

Transaction Console?

Dependent on

Configuration?

Workflow

Modifications

and Notification

Customizations

Supported

View History

Available?

Project Labor

Schedule Version

Status Change

Approval -

LaborScheduleVersionStatusApproval

When a labor schedule

version is set Active

status from New or

Inactive, this workflow

notifies configured

users that the labor

schedule version is

being set to active and

that costs will start to

be distributed through

it once it is approved

via this workflow.

• Troubleshooting:

Yes

• Configure Rules:

• Bypass

Approvals: No

The workflow is

only invoked if the

customer has created

the profile defined

here and set to Yes

This is to only fire the

workflow when set, to

reduce the amount of

technologies involved

if customer does not

want it at all. Auto-

approval workflows

still sometimes have

issues. This is to be

replaced with the

upcoming revamped

Projects Process

Configurator.

Workflow

Modifications

• Modify Rules and

Rulesets: Yes

• Modify

Participants and

Stages: Yes

Notification

Customizations Yes

/Shared Folders/

Projects/Workflow

Notifications/Project

Cost/Labor Schedule

Version Status

Approval Execution

Report

Yes, but only for the

user who created

the project labor

schedule version, and

the approver, in the

Notifications page.

Workflows Available in Project Execution Management

Workflow Name -

BPM Task Name

Workflow Trigger and

Description

Supported in

Transaction Console?

Dependent on

Configuration?

Workflow

Modifications

and Notification

Customizations

Supported

View History

Available?

Task and Action

Item Notification -

TaskEmailNotificationHumantask

When any of the

following is true,

this workflow sends

notifications to the

task owner and

follower.

• A follower is

added.

• A followed task is

completed.

• A task, action

item, to-do task

or milestone is

assigned.

• Troubleshooting:

Yes

• Configure Rules:

• Bypass

Approvals: No

No Workflow

Modifications: None

Notification

Customizations: Yes

/Shared Folders/

Projects/Workflow

Notifications/

Project Management

Control/Task Details

Notifications

Project Manager

Daily Digest -

emailDigestHumantask

When it is time to send

regular notifications

containing status of

tasks, issues, action

items, deliverables,

change orders, and

task exceptions, this

workflow sends non-

action notifications

to project managers

No Yes. The Generate

Project Updates E-

Mail process can be

scheduled to pick

any new events that

occurred since the last

time the process was

run.

Workflow

Modifications: None

Notification

Customizations: None

Oracle Fusion Cloud Project Management

Getting Started with Your Project Management

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Workflow Name -

BPM Task Name

Workflow Trigger and

Description

Supported in

Transaction Console?

Dependent on

Configuration?

Workflow

Modifications

and Notification

Customizations

Supported

View History

Available?

about important

status changes for

tasks, issues, action

items, deliverables,

change orders, and

task exceptions.

The process sends

notifications to anyone

who's designated as

a project manager

and who has set their

email notification

preferences to receive

these notifications.

Change Orders

Notification -

ChangeManagementEventNotificationHumantask

When any of the

following events

occurs, this workflow

sends a notification

to the change order

creator, impact

assessors, reviewers,

approvers, and

implementers.

• Change order

is created or

reassigned

to a different

resource.

• Change order is

closed.

• Change order is

canceled.

• Change order

is approved or

rejected.

• Work on

change order is

completed.

• Participant is

removed from

change order.

• Participant is

added to change

order

Note that approvers

only receive

notifications that

they need to approve;

they must go to

the application and

approve the change

order manually.

No No Workflow

Modifications: None

Notification

Customizations: Yes

/Shared Folders/

Projects/Workflow

Notifications/

Project Management

Control/Change

Order Participant

Notifications

(Notification that's

sent when participants

are assigned or

removed from a

change order)

/Shared Folders/

Projects/Workflow

Notifications/

Project Management

Control/Change Order

Stage Completion

Notifications

(Notification

that's sent when a

participant completes

a stage, approves

a change order, or

rejects a change order)

/Shared Folders/

Projects/Workflow

Notifications/Project

Management Control/

Change Order Stage

Change Notifications

(Notification that's

sent when a change

order is assigned,

closed, or canceled.)

Deliverable

Notification -

DeliverablesNotificationsHumanTask

When a deliverable

is completed, this

workflow sends a non-

action notification to

No No Workflow

Modifications: None

Oracle Fusion Cloud Project Management

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Workflow Name -

BPM Task Name

Workflow Trigger and

Description

Supported in

Transaction Console?

Dependent on

Configuration?

Workflow

Modifications

and Notification

Customizations

Supported

View History

Available?

the creator, owner, and

project manager.

Notification

Customizations: None

Workflows Available in Both Project Financial Management and Project Execution Management

Workflow Name -

BPM Task Name

Workflow Trigger and

Description

Supported in

Transaction Console?

Dependent on

Configuration?

Workflow

Modifications

and Notification

Customizations

Supported

View History

Available?

Project Status

Change Approval -

ProjectStatusNotificationApproval

When a user updates

and saves a project

status, this workflow

notifies the project

manager named on

the project, who must

approve or reject the

changes made to the

project status.

Troubleshooting: Yes

Configure Rules: No

Bypass Approvals: No

Yes. Use the Manage

Project Statuses

task in Setup and

Maintenance to enable

or disable project

statuses for workflow

approval. Simply use

the Enable Workflow

checkbox for each

project status.

Workflow

Modifications

• Modify Rules and

Rulesets: Yes

• Modify

Participants and

Stages: Yes

Notification

Customizations: Yes

/Shared Folders/

Projects/Workflow

Notifications/

Project Foundation/

ProjectStatusChangeApprovalReport

Yes. You can use

the View History

button on the Manage

Financial Project

Settings page to

review historic project

status changes.

For workflows that

are in process, you

can use the spectacles

icon on the Manage

Financial Project

Settings page. The

Approval History

popup shows you

to whom a workflow

has previously been

assigned, to whom it

is currently assigned,

and to whom it will be

assigned in the future.

Project-Related Workflows in Other Oracle Cloud Applications

Here's a table listing out some of the key project-related workflows in the other Oracle Cloud applications. Review the

associated docs for more information.

Business Object(s) Parent Application

Timecard HCM

Supplier Invoice Payables

Requisitions, Purchase Order Procurement

Project Billing Contract Enterprise Contracts

Expense Report Expenses

Oracle Fusion Cloud Project Management

Getting Started with Your Project Management

Implementation

Chapter 1

Introduction

Related Topics

•

Overview of Notifications and Approval Workflows

•

Actions and Statuses for Workflow Tasks

•

Overview of Configurable Workflow Notifications in Project Management

The Project Contract Invoice Approval Workflow

Every time someone submits a project contract invoice for approval, the application triggers the Project Contract Invoice

Approval workflow. This workflow notifies configured assignees, who must approve or reject the submitted invoice, or

seek more information if required.

In the BPM Worklist tool, this workflow is called InvoiceApprovalHumantask, and the default recipient of this workflow

is the administrator of the contract for which the invoice was raised.

Note: To instruct the application to skip the approval workflow when someone submits a project contract invoice

using the UI or a REST call, create a profile option named PJB_NO_INV_APPR_WF and set its value to Y.

The Contract Invoice Approval Process

The Contract Approval Process

Agent Description Additional Information

Billing Specialist Uses the Manage Invoices, Invoice Overview,

or Edit Invoice page to submit an invoice for

approval.

For information on working with invoices, see

the Using Project Revenue and Billing guide.

The Contract Invoice Approval Workflow As soon as someone submits a project contract

invoice, the workflow sends notifications to

all configured assignees via email or in-app

notifications, as configured.

For detailed information on how you can

customize approval workflow notifications, see

Workflow Notifications in the Implementing

Common Applications guide.

Workflow Assignees Assignees review and approve or reject the

invoice, or seek more information.

If the workflow uses parallel approvers, then

the Voting Percentage rule is used to determine

final approval.

For detailed information on using BPM

Worklist to update approval workflows, see

Workflow Approvals and Notifications in the

Implementing Common Applications guide.

The Contract Invoice Approval Workflow The workflow updates the invoice status to

Approved or Rejected.

The Contract Invoice Approval Workflow The workflow performs the following tasks once

the invoice status is updated.

• If the invoice is approved, the workflow

sends notifications to configured

If the invoice is approved, the Billing Specialist

can release the invoice.

If the invoice is rejected, the submitter (Billing

Specialist) moves the invoice back to Draft

status, updates it as appropriate, and resubmits

it for approval if required. This action retriggers

Oracle Fusion Cloud Project Management

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Agent Description Additional Information

recipients if configured. Otherwise, the

workflow exits.

• If the invoice is rejected, the application

sends a notification indicating the result to

the submittor (Billing Specialist).

the workflow, and designated approvers receive

new notifications, as configured.

Configuring the Project Contract Invoice Approval Workflow

For information on how you can configure the Project Contract Invoice Approval workflow, review the following topics in

the Creating Analytics and Reports for Financials guide:

• Configuring Payables Workflow Notifications

• Example of Modifying Invoice Approval Workflow Notifications Using Oracle Business Intelligence (BI) Publisher

For generic guidance on customizing workflows and notifications, see the Workflow Approvals and Notifications section

in the Implementing Applications guide.

Configurable Attributes in the Project Contract Invoice Approval workflow

There are many attributes that you can use to configure the Project Contract Invoice Approval workflow's behavior.

These attributes are associated with:

• The invoice that is being processed (See Invoice Attributes, below)

• The project with which the invoice is associated (See Project Attributes, below)

• The contract with which the project is associated (See Contract Attributes, below)

Invoice Attributes

Here's a table that lists out key project contract invoice attributes that you can use to customize the behavior of the

Project Contract Invoice Approval workflow.

Key Invoice Attributes Used to Modify the Project Contract Invoice Approval workflow

Attribute Description

InvoiceId The unique identifier of the invoice.

InvoiceNum The sequential number that identifies the draft invoice within a project.

ContractId The identifier of the contract that funds the invoice.

BillToCustAcctId The identifier of the customer id to which invoices are sent.

BillToDate The date through which to invoice the project. Expenditure items with the expenditure item date on

or before the bill to date and events with completion dates on or before the bill through date may be

included on an invoice.

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Attribute Description

InvoiceDate The invoice date passed to Oracle Receivables, which is used to calculate the invoice due date. Upon

release of the invoice, this date is defaulted from the released date. The user can override the invoice

date at the time of release.

InvoiceStatusCode The code associated with the invoice's payment status. Possible values are Y, N, or P.

InvoiceTypeCode The code associated with the type of Invoice, such as Standard, Credit Memo, Write-Off, Net Invoice,

Canceled.

ApprovedDate The date on which the draft invoice is approved.

ApprovedByPersonId The unique identifier of the employee who approved the invoice.

OrgId The unique identifier of the business unit associated with the invoice.

ContractNumber The contract number associated with the invoice.

MajorVersion The major version number of the contract for which the invoice is created.

InvCurrInvAmt Amount for which the invoice is created.

ContractAdminEmail The email address of the administrator of the contract.

BillToCustName The name of the customer to whom the invoice is sent.

InvoiceCurrencyCode The currency code associated with the amount for which the invoice is generated.

ContractAdminName The name of the administrator of the contract.

InvoiceTypeName The invoice type, such as Standard, Credit Memo, Write-Off, Net Invoice, Canceled, used for the invoice.

BillFromDate The date through which to invoice the project.

CustPoNumber The purchase order against which the invoice is issued.

ContractTypeId The unique ID of the contract type to which the contract associated with the invoice belongs.

InvoiceComment Free text comments that can be printed on an invoice. The invoice comment is defaulted from the

invoice comment defined for the project. This value can be overridden by a user for each draft invoice.

CreditMemoReasonCode The reason code for releasing credit invoices.

InvoiceInstructions Invoice instructions.

ContractStatusCode The code associated with the contract's fulfillment status.

CreditedInvoiceId The identifier of the invoice that can be fully reversed by a credit or debit memo.

BillingTypeCode The code associated with the billing type used in the project.

ContractType This is a temporary table used internally by Oracle.

BillingType The billing type used in the project. This can either be External, Inter-Company, or Inter-Project.

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Attribute Description

CreditedInvoiceNumber The number of the invoice that must be fully reversed by a Credit or Debit Memo.

BUName The name of the business unit associated with the invoice.

CreditMemoReason Codes provided by the government or central bank of a country. These codes provide the payment

system or bank with additional details about the reason for the payment and are used for regulatory

reporting purposes.

ContractStatus The status of the contract, such as Draft, Canceled, Pending Approval, and so on.

ProjMgrsUserNames The names of the project managers associated with the project associated with the invoice.

ParallelVotingPercentage The percentage of votes that an invoice must receive to be approved.

Invoice Header Flexfields General information, such as supplier, supplier site, invoice number, invoice date, as well as default

information, used to create invoice lines.

Key Project Attributes Used by the Project Contract Invoice Approval

Workflow

Here's a table that lists out key project attributes that you can use to customize the behavior of the Project Contract

Invoice Approval workflow.

Note: You can find some of the attributes listed here in folders in the Condition Explorer in the Task Configuration tab

in BPM Worklist. The name of the folder is added to every such attribute in this table. Thus, for example, the attribute

ProjectTeamMember > ProjectPartyId can be found in the ProjectTeamMember folder.

Key Project Attributes Used to Modify the Project Contract Invoice Approval workflow

Attribute Description

ProjectId The unique identifier of the project.

ProjectName The name of the project.

ProjectNumber The project number.

CarryingOutOrganizationId The unique identifier of the organization that is executing the project.

ProjectOrganizationName The name of the organization that is implementing the project.

ProjectUnitId The unique identifier of the project unit that is implementing the project associated with the invoice.

ProjectUnitName The name of the project unit that is implementing the project associated with the invoice.

ProjectTypeId The unique identifier of the project type.

ProjectTypeName The name of the project type.

BusinessUnitId The unique identifier of the business unit.

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Attribute Description

BusinessUnitName The name of the business unit.

LegalEntityId The unique identifier of the legal entity that is implementing the project.

LegalEntityName The name of the legal entity that is implementing the project.

WorkTypeId The unique identifier of the work type associated with task for which the invoice is created.

WorkTypeName The name of the work type associated with the task for which the invoice is created.

ProjectCurrencyCode The currency code used by default with amounts in the project.

ProjectLedgerCurrencyCode The currency code used by default with amounts in the project ledger.

SponsoredFlag A flag indicating whether the project is sponsored.

ProjectTeamMember > ProjectPartyId The unique identifier of a party assignment to the project for a project team member associated with

the task for which the invoice is created.

ProjectTeamMember >

TeamMemberRoleId

The unique identifier of the role assigned to a project team member associated with the task for which

the invoice is created.

ProjectTeamMember >

TeamMemberRoleName

The name of the role assigned to a project team member associated with the task for which the invoice

is created.

ProjectTeamMember >

TeamMemberPersonId

The unique ID of a project team member associated with the task for which the invoice is created.

ProjectTeamMember >

TeamMemberEmailAddress

The email address of a project team member associated with the task for which the invoice is created

ProjectTeamMember >

TeamMemberUserName

The name of a project team member associated with the task for which the invoice is created

ProjectTeamMember > StartDateActive The start date of a project team member associated with the task for which the invoice is created.

ProjectTeamMember > EndDateActive The end date of a project team member associated with the task for which the invoice is created.

Project Flexfields Custom project-related flexfields created for use in your organization.

ProjectClassification >

ProjectClassCategory

The project class category to which the project associated with the invoice belongs.

ProjectClassification > ProjectClassCode The project class code that belongs to the project class category, to which the project associated with

the invoice belongs.

Contract Attributes

Here's a table that lists out key contract attributes that you can use to customize the behavior of the Project Contract

Invoice Approval workflow.

Key Contract Attributes Used to Modify the Project Contract Invoice Approval workflow

Attribute Description

ContractId The unique identifier of the contract associated with the invoice.

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Attribute Description

Contract Header Flexfields Custom contract-related flexfields created for use in your organization.

Project Contract Invoice Approval Workflow Notifications

The Project Contract Invoice Approval workflow sends notifications when:

• An invoice requires approval.

• An invoice is approved or rejected.

• An invoice requires more information.

Contents of a Project Contract Invoice Approval Workflow Notification

A Project Contract Invoice Approval Workflow notification contains the following details:

• Header

◦

Invoice Approval for <Contract Number>

◦

Task Number: <Task number associated with the invoice.>

• Approval options (if sent to an approver)

◦

Approve

◦

Reject

◦

Request Info

• Contents Section

◦

Invoice Number

◦

Contract Number

◦

Bill-to Customer

◦

Invoice Type

◦

Date

◦

Invoice Amount in Invoice Currency

◦

Tax Amount in Invoice Currency

◦

Bill from Date

◦

Bill-Through Date

• Invoice Lines

◦

Line Number

◦

Description

◦

Amount in Invoice Currency

• Approval options (if sent to an approver)

◦

Approve

◦

Reject

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◦

Request Info

• Approval History: One row per approver.

◦

Approvers

- Assigned to / Approved by / Rejected by <Name of Approver>

- Date and Time of Assignment / Approval / Rejection

◦

Submitter

- Submitted by <Name of Submitter>

- Date and Time of Submission

◦

Link to invoice

Customizing Project Contract Invoice Approval Workflow Notifications

For details on customizing Project Contract Invoice Approval Workflow notifications, see Example of Modifying Invoice

Approval Workflow Notifications Using Oracle Analytics Publisher.

For guidance on how you can work with workflow notifications in BPM Worklist tool, see Workflow Notifications in the

Common Implementing Applications guide.

Customizing Notification Templates

You can find the templates and data models used in the Project Contract Invoice Approval workflow in the Shared

Folders > Projects > Workflow Notifications > Project Billing folder in the Oracle BI Publisher catalog. In this folder,

the ProjectContractInvoiceApprovalReport file contains the template used in the notification report. Expand the

Project Billing > Data Model folder to access the ProjectContractInvoiceApprovalDM file, which contains the data

model used in the notification report.

For information on how you can customize notification templates, see Configurable Notifications in the Common

Implementation guide. For detailed instructions on how to customize Project Contract Invoice Approval workflow

notifications, see Example of Modifying Invoice Approval Workflow Notifications Using Oracle Analytics Publisher.

How-to: Setting up Auto-Approval for Project Contract Invoices

In this use case, you set up auto-approval for project contract invoices. This means that instead of routing all invoices to

the default participants who must review and approve new invoices, you will configure the InvoiceApprovalHumantask

such that all new invoices will be automatically approved and forwarded for processing.

To set up auto-approval for project contract invoices:

1. Navigate to Setup and Maintenance > Manage Task Configurations for Project Financial Management.

The BPM Worklist tool appears.

2. Search and open InvoiceApprovalHumantask.

3. Click the Edit Task icon to open the task in Edit mode.

4. Click the Assignees tab in the Task Configuration page.

This tab displays the participants of the workflow. These are the users who must approve project invoices

before they can be processed. Click on each of these participants to review the workflow rules that apply to

their approval choices.

5. Click on Contract Invoice Single Approver Participant in the workflow, then click on the Go to Rule icon, and

then on the Go to Rule option that appears.

The list of rules associated with the participant you selected appears.

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By default, the workflow sends project contract invoices to the contract administrator for approval. You want to

remove this requirement, so the approval request will not be routed.

6. Select the check box adjacent to the Top Participant field in the THEN section of the rule. This enables the

Delete Action icon above the rule. Click this icon to delete the action. You have now removed the default

approver for your project invoices and must configure the rule such that it automatically approves all new

invoices.

7. Click the Insert Action icon above the now empty rule and, from the drop-down options that appear, select

Add Approver > Supervisory.

8. Enter 1 in the Number of Levels field.

9. Perform the following steps to add the Starting Participant. This is the first participant–typically a manager–in

the approval process.

a. Click the Search icon adjacent to the Starting Participant.

The Add Hierarchy Participant dialog box appears.

b. Select the Get User radio button to indicate that you want to specify a user who must approve invoices.

c. Click the Expression Builder icon adjacent to the Reference User field.

The Expression Builder dialog box appears.

d. Click the Task > creator option in the expression builder and click Insert into Expression.

The value in the Expression field now reads Task.creator.

e. Click OK to exit the expression builder and add task.creator as the reference user for the approver. This

instructs the workflow to make the creator of the task the approver.

f. Enter "" in the Hierarchy Type field to indicate that the task creator can belong to any hierarchy type.

g. Click OK to populate these details into the Starting Participant field.

The value in this field must now read HierarchyBuilder.getPrincipal(Task.creator,-1,"","").

10. Populate the Top Participant field with the same value. The top participant is the last approver of a request.

11. Set Auto Action Enabled to True.

12. Specify the Auto Action as "APPROVE" (including the quotation marks) to instruct the application to

automatically approve all project contract invoice approval requests.

13. Save and Commit your updates, and enter Comments as appropriate. Click OK.

You have now configured the InvoiceApprovalHumantask workflow to automatically approve all new project contract

invoice approval requests using the name of the task creator as the approver.

The Financial Plan Version Approval Workflow

Every time someone submits a budget version for baseline or a forecast version for approval, the application triggers

the Financial Plan Version Approval workflow. This workflow notifies the configured approvers, who must approve or

reject the financial plan version. It also sends a non-action notification to the project manager of the plan version and

the user who initiated the workflow.

In the BPM Worklist tool, this workflow is named ApprovePlanVersion. The project manager is the default approver for

this workflow.

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How to Enable the Financial Plan Version Approval Workflow

In the Setup and Maintenance work area, go to the Manage Financial Plan Types task and select the Use workflow for

status changes check box for the financial plan type to which the budget or forecast versions belong.

Key Components of Approval Workflow

Using approval workflow, you can define complex and multistage routing rules. The key components of approval

workflow are:

Component Description

Oracle SOA Suite Approval Management

Extensions

Approval management extensions of the human workflow services from Oracle SOA Suite are the

core of approval functionality in Oracle Cloud. With these components, you can perform many key

integrated tasks for the approval functionality. Here are the key functions of approval management

extensions:

• Integrates with Oracle HCM Cloud to derive approvers based on the supervisory, job role, and

position-based hierarchies defined in Oracle HCM Cloud.

• Provides the framework for defining approval rules for various business documents like financial

plan version and invoice approvals.

• Provides the ability to select complex routing patterns based on your business processes, such as

whether to route documents to approvers in sequential or in parallel manner.

Oracle Business Process Management

(BPM)

Provides an interface named BPM Worklist for business users to perform the following key activities

related to approval management:

• Provides an interface to work with various notifications tasks assigned to them. The BPM Worklist

is a web-based application that displays all worklist tasks that're assigned to business users and

they can perform various approval-related actions on the tasks assigned to them. Using this

application, users can drill down to the task assigned to them, for example, an approver can drill

down to the Financial Plan Approval Notification task to see the budget version details like version

amounts and a requester can perform the necessary approval action.

• Provides an interface to set up and manage approval rules.

Oracle Human Capital Management Cloud

(Oracle HCM Cloud)

Used for defining various employee hierarchies like supervisory, job-based, or position-based.

Approval management extensions integrate with Oracle HCM Cloud to derive the required approvers if

approval rules are configured based on Oracle HCM Cloud hierarchies.

Human Task Workflow Concepts

To set up an approval hierarchy, you must define these as part of your workflow rules.

Concept Description

List Builders

Approval management determines the nature of the approvers required for a workflow approval using

list builders. Each approval rule is associated with a list builder for generating the list of approvers. The

Financial Plan Version Approval workflow supports the following list builders:

• Supervisory

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Concept Description

• Job Level

• Position

• Approval Group

• Resource

Note: For more information about List Builders and how to define them, see Workflow Approval and

Notifications in the Implementing Applications guide.

Participants

A participant is a user or set of users who participate in the approval process. Each participant is

associated with a rule set. Approval rules are defined in the context of a rule set and you can create

many rules under one rule set. Based on your approval requirements, you must configure the approval

rules in the context of a participant. The different types of participants that can be configured are:

• Serial

• Parallel

• Single

• For Your Information (FYI)

Note: For more information about participants, see Workflow Approval and Notifications in the

Implementing Applications guide.

Participant Model Implemented in Financial Plan Version Approval

Workflow

The Financial Plan Version Approval workflow uses the ApprovePlanVersion human task. You must configure this task

for financial plan version approvals. This task is shared by the budget and forecast approval requests and includes the

same participants for both the budget and forecast requests.

For financial plan approvals, a total of 13 participants are predefined. Out of these 13, the two key participants are the

Approver and Requester. The Approver is an active participant to send approval notifications to the project manager

(default approver). The Requester is an FYI participant to send FYI notifications to the requester who submits the

budget for baseline or the forecast for approval.

The participant model that's implemented for the financial plan version approval supports both the parallel and

sequential mode of approvals:

• Parallel Mode: The task is assigned and notifications go to all participants at once in parallel. For example,

participants 3 to 6 in the below figure are defined as parallel participants.

• Sequential Mode: The task is assigned and notifications go in sequential mode, meaning one after another,

to each participant. All participants have to approve sequentially for the task to be approved. For example,

participants 7 to 13 in the below figure are defined as sequential participants.

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Some points to consider:

• Only Approver and Requester participants are enabled by default. You must enable the other participants as

required.

• The default approval rules in all the predefined rule sets are configured to send notifications to the project

manager for approvals. Review the predefined rules and modify them as required.

• You can disable participants that you don’t want to use by enabling the Ignore Participant option or by defining

a rule to ignore the participant.

• You can’t change the order of the predefined participants.

• You can’t add participants.

The following figure indicates the predefined participant model for the ApprovePlanVersion task.

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Oracle Fusion Cloud Project Management

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Here are the details of the participants defined in the financial plan version approval workflow. Each participant is

associated with a predefined rule set.

Number Participant Name Rule Set Participant Type

Approver

BudgetForecastAMXRuleSet

Serial

Requester

FYI

Financial Plan Approval Single Participant

ProjectBudgetsandForecastsApprovalSingleRuleSetOne

Single

Financial Plan Approval Parallel

Participant 1

ProjectBudgetsandForecastsApprovalParallelRuleSetOne

Parallel

Financial Plan Approval Serial Participant

ProjectBudgetsandForecastsApprovalSerialParticipantOne

Serial

Financial Plan Approval FYI Participant 1

ProjectBudgetsandForecastsApprovalFYIRuleSetOne

FYI

Financial Plan Approval Single Participant

ProjectBudgetsandForecastsApprovalSingleRuleSetTwo

Single

Financial Plan Approval Parallel

Participant 2

ProjectBudgetsandForecastsApprovalParallelRuleSetTwo

Parallel

Financial Plan Approval Serial Participant

ProjectBudgetsandForecastsApprovalSerialRuleSetTwo

Serial

Financial Plan Approval FYI Participant 2

ProjectBudgetsandForecastsApprovalFYIRuleSetTwo

FYI

Financial Plan Approval Single Participant

ProjectBudgetsandForecastsApprovalSingleRuleSetThree

Single

Financial Plan Approval Parallel

Participant 3

ProjectBudgetsandForecastsApprovalParallelRuleSetThree

Parallel

Financial Plan Approval Serial Participant

ProjectBudgetsandForecastsApprovalSerialRuleSetThree

Serial

The Financial Plan Version Approval Process

Here's how the Financial Plan Version Approval process works.

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Task Number Agent Description Comments

Project Administrator

Uses the Manage Budget Versions,

Edit Budget Version, Manage

Forecast Versions, or Edit Forecast

Version page to submit a budget or

a forecast for approval.

For information on working

with budgets or forecasts, see

Considerations for Creating

Budgets and Forecasts in the

Defining and Managing Financial

Projects guide.

ApprovePlanVersion

As soon as someone submits a

financial plan for approval, the

workflow sends notifications to

all configured assignees using

email or in-app notifications, as

configured.

When a budget or forecast version

for a project template is submitted,

the application skips the workflow

and the version is set to Baseline or

Approved status respectively.

For information on how you can

customize approval workflow

notifications, see Workflow

Notifications in the Implementing

Applications guide.

Workflow Assignees

Assignees review and approve or

reject the financial plan.

If the workflow uses parallel

approvers, then the Voting

Percentage rule is used to

determine the final approval.

For information on using BPM

Worklist to update approval

workflows, see Workflow

Approvals and Notifications in the

Implementing Applications guide.

Also, see the Use Cases section in

this topic.

ApprovePlanVersion

If the assignee rejects the financial

plan, then the workflow updates

the budget or forecast status to

Current Working. If the assignee

approves the financial plan, then

the budget status is set to Current

Baseline and the forecast status is

set to Approved.

ApprovePlanVersion

The workflow performs the

following tasks once the financial

plan is submitted.

• If the financial plan is

approved, the workflow sends

notifications to configured

recipients if configured.

Otherwise, the workflow exits.

• If the financial plan is

rejected, the application

sends a notification indicating

the result to the submitter

(Project Administrator).

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You can withdraw the submitted budget while it’s still under approval. However, in the following error scenarios, you can

withdraw budget approvals only after two hours from the time the budget is submitted for approval:

•

◦

Approval history doesn't exist.

◦

Approvals are done but the budget is still in the Submitted status.

If the workflow is stuck due to an error, for example during rule evaluation, its indicated on the Approval History dialog

box and you can't withdraw the budget approval. The application administrator can review the status of the workflow in

the Transaction Console and either recover or withdraw the workflow.

Configure Financial Plan Version Approval Workflow

You can configure approval rules in the context of a rule set using BPM Worklist. To configure rules for this workflow,

you must have the Projects Application Administrator job role.

1. In the Setup and Maintenance work area, go to the Define Approval Management for Project Financial

Management task.

2. Click Manage Task Configurations for Project Financial Management.

3. In the Tasks to be configured pane, search for your human task workflow. Enter the name of your human task

workflow in the Search field and click Search task types. For example, to search for the Financial Plan Version

Approval workflow, enter ApprovePlanVersion and click Search task types.

4. Verify that the human task workflow appears underneath the Search.

5. Select the task and click Edit task on the panel header.

6. Click the Assignees tab on the right to view the predefined participants for the human task workflow.

7. Select the appropriate participant and click Go to rule to navigate to the relevant rule set.

The structure of a workflow approval rule is as follows:

1. Each rule consists of an IF and THEN component.

2. In the IF section of the rule, define the condition that determines if the rule should be applied. If needed, you

can define multiple conditions.

3. In the THEN section of the rule, define how approvals will be generated if the conditions are met. The THEN

component consists of a:

◦

List builder and related attributes.

◦

Response type that indicates if the assignees are required to respond or if they will receive an FYI

notification.

◦

Automatic action setting that lets you set an automatic response. For example, automatically approve or

reject.

Some points to consider:

• The default approval rules in all the predefined rule sets are configured to send notifications to the Project

application administrator for approvals. Review the predefined rules and modify them as required.

• You can disable participants that you don’t want to use by enabling the Ignore Participant option or by

defining a rule to ignore the participant.

• For generic guidance on customizing workflows and notifications, see Workflow Approval and Notifications in

the Implementing Applications guide.

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Supported Attributes

The attributes that can be used to modify the behavior of this workflow are as follows:

• Plan Version Payload attributes - These attributes are associated with the version that's being processed.

• Project Attributes - These attributes are associated with the project that's associated with the budget or

forecast.

• Budget Attributes - These attributes are associated with the budget that's being processed.

• Forecast Attributes - These attributes are associated with the forecast that's being processed.

Plan Version Payload Attributes

Attribute Description

projectName

The name of the project.

projectNumber

The unique identifier of the project.

awardNumber

The award number.

awardId

The unique identifier of the award.

businessUnit

The unique identifier of the business unit.

projectUnit

The name of the project unit that's implementing the project that's associated with the budget or

forecast.

planVersionName

The name of the budget or forecast version.

planVersionNumber

The unique identifier of the budget or forecast version.

requestorName

The name of the person requesting approval of the budget or forecast version.

approverName

The name of the person approving the budget or forecast version.

principalInvestigator

The name of the person acting as the principal investigator of the award budget.

SummaryAmounts --> peopleEffort

The labor effort amount of the budget or forecast version.

SummaryAmounts --> equipmentEffort

The equipment effort amount of the budget or forecast version.

SummaryAmounts --> pcRawCost

The raw cost amount of the budget or forecast version in project currency.

SummaryAmounts --> pcBurdenedCost

The burdened cost amount of the budget or forecast version in project currency.

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Attribute Description

SummaryAmounts --> pcRevenue

The revenue amount of the budget or forecast version in project currency.

SummaryAmounts --> pfcRawCost

The raw cost amount of the budget or forecast version in project ledger currency.

SummaryAmounts --> pfcBurdenedCost

The burdened cost amount of the budget or forecast version in project ledger currency.

SummaryAmounts --> pfcRevenue

The revenue amount of the budget or forecast version in project ledger currency.

SummaryAmounts --> margin

The margin amount of the budget or forecast version in project ledger currency.

SummaryAmounts --> marginPercent

The margin percentage of the budget or forecast version in project ledger currency.

planTypeName

The name of the financial plan type that's associated with the budget or forecast version.

planningAmount

The presence of cost amounts, revenue amounts, or both in a budget or forecast version.

projectNumAct

The system generated number of the project which starts at one and keeps incrementing.

versionNumAct

The system generated number of the budget or forecast version which starts at one and keeps

incrementing.

Project Attributes

Note: Some of the attributes listed here can be found in folders in the Condition Explorer. The name of the folder is

added to every such attribute in this table. Thus, for example, the attribute ProjectTeamMember > ProjectPartyId can

be found in the ProjectTeamMember folder.

Attribute Description

ProjectId

The unique identifier of the project.

ProjectName

The name of the project.

ProjectNumber

The project number.

CarryingOutOrganizationId

The unique identifier of the organization that's executing the project.

ProjectOrganizationName

The name of the organization that's implementing the project.

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Attribute Description

ProjectUnitId

The unique identifier of the project unit that's implementing the project that's associated with the

budget or forecast.

ProjectUnitName

The name of the project unit that's implementing the project that's associated with the budget or

forecast.

ProjectTypeId

The unique identifier of the project type.

ProjectTypeName

The name of the project type.

BusinessUnitId

The unique identifier of the business unit.

BusinessUnitName

The name of the business unit.

LegalEntityId

The unique identifier of the legal entity that's implementing the project.

LegalEntityName

The name of the legal entity that's implementing the project.

WorkTypeId

The unique identifier of the work type that's associated with task for which the budget or forecast is

created.

WorkTypeName The name of the work type that's associated with the task for which the budget or forecast is created.

ProjectCurrencyCode

The currency code used by default with amounts in the project.

ProjectLedgerCurrencyCode

The currency code used by default with amounts in the project ledger.

SponsoredFlag

Indicates whether the project is sponsored or not.

ProjectClassification

The classification of the project. The node comprises of ProjectClassCategory, ProjectClassCode, and

ClassCodePercentage attributes that help in classifying a project.

ProjectDff

Custom project-related flexfields created for use in your organization.

ProjectTeamMember --> projectPartyId

The unique identifier of a party assignment to the project for a project team member associated with

the budget or forecast version.

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Attribute Description

ProjectTeamMember -->

TeamMemberRoleId

The unique identifier of the role that's assigned to a project team member associated with the budget

or forecast version.

ProjectTeamMember -->

TeamMemberRoleName

The name of the role that's assigned to a project team member associated with the budget or forecast

version.

ProjectTeamMember -->

TeamMemberPersonId

The unique identifier of a project team member associated with the budget or forecast version.

ProjectTeamMember -->

TeamMemberEmailAddress

The email address of a project team member associated with the budget or forecast version.

ProjectTeamMember -->

TeamMemberUserName

The name of a project team member associated with the budget or forecast version.

ProjectTeamMember --> startDateActive

The start date of a project team member associated with the budget or forecast version.

ProjectTeamMember --> endDateActive

The end date of a project team member associated with the budget or forecast version.

Budget Attributes

Attribute Description

VersionName

The name of the budget version.

VersionNumber

The number of the budget version.

InternalVersionId

The unique identifier of the budget version.

ProjectName

The name of the project that's associated with the budget version.

ProjectNumber

The number of the project that's associated with the budget version.

InternalProjectId

The unique identifier of the project that's associated with the budget version.

FinancialPlanType

The name of the financial plan type that's associated with the budget version.

Status

The status of the budget version.

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Attribute Description

PlanningAmounts

The presence of cost amounts, revenue amounts, or both in a budget version.

BaselinedBy

The name of the person who set the budget version to baseline.

BaselinedDate

The date when the budget version is set to baseline.

ProjectCurrency

The currency in which the project that's associated with the budget is implemented.

TotalRevenue

The total revenue amounts taken into account the planning amounts from the previous budget version

plus any adjusted amounts.

TotalRawCost

The total raw cost amounts taken into account the planning amounts from the previous budget version

plus any adjusted amounts.

TotalBurdenedCost

The total burdened cost amounts taken into account the planning amounts from the previous budget

version plus any adjusted amounts.

Margin

The difference between the budgeted cost and revenue amounts.

MarginPercentage

The difference between the budgeted cost and revenue amounts, expressed as a percentage.

TotalEffortAtCompletion

The projected amount of work, in hours, for labor and equipment resource classes from the budget

version.

EquipmentEffortAtCompletion

The projected amount of work, in hours, for equipment resource class from the budget version.

PeopleEffortAtCompletion

The projected amount of work, in hours, for labor resource class from the budget version.

PlanningOptionDff

Custom budget planning options related flexfields created for use in your organization.

projectBudgetCurrentBaselinedVersions --

> ProjectId

The unique identifier of the project that's associated with the current baseline budget version.

projectBudgetCurrentBaselinedVersions --

> PlanVersionId

The unique identifier of the current baseline budget version.

projectBudgetCurrentBaselinedVersions --

> PlanTypeId

The unique identifier of the financial plan type that's associated with the current baseline budget

version.

projectBudgetCurrentBaselinedVersions --

> PlanningOptionId

The unique identifier of the financial planning options setup that's associated with the current baseline

budget version.

projectBudgetCurrentBaselinedVersions --

> ProjectNumber

The project number of the project that's associated with the current baseline budget version.

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Attribute Description

projectBudgetCurrentBaselinedVersions --

> ProjectName

The name of the project that's associated with the current baseline budget version.

projectBudgetCurrentBaselinedVersions --

> PlanVersionNumber

The version number of the project that's associated with the current baseline budget version.

projectBudgetCurrentBaselinedVersions --

> PlanVersionName

The name of the current baseline budget version.

projectBudgetCurrentBaselinedVersions --

> PlanTypeName

The name of the financial plan type that's associated with the current baseline budget version.

projectBudgetCurrentBaselinedVersions --

> BaselinedDate

The date when the current baseline budget version was set to baseline.

projectBudgetCurrentBaselinedVersions --

> PeopleQuantity

The amount of work, in hours, for labor resource class from the current baseline budget version.

projectBudgetCurrentBaselinedVersions --

> EquipmentQuantity

The amount of work, in hours, for equipment resource class from the current baseline budget version.

projectBudgetCurrentBaselinedVersions --

> TotalPcBrdndCost

The total of burdened cost amounts of the current baseline budget in project currency.

projectBudgetCurrentBaselinedVersions --

> TotalPcRawCost

The total of raw cost amounts of the current baseline budget in project currency.

projectBudgetCurrentBaselinedVersions --

> TotalPcRevenue

The total of revenue amounts of the current baseline budget in project currency.

projectBudgetCurrentBaselinedVersions --

> TotalPfcBrdndCost

The total of burdened cost amounts of the current baseline budget in project ledger currency.

projectBudgetCurrentBaselinedVersions --

> TotalPfcRawCost

The total of raw cost amounts of the current baseline budget in project ledger currency.

projectBudgetCurrentBaselinedVersions --

> TotalPfcRevenue

The total of revenue amounts of the current baseline budget in project ledger currency.

projectBudgetCurrentBaselinedVersions --

> ApprovedCostPlanTypeFlag

Indicates if the current baseline budget is of approved cost plan type or not.

projectBudgetCurrentBaselinedVersions --

> ApprovedRevPlanTypeFlag

Indicates if the current baseline budget is of approved revenue plan type or not.

projectBudgetCurrentBaselinedVersions --

> BudgetSourceReference

The reference of the source that's used for creating the current baseline budget version.

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Attribute Description

Forecast Attributes

Attributes Description

InternalVersionId

The unique identifier of the forecast version.

VersionName

The name of the forecast version.

VersionNumber

The number of the forecast version.

ProjectName

The name of the project that's associated with the forecast version.

ProjectNumber

The number of the project that's associated with the forecast version.

InternalProjectId

The unique identifier of the project that's associated with the forecast version.

Status

The status of the forecast version.

PlanningAmounts

The presence of cost amounts, revenue amounts, or both in a forecast version.

ProjectCurrency

The currency in which the project that's associated with the forecast is implemented.

FinancialPlanType

The name of the financial plan type that's associated with the forecast version.

EtcStartDate

The date when the estimate-to-complete is intended to begin.

EACBurdenedCost

The estimated burdened cost amount at the completion of the project.

EACRawCost

The estimated raw cost amount at the completion of the project.

EACRevenue

The estimated revenue amount that will be recognized at the completion of the project.

Margin

The difference between the estimate-at-completion cost and revenue amounts.

MarginPercentage

The difference between estimate-at-completion cost and revenue amounts, expressed as a

percentage.

EACPeopleEffortAtCompletion

The projected amount of work, in hours, for labor resource class from the forecast version.

EACEquipmentEffortAtCompletion

The projected amount of work, in hours, for equipment resource class from the forecast version.

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Attributes Description

EACTotalEffortAtCompletion

The projected amount of work, in hours, for labor and equipment resource classes from the forecast

version.

ETCBurdenedCost

The estimated burdened cost amount to complete the project.

ETCRawCost

The estimated raw cost amount to complete the project.

ETCRevenue

The estimated revenue amount to be recognized to complete the project.

ActualBurdenedCost

The actual burdened cost amount incurred on the project.

ActualRawCost

The actual raw cost amount incurred on the project.

PhysicalPercentComplete

The amount of physical work achieved, expressed as percentage.

TotalCommitments

The total planned quantity or amounts of commitments required to complete a project.

PlanningOptionDff

Custom forecast planning options related flexfields created for use in your organization.

projectForecastCurrentApprovedVersions

--> ProjectId

The unique identifier of the project that's associated with the current approved forecast version.

projectForecastCurrentApprovedVersions

--> PlanVersionId

The unique identifier of the current approved forecast version.

projectForecastCurrentApprovedVersions

--> PlanTypeId

The unique identifier of the financial plan type that's associated with the current approved forecast

version.

projectForecastCurrentApprovedVersions

--> ProjectNumber

The number of the project that's associated with the current approved forecast version.

projectForecastCurrentApprovedVersions

--> ProjectName

The name of the project that's associated with the current approved forecast version.

projectForecastCurrentApprovedVersions

--> PlanVersionNumber

The version number of the project that's associated with the current approved forecast version.

projectForecastCurrentApprovedVersions

--> PlanVersionName

The name of the current approved forecast version.

projectForecastCurrentApprovedVersions

--> PlanTypeName

The name of the financial plan type that's associated with the current approved forecast version.

projectForecastCurrentApprovedVersions

--> PlanningOptionId

The unique identifier of the financial planning options setup that's associated to the current approved

forecast version.

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Attributes Description

projectForecastCurrentApprovedVersions

--> BaselinedDate

The date when the current approved forecast version was set to baseline.

projectForecastCurrentApprovedVersions

--> EtcStartDate

The date when the estimate-to-complete is intended to begin in the current approved forecast version.

projectForecastCurrentApprovedVersions

--> PeopleQuantity

The amount of work, in hours, for labor resource class from the current approved forecast version.

projectForecastCurrentApprovedVersions

--> EquipmentQuantity

The amount of work, in hours, for equipment resource class from the current approved forecast

version.

projectForecastCurrentApprovedVersions

--> TotalPcBrdndCost

The total of burdened cost amounts of the current approved forecast in project currency.

projectForecastCurrentApprovedVersions

--> TotalPcRawCost

The total of raw cost amounts of the current approved forecast in project currency.

projectForecastCurrentApprovedVersions

--> TotalPcRevenue

The total of revenue amounts of the current approved forecast in project currency.

projectForecastCurrentApprovedVersions

--> TotalPfcBrdndCost

The total of burdened cost amounts of the current approved forecast in project ledger currency.

projectForecastCurrentApprovedVersions

--> TotalPfcRawCost

The total of raw cost amounts of the current approved forecast in project ledger currency.

projectForecastCurrentApprovedVersions

--> TotalPfcRevenue

The total of revenue amounts of the current approved forecast in project ledger currency.

projectForecastCurrentApprovedVersions

--> PrimaryCostForecastFlag

Indicates if the current approved forecast is of approved cost plan type or not.

projectForecastCurrentApprovedVersions

--> PrimaryRevForecastFlag

Indicates if the current approved forecast is of approved revenue plan type or not.

projectForecastCurrentApprovedVersions

--> ForecastSourceReference

The reference of the source that's used for creating the current approved forecast.

Financial Plan Version Approval Workflow Notifications

The Financial Plan Version Approval workflow sends notifications when:

• A budget or forecast version requires approval.

• A budget or forecast version is approved or rejected.

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• A budget or forecast version requires more information.

Note: For guidance on how you can work with workflow notifications in BPM Worklist, see Workflow Notifications in

the Common Implementing Applications guide.

Contents of a Financial Plan Version Approval Workflow Notification

A Financial Plan Version Approval Workflow notification contains the following details:

Note: Below are the details of a budget notification.

• Header

◦

Budget Version

◦

Created On

◦

Created By

◦

Version Number

◦

Version Description

◦

Financial Plan Type

• Summary Section

◦

Project

◦

Labor Effort (Hours)

◦

Equipment Effort (Hours)

◦

Burdened Cost in Project Currency

◦

Raw Cost in Project Currency

◦

Burdened Cost in Project Ledger Currency

◦

Raw Cost in Project Ledger Currency

• Approval History: One row per approver

◦

Approvers

- Assigned to / Approved by / Rejected by <Name of Approver>

- Date and Time of Assignment / Approval / Rejection

◦

Submitter

- Submitted by <Name of Submitter>

- Date and Time of Submission

◦

Link to budget version

• Approval options (if sent to an approver)

◦

Approve

◦

Reject

◦

Request Info

Customizing Notification Templates

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You can find the templates and data models used in the Financial Plan Version Approval workflow in the Shared Folders

> Projects > Workflow Notifications > Project Control folder in the Oracle BI Publisher catalog. In this folder, the

FinancialPlanVersionApprovalTemplate file contains the template used in the notification report. Expand the Project

Control > Data Model folder to access the FinancialPlanVersionApprovalDM file, which contains the data model used

in the notification report.

Note: For information on how you can customize notification templates, see Configure Workflow Approvals and

Notifications in the Implementing Applications guide.

Use Cases

Automatically Approve the Budget Version for Baseline in All Cases

To set up autoapproval for project budgets:

1. In the Setup and Maintenance work area, go to the Manage Task Configurations for Project Financial

Management task.

The BPM Worklist application is displayed.

2. In the Tasks to be configured pane, search for the ApprovePlanVersion task, and click the

ApprovePlanVersion link.

3. Click the Edit icon in the Tasks to be configured pane to modify the workflow.

4. Click the Assignees tab.

The participants who must approve project budgets or forecasts are displayed. Click on each of these

participants to review the workflow rules that apply to their approval choices.

5. Click the Approver participant in the workflow, click the Go to Rule (the diamond shaped) icon within the

Approver box, and then click the Go to Rule option that appears.

The list of rules associated with the Approver participant are displayed. Ensure that the

BudgetForecastAMXRuleSet rule is selected in the drop-down list.

6. Change the IF condition of the predefined rules from 1 is 1 to 1 is 2 to disable the predefined workflow from

sending project budget or forecast approvals to the project manager for approval.

7. Add the AutoApproval rule, as follows:

a. In the Rules pane, click the Advanced Add or Modify Options (the + icon) drop-down list and select

General Rule.

b. Click the Properties link, enter AutoApproval in the Name field, add the description, verify that the

Active check box is selected, and click OK.

c. In the IF part of the rule, click the Advanced Add or Modify Options drop-down list and select simple

test, and add the IF conditions as follows:

Value to Enter in the Left

Text Box

Value to Select in the

Number Comparison Drop-

down List

Value to Enter in the Right

Text Box

Why to Add the IF Condition

ApprovePlanVersionPayloadType.planClassCode

Note that you can also

select this value by

clicking the Left Value

search icon and selecting

"BUDGET"

This value is case-sensitive.

Include the quotation marks.

Don't copy and paste this

value.

To specify that the rule is

applicable only for budget

versions.

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Value to Enter in the Left

Text Box

Value to Select in the

Number Comparison Drop-

down List

Value to Enter in the Right

Text Box

Why to Add the IF Condition

ApprovePlanVersionPayloadType.planClassCode

in the Condition Browser

dialog box.

To meet similar requirements

for forecasts, enter

"FORECAST".

d. In the THEN part of the rule, click the Advanced Add or Modify Options drop-down list and select the

Supervisory list builder by clicking Add Approver > Supervisory. Then, enter the values as follows:

- Response Type: Required

- Number of levels: 1

- Starting Participant:

HierarchyBuilder.getPrincipal(ApprovePlanVersionPayloadType.approvePlanPayload.approverName,-1,"","")

- Top Participant:

HierarchyBuilder.getPrincipal(ApprovePlanVersionPayloadType.approvePlanPayload.approverName,-1,"","")

- Auto Action Enabled: True

- Auto Action: “APPROVE” (Type this value including the quotation marks. Don't copy and paste this

value.)

- Rule Name: “AutoApproval”

Note: The rule name is auto-populated, its the name that you entered in Step 7.

- Dimension Id: null

Note: The dimension id is auto-populated as null.

8. Click Validate on the top right corner to validate the newly defined rules.

9. Click the Save icon in the Tasks to be configured pane to save the rules.

10. Click the Commit task icon in the Tasks to be configured pane to complete the rule configuration.

11. Click OK to close the confirmation message window.

Simple Approval Rule Using Resource and Supervisory List Builders

Suppose that you want to approve the budget version for baseline based on the budget amount. Let's say, if the budget

burdened cost is less than or equal to $1000, then it should be auto-approved. Else, it should go to the project manager

for approvals. In such case, edit the predefined rule set to define two approval rules as follows:

• Autoapproval rule for budget cost less than or equal to $1000 using the Supervisory list builder.

• Project manager approval for budget cost greater than $1000 using the Resource list builder.

Follow these steps:

1. In the Setup and Maintenance work area, go to the Manage Task Configurations for Project Financial

Management task.

The BPM Worklist application is displayed.

2. In the Tasks to be configured pane, search for the ApprovePlanVersion task, and click the

ApprovePlanVersion link.

3. Click the Edit icon in the Tasks to be configured pane to modify the workflow.

4. Click the Assignees tab.