Project Planning, Budgeting, and Forecasting
Discussion List
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Create Project Forecast without a spread curveIs there a way to create a project forecast without a spread curve ? Either via the application FBDI, API or some other method? -
View version Planning options is taking the user to page-> Edit Forecast: Planning OptionsHi, Observe that the in Oracle cloud ERP - PPM , the View version Planning options for Current Working Forecast version (Forecast not approved yet) is taking the user to…
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Did You Know? Adjust Project Costs using the Oracle Visual Builder Add-In for ExcelContent The attached video demonstrates how the Oracle Visual Builder add-in for Excel can be leveraged to invoke Custom Actions within ERP Cloud REST APIs. In this demo…Andy May-Coates-Oracle 272 views 1 comment 9 points Most recent by Justin Smittkamp Project Management Resource Center -
Did You Know? Bulk update Projects and Tasks using the Oracle Visual Builder Add-in for ExcelContent My colleagues recently posted the following tips on how the Oracle Visual Builder add-in for Excel can be leveraged to perform bulk maintenance tasks on projects…Andy May-Coates-Oracle 3.5K views 31 comments 19 points Most recent by Andy May-Coates-Oracle Project Management Resource Center
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Can we Control our Projects Budget through PPM on a Task level not on a resource level?Summary: while working through PPM module we had a case as follows; we have an Expenditure Type called X X is assigned on Task A with 5K planned Cost amount also X is as…Ali Essam El-Bandrawy 41 views 5 comments 1 point Most recent by Dustin Grabowski-Oracle Project Management -
Oracle Project Management Cloud--Import of Financial Plan Types Erroring outhttps://us.v-cdn.net/6034893/uploads/THVUS02AKFU0/processstatusdetail-2823-29.log I am trying to Import of Financial Plan Types into my instance from data of another ins…
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Is it possible to route the Project Budget workflow based on two class categoriesSummary: We have a requirement to route Project Budget workflow based on two class categories , Project Type and Business Unit combination Content (required): For exampl…Aby Scaria.Vincent 51 views 5 comments 0 points Most recent by Alexandru E.-Oracle Project Management -
Can we setup a BPM workflow (Budget or status ) based on Project Class Categories and Business Unit?Summary: Can we setup a BPM workflow based on Project Class Categories and Business Unit? Example: Budget sample If BU = BU1, and Project Category = C1 and Budget (Appli…
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Addition of Resource in ForecastWhen I try add myself to a project task as a resource in the edit forecast page. I get the following error message: "An Element with this combination of resource and res…
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Forecast data is incorrect for employees who have leftSummary: User Smith was working on a project but is no longer with us. All her timesheet hours have been removed from the project forecast. How do we avoid this happenin…
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In forecast, the invoice amount is not converted to Project CurrencySummary: The Project currency is in EUR and the Invoice was raised in SAR. It was observed that in forecast the invoice amount is in SAR and at the project level it is t…
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Project descriptive flex field validation to Date DFF in Project Header screenSummary: In project's header screen , we have created a project descriptive flex field for date field. user can select the date from this field but now we got a ask that…
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How to add Funding Amount from Grants Award to Project BudgetSummary: How to add Funding Amount from Grants Award to Project Budget Content (please ensure you mask any confidential information): How to add Funding Amount from Gran… -
Unable to update forecast period amounts using FBDI or ADFDISummary: The initial project forecast was already created on a Project. We wanted to update the period amounts of the project without adjusting other amounts of other pe…
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Project Execution Management Supported DFFSummary: In Project Execution Management, what are the supported DFF's? Based on my review, the project-level and task-level are supported in PFM and PEM. I also read th…
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Forward revenue forecastSummary: Our client uses a third party project planning and scheduling tool and the intention is construct a file with budgets and forecasts data and will feed the infor…Raj Mohanraju FRNT 21 views 2 comments 0 points Most recent by Raj Mohanraju FRNT Project Management
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ETC start date in forecasts version pageSummary: What is the current logic used to derive ETC start date in forecasts version page? For instance, my current period is "Oct-25" the ETC start date = 1st Nov 2025…
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Forecast spread changes to default when actuals are updatedSummary: When a PM adds a resource (for example) Oracle uses a default spread for the cost of that resource from the start to the end date that the resource is required,…
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Forecasts uploaded as approved via FBDI is not pulling in actual costsSummary: Project has actual costs to date. However, forecasts uploaded via FBDI is not displaying actual costs in Manage Project Forecasts page and as such EAC amounts l…
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Project Budget AllocationSummary: We have a business requirement where the business wants to allocate budgets and view them Year wise (Financial Year April to March). To achieve this, we defined…
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Required Approval condition for Principle Investigator in PPM moduleHi Team, We would require Project Budget approval for Grant project and send it to the Principle Investigator. We also tried with the condition as follows but it says th… -
Can we generate revenue budget and revenue forecast based on burden multiplers?Summary: Can we generate revenue budget and revenue forecast based on burden multiplers? Content (please ensure you mask any confidential information): Hello, Our client…
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In Manage project Budget page, the rates are not being picked from rate schedules definedSummary: This is a new implementation and we have defined rate schedules (Person & Non labor, Job and resource class rates) and assigned them at the Use Planning rates i…
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How to Trigger BPM Approval for a Custom Project Role (Center Director)?hello all, We have a business requirement where project budget approvals must be done by the Center Director. We created a custom project role called “Center Director” a…Raoof Ahmed 4 views 1 comment 0 points Most recent by Vinodhini Vobhilineni-Oracle Project Management
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Budget Conversion from EBS to Cloud PPMSummary: Hi, We are migrating Budgets from EBS R12 to Cloud PPM. The Budgets in EBS have planning resource as None. However we are unable to migrating budgets without pr…