To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Project Management
Discussion List
-
Contract billing Process is slowSummary: Is there any way of speeding up the billing process from generating an invoice to Print PDF. It can take from 20 min to 24 hours. Content (please ensure you mas… -
In Project Cost, the supplier invoice has expenditure date as 2026 and needs to be updated as 2025Summary: There was a supplier invoice created with expenditure date 04/07/2026 and the requirement is to update the Project cost with expenditure date as 04/07/2025. As …
-
How do we reduce the revenue to 0Summary: We have recognized revenue in a contract and we need to reduce it to 0. Need assistance on the action plan to do the same. Content (please ensure you mask any c…
-
+ sign is not visible in ForecastSummary: The + option or the add option is not available in the Project Forecast screen? Is there any option which needs to be enabled to get it? Content (please ensure …
-
User are editing the event after the invoice is accepted in ARSummary: User have edited the event from 3000 to 0. The event was already fully invoiced and accepted in AR. As the user went and updated the event, a credit memo was cr…
-
Forecast workflow is rejected by the system (No BPM Defined)Summary: When we submit the forecast for approval, the system rejects the approval of the version. We have not configured any approval flow for the Forecast. This should…
-
When we try to run the Refresh Actuals, there is a Error pops upSummary: When we try to run the Refresh Actuals, there is a Error pops up "The message is refreshActuals." How to fix this. Content (please ensure you mask any confident…
-
Contract Line Invoice Funds Available is 0, but there is funds which can be processedSummary: In contract, there are sufficient funds to invoice in Line 1 (Calculated based on the total invoice created and the same amount reflected in the Financial Summa…
-
before migrating invoices and Revenues, how to import/migrate existing contractsHi, can any one tell me the process of historical contracts migration process from legacy to fusion PPM?
-
Override the default payment term from contract on contract invoiceHi, we are aware that in the Bill Plan section on the contract, we are able to default the payment term for the project. However, as the payment term may change from bil…
-
Is it possible to integrate Zoho with Oracle PPM cloudSummary: Does any one integrated Zoho tool with Oracle PPM Cloud? What challenges you faced and approach you follow? Appreciate your response on this. Content (required)…
-
Rouge invoice created for Percent completeSummary: Bill Plan is Percent complete and the system is generating a invoice for 0.01 how can we prevent this? Content (please ensure you mask any confidential informat…
-
BC Settings in Template are getting overridden from Financial Plan TypeWe have create two (2) Project templates and One (1) Financial Plan Type. Financial Plan Type has the setup for BC at Lowest Task Project Template 1, has BC at Lowest Ta… -
Adjusting Contract Line Value does not adjust the progress percentage on Track CompletionSummary: When updating the contract line value, the track completion percentage value should be also be adjusted. However the system is not updating the percentage, mean…
-
Contract invoice is in Transfer status and not updatedSummary: Invoice is transferred to AR and the status of the invoice is "Transferred" The status is not changed to accepted. What should be my next action plan? Content (…
-
How to delete Credit memo (Both in approved and draft status)Summary: How to delete Credit memo (Both in approved and draft status) in PPM Contract invoice? Content (please ensure you mask any confidential information): Version (i…
-
Identify Cross Charge Transactions Process are Not Picking IC eligible transactions.Summary: Identify Cross Charge Transactions Process are Not Picking IC eligible transactions. Content (please ensure you mask any confidential information): Hi Team, Cur…
-
Is there a way to trigger approval for addition of team members to proj to provided BU stakeholdersSummary: Is there a way to trigger approval for addition on team member to provided BU stakeholders Content (please ensure you mask any confidential information): Is the…
-
Dynamic Approval Group by Department ManagerSummary: We have a requirement to setup Project Status Change and Project Budget Approval by Department Manager. These Departments are classified as Project Expenditure …
-
How to find the workplan template from which a project is created in PEMSummary: Finding the Workplan Template from which a project is created in Project Execution Management. Findings: Currently, the tables only show the assigned Workplan t…
-
Contract status is in Pending - No workflow definedSummary: Contract status is struck at pending and there is no workflow. The contract was amended and when submitted the status process is not getting completed. Content …
-
Borrowed and Lent not working for some projectsSummary: Hi, We found that borrowed and lent is not working for some projects. The project where it is working is having a contract attached. Is this a requirement for b…
-
Contract - Track Completion - Percentages are NOT correctSummary: The second line of this contract is 100% invoice. On the one screen it simultaneously shows that the contract line is 0% invoiced and in the detail of the line …
-
Credit memo approval in projectsSummary: Is there an approval workflow available for credit memo in projects? When we create credit memo it is automatically getting created in approved status. We want …
-
How to configure "Claim Functionality" for Project status approval workflowI attempted to configure the Claim functionality, where a single user from the list of approvers can claim an approval notification and work on it exclusively. This setu…
-
The inv wasn't transferred because the bill contact on this contract isn't active on the inv dateSummary: Receiving this error: Invoice date is 16-01-2024 Contract contact: The version on the error message is called 'Historical' and current version is 9. Could this …
-
Explanation / Description of values in STATUS column in pjc_expend_item_adj_acts TableSummary: Looking for help identifying the description / explanation of various statuses in the pjc_expend_item_adj_acts.status table. These are the values we see in that… -
Credit Memo support in Project Billing for unspent funds returnsContent: Currently, unspent funds in projects must be returned through GL, which causes two main issues: The billed amount in Project Billing does not reflect the actual…
-
Request for Source Tables of Task-Level Cost Columns in Project Financial PlanHello Community, I would like to request clarification regarding the source tables for the following task-level cost columns in the Project Financial Plan (navigation: P…
-
How to create a custom contract statusSummary: As per our business requirement we need to have Contract "Canceled" status to be added to the existing Contract Status. Content (please ensure you mask any conf…