Project Performance Reporting
Discussion List
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We need to filter a value set in table format based on a session variableSummary: We need to filter a value set Content (required): We need to filter a value set in table format based on a session variable, specifically the identifier of an a…Alessia Giovannini 21 views 1 comment 0 points Most recent by Pradeep Balakrishnan Project Management
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Comparison of month wise revenue expense margin current year and past yearSummary: Hi, We have a requirement to compare month-wise revenue expense margin current year and past year. This can be done through Account Monitor in GL but is there a…
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Request for Email Alert Setup: Task Status Change NotificationsSummary: We need to have an email alert to the task owner and project manager whenever the task status changes from "not started" to "Started" and "Started" to "Closed".…
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Keep a reportable reference to original planned finished dateIs there an out of the box way / field to keep track of the original planned finish date of a project. PFM only Users will enter a Project Finish Date to cascade to task…
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Project budget cost control for every level and not excessed that level and above level budgetSummary: Hi Team, We have business requirements in Oracle Project Financials Cloud , please help with your Ideas 1 Sub-Project Association – With Budget & forecast contr…
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Oracle Fusion Projects Program ManagerHi there, am asking about the Program Manager workarea , does it require a license for it specificaly or not ?Ali Essam El-Bandrawy 71 views 3 comments 0 points Most recent by Simon Ball-Oracle Project Management
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Project Expense Resource planning (Rate based and manual entry) questionsSummary: Our customer had the below scenario First Challenge- They want to plan their resources based on specific quantities for a limited number of resources, such as t…
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Better approach to follow in loading manpower or salary costsSummary: Which is the better approach to follow when HCM is not used a) Uploading salary costs to the General Ledger (GL) and subsequently uploading them as costed trans…
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Questions on Team member/administrator/Project manager creation in ProjectsSummary: Can you clarify the significance of the two navigations mentioned in the below screenshot? It appears that they refer to the same thing - is there any specific …
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Product segment to be populated from project classificationsSummary: We had a requirement to populate product segments (3 digit code) in GL COA from project classifications. Project classifications have values like Supply, Compos…
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When Status of the project is delayed/behind the schedule, is it possible to enter reason for delaySummary: We had a requirement from our customer that when the Status of the project is delayed/behind schedule, It should allow us to enter the reason for the delay. Doe…
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*the source Project Unit Name which isn't assigned to the account type Project costing budget accounSummary: We are using budgetary control, so we did setup Transaction account builder. While we enter account rule for Business segment, it is throwing this error. The bu…
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Mistake made on Released Credit MemoSummary Mistake made on Released Credit MemoContent Hi, We had a scenario where an invoice in project billing needed to be credited due to error. This invoice (Dated 1/3…User_2025-02-04-20-14-28-298 67 views 2 comments 0 points Most recent by Zaheer Ahmed-Oracle Project Management
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KPI Budget and Actual revenue percentage how to view source revenue details from KPISummary: For viewing costs and budget details we can directly go from the Project health infolet and drill down to view costs and view budgets. But for revenue related K…
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Need this project schedule requirement using OTBISummary: Hi we have the below requirement. Please let us know how this can be done using OTBI This is sample data Date-wise aggregation of data to be done as shown below…
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EPS element by delegate/EPS element by owner analysis not displaying hierarchy dataSummary: After Creating EPS element assigning delegate and assigning projects under it, when we run the EPS element by delegate/EPS element by owner analysis- these do n…
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Custom Report example for PPM Allocations ?Summary: Custom Report for PPM Allocations ? Content (required): Hello I would like to create a custom report for PPM Allocations, will you please share with me the tabl…Cesar Saveedra 41 views 1 comment 0 points Most recent by Shivashish Dwivedi-Oracle Project Management
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Maintain a Single Source of Truth for Project Team Members and Labor ResourcesSummary: Is it recommended or necessary to opt in to this feature? Content (required): Our implementation has been live for almost 2 years now but we aren't opted-in to …Andrew_Thai 141 views 1 comment 0 points Most recent by Shivashish Dwivedi-Oracle Project Management
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Project Budget editingSummary discussion for project budget edit in excelContent what is the difference between Periodic and Non Periodic edit in excel sheet for project budget Version Oracle…
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Eaned value analytics is coming blankSummary: We cannot view Earned Value Analytics, even after running the Update project performance data. Please advise how to resolve this. Content (required): Version (i…
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Expenditure type -cost and revenue entry in same line or different line in Project level budgetSummary: We tried to enter Expenditure type -cost and revenue entry in the same line or different line in the Project level budget. Method-1 Same line Line-1 Expenditure…
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Dynamic recipient email to be picked from OTBI analysis columnsSummary: We prepared an OTBI report where tasks to be started on the current date, task owner, task owner email, and project manager email is displayed. We need to sched…Santhi Sree 308 views 7 comments 0 points Most recent by Mona Mantry Reporting and Analytics for ERP
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New event type created is not available in create eventSummary: New event type created is not available in create event. please advise how to resolve this. Content (required): Version (include the version you are using, if a…
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Project number validation in oracle project financial managementSummary: While duplicating a project from an existing project we need to add validation on the project number that it should be a value from the list of values in Projec…
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We are weighing the option of having Project segment in COA vs implementing Project moduleWe are considering 2 options to have reports for Project by having Project segment in COA structure or implementing full fledged functionalities. We are considering para…
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Manage Enterprise Project Codes fields to be shown in fianancial managementSummary: How do I see the descriptive flexfield which I created in Manage Enterprise Project Codes in Project Financial Management? Define in Manage Enterprise Project C…
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Enterprise task codes created not displayed under manage task detailsSummary: Enterprise task codes created are not displayed under manage task details>Additional Information page Content (required): Version (include the version you are u…
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how to do bulk upload non labor resources at financial task levelSummary: how to do bulk upload non-labor resources at the financial task level? we cannot find any FBDI or rest API. Please provide if any are available. Content (requir…Santhi Sree 51 views 2 comments 0 points Most recent by Shivashish Dwivedi-Oracle Project Management
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Copy from calendar is disabledSummary: How to copy periods from calendar, it is disabled as shown below Content (required): Version (include the version you are using, if applicable): 22D Code Snippe…
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Transaction failed budgetary control validation with one or more errorsSummary: We are entering budgets at the project level, but when we enter costs, the task number is mandatory, when we give the task number, it is erroring out - The tran…