Project Planning and Scheduling
Discussion List
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Planning Rates - Use Organization Costing RulesI have a requirement to cost at standard rates by organization, I have acheived that nicely. Is there a way to also use the organization level rates in planning? On the …
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How to validate the detailed budgets against the strategic budgets created in EPM PlanningSummary: As mentioned in the oracle document : https://docs.oracle.com/en/cloud/saas/project-management/23b/oapfm/how-enterprise-performance-management-works-with-projec…
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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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Field reason to be mandatory when task gets overdueSummary: We got a requirement to keep a field reason mandatory when a task gets overdue. Please let us know if there is a way to achieve this. Content (required): 23A Ve…
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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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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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Need table name for Person Rate Exceptions after Import Project Rate Schedules and OverridesSummary: We need table name to fetch Person Rate Exceptions information after running Import Project Rate Schedules and Overrides. We have a requirement to develop BI re…
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Add an Attribute / DFF to the main user interfaceI have a requirement to add a DFF at a task level, to make the user entry / experience better, I'd like to move the Attribute to be part of the main Project Plan layout,…
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Is there any project level chat option available to chat with team members?Summary: Is there any project level chat option available to chat with team members? Content (required): Version (include the version you are using, if applicable): 23A …
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Planned dates should not be editable, estimate start dates should be available like ZOHOSummary: Zoho has estimated start dates which can be changed but planning start dates are fixed and cannot be changed. our customer is requesting similar functionality. …
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way to automatically add Project numbers in the coa project segmentSummary: Is there a way to automatically add project numbers in COA Project Segment whenever a project is created from PPM Content (required): Version (include the versi…
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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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Master rate should be overriden at budget levelSummary: Planning level- project and all tasks Below is our task structure TASK0 TASK1 TASK1.1 Non labor Resource 1.1 (Created based on Expenditure Type1.1) Rate:8000 Qt…
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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 191 views 7 comments 0 points Most recent by Mona Mantry Reporting and Analytics for ERP
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How to bulk assign labor resources to tasks in project managementSummary: How to bulk assign labor resources to tasks in project management Content (required): Version (include the version you are using, if applicable): 22D Code Snipp…
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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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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…
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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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Create program not displaying owning organizationSummary: hi, While we try to Create a program, we are not able to see the owning organization in the list. We have given the data access to program manager for the ownin…Santhi Sree 57 views 8 comments 0 points Most recent by Shivashish Dwivedi-Oracle Project Management
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Absolute funds check at project level and advisory funds check at task levelSummary: Absolute funds check at project level and advisory funds check at task level We had the above requirement. Please advise if this is possible. Content (required)…
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Project level funds check should happen but instead Ledger level funds check is happeningSummary: Project level funds check should happen but instead Ledger level funds check is happening below is the ledger levelcontrol budget Expecting project-level funds …
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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…
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criteria regarding the length of time a closed project will be kept in the systemSummary: Hi team, Could you please confirm if there are any criteria regarding the length of time a closed project will be kept in the system? appreciate your response o…