Project Planning, Budgeting, and Forecasting
Discussion List
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Project available funding value is not showing correct balanceSummary: Unable to compute the project available funding value Content (please ensure you mask any confidential information): We want to know the what balances/obligatio…Thahir Hussain 83 views 3 comments 0 points Most recent by Clara Azoitei-Support-Oracle Project Management -
Parent task roll up has incorrect values based upon lower levels of project budgetAs shown in the screenshot below, we would expect that the two values in the red boxes are $0 based upon the task and expenditure type combination containing a budget of…Nilofar Amirizadeh 21 views 2 comments 0 points Most recent by Nilofar Amirizadeh Project Management -
Project budget status is stuck in Submitted, though it is approved by all approversSummary: We have configured BPM approval rules for budget baseline Using Oracle std roles, Submitted the budget Approvers approved it Budget status is Baseline However, …
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PLS_SUMZ_DATA_ISSUE - Planning element is missing on taskHello! Thank you for reviewing our question. We have been struggling to identify where to look on our project related to the error we are receiving when running "Update …Nilofar Amirizadeh 21 views 3 comments 0 points Most recent by Nilofar Amirizadeh Project Management
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Project Budgets load - Getting Error "The resource already has an assignment for the period"Summary: Hi Experts We are loading Project Budgets using FBDI. We are facing below error "The resource XYZ already has an assignment for the period Jun-21. Enter a uniqu…
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Inputs of using the Seeded TAD for Budget Account - For Project only Budgetary ControlSummary: Need help in Understanding the Impact of using the Seeded Account rules in PPM Project Only Budgetary Control TAD setup Content (please ensure you mask any conf… -
Restrict project list information that a user has access to when creating POs or Supplier InvoicesSummary: Restrict project list information that is displayed only to the projects which the user needs to have access to. Content (please ensure you mask any confidentia… -
REST/SOAP api to get project budget approval workflowWe have a requirement to submit project budget approval workflow via integration. Is there any REST/SOAP api to achieve this.
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Error when creating forecast version - Entity row with key.oracle.jbo.KeyError when creating forecast version - Use-User-Defined Exception (Use--1) Use-User-Defined Exception Cause The message, Use-User-Defined Exception, can not be accessed.…
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Is there a list to check submitted Project Budget approvals?Currently, the client is using "Manage Project Budget" menu in Project Management, and they would like to see a list of Submitted Project Budget approvals for management…
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Budgetary Control - Foreign TransactionsSummary: Budgetary Control - Foreign Transactions Content (please ensure you mask any confidential information): When the user is creating a Project Budget - and then bo…
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Project transfer, budgetary control impact from one Project to Another ProjectSummary: Business Requirement: Budgets check will be happen, commitments will be reserved when IR(Internal PR) Approved, then the Transfer order issue from Project A to …
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Revenue forecast at project level, cost at lowest task causes problemsSummary: The revenue forecast is at project/top task level. Cost forecast is at lowest task level. Once we have actual cost and revenue, and refresh the actuals the reve…Chris van de Graaf Perth WA 31 views 5 comments 0 points Most recent by Chris van de Graaf Perth WA Project Management
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What are the setups to enable the front and back loaded spread curve functionalityWhat are the setups to enable the front and back loaded spread curves for the purpose of allocating the budgeted and forecasted amounts in oracle fusion? Following setup…Shakti Bishnoi 23 views 2 comments 0 points Most recent by sambasivarao kosuri-Oracle Project Management
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Is it possible to restrict some project tasks for Task Manager in project financial planSummary: Some Tasks are provisional or has specific needs , to be managed by some users not by the project manager , we need to restrict these tasks based on assigning a…
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Sending Contract Project from EPM to ERP ProjectsSummary: How can we send or push a contract project created in Oracle EPM Project Planning to ERP Projects? Is there any integration or configuration available to transf…
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Capital Project Revenue Visibility in Oracle EPM Project PlanningSummary: “In Oracle EPM Project Planning, how can we display or track revenue for a capital project? Is there a specific setup or form configuration required to show cap…
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Forecast ETC Revenue CalculationSummary: It appears to me ETC revenue in forecasts for future periods are calculated by spreading the amounts evenly based on contract line project funding amount. Pleas…Raj Mohanraju FRNT 31 views 3 comments 0 points Most recent by Raj Mohanraju FRNT Project Management
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Clarification on RBS Clean-Up and Impact of Assigning New RBS to Existing ProjectsSummary: Clarification on RBS Clean-Up and Impact of Assigning New RBS to Existing Projects Content (please ensure you mask any confidential information): Hi Team, As pa…
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Is there a maximum number of rules in these approval workflows?We are using these 3 approval workflows for PPM module. ProjectStatusNotificationApproval ApprovePlanVersion ContractsApproval Question: Is there a maximum number of rul…Oracle-Pai-Oracle 51 views 7 comments 0 points Most recent by Preda Silviu-Oracle Project Management
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Unable to update the Resource Breakdown Structure on projects through Visual Basic add-in for ExcelSummary: We have created new Resource Breakdown Structure and would like to assign it to all the projects approx(2600+). We understand that there is no delivered FBDI or…
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Incorrect ETC Revenue Amounts in ForecastsSummary: I have setup a contract that has a start and end date 01-Aug-2025, 31-Mar-2026, also aligning to the project it is associated in the contract line. Current peri…Raj Mohanraju FRNT 61 views 2 comments 0 points Most recent by Perry L Unrau-Oracle Project Management
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FTESummary: The requirement is to plan and budget labor resources using Full-Time Equivalent (FTE) instead of Hours. For example, while defining the project budget or plann…
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Can you update a project forecast via FBDI without changing the versionCan you update an existing project forecast raw costs without changing the version number? I tried changing the Processing Mode to Update but received the error message …