Project Planning, Budgeting, and Forecasting
Discussion List
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Able to revise project budget less than the actual cost imported to projectSummary: The budgetary control is enabled at absolute level for project budget and project budget was created for example of amount 10000 USD and actual cost is imported… -
Unable to download project assigned RBS in Visual BuilderSummary: We have the following three RBS assigned to a project: The first one is assigned today. When I download RBS in Visual Builder there are only the two from yester…
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Project Process Configurator - Project Forecast & Contract in different Currencies issueContent (required): We have a project forecast in functional currency EUR and an associated contract in USD. Using the Project Process Configurator we want to calculate …
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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 … -
Transaction Control ErrorSummary: Transaction Control in error in spite of correct Expenditure Type. Content (required): I have created a Transaction Control for Task 1 to include only Pre-Devel…Rea Stephanie P. Ramos 81 views 7 comments 0 points Most recent by Rea Stephanie P. Ramos Project Management
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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… -
Add Project Plan DFF to Project Status ApprovalSummary: Content (required): Is it possible to add a Project Status Approval condition using a DFF created on the Project Control - Project Plan Options DFF (PJO_PLANNIN…Luiz Mendes -Oracle 51 views 2 comments 0 points Most recent by Luiz Mendes -Oracle Project Management -
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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Edit Project Budget in Excel for Sponsored ProjectsSummary: Editing Project Budget in Excel for Sponsored Projects Content (required): Hi, Is there any way can we update/Edit Project Budget in Excel (ADFDi) for Sponsor P…Yenuganti Venkat 61 views 6 comments 0 points Most recent by Shivashish Dwivedi-Oracle Project Management
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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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Job Set under Planning Resource Breakdown StructuresSummary: I am trying to create a Planning Resource Breakdown Structures but the job set list is coming as blank. Can someone suggest the setup I am missing Setup and Mai…Navaneeth TechM 71 views 8 comments 0 points Most recent by Shivashish Dwivedi-Oracle Project Management
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Is there a BICC data store that contains the Expenditure Type to Account MappingsSummary: Is there a BICC data store that contains the Expenditure Type to Account Mappings Content (required): We cannot find a data store that contains this information…Holly Wells 51 views 4 comments 0 points Most recent by Shivashish Dwivedi-Oracle Project Management
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Budget Layout - Default for all UsersIs it possible to default the budget layout for all users? Esmeralda
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REST API/SOAP UI for making unplanned resource to planned resource in Manage Project ForecastSummary: We would like to know if there is any REST API/ SOAP UI available for updating the unplanned resource to planned in Manage Project Forecast window. Content (req…Gopal Krishna Thammana 21 views 1 comment 0 points Most recent by Venkat Patlola-Oracle Project Management -
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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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… -
Is it possible to generate forecast at summary and detail levelSummary: Please provide some insights on how to forecast at summary level WBS element(above lowest level cost code) and detailed level WBS element (lowest level cost cod…
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Budgetary Controls are not working as per the expectationsSummary: When the cost exceeds the budgeted amount for a specific project, it should trigger an error stating that "funds are not available/Insufficient funds". We verif…Sai Chandana Addula 102 views 11 comments 0 points Most recent by Shivashish Dwivedi-Oracle Project Management