Project Planning, Budgeting, and Forecasting
Discussion List
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Update Project Forecast with Actuals Scheduled ProcessIs there a Scheduled Process to update Project Forecast Working versions with the Actuals? Or does this need to be actioned on each forecast manually? Thanks -
Can we create Maintenance Work orders for ProjectsSummary Can we create Maintenance Work orders for ProjectsContent Hi, I am trying to explore the functionality of creating Maintenance work orders for Projects. I have a… -
PPC Revenue appears as Financial Resources in Forecast ActualsWhen testing Forecast updates of Actuals (Revenue and Cost) we realised that the Actuals amounts for Revenue get allocated against the 'Financial Resources' resource. We…
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How to use Life Budget in the Project Financial ManagementSummary: We need to enable Life Budget for projects (Cost Budget) whereby we will have single budget number for the life of the project (e.g. USD 28 MN for 3 years proje…Anil Kumar Vashist 32 views 3 comments 0 points Most recent by Pradeep Balakrishnan Project Management -
Quantity wise reconciliation in projectsSummary: In a given scenario, the customer acquires 10 laptops, sells 8 of them, and issues invoices for 8 laptops. Is it possible to perform reconciliation based on qua…
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Multiple customizations in Project - Budget screenSummary: Multiple customizations in Project - Budget screen Content (required): Dear all, Please note the following: 1- Go to project 2- Go to manage Project Budget 3- P… -
Restrict expenditure type value set in the standard cost collection FlexfieldSummary: How to restrict expenditure type LOV in the standard cost collection flex field to show only those expenditure types assigned to a project? Can anyone provide m…
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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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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…
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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 62 views 5 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