Project Planning, Budgeting, and Forecasting
Discussion List
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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 85 views 7 comments 0 points Most recent by Rea Stephanie P. Ramos Project Management -
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 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 74 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 -
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 101 views 11 comments 0 points Most recent by Shivashish Dwivedi-Oracle Project Management
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Can next budget version be auto-approved if current approved version has the same amount?Summary: Budget Workflow Can next budget version be auto-approved if current approved version has the same amount. That is, if both versions have same amount then next b…User_2025-03-07-19-13-35-999 51 views 1 comment 0 points Most recent by Shivashish Dwivedi-Oracle Project Management
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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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Future of Data maps in PBCSHi, In the Oracle march monthly update there is a notice concerning Data maps: "Data Maps with Mapping or Cross Applications Data Maps with mapping or cross applications…
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Budget Excel Layout - Excel Filter Does not workWhen I export a budget in a periodic layout in Excel I am able to add a filter But the filter does not work This works ok in other Projects ADFdi'S (I.E. Cost UPload), a…