Project Planning, Budgeting, and Forecasting
Discussion List
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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… -
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 62 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 …
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Is there a way for users to upload the budget to the Manage Financial Project Plan?Summary: The client would like the budget to be entered through the Manage Financial Project Plan for better analysis and visibility of the revenue and cost budgets, and…
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bulk update the project control level from absolute to advisoryDear Experts, In financial plan types, the control level for project and upper resource is absolute. We would like to update the existing project control levels from abs…
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Unable to pass fund check when the control level is advisorySummary: We changed the control level in financial types plan set-up from absolute to advisory both in project and higher resource level. Expected behaviour: all project…
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REST API to enable the project financial managementSummary: we are integrating the project from third party application in PEM project and once awarded project to be enabled for Project financial Management. For which we…
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Assigning budget at project level opposed to the task levelOur users don't assign budget at task level in their current system. Moving forward, they intend to continue the same. Is there any problem if the resources and budget i…shivpathak 11 views 1 comment 0 points Most recent by Ganapathy Ramakrishnan-Oracle Project Management
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Need to delete Named Person from Resource from Resource Breakdown StructureSummary: Need to delete Named Person from Resource from Resource Breakdown Structure Content (please ensure you mask any confidential information): Hi Team, We are in ne…
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How to extract a report or excel for "ApprovePlanVersion" Project budget Approval RulesWe have set up hundreds of rules for "ApprovePlanVersion" (project budget related) in BPM worklist. Business would like to see those rules in an excel format or a report…Oracle-Pai-Oracle 21 views 3 comments 0 points Most recent by Preda Silviu-Oracle Project Management
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query to to get project budget type code in oracle fusionSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Create Project Forecast without a spread curveIs there a way to create a project forecast without a spread curve ? Either via the application FBDI, API or some other method?
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View version Planning options is taking the user to page-> Edit Forecast: Planning OptionsHi, Observe that the in Oracle cloud ERP - PPM , the View version Planning options for Current Working Forecast version (Forecast not approved yet) is taking the user to…
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Did You Know? Adjust Project Costs using the Oracle Visual Builder Add-In for ExcelContent The attached video demonstrates how the Oracle Visual Builder add-in for Excel can be leveraged to invoke Custom Actions within ERP Cloud REST APIs. In this demo…Andy May-Coates-Oracle 272 views 1 comment 9 points Most recent by Justin Smittkamp Project Management Resource Center -
Can we Control our Projects Budget through PPM on a Task level not on a resource level?Summary: while working through PPM module we had a case as follows; we have an Expenditure Type called X X is assigned on Task A with 5K planned Cost amount also X is as…Ali Essam El-Bandrawy 42 views 5 comments 1 point Most recent by Dustin Grabowski-Oracle Project Management -
Oracle Project Management Cloud--Import of Financial Plan Types Erroring outhttps://us.v-cdn.net/6034893/uploads/THVUS02AKFU0/processstatusdetail-2823-29.log I am trying to Import of Financial Plan Types into my instance from data of another ins…