Project Planning, Budgeting, and Forecasting
Discussion List
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Send FYI notification to an approval group for FinancialPlanSummary: Hi, We want to send FYI notification to an approval group for Financial Plan. How can we send an FYI notification without having to send an approval notificatio… -
Revenue Forecast calculation is incorrectSummary: Hi, when we refresh actual amounts on the revenue forecast we are noticing that the amounts are moving to the quantity column and the updated ETC and EAC amount… -
Trying to load project budget but the FBDI is running into errorSummary: I'm trying to load the project budget for a sponsored project and I' receiving error: The valid plan version statuses for forecast versions are Working, Current… -
Data Migration - Project Assets - Data TemplateHi All, While uploading Project Asset Processing Import Template, I am unable to do the same. Getting the below error. Has anyone faced similar kind of Issue. XLA_TAB_CC… -
Need help of budget approvalRequirement - Business has 5 level of approvers on basis of Project Budget amount. First Approver - Site Manager and Site Manager 2 - Its initial level approver and both… -
ApprovePlanVersion only for budget updatesSummary: Hi, We have a requirement that we need to send only the budget updates for approval to Approval Group. Is this feasible to achieve? If so how? Currently even in… -
Auto-approval workflow for budget changes in specific tasks, changes in other task trigger workflowNeed guidance on setting up auto-approval workflow for budget changes at task level in Oracle Projects Hello, We are exploring the feasibility of configuring an approval… -
revenue budget questionSummary: Hi and many thanks in advance, question regarding the exchange rate using at the Revenue budget derivation, attached file with the screenshots The Project is in… -
Are Key Performance Indicators supported at the task number level?We have configured a budget vs. actuals KPI which is based on the overall project. We have added the KPI to the project template as a 'KPI Watchlist Item'. The KPI indic… -
Forecast is not updating actuals when loading it as an approved version via FBDI or APIForecast is not updating actuals when loading it as an approved version via FBDI or API. Is this an intended behavior of not allowing any updates to baselined or approve… -
Unable to baseline budget: with error ‘You don't have the required permission. (PJF-2236533)’Summary: Unable to baseline budget: with error ‘You don't have the required permission. (PJF-2236533)’ The user (ABC) has been given the Job Roles of Project Administrat… -
Rates by project typehttps://us.v-cdn.net/6034893/uploads/TJCGPR0IQDJ4/rate-schedule-not-appearing-in-organsiation-costing-rules.pdf Summary: Our business operates blended cost rates [based … -
Burden costs are not getting calcuated after Organisation structure changesSummary: Burden costs are not getting calcuated after Organisation structure changes Content (please ensure you mask any confidential information): Hi Team, Current faci… -
Project Management Module – Labor Cost Estimation and Budget Entry OptionsSummary: We are currently evaluating the usage of the Project Management module for cost estimation related to labor and materials, and I had a few questions regarding b… -
PPM-yearly budgets with annual incrementsSummary: For long-term projects spanning 3 to 5 years, the customer intends to use yearly budgets with annual increments to account for cost escalations and adjustments …SanthiSreeK-Oracle 11 views 2 comments 0 points Most recent by SanthiSreeK-Oracle Project Management -
Inconsistent Behavior While Initiating Change Order from "Create Issue" – Request for StabilizationSummary: While working on the AI-driven functionality for initiating a Change Order directly from the Create Issue feature, we’ve observed inconsistent behavior: Sometim…SanthiSreeK-Oracle 11 views 2 comments 0 points Most recent by SanthiSreeK-Oracle Project Management -
How to Modify Project Number Mapping from MSP to Oracle Fusion Project Execution Management?Summary: We are currently using Microsoft Project (MSP) to create project plans and import them into Oracle Fusion Project Management (Execution Management). By default,…SanthiSreeK-Oracle 2 views 1 comment 0 points Most recent by Cristian Bilibou-Oracle Project Management -
Budgetary Control at non-labor resourceSummary: We have a scenario where an expenditure type is assigned to more than one non-labor resource—for example, both “Computers” and “Computer Equipment” asset catego…SanthiSreeK-Oracle 11 views 1 comment 0 points Most recent by Cristian Bilibou-Oracle Project Management -
Custom approval rule that automatically approves the forecast if the EAC and ETC values unchangedSummary: Hi Everyone, We would like to implement a custom approval rule that automatically approves the forecast if the EAC (Estimate at Completion) and ETC (Estimate to… -
How to enroll for the Redwood Project Portfolio Management/Contracts Management updatesSummary: How to enroll for the Redwood Project Portfolio Management/Contracts Management updates in any Oracle resources We want to know the Redwood Roadmap for PPM/Cont… -
Planning Project check box functionality in Manage Financial Project SettingsSummary: Would like to know the "Planning Project" check box functionality in Manage Financial Project Settings General Tab under Basic Information Edit option. Planning… -
Can Project Unit be used to restrict user access to projects/awards via custom roles, etc?Summary: We have 4 Project Units and a single Business Unit. Is it possible to create custom roles to control user data access by project unit? Content (please ensure yo… -
We've trying to unprocess cost facing below error.Summary: I’ve attached the error screenshot for your reference. The error message is as follows: Error Message 1: The transaction didn't pass budgetary control validatio… -
Need SQL Query to find Baselined Project Budget VersionSummary: Hi Please help us to query baselined project budget version by sql query. I want to find the Project Number, Version, Revenue Budget, and Cost Budget. Our expec… -
BPM worklist notification additional assigneesWe are trying to send Complete Notification to Additional Assignees for ApprovPlanVersion WF We tried both username or username email but with no results. Which is the c…Michele Cursio 21 views 1 comment 0 points Most recent by Clara Azoitei-Support-Oracle Project Management -
Financial Project Plan Approval WorkflowSummary: Is there an approval workflow for Financial Project Plan? We want to send FYI notification to the project accountant once the Financial Project Plan is baseline… -
Manage Forecast page is showing the Contract Value although I havent budgeted it on projectFinancial Resources is the line which has come after contract revenue was generated. In the Manage Project Financial Plan, I have assigned only one Named Resource-Krishn…Ivaturi Krishna Neeraja 1 view 1 comment 0 points Most recent by Clara Azoitei-Support-Oracle Project Management