Integration with Other Oracle Applications

This section describes everything you need to know about integrating Oracle Projects with other
Oracle Applications. It includes the following integration information:
System Integration Diagram
Integrating with Oracle General Ledger
Interfacing Expense Reports with Oracle Payables
Integrating with Oracle Purchasing and Oracle Payables (Requisitions, Purchase Orders, and
Supplier Invoices)
Integrating with Oracle Receivables
Integrating with Oracle Assets
Note: For more information about integrating with Oracle Assets, see: Capital Projects
Integrating with Oracle Human Resources
Project Manufacturing
Integrating with Oracle Inventory
Integrating with Oracle Workflow

System Integration
Oracle Projects integrates with other Oracle Applications, such as Oracle Purchasing, Oracle
Payables, Oracle Receivables, Oracle Assets, and Oracle Manufacturing. The following diagram
illustrates the integration flow between these systems.

Integrating with Oracle General Ledger

Oracle Projects fully integrates with Oracle General Ledger and allows you to easily update your
general ledger with project accounting activity. Oracle Projects lets you validate your expense,

liability, revenue, and other accounts determined by AutoAccounting against your chart of
accounts.
When you interface cost and revenue information to Oracle General Ledger, you use Oracle
Projects processes which collect all eligible cost and revenue distribution lines, summarize them,
and interface them to an Oracle General Ledger interface table.
After you interface cost and revenue information to the Oracle General Ledger interface table,
you run the Journal Import program. This program creates journal entries for your cost and
revenue transactions, which you can post to Oracle General Ledger at any time.
After you run the Journal Import program to create journal entries, you tieback cost and revenue
items to Oracle Projects to ensure that all items are successfully loaded into Oracle General
Ledger. If any items are rejected, you correct them and interface them again to Oracle General
Ledger.
You can use standard Oracle Projects reports to reconcile your summary cost and revenue journal
entries to your project accounting detail transactions. You can also use standard reports to track
your expenditure items in Oracle Projects and your journal entries in Oracle General Ledger as
you interface data between products.

Integrating Expense Reports with Oracle Payables

Oracle Projects integrates with Oracle Payables so that you can easily create and pay invoices for
your project accounting expense reports in Oracle Payables. You enter expense reports in Oracle
Projects and use Oracle Payables features to create invoices from the expense reports, maintain
and track payment of them, and interface the accounting transactions to Oracle General Ledger.
When you send expense reports to Oracle Payables, you use an Oracle Projects process which
collects all eligible costed expense reports in Oracle Projects and interfaces them to the Oracle
Payables interface tables. This process also creates accounting transactions for the expense report
liability amounts.
Once moved to these interface tables, the expense reports await further processing by the Oracle
Payables Invoice Import program. This program automatically creates invoices and invoice
distribution lines from the expense report information you load into the interface tables.
After you run Invoice Import to create invoices in Oracle Payables, you tie back successfully
interfaced expense reports as well as rejected expense reports using another Oracle Projects
process. Rejected expense reports are corrected, and interfaced again to Oracle Payables.
You can use standard reports to track your expense reports as you interface data between
applications. You can also use Invoice Import output reports to review imported transaction data
and transaction data that fails when you run Invoice Import.

You can also use Oracle Payables features to create prepayments or advances, and apply them
against Oracle Projects expense reports and invoices in Oracle Payables. These features are
described in the pages that follow.

Integrating with Oracle Receivables

Oracle Projects fully integrates with Oracle Receivables to process your invoices and track
customer payments. Oracle Projects generates draft invoices and uses Oracle Receivables
features to create invoices and interface the accounting transactions to Oracle General Ledger.
When you interface invoices to Oracle Receivables, you use an Oracle Projects process which
collects all eligible released draft invoices in Oracle Projects and interfaces them to Oracle
Receivables interface tables. This process also maintains project balances of unbilled receivables
and unearned revenue and creates accounting transactions for these amounts.
Once interfaced to these interface tables, the draft invoices await further processing by Oracle
Receivables AutoInvoice process. After you run the AutoInvoice program to create invoices in
Oracle Receivables, you tieback successfully interfaced invoices as well as rejected invoices
using another Oracle Projects process. Rejected invoices are corrected, and interfaced again to
Oracle Receivables.
You can use standard Oracle Projects reports to track your invoices as you interface data between
Oracle Projects and Oracle Receivables. You can also use AutoInvoice output reports to review
imported transaction data and transaction data that fails when you run AutoInvoice.

Integrating with Oracle Assets

Oracle Projects integrates with Oracle Assets, allowing you to manage capital projects in Oracle
Projects and update your fixed assets records when assets are ready to be placed in service. In a
capital project, you can collect construction-in-process (CIP) and expensed costs for each asset
you are building. Oracle Projects collects labor, expenses, usages, miscellaneous transactions,
and supplier invoice costs, and using a combination of AutoAccounting and Workflow, assigns
the costs either to a CIP or an expense account.
When you are ready to place the asset in service, you use Oracle Projects processes to collect all
eligible CIP cost distribution lines, summarize them, and create asset lines. You can review and
make changes to the asset lines before interfacing them to Oracle Assets. When you are satisfied
that the asset lines are correct, you use Oracle Projects processes to interface the costs for the
completed asset to the Oracle Assets Mass Additions table.
After you interface the costs to the Oracle Assets Mass Additions table, you can make changes to
the asset definition, if necessary, and then run the Post Mass Additions process. This program
creates the asset records in Oracle Assets. When you run the Create Journal Entries process in
Oracle Assets, journal entries will be created and sent to Oracle General Ledger to relieve the
CIP account and transfer the amount to the appropriate asset cost account.
There is currently no interface between Oracle Assets and Oracle Projects which allows you to
post depreciation expenses directly to projects

Integrating with Oracle Human Resources

Oracle Projects fully integrates with Oracle Human Resources to keep track of employees and
information relevant to them, such as bill rates and mailing address. If you have installed Oracle
Human Resources, you must use an Oracle Human Resources responsibility to define employees.
Otherwise, you enter this information directly into Oracle Projects and other Oracle Applications
that integrate with it (Oracle Payables, Oracle Receivables, and Oracle Purchasing).
This section provides a list of steps you need to perform when adding an employee, changing an
employee's name, and deleting an employee using Oracle Projects. Unless otherwise noted, you
perform each step within Oracle Projects from the GUI form indicated in parentheses.
Project Manufacturing
Oracle Project Manufacturing is a solution for companies that manufacture products
using projects or contracts. Oracle Project Manufacturing combines three major
applications:
o

Oracle Projects, which provides the project costing, project billing, and
project budgeting functions.

Oracle Manufacturing

Third-party project planning and scheduling systems (project

management systems)

When used as a part of the Project Manufacturing functionality, Oracle Projects acts
as a cost repository for manufacturing-related activities from other products in the
Project Manufacturing suite.

The incorporation of Oracle Projects in the Project Manufacturing suite allows you to:
o

Set up the WBS for a manufacturing project in Oracle Projects. All

manufacturing costs are then tracked by project and task, and are
imported to Oracle Projects using the Transaction Import process.

Track projects and tasks defined in Oracle Projects throughout various

manufacturing applications.

Charge project costs from inventory and work in process to a project

and task.

Include project costs from manufacturing and distribution in your

budget to actual cost analysis in Oracle Projects.

Integrating with Oracle Inventory

Oracle Projects fully integrates with Oracle Inventory to allow you to enter inventory
transactions in Oracle Inventory and transfer them to Oracle Projects. You can order and
receive items into inventory before assigning them to a project. You can then assign the
items to a project as they are taken out of or received into Oracle Inventory.
When you enter project-related transactions in Oracle Inventory, you enter the project
information on the source transaction. Oracle Inventory and Oracle Projects carry the
project information through from the Issue To or Receipt From transaction in Oracle
Inventory to the project expenditure in Oracle Projects.
For more detailed information about project-related transactions in Oracle Inventory, see
the Oracle Inventory User's Guide.
Suggestion: If you integrate with Oracle Inventory, use function security to
prevent users from entering pre-approved batch items with an expenditure type
class of Inventory or Work in Process.

The transactions are imported into to Oracle Projects as accounted and costed. The
cost distribution cannot be modified in Oracle Projects.

Oracle Projects provides the ability to integrate with Oracle Workflow to automate the following
processes:
o Project Status Change
o Budget Status Change (Submission and Baseline)
Using the powerful abilities of Oracle Workflow, you can create, view, and modify business
processes that determine the project and budget workflows. Workflow automatically routes the
project or budget to the appropriate person for approval and notifies the preparer of its current
approval status. The approval process updates the project or budget status as approvals are
obtained or denied.
You decide which projects or budgets need to be routed through workflow, what is the approval
chain, and what business rules must be met before the transaction can be approved.
Project and budget approval can be initiated using the Activity Management Gateway (AMG) or
by using the standard product windows.

Oracle Projects provides a default project workflow process and a default budget workflow
process. You can modify these processes and create additional processes to accommodate the
needs of your business.

Project-Related Document Flow

When you enter project-related documents, you specify project information in

addition to the information you normally specify for a document. You can use all the
standard features of Oracle Purchasing and Oracle Payables, including encumbrance
accounting and funds checking, when you enter project-related documents.