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Project Portfolio Management

The document provides instructions for configuring and using Oracle Project Portfolio Management applications. It covers topics like enterprise structures, security, accounting, templates, controls, costing, billing, analytics, implementation, approvals, and using the application for project financial management.

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pradeep191988
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23 views5 pages

Project Portfolio Management

The document provides instructions for configuring and using Oracle Project Portfolio Management applications. It covers topics like enterprise structures, security, accounting, templates, controls, costing, billing, analytics, implementation, approvals, and using the application for project financial management.

Uploaded by

pradeep191988
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Explaining Enterprise Structures and Organizations for Project Financials Ma

Practice 1-1: Navigating in Oracle Project Portfolio Management Applications


Practice 6-1: Creating a Legal Entity
Practice 6-2: Creating a Business Unit
Practice 6-3: Creating a Project Unit
Practice 6-4: Creating an Organization
Practice 6-5: Classifying an Organization to Own Projects and Tasks or Incur Costs on a Projec
Demonstration 6-6: Selecting the Organization Hierarchy Type and Classifications
Demonstration 6-7: Assign Project Organization to the Organization Hierarchies
Practice 6-8: Selecting Organization Hierarchies for the Business Unit
Practice 6-9: Verifying the Project Organization Configuration

Explaining Functional Setup Manager and Cloud Security


Demonstration 2-1: Configure Offerings
Practice 2-2: Creating an Implementation Project
Demonstration 4-1: Creating an Implementation Administrator
Demonstration 4-2: Creating a Functional User
Practice 4-3: Copy a Role
Practice 4-4: Comparing a Role
Practice 4-5: Creating an Employee
Practice 4-6: Editing Your User
Practice 4-7: Managing Your User
Practice 4-8: Managing Password Settings and Notifications

Explaining Subledger Accounting for Project Financial Management


Define Subledger Accounting Rules for Project Financial Management

Defining Project Foundation and Project Templates


Practice 7-1: Creating a Project
Practice 7-2: Creating an Expenditure Type
Practice 7-3: Creating a Class Category and Codes
Practice 7-4: Creating a Nonlabor Resource
Practice 7-5: Creating a Nonlabor Rate Schedule
Practice 7-6: Assigning a Job to an Employee
Practice 7-7: Assigning Rate Schedules to a Labor Resource
Practice 7-8: Creating a Planning Resource Breakdown Structure
Practice 7-9: Creating a Burden Cost Code
Practice 7-10: Creating a Burden Structure
Practice 7-11: Creating a Burden Schedule
Practice 7-12: Creating a Project Type
Define Project Templates
Practice 12-1: Creating a Project Template

Configuring Project Controls, Project Costing and Project Billing


Demonstration 8-1: Reviewing an Existing Financial Plan Type
Practice 8-2: Creating a Financial Plan Type
Practice 8-3: Creating a Project Plan Type
Practice 8-4: Creating a File-Based Data Import for Project Budgets
Define Project Costing Configuration
Define Borrowed and Lent Accounting
Practice 9-1: Creating Transaction Source, Document, and Document Entry
Demonstration 9-2: Defining a Flexfield Segment Value Set
Demonstration 9-3: Defining a Cost Collection Flexfield Segment
Demonstration 9-4: Creating Standard Unit Costs
Practice 9-5: Creating a Capitalized Interest Rate
Practice 9-6: Creating a Capitalized Interest Rate Schedule
Practice 9-7: Creating a User Group to Enable Project Team Members to Enter Time for Projects
Practice 9-8: Updating a User Group to Enable Project Team Members to Enter Time for Projects
Practice 9-9: Creating a Time Entry Profile
Practice 9-10: Creating a Time Processing Profile
Define Project Billing Configuration
Creating Revenue and Invoice Methods
Practice 10-1: Creating Event Types
Practice 10-2: Creating Revenue Methods
Practice 10-3: Creating Invoice Methods
Practice 10-4: Creating Invoice Formats
Demonstration 10-5-1: Adding a provider resource
Demonstration 10-5-2: Creating a Project and Intercompany Contract in the Receiver Business Unit
Demonstration 10-5-3: Creating an Intercompany Contract in the Provider Business Unit
Demonstration 10-5-4: Entering Costs, Generating Revenue, and Billing the Receiver Business Unit
Demonstration 10-5-5: Importing invoices, Generating Revenue, and Billing the Customer

Configuring Project Analytics


Demonstration 11-1: Setting Up Summarization Options
Demonstration 11-2: Setting Up Performance Reporting Options
Demonstration 11-3: Setting Up Analytic Reporting Options
Practice 11-4: Creating a Key Performance Indicator

Using Rapid Implementation for Project Financials Management and Manag


Practice 3-1: Entering Data in the Rapid Implementation Spreadsheet
Define Approvals and Workflows
Demonstration 13-1: Manage Task Configurations

Using Project Financial Management


Practice 14-1: Create a Project
Practice 14-2: Create a Project Budget
Practice 14-3: Manage Project Costs
Practice 14-4: Review Capital Assets
Practice 14-5: Manage Contracts
Demonstration 14-6: Monitor Project Performance
oject Financials Management

nagement
ement and Managing Approvals

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