Project Management Explorer - Oracle MyLearn

https://mylearn.oracle.com/ou/learning-path/project-management-explorer/87221

Take this Learning Path to get an overview of Project Management and Earn the
Explorer Badge!

Start your learning of the Project Management Cloud end user tasks, by having an
introduction to the key processes involved in managing your projects.

This Learning Path is applicable for anyone who is new to Project Management and,
also to job roles such as :

Project Managers
CFO's
Implementers
Administrators
Project team Member
This Learning Path covers:
Manage Financial Projects
Managing Project Cost
Managing Project Contracts, Invoices and Revenue
Manage Projects for Work Planning
Manage project peformance by using predefined dashboards and infolets

1 : Project Management Overview

Hi. Welcome to Oracle University's Explorer Learning path on Oracle Project

Management Cloud. My name is Deepak Seth. And in this session, I'm going to provide
you with an overview of the core capabilities of Project Management Cloud. We will
also talk about the Explorer Learning path.

Let's first talk about the Enterprise Project Management applications that work
as one. Project control and cost management capabilities simplify planning,
budgeting, and forecasting. They also help in standardizing and streamlining all
project costs from supply chain procurement, financials, inventory, order
management, time and labor, or external systems. These costs can be manually
adjusted or allocated to other projects.

These capabilities also help in streamlining capital asset cost processes. Project
billing and contracts lets organizations invoice project customers rapidly and
efficiently and comply with project contract terms and conditions through powerful
project contract relationships. It also delivers streamlined project control
revenue recognition.

Grants Management lets organizations proactively manage awards from funding to

close out so they can control costs charges and prevent budget overspend. And you
can automatically apply and report on indirect cost. And you can invoice sponsors
or draw down letters of credit.

You can also take advantage of Project Management to collaboratively plan and
deliver projects by leveraging intuitive and integrated scheduling tools. You can
also empower your teams with the Task Management's unified work area for
collaboration on project and non-project tasks. You also have the option to use
simple and intuitive mobile tools.

Next is the Resource Management solution. Resource Management provides powerful

search tools to find best-fit project resources and helps organizations gain
global insight into resources, skills, and availability. Finally, Business
Intelligence helps in analyzing data to gain insight into your reporting needs,
gathering information to meet specific requirements, and making informed
decisions.

Now that you have got an overview of Project Management Cloud, let's take a look
at the Explorer Learning path. In this learning path, after the overview of Project
Management Cloud, you will learn about managing financial projects, managing
project cost, managing project contract invoices and revenue, managing projects
for work planning, and you will also be introduced to predefined dashboards and
infolets to manage project performance.

This learning path will be useful for all users who are new to Project Management
Cloud, such as project managers and project administrators, project accountants
and billing specialists, resource managers and team members, and implementers and
administrators who are responsible for managing the project management process
flow.

So what's next? You can learn about the processes and components of Project
Management Cloud by going through the various topics covered in the Project
Management Cloud Learning path. You can then take a short examination with multiple
choice questions to test what you have learned. So enjoy this training and earn
the Project Management Explorer badge.

1 : Manage Financial Projects

Hi. You will now learn to create a project in project financial management. There
are two ways to create a project in financial management. You can either create a
project using a project template or based on an existing project. Now we will look
at how to create a project using a project template.

Let's get into the system to create a project from the project financial management
work area. To create a project in project financial management, you will navigate
to the project financial management work area under projects. Click on project
financial management. Then click on Create.

Select the source template as US billable with burden, project name as PM lifecycle
project, project number-- PM lifecycle project 101, project start date as today's
date, organization as consulting North US, business objective as business growth,
and project manager is going to be instructor, PPM00. Then click on Save and
Continue.
Let's now review the project budget and project forecast, that would have been
automatically created from the ask tab, under control, click on Manage project
budget. So you can see that a current working version has been created. Once you
have reviewed it, Click on done.

You can click on the name of the project again and then choose manage project
forecast to review the project forecast, that would have been created. So here
you can see that a forecast version has been created as well. Let's click on Done
again. Next, we are going to manage the project resources. So I will click on the
project name again. And then I will choose manage project resources.

To add a resource to your project, you will click on the Add resource button. Then
you can choose a resource here, such as PPM01 student. The project role we are
going to keep it as team member and the from date we're going to take it as today's
date only. Click on Save and Close.

Next-- we are going to take a look at the financial project plan. So click on the
Task tab and choose the task as Manage financial project plan. So let's expand on
task number 5. Then click on Actions. Then manage task and let's select the value
as added task and subtask dates.

So here we are going to enter a start date, which could be let us say two weeks
from now. Then click on Submit. You may get a Warning message. Click on OK. Next,
we are going to select the two subtasks-- 5.1 and 5.2. And from actions, we'll
choose Manage resource assignments and assign planning resources to selected task.

So here we'll select Alan James and then we'll choose move to selected resources.
So here we are going to enter the number of hours as 24 for both the tasks. And
then click on OK. Next, we are going to add the notes to these tasks. So you will
select a particular task, such as 5.1, right click. Choose manage tasks and then
add it task details.

So here under the notes tab, you can add a Note. And you can add a Note, such as
resource added to assist with additional workload. Then click on OK. Choose Save
and Close. And we are going to repeat the same step for the 5.2 task as well.
Choose Save and Close. So that's how you can add notes wherever required for the
respective tusks as well.

Next, we are going to set the baseline for all the tasks. So you're going to click
on Actions then set baseline. And you will choose set baseline for all the tasks.
So here you can automatically generate the budget based on the financial plan
type.

And you can also set the budget as baseline. So based on whatever changes that
you have made, now we going to get another budget version. So click on Submit. So
you may get a Warning message. Click on OK. Click on OK again on the confirmation
message box. And then choose Save and Close.

So that's how you will create a project in project financial management. So we

have created a project and we have assigned planning resources to the tasks within
the financial project plan. We have also set the baseline version of the financial
project plan as well. To summarize you have learned how to create a project in
financial management by using a project template.
Hi. Let's discuss the process of creating a budget version for your project. A
budget or forecast version represents a specific planning scenario created with a
financial plan type. For example, a cost budget that is based on a set of proposed
contract terms, or a cost forecast that's based on an engineering estimate.

You can create a budget version by using different methods such as generating
budget or forecast versions, copying budget or forecast amounts, and creating
budget or forecast lines manually. We will now look at the steps to create a
project budget version.

So let's get into the system to create a budget version for your project now. To
create a project budget, you will navigate to the Project Financial Management
work area, choose Project Financial Management, click on the project name, choose
Manage Project Budget. Click on this dropdown and choose the option as Generate
from Another Source.

Provide a version name as PM Budget Version. Choose the Financial Plan Type as
Approved Cost and Revenue in the same plan version. In the Source Details, Budget
Generation Source has defaulted to Project Plan Type. Source Plan Type is Project
Plan, and Source Plan Version is Current Working. So we'll leave it as it is and
proceed further. So click on Save and Continue.

So here on the Edit Budget page, we are going to make some changes. So I will
expand on task number 2 and then select the three tasks or the subtasks-- 2.1,
2.2 and 2.3. For all these three subtasks, I would like to assign a resource. So
right-click on this section where you have selected these tasks. Choose Manage
Assignment for Selected Tasks.

And then, you can add Alan James as a Resource. So after adding Alan James as a
Resource to each of the tasks, let's assign the number of hours. So let's say it's
going to be 16 hours for each of the tasks. And then, choose Save and Close. So
based on the changes that we have made, the revenue and raw cost amounts will be
updated automatically.

Next, we are going to make some adjustments to the amounts. So we have already
selected these three tasks. I will right-click again and then choose Adjust. So
here, we are going to choose the Amount Type as Raw cost.

And then, we are going to provide an Adjustment Percentage, which is 10% and then
choose Save and Close. So that's how you can make adjustments to the budget amounts
as well. Once done, I'll choose Save and Close again and click on Done. So that's
how you can create a budget version for your project as well.

To summarize, you have learned to create a budget version for your project.

1 : Managing Project Cost

Hi. We will now discuss the process of creating a labor expenditure item manually.
You can use Project costing to collect, process, and track costs against projects
and tasks. You can create an expenditure batch to charge the cost to your projects
within Project costing. We will now learn how to create a labor expenditure item
manually.
So let's get into the system to create an expenditure batch. To create a labor
expenditure item manually, you will navigate to the Project Costs work area. So
under Projects, you will choose Costs. From the Task panel tab, you will choose
the task as Manage Unprocessed Costs.

Then click on the Create icon. Provide an Expenditure Batch name. Select the
Business Unit. Select the Source. Leave the Document as Time Card and the Document
Entry as Straight Time for external time entry as the source. Click on OK.

Next, choose the project to which the cost has to be charged. Select the task
number to which the cost should be charged. Select today's date as the Expenditure
Item Date. Expenditure Type, we are going to keep it as Professional. Expenditure
Organization is Consulting East US.

Next, you will select the Person Name. And then, you will provide the number of
hours that you would like to charge. Then, click on Save to save your expenditure
batch. And if you would like to import the cost when you would like to process
the cost, you will click on the Import Cost button. Choose Yes, click on Done.

And then, in the Process Monitor section, you can check the status of the job that
has been submitted to import and process the cost. So you can see that the job is
running. Once these jobs have been completed, we can review the cost that would
have been charged to this project.

So the jobs have been successfully completed. Let's go to the Manage Project Costs
page to verify the cost details. From the Tasks panel tab, choose the task as
Manage Project Costs. Provide the project name and then, click on the Search
button.

So here, you can see that the cost has been charged to your project. To verify
the details, you can click on the transaction number. So here, you can review the
details about the expenditure batch that you have created. You can review the
costing information on the Costing tab as well. So this is the Raw Cost, this is
the Burdened Cost.

You can also review the billing details on the Billing tab, if any applicable. So
as of now, no billing has been generated. You can see that.

You can also review the details such as invoice status, whether it is billable or
not. So you can see that the invoice status is Uninvoiced as of now. Then, click
on Done. Again, click on Done. And that completes the process of creating a labor
expenditure item manually and charging the cost to your project within the Project
costing application.

To summarize, you have learned how to create a labor expenditure item manually.

Hi. Let's discuss the process of creating a labor expenditure item with the help
of an Excel template. If your project team is more comfortable working with
Microsoft Excel, we have an Excel template that could be used to create a labor
expenditure item. To launch this template, you must ensure that the ADFDI add-in
has been installed on your machine. We will now take a look at the steps to create
a labor expenditure item using an Excel template.

So let's first get into the system, and then we are going to learn how to create
a labor expenditure item using an Excel template. To create a labor expenditure
item using an Excel template, you will navigate to the Project Costs work area.
For that, you will choose Costs under Projects.

Next, you will click on the Tasks tab, and you will select your task as Capture
Costs. Next, click on Create Labor Costs link. Click on OK to open the Excel
template.

Click on Enable Editing, click on Yes. Enter the username and password. Click on
Sign In, choose Yes, choose Skip. Select your Business Unit, provide a batch name.

Double click in the Document Entry field to search for a value related to this
field. Choose Straight Time, click on OK. Provide the Expenditure Item Date.
Search for the person name for whom you are recording this batch. Search for the
project name to which the cost has to be charged.

Next, we are going to provide the task number. We are going to provide the
expenditure type. If required, you can change the defaulted Expenditure
Organization, otherwise, you can leave it as it is. And next, we are supposed to
provide the quantity. So let us say the quantity is 24.

Once you have provided the values in the required fields, to export this batch
into the application, you will click on the Export button. If you would like to
process the transactions apart from importing it, you will enable this flag. Click
on OK. So the record has been uploaded. You can see that, and you can also check
the status here that the row has been inserted.

Let's go back to the application to check the status of the job that has been
submitted. Click on the Refresh icon. So here you will notice that the Import Cost
process as well as Import Cost Generate Output Report process is running.

So both the processes have been successfully completed. Let's go to the Manage
Project Costs page to verify whether the cost has been successfully imported or
not. Click on Search. So here you will notice that the batch has been inserted
successfully. This was the batch name that we had provided-- PM_Excel Batch_1. So
this is the batch that has been created.

You can click on the transaction number link to check the details. So this is the
batch name. This is the quantity that we had provided on the Excel template. You
can also review the information on the Costing tab about the raw cost as well as
the burdened cost that has been calculated.

You also have the option to review the details with respect to billing information.
So current invoice status is Uninvoiced. This expenditure item is Billable. And
then, if other information is captured with respect to this transaction such as
Borrowed and Lent, Intercompany, et cetera, if it is applicable, you can verify
those details for a particular transaction as well.

So let's click on Done. One more time, click on Done. So that's how you are going
to create an expenditure item by using an Excel template.

After going through this demonstration, I hope that you are now ready to create a
labor expenditure item using an Excel template.

1 : Managing Project Contracts, Invoices and Revenue

Hi. Let's take a look at the process of defining project contract. Associating a
project or a project and task to a contract line, enables you to easily manage
invoicing and revenue recognition for a contract. There are different methods to
create a contract.

Let's take a look at the steps to define a project contract by duplicating an

existing project contract. We will first look at how to create a project contract
and then associate the project to contract lines. So let's get into the system to
understand the process of creating a project contract.

To define a contract, you will navigate to the Contract Management work area.
Click on the Navigator, expand on contract management and then choose contracts.
As we are going to duplicate an existing contract-- first, we need to search for
that contract.

Click on the Task tab and choose Manage contracts. Then search for the contract
based on which you would like to create a duplicate record, provide the contact
number and click on Search. Then once the contract has been retrieved, select that
row and choose the duplicate icon.

Next you will provide a number for the contract. So let us say it's going to be
PM Dixon Fin Upgrade or Fin Upgrade Contract 101. You can remove the retain date
check box. And then you can take the start date as yesterday's date and an end
date, which could be two years down the line. Then click on OK.

Next, you will change the name and the description. Next, we are going to review
the contract line. So click on the lines tab. So here you will verify the name
and description and you will change it, if required. You will also verify the
start and end date. And you will also review the contract line amount.

You can also review the customer details here-- the ship-to account number, ship-
to site. And if required, you can also provide the information with respect to
sales credit for the salesperson. Click on the billing tab. So here you have the
option to provide the hard limits, optionally you can do that at the resource
level.

And next, you will click on the associated projects tab and you will assign the
project to the contract. You will provide the funded amount against the contract.
OK. So out of the available line level amount, you are going to fund this particular
project to the extent of 10,000. That's why we have provided a funded amount of
10,000. Then click on Save. And click on Submit. Click on Submit again.

So now the contract has been submitted for approval. You can choose Save and close
to close the page. Next, we are going to login with the approver's user account
and we are going to approve the contract. Let's login with the approver's username.
Click on Sign In.

Click on the bell icon. And you will notice that the notification has come for
approval of the contract. Click on Approve. So now the contract has been approved
and it is ready for use. So to summarize-- you have learned the steps to create a
project contract by using an existing contract.
Hi. Let's now learn to generate the contract invoices. Billing transactions
represent the mapping between an expenditure item or event, a contract line, and
an invoice line. You can automatically create billing transactions while you
generate your invoices. Billing transactions are made from contract contribution
percentage, eligible amount, qualified amount, and eligible transactions.

The invoice for one contract can have transactions from multiple projects and
tasks. And if a task is associated with multiple contracts, then the charges from
an expenditure item or event can be split across more than one invoice. We will
now look at the steps to generate a contract invoice.

So let's get into the system for this demonstration. To generate contract invoices,
click on Navigator. Expand on Contract Management and choose Invoices as your work
area. Click on the Task tab and choose the task as Generate Invoices.

Select the business unit in the Business Unit field. Make sure that you have kept
the Create Billing Transaction and Create Invoices option as Yes, then the Invoice
Date as current date. And next, you will select your project name in the Project
Name field. Then, click on the Submit button, click on OK.

Expand on the Process Monitor section and click on the Refresh icon. Wait for the
job to complete. Once the job has been completed, you can click on the Search icon
in the Overview page. Go to the Draft Invoices tab and here, you shall be able to
see the invoice related to your contract.

The current status of this in this invoice is Draft. You will click on the Submit
button. Now you can go to the Submitted Invoices tab. You can select your invoice
and choose Approve and then, choose Release.

Next, you will provide the receivable invoice number. So here, you will provide a
number such as PM101, click on Submit. Go to the Released Invoices tab. So here,
you will find your invoice that is now released.

And now, you can actually transfer this invoice to Receivables. So from Actions,
you will choose Transfer Invoice Details to Receivables. A job has been submitted.

Wait for the job to complete. Next, you will search for the invoice information
again. And you will notice that the status has changed to Transferred.

After that, you can run the Import AutoInvoice process in the Receivables
application to import this invoice into Receivables. So that's how you are going
to import the invoices into the Receivables application. So let's see how are we
going to import it into Receivables.

You will go to the Scheduled Processes page. Click on Schedule New Process button.
Enter the name of the job as Import Auto. Select the name of the job, which is
Import Auto Invoice, click on OK.

Select the Business Unit and Transaction Source as Contract Invoices. Leave the
Default Date as current date and click on Submit. Click on OK, click on Refresh,
and wait for the job to complete.

So both the jobs have been successfully completed. Next, we will go to the
Receivables Billing work area to review the invoice details. So let's go to the
home page.
And we will navigate into the Receivables application now. Within Receivables, I
will choose Billing. From the Task panel, I will choose my task as Manage
Transactions. And in the Invoice Number or in the Transaction Number, I will
search with a value as PM and Date as today's date.

Click on Search. So this is the invoice that has been created. You can click on
Actions, and then you can choose Post to Ledger to generate the accounting of this
invoice.

OK, so the accounting has been generated. You can view the accounting here. Click
on Done, click on Done again.

So once the invoice has been successfully imported into the Receivables
application, next step is to update the invoice into the project. For that, let's
navigate to the Contract Management again. Under Contract Management, choose
Invoices.

On the Released Invoices tab, now you will notice that the status for our invoice
is appearing as Transferred. So you can click on Actions, and then you can choose
the action as Confirm Invoice Acceptance Status in Receivables. Select the Business
Unit and click on Submit.

Let's click on Cancel now. And now, we are going to check the status of this
invoice again. Let's verify the status of the job first. So the job is still
running for the invoice acceptance.

The job has succeeded. Click on the Search icon again. And now you will notice
the Status has changed to Accepted.

So that's how you will generate the invoices for your contract. You will submit
them for approval, you will release them, you will transfer them to the Receivables
application. Then you will import them into Receivables. And finally, you will
submit the process to accept the status within the Projects application, or within
the Contracts application.

To summarize, you have learned how a project contract invoice is generated,

submitted, approved, released, and transferred to the Receivables application.

Hi. Let's now learn to generate the Contract Revenue. Project and Contract
components work together to create Revenue Distributions. The contract contains
the instructions for calculating revenue amounts, and the associated project
contains the cost transaction details. When you generate revenue, revenue
distributions are created for the contract.

Now we will look at how to generate the Contract Revenue. So let's get into the
system to learn how to generate the Contract Revenue. To generate the Contract
Revenue, you will navigate to the Revenue work area within Contract Management,
click on the Navigator.

Under Contract Management, choose Revenue as your work area. Click on the Task
panel and choose your task as Generate Revenue. Select your Business Unit. Leave
the Billing Type to External.
Choose To Date as today's date. And in the Contract Number, you can provide your
contract number. And then, click on Submit. Click on OK. Wait for the job to
complete.

So the job has been succeeded. Now, you can go to the Manage Summary Revenue page
to review the revenue details. Provide your Business Unit. Then, provide the
Accounting Period. And then, you will provide the Contract Number.

Click on Search. So here, you shall be able to see your actual contract revenue.
And you can compare it with other attributes such as your budgeted amounts, or
budgeted variance, and forecast variance details. So that's how you are going to
manage the revenue for your contract.

To summarize, I hope you are now familiar with how to generate revenue to calculate
the revenue amounts for a contract.

1 : Manage Projects for Work Planning

Create Project in Project Management

Hi. Let's discuss how to create a project in project management for work planning.
In many circumstances, Project Managers may need to create a project for planning,
scheduling or proposal purposes without the need for financial management. The
Project Manager can quickly create a project, add tasks, and plan resources in
the Project Management work area.

The project can then continue indefinitely without financial management or the
project administrators can enable financial management for the project. We will
now look at how to create a project in project management. Let's get into the
system to create a project in the project management work area.

To create a project in project management, you will navigate to the project

management work area. For that, you will choose project management under projects.
From the Actions panel, you will choose the task as create project. Then you will
provide a name, such as PPMRudyCorp User Training. You can provide a start date
for your project. You can also provide a finish date for your project.

You can choose a project calendar. You can choose the schedule type. The available
options are fixed effort and fixed duration. So we'll keep it to fixed duration.
And then you will choose Save and Close. Next, we are going to create the tasks
from the work plan template. For that, you will click on the Create task dropdown
and you will choose the option as Create tasks from work plan template.

So we already have a work plan template as implementation project with fin tasks.
I have selected that. Click on Save and Close. And now you will notice that a
detailed work plan has been created. Next, we are going to set up the work area
to bring more columns into our view. For that you will click on the dropdown for
the task name. And then you will choose columns.

So the columns that we want to bring into our view are labor resources,
predecessor, percent complete. Then the next one that we want is planned effort,
planned start date, planned finish date. Then apart from that, we would like to
include physical percentage complete also.
And another one that we want is successor. So after adding all the columns that
you want to bring into your view, you can just click anywhere on this page and
when you scroll towards right, you will notice that all the columns that you have
added are now appearing.

So that's how you will create a project in project management for work planning
with the help of a work plan template. To summarize-- you have learned how to
create a project in the Project Management work area for work planning, scheduling,
and resource planning.

Assign Resources and Review Dependency

Let's now learn to assign resources to your project and reviewing the task
dependencies. Project managers use the Project Management work area to manage the
entire lifecycle of a project. They can request and assign resources to the
project. They can also add dependencies and constraints. Now we will learn how to
assign resources and review the task dependencies for our project.

So let's get into the system to assign resources and review the task dependencies.
To assign the resources and to review and manage the task dependencies for your
project, you will navigate to the Project Management work area. Click on Project
Management under Projects. Click on the name of your project.

Let's first expand all the tasks. And now, we are going to assign the resources.
And we will make some changes to the task dates as well. So I will change the task
date for this particular task. Let us say this is going to be 25th of January.
And based on the changes that you will make, all the dependencies will be adjusted.

Next, we are going to assign the resources to the respective tasks. You can expand
the columns if you would like to see more information about that column. So for
the task as Define Goals and Objectives,

I would like to assign it to a particular resource as Amy Marlin. Select the

Resource Name, choose Save and Close.

For the next one, we can assign it to another resource, Save and Close. Next one,
again, goes to Amy Marlin, Save and Close. Then the next one goes to PPM00
instructor. So search for the resource name, select it, and choose Save and Close.

And the last one also goes to PPM00. Select the resource, choose Save and Close.
So that's how you will assign the resources to your tasks.

Next, we are going to review the dependencies within the tasks. So in the
Predecessor column, right-click. Choose the option as Task Details. Click on the
Predecessor tab. And here you can see the Predecessor Task Details.

So you can review the details of the predecessor task, and you can also notice
that you have the option to add and remove the tasks on this page itself. For now,
I'll click on Cancel. So that's how you are going to assign the resources to your
tasks. And you can review the dependencies. And if required, you can make the
changes.

Let's now summarize what all we have learned. We have learned how to assign
resources and review the task dependencies.
Create Project Resource Request
We will now look at the steps to create a project resource request. Project
managers can submit requests for resources to work on project assignments. They
can specify request details, including the requested dates, hours per day,
qualifications, and proficiency, keywords, and the project role. They can also
enter target cost and bill rates to compare the rates of resources that you
evaluate for a project resource request. So we will now look at how to create a
project resource request.

Let's get into the system to review the steps. To create a project resource
request, you will navigate to the Project Management work area. Click on Project
Management. Click on the name of your project for which the resource request has
to be created.

Next, you will click on the Actions panel, and you will choose the task as Manage
Project Resources. To initiate a project resource request, you will click on the
Actions dropdown. First, let's update the attributes for this particular resource,
such as Project Role.

So let us say the Project Role will be Team Member. Then you will provide the
requested dates for that particular resource. So let's say we need this resource
for one month. And then, choose Save and Close.

To create a resource request, you will again click on the Actions dropdown. And
you will choose the option here as Create Resource Request. So here, you can make
the changes to the requested hours also. For example, you can edit it. And then,
you can choose the option such as Specify Hours per Day, Specify Hours per Week,
Specify Variable Hours. So as per your requirement, you can make these changes.

So if your requirement is to use this particular resource for specific hours per
week, or specific hours per day, you can select the respective options. And if
you do not want to use this resource for the full eight hours, you can make the
changes. Let us say you want to use this resource for six hours in a day. So you
can make that change.

Then, you can choose the Staffing Owner to whom the request will be submitted. So
let us say that is going to be Ganesh Bade. And then, click on the Submit button.

So now you will notice that the Status for this resource has changed to Requested.
Click on Save and Close. So that's how you are going to create a project resource
request.

To summarize, you have learned how to create a project resource request and what
details are required when you are submitting the resource request.

Enable Project for Financial Management

Hi. Let's see how we can enable a project for financial Management. Project
Managers can create projects in project management by including financial tasks
and more detailed tasks for planning and scheduling. For example, you have a
project related to a sales opportunity and the Project Manager must assess the
schedule and staffing needs.
When the opportunity matures, the project administrators can enable the project
for financial management. So we will now look at how to enable a project for
financial management. Let's get into the system to review the steps. To enable a
project for financial management, you will navigate to the project financial
management work area. Click on project financial management under projects.

Click on the actions panel or the task panel, and choose the task as enable project
for financial management. Then you will select the project name, that was initially
created for scheduling and planning purposes. Next, you will choose a project
template. And then click on OK.

Let's take a look at the financial project plan now from the Task tab. Click on
Manage financial project plan task. And here you can review the task detail. So
you will notice that only your financial tasks from the project are appearing in
the financial project plan, whereas when this particular project was initially
created for planning and scheduling purposes, we have added lot of detailed
planning level tasks also.

But the moment you enable the project for financials, you will only be able to
see the financial tasks. So that's how you will enable a project for financial
management. Let's now summarize, what all you have learned. You have learned how
to enable a project for financial management, that was initially created for
planning and scheduling purposes.

Manage project performance by using predefined dashboards and infolets

Project Performance Reporting Overview
In this topic, I'm going to provide you with an overview of the options that are
available for project performance reporting. Project performance reporting allows
project stakeholders to receive answers to critical business questions and take
actions in real time by utilizing a multidimensional model at the heart of the
solution to deliver the right information at the right time. It provides users
with an operational dashboard with insight into the health of projects, trends
for key performance indicators to focus on projects with escalating issues, and
drill-downs allowing users to get to the source transaction and take corrective
actions.

Performance measures are system-defined criteria for performance or schedules that

are used to determine if a project is on track. They are singular data elements
defined by a specific account, scenario, and time dimension combination. You can
use performance measures to track project performance based on system-defined
criteria or create modified measures based on specific business needs. Key
performance indicators are created based on a performance measure and specify how
a performance measure value is interpreted using threshold levels. For example,
the KPI PTD Actual Spent Equipment Effort is based on the measure actual spent
equipment effort.

Project managers can use the Project Performance Dashboard to quickly review the
overall health, progress, and financial status of projects. They can also use
Project Management infolets that help ensuring critical information about their
projects. Oracle Transactional Business Intelligence is a set of highly
interactive reporting tools providing strategic insight into a business by
answering questions that are critical to executives and managers for making
informed business decisions. It reports directly from transactional tables and
returns the results in real time, thus eliminating the need for a data warehouse.

Another capability that you have from a reporting perspective is the Smart View
capability. Smart View is a multidimensional pivot analysis tool combined with
full Microsoft Office functionality as an add-in. Smart View enables you to
interactively create reports using a familiar spreadsheet environment. You can
perform data analysis in real time using Oracle Smart View for Office in Project
Financial Management applications.

I hope you now know what options are available to you for managing your project
performance.

Reviewing Project Management Infolets

We will now review project management infolets. Infolets are a project manager's
best friend. They are configurable information portals on your dashboard that
provides report summaries based on your transactional data. You can use project
management Infolets to monitor your project's finances, overall health, and
progress, as well as the statuses. So that you have all the information you need
to take action and resolve any issues that may arise.

Let's get into the system now to take a look at the project management infolets.
To review the project management infolets, you will navigate to the Analytics
section on the home page. So within the Analytics section, you will find many
infolets under the Project Management Infolets section. Let's take a look at a
few of them.

You can use the front view of the My Projects infolet to review the number of
projects that are assigned to you. On the My Projects infolet, you can click on
the Actions menu, which is this one. And here, you can select the Create Project
option. This creates a project using Project Execution Management instead of
Project Financial Management. Apart from that, you can also view the project list.

Then you have the Health infolet. The Health infolet is used to review the project
health based on the status of key performance indicators. The corresponding icons
for the project health statuses, such as On Track, At Risk, and Critical, help
you to take a note of projects that require immediate attention.

Then you have the Time Cards infolet. You can use the Time Cards infolet to track
time cards that are missing or having partially reported hours. You have the
option to keep track of the missing time cards for five weeks. And to review that,
you can use these dots.

You also have the option to take a look at the expanded view of this infolet. So
that's how you can take a look at the missing time cards. And then, you can
collapse it back.

Then you have the Uninvoiced Cost infolet. Project managers can use this infolet
to efficiently manage the billing cycle by monitoring uninvoiced project cost and
analyze the transaction details for projects with high uninvoiced cost. Then we
also have the Invoices infolet. Project managers can use the Invoices infolet to
view the total number of project invoices that are awaiting approval and the total
amount of those invoices.

You also have another infolet available here, which is the Cost Budget infolet.
You will use the Cost Budget infolet to analyze the variance between project cost
and budget to get visibility of project over spending. So I hope this demonstration
has helped you to learn about various infolets that come under the Project
Management Infolets section.

To summarize, you have learned how to review the overall performance of your
projects with the help of project management infolets.

Reviewing Project Manager Dashboard

Hi. We will now review the Project Performance Dashboard that is used by the
project managers. As a project manager, you can use the Project Performance
Dashboard to review performance and take actions on all your projects. The
predefined sections on this dashboard includes Project list, Project Comparison,
KPI Watchlist, Overall Project Health Notes, Cost, Total Effort Comparison, and
Financial Comparison.

Let's get into the system now to review the Project Performance Dashboard. To
review the Project Performance Dashboard, you will click on Project Performance
Dashboard option under Projects. So the first section on this dashboard gives you
the project list that you own. And there are various attributes based on which
you can analyze the overall health of your project.

For example, Current Health, Prior Quarter Health, whether there are any data
updates available for your project, Physical Percentage Complete, Important Dates,
Related Contracts, and so on. Then you have the Project Comparison section where
you can compare different projects based on different parameters.

Then you also have a section where you can review the KPIs. So first, you will be
able to track the KPI watchlist. And then, you can go to the individual KPIs.

For example, if I choose this particular project, you will get a KPI Watchlist
with different KPIs and related values. If you would like to drill down further
on a specific KPI, you can click on the link for the respective KPI name. Then,
you can keep a track about overall project health notes. You can create more notes
also here.

Next, you have the option to review the cost information about the project, which
includes Period to date cost and Inception to date cost. You also have the option
to do a comparison for effort for different projects. And finally, you have a
section where you can track the overall financial performance of your project with
respect to revenue, cost, margin, margin percentage, effort, and so on.

So this is a place where a project manager can track the overall performance of
their individual projects. And then they can compare how different projects are
performing.
To summarize, you have learned how to analyze your project information by using
various sections of the Project Performance Dashboard.

Reviewing Resource Manager Dashboard

Hi. We shall now be reviewing the Resource Manager Dashboard. You can view real
time resource analytics using the Resource Manager Dashboard. For example, you
can review somebody's information for resource supply and demand, and then you
can drill down to review the report details.

The dashboard presence and overview of resource demand, capacity, and utilization.
Key performance indicators provide resource managers information about the
resources for the next 13 weeks. And information includes projected utilization,
billable assignment hours, the number of underutilized resources, and the number
of resources that are currently proposed to project resource requests. Each KPI
provides the ability to drill down into the details behind the numbers.

Let's now get into the system to review the Resource Manager Dashboard. Click on
the Resource Manager Dashboard option under Projects. On this dashboard, you can
filter the information based on resource pools. Either you can review the details
about all the resources, or you can choose a specific resource pool to analyze
the details.

The first section on this particular dashboard provides you the details about the
projected utilization. Then the second section is about details related to
unassigned resources. And you have the option to review the details based on
display rage, which goes up to next 13 weeks. Then you have the option to keep
track about open and in-process resource requests. So let me change this option
to all request start date. And then I'll proceed further.

So here you have the option to keep a track about open and in-process resource
requests. You can take necessary actions by clicking on the link for the request
names. Then you can also keep track about actual utilization in this particular
section. And you can review the details based on the information such as all
resources or a specific resource pool. So here also, you have the option to choose
the display range as current quarter, last quarter, and last four quarters. The
moment you choose the respective option, the details will be filtered according
to that.

So that's how you are going to analyze various details with respect to your
resources using the Resource Manager Dashboard. Let's now summarize what all you
have learned in this topic. You have learned how to review somebody's information
for resource supply and demand with the help of Resource Manager Dashboard.

Reviewing Team Member Dashboard

We will now review the Team Member Dashboard. Project team members can use various
regions of the Team Member Dashboard to get information about tasks assigned to
them and also, to review task exceptions and keep track of tasks that need their
attention, report progress by marking tasks as Started or Finished, update any
scheduled events on their calendar, track new activities and issues, drill down
to the Manage Tasks page to enter detailed progress information for a task, and
also to update their Profile and Email Notification settings.

Let's now get into the system to take a look at the Team Member Dashboard. To
access the Team Member Dashboard you will choose the Team Member Dashboard option
under Projects. And within this dashboard, you will find various regions.

You can use the New Activity region to track new activities and issues. You can
also use the Quick Progress region to report progress by marking tasks as Started
or Finished. You can also drill down to the Manage Tasks page to enter detailed
progress information for a task.

On this page, you can provide detailed information related to progress. You also
have the option to access basic information about the task. You also have the
option to review dependencies, related task details, work items, and deliverables
on this page. Let's click on Cancel to go back to the dashboard.

Apart from that, you can also use the My Issues section. So this particular
section, you can use to review any task exceptions and keep track of tasks that
need your attention. Then apart from that, you can also use the Calendar region
to update any scheduled events that are applicable to your calendar.

Then, you can also use the My Profile section to update the Profile details as
well as to manage the Email Notification settings. So these are the various regions
that you are going to use within the Team Member Dashboard to manage your tasks,
to manage your events, as well as to manage issues, and also to manage your
profile.

To summarize, you have learned how project team members can use various regions
of the Team Member Dashboard to get information about tasks that are assigned to
them.

1 Continue your learning as an Implementer

Become a Project Management Implementer
Now that you have completed the Project Management Explorer learning path, you
are familiar with the key functions of Project Management Cloud. So what's next?
You can now continue your professional learning with Project Management Cloud to
prepare for any of the industry recognized job roles in this area, such as Project
Management Cloud implementer, Project Management Cloud administrator, and Project
Management Cloud customer project team member. An implementer plays a key role in
configuring Project Management Cloud to meet the needs of an organization. If you
aspire to become a Project Management Cloud implementer, Oracle University's
Project Management Cloud Learning subscription has just the learning path and
certification exam for you.

There are many courses in the Project Management Cloud subscription specially
designed for you. If you choose the Implementer filter, you will see the available
learning path and courses for you. If you are ready to begin your journey with
Project Management implementation, your best starting point is the Become a
Certified Project Management Cloud Implementer learning path. This learning path
is organized to teach you the skills that you will need to implement Project
Management Cloud. Each tile in the learning path contains a course that is taught
by a project expert. You can schedule hands on labs and practice configuration
tasks in a live environment.

The skill checks in these courses will help you to test your understanding of the
concepts that are covered within this learning path. You will learn to configure
and use project financial management and project execution management. This
learning path prepares you to take the Oracle Project Management Cloud
Implementation Essentials certification exam. We are excited to have you join us
in this training. Start learning from an Oracle University expert now.

1 Continue your learning as an Administrator

Become a Project Management Administrator
Now that you have completed the Project Management Explorer learning path, you
are familiar with the key functions of Project Management Cloud. So what's next?
You can now continue your professional learning with Project Management Cloud to
prepare for any of the industry recognized job roles in this area, such as Project
Management Cloud Implementer, Project Management Cloud Administrator, and Project
Management Cloud Customer Project Team Member.

An Administrator manages users and roles, approvals and notifications,

integrations and interfaces, and the personalization of the system. There are many
courses in the Project Management Cloud subscription specially designed for you.
If you choose the Administrator filter, you will see the available learning path
and courses for you.

If you choose the Administrator filter, there is a learning path called Project
Management Cloud Administration Essentials which has two courses, Oracle PM Cloud
Administration and the FSM for Implementation. This learning path will help you
learn the key concepts and features that are required to manage and maintain
project Management Cloud, including approvals, notifications, integrations,
personalizations, and the management of users and roles. The skill checks in these
courses will help you to test your understanding of the concepts that are covered.
Start learning from an Oracle University expert now.

1 Continue your learning as an Customer Project Team Member

Become a Project Management Project Team member
Now that you have completed the project management explorer learning path, you
are familiar with the key functions of Project Management Cloud. So what's next?
You can now continue your professional learning with Project Management Cloud to
prepare for any of the industry recognized job roles in this area, such as Project
Management Cloud implementer, Project Management Cloud administrator, and Project
Management Cloud customer project team member. A Project Management customer
project team member is a subject matter expert who works with system integrators
on gathering the requirements for the implementation, provides expert advice on
business processes, and validates the design of the system to ensure successful
deployment of the Project Management Solution. They also take part in user
acceptance testing and identify the training needs of the staff as well.

If you choose the Customer Project Team Training filter, you will see the Getting
Started with Project Management Core Team learning path. This training gives you
an overview of Oracle Project Management Cloud and provides a high level overview
of key configurations. It also looks at key decision points and best practices
for implementations. Start learning from an Oracle University expert now.