White Paper: Unified

Planning, Budgeting,
Execution, and Analysis of
Projects

How to Set up and Execute the Integration of Oracle Fusion Cloud

Enterprise Performance Management Planning and Oracle Fusion
Cloud Project Management
September 2022 | Version 1.4
Copyright © 2022, Oracle and/or its affiliates
Public
PURPOSE STATEMENT
This document provides an overview of the features and enhancements included in the 20D release of Oracle Fusion Cloud
Project Management and the November 2020 update of Oracle Fusion Cloud Enterprise Performance Management. It is
intended solely to help you assess the business benefits of adopting this capability, and to plan the work required to
implement these features.

DISCLAIMER
This document in any form, software or printed matter, contains proprietary information that is the exclusive property of
Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle software
license and service agreement, which has been executed and with which you agree to comply. This document and
information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without
prior written consent of Oracle. This document is not part of your license agreement nor can it be incorporated into any
contractual agreement with Oracle or its subsidiaries or affiliates.
This document is for informational purposes only and is intended solely to assist you in planning for the implementation
and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and
should not be relied upon in making purchasing decisions. The development, release, and timing of any features or
functionality described in this document remains at the sole discretion of Oracle.
Due to the nature of the product architecture, it may not be possible to safely include all features described in this document
without risking significant destabilization of the code.

2 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
TABLE OF CONTENTS
Purpose Statement 2
Disclaimer 2
REVISION HISTORY 5
GLOSSARY 5
INTRODUCTION 6
INTEGRATED EPM PLANNING AND PROJECT MANAGEMENT 7
Scope of Integration 7
Data Migration Overview 7
Target Use Cases for EPM Planning and Project Management Integration 8

BUSINESS INTEGRATION FLOW 8

Exporting Projects and Budgets from EPM Planning to Project Management 9
Add Projects 9
Export Projects 10
Export Project Budgets 10
Import Actual Costs to EPM Planning 13
One Click Automation 14
Export Updated Budgets from EPM Planning to Project Management 16
Linking and Integrating Projects 16
Project Linkage 16
Integration Status 17

CONFIGURATION AND SETUP 19

Configuring Project Management 19
Define the Financial Plan Type 19
Create or identify the integration Project Templates 20
Configuring the Budget Approval Workflow (Optional) 21
Security Configuration Required for this Integration 21
Configuring EPM Planning 23
Enable Project Management Cloud Integration 23
Set Up Smart Lists for Project Templates 23
Setting Up a Connection to the Reporting Cube 24
Set up Connection to Project Management Cloud in Data Management 25
Include Project Organizations in the Entity Hierarchy 25
Update the Financial Plan Type used for the Project Management integration 27
Enabling and Configuring Data Integration 28
Initialize Integration 30
Period Mapping 32
Configure Integration Job Definition in Data Integration 32
Mapping Resource Class names in Data Integration 35
Mapping of EPM Planning accounts to Project Management Resource classes in Data
Integration 35
Schedule the synchronization processes with the cadence your business requires 36
Configuring Planning Jobs for Integration 36
Configure Export Projects and Budgets job 37
Configure Import Project Actuals 37
Configure Import Projects and Budgets job 38
Migrating Data 39
Migrating Projects and Budgets from EPM Planning to Project Management 39
Migrating Projects, Budgets, and Actual Costs from Project Management to EPM
Planning 42
3 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
FREQUENTLY ASKED QUESTIONS 45
Migration Questions 45
Why are some projects not migrated from EPM Planning to Project Management? 45
Why are some projects not migrated from Project Management to EPM Planning? 45
Why are some budgets not migrated from Project Management to EPM Planning? 45
Why are some projects that are billable in Project Management migrated to EPM
Planning? 45
What date is used as the finish date when migrating a project from Project
Management to EPM Planning? 45
On-Going Data Synchronization Questions: 46
How do I to send a revised budget to Project Management? 46
What are the possible causes of failures during the export of projects and budgets from
EPM Planning to Project Management? 46
Why are the actual costs collected in Project Management not reflected in EPM
Planning? 46
Why are my planned expenses not migrated to Project Management exactly as they are
in EPM Planning? 46
How often can I migrate projects from Project Management to EPM Planning? 46
Are updates to EPM Planning project-level attributes exported to Project Management,
for projects that are already integrated? 47
General Questions: 47
Why is my Strategic Budget not included in my Project Management overview pages or
in reports? 47
Why is the Project Name different between EPM Planning and Project Management? 48
How can I include additional project attributes e.g. Project Manager to be included in
the integration from EPM to PPM? 48
Can we enable Budgetary Control on the budgets in Project Management? 48
Can I know if a project in Project Management originated in EPM Planning? 48
How can I verify if a project in Project Management is integrated with EPM Planning? 49

4 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
REVISION HISTORY
This document will continue to evolve as existing sections change and new information is added. Important updates appear
in the following table:

VERSION CHANGE DATE

1 White Paper published on Oracle Support 23 December, 2020

1.1 Additions to the document: 25 June, 2021

 Note that identifies the need for the budget to be interfaced to EPM
Planning to complete the integration flow.
 Budgetary Control in Q&A
 Project Templates and required Quick Entries comment
 Need to Refresh Cube
 Restriction on use of Additional Project Attributes

1.2 Updated with One click Automation Features 8 December, 2021

1.3 Added question in On-Going Data Synchronization Questions: Are updates to EPM 22 June, 2022
Planning project-level attributes exported to Project Management, for projects that
are already integrated?

1.4 Update: Security Configuration Required for this Integration 6 September, 2022

GLOSSARY

TERM DEFINITION

Oracle Fusion Cloud Enterprise Enterprise Performance Management (EPM) Planning is a cloud planning and
Performance Management (EPM) budgeting solution that comes with predefined models for financials, capital
Planning expenditures, workforce management and project planning.

Oracle Fusion Cloud Project Project Management offers a comprehensive solution that dramatically improves
Management the way project-driven organizations work, enabling effective project
management while ensuring smarter business decisions based on a single
source-of-project truth.

Strategic Budget Included as a reference to the budget in Project Management passed from EPM
Planning: The actual name of this budget is specific to your implementation.

Data Management (DM) and Data Data Management is a business user-friendly purpose-built cloud application for
Integration integrating data into the Oracle Cloud EPM while Data Integration offers a
simplified user interface to access the capabilities of Data Management. Data
Integration is the Simplified User Interface to use Data Management. Throughout
this document Data Integration is used interchangeably with Data Management.

File Based Data Import (FBDI) A spreadsheet based utility to load data to the Oracle Cloud ERP services.

Business Intelligence Publisher (BIP) Static reports in .csv format created in Oracle Business Intelligence Publisher.
Reports

5 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
 Business Unit (BU) A unit of an enterprise that performs one or many business functions that can be
rolled up in a management hierarchy.

INTRODUCTION
Oracle Fusion Cloud Enterprise Performance Management Planning (EPM Planning) is a planning, budgeting, and
forecasting solution that organizations use worldwide for enterprise-wide business planning. With the EPM solutions, you
can plan and forecast both top down and bottom up, do what-if planning, analyze plan vs. actual variances and make key
investment and financial decisions. EPM provides integrated financial planning that connects revenue, expense, balance
sheet, cash flow, workforce, capital assets and project financial planning in a single connected planning solution.
Oracle Fusion Cloud Project Management (Project Management) lets project-centric businesses stay informed and in control
with modern, enterprise-grade solutions that deliver complete and integrated project financial management. With simplified
project planning, budgeting and forecasting, and standardized cost capture across the enterprise, you can streamline your
project financial planning processes and cut administrative effort.
The combination of EPM Planning and Project Management allows you to develop your strategic, corporate plan and drive
that down to the project team for execution. Comparison of Actual Costs collected against projects and summarized into
EPM Planning provides variance analysis and is the starting point for re-planning.
Strategic planning is generally corporate wide, with Project Management being a component – often major - of the overall
plan.

6 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
INTEGRATED EPM PLANNING AND PROJECT MANAGEMENT
This white paper provides a guide to integrating EPM Planning with Project Management and the required setup. The
following are the business processes that provide a single unified business flow for planning, budgeting, forecasting and
execution of projects.

Scope of Integration
Included in the integration are the following out-of-the-box capabilities:
- After you approve projects in EPM Planning, send them to Project Management for control and execution of the
work: Both the project and project “strategic” budgets pass from EPM to Project Management to initiate execution
of the work.
- Project Managers typically create a more detailed budget – for better control – and this can be, (optionally)
validated against the strategic budget, passed from EPM.
- During execution, send the Actual Costs collected in Project Management, to EPM Planning to support analysis and
re-planning.

The integration flow supports the following:

- Indirect, Capital, and non-sponsored projects types are supported by this integration. Contract projects and Grants
are not in scope.
- Accounting Calendars of 12 periods that include Monthly, 4-4-5, 5-4-4, 4-5-4. The 13 Period 4-4-4 Accounting
Calendar is not supported.
- Expense Planning (budgets in Project Management) and Actual Costs are shared at the Resource Class level only,
and include Labor, Equipment, Material, and Other (Labor, Equipment, Material Items, and Financial Resources in
Project Management).
- The integration is with the out-of-the-box EPM Projects Module cube (OEP_PFP) only. The out-of-the-box
integration does not support integration to a custom planning cube.

Technologies used by this integration:

- Data Management (DM), File-Based Data Integration (FBDI), REST services, and BIP Reports.

Data Migration Overview

In many cases, customers may have already implemented EPM Planning or Project Management so we have provided a
path to migrate projects from and to EPM Planning. The following are the supported migration flows:
- Migrate existing projects from EPM to Project Management: You already use EPM for organizational planning
and budgeting and adopt Project Management, later.
- Migrate existing in-flight projects from Project Management to EPM: The typical scenario is where
organizational planning and budgeting is currently being performed offline while you use Project Management to
execute your projects.
IMPORTANT: For customers who have already implemented both EPM and Project Management, and
have either built their own integration or used the applications independently, the reconciliation of
projects needs to be handled by the customer as a pre-requisite before using this integration.
Oracle does not provide any automated scripts to address the synchronization of existing projects
between the two solutions.

7 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Target Use Cases for EPM Planning and Project Management Integration
Typical use cases:
- Internal IT organizations analyze and balance the various needs of the enterprise to determine which projects they
should invest in before passing them for execution. Import actual costs from Project Management into EPM to
monitor project performance.
- Organizations need to make project-based objective decisions when determining where to make Capital
Expenditure (CAPEX) investments. Import detailed capital project costs from Project Management into EPM to
analyze progress and variances.
- Propose and approve R & D projects in EPM and then send them to Project Management for detailed planning and
execution. Import actual costs from Project Management into EPM to monitor project performance.

- Governments run various initiatives and plan them as projects. After approving them in EPM, send the initiatives to
Project Management to execute them as projects.

BUSINESS INTEGRATION FLOW

Use EPM Planning to develop high-level strategic budgets for projects. After approving the projects, send projects and their
associated budgets to Project Management. Within the Project Management application, assign the Project Manager
responsible for detailing task-level operational plans and executing the project. Collect costs in Project Management and
import them to EPM Planning for project tracking and variance analysis. Based on the analysis, (optionally) revise and re-
approve the plans and send the revisions to Project Management to create a new version of the Strategic Budget.
The diagram below shows the relevant business processes and integration points that create an end-to-end planning and
execution business flow.

Note: If a customer has an existing implementation of EPM Planning or Project Management, the appropriate
migration strategy must be adopted before the supported business flow can be executed; see section Migrating Data
for more details.

8 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Exporting Projects and Budgets from EPM Planning to Project Management
After enabling integration and completing data migration, create and plan all new projects in EPM Planning. For each of
the proposed projects, specify expenses and benefits in EPM Planning. Overall ROI, Payback, and other KPIs are available to
justify the project cost benefit analysis. Based on the submitted projects, approve a subset of the proposed projects and
then send the approved projects to Project Management for execution. The project budget that you send from EPM
Planning to Project Management is the “strategic budget” in Project Management.

Add Projects
To create projects in EPM Planning use the “Add Project” rule on the Project Details screen. When you enable the
integration, besides entering the Project Name and project dates, you also need to enter the Project Number and Project
Template. The required usage for these items is documented in the Linking and Integrating Projects section. The following
shows the dialogs used to enter this information:

As shown above, you must select a Project Template, (Indirect Template or Capital Template) from the drop down when you
add a project in EPM Planning using the Add Project action. These templates are set up as Smart Lists and represent the
Project Templates defined in Project Management.
Note: The Project Templates shown in EPM Planning for Indirect and Capital projects are not validated against the
organization assigned to the project: If the combination of Project Template and Project Organization is not valid in
Project Management, the integration from EPM to Project Management will fail.

9 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Export Projects
Execute the “Export Projects” job to send projects from EPM Planning to Project Management, using the options as follows:
Note: This job is available for execution only for Enterprise licensed customers

Options
Import Mode: This option determines how projects are imported into Data Management. For the purpose of the integration,
the value for this parameter is “Replace”.
Export Mode: This option determines how projects are exported from Data Integration to Project Management. For the
purpose of the integration, the value for this parameter is “Replace”.
Start Period and End Period: For the purpose of the integration, the value for this option is “BegBalance”, indicating that all
the eligible projects are integrated without Project Management without consideration of Start dates and End Dates
Filters
Entity: Default value includes all the Entities (OEP_Total Entity) to be integrated with Project Management; this filter value
may need to changed, for instance where multiple accounting calendars are used in Project Management.

Caution: Ensure the Project Number, Project Name, and Project Start and Finish Date are correct before interfacing a
project as any changes after initial export will not be interfaced to Project Management.

Export Project Budgets

Each time you send a budget from EPM Planning to Project Management, it generates a new baselined budget version
named with the date and time of the integration. Budgets in EPM Planning are ready to export when you approve a project,
re-approve a project, or you fix any integration errors and then select the action “Change Error Integration Status”.
Note: Refresh Cube is required to correctly reflect the newly added projects in the Export

The following considerations are addressed when budget amounts are passed to Project Management:
- Budget amounts are interfaced to Project Management at the Resource Class level: Labor, Equipment, Material, and
Other. However, you can configure the mapping of costs between EPM Planning and Project Management in Data
Integration. See Mapping Resource Class names in Data Integration section for more details.
- When the integration creates a budget in Project Management, the cost amounts from EPM Planning are used as
both the raw and burdened amounts in Project Management.
10 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
 - Projects can be planned in multiple currencies in EPM Planning and are exported to Project Management using the
input currency. Each currency planned in EPM Planning must have the corresponding currency set up in the
relevant integration Financial Plan Type in Project Management.
- If multiple calendars exist in Project Management, then you must use a separate set of export and import jobs for
each corresponding accounting calendar.
- Overhead costs in EPM Planning map to the Financial Resource Class in Project Management. Note: EPM Planning
generates overheads using assumptions and drivers set for overhead.
As budgets are planned by periods, the periods in EPM Planning need to correspond to accounting periods in Project
Management / ERP. Mapping of periods between EPM Planning and Project Management is described in section Period
Mapping.
Execute the Export Project Budgets job to send budgets from EPM Planning to Project Management, using the parameters
and filters as follows:
Note: This job is available for execution only for Enterprise licensed customers

Options:
Import Mode: This option determines how budgets are imported to Data Management. For the purpose of the integration,
the value for this parameter is “Replace”.
Export Mode: This option determines how budgets are exported from Data Integration to Project Management. For the
purpose of the integration, the value for this parameter is “Replace”.
Start Period and End Period: Values for this Option determine the range of periods for which budget data is exported from
EPM Planning to Project Management.

Shown next are the Expenses in EPM Planning, and then the Budget and Budget by Period for a project after sending the
project to Project Management.

11 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
12 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Import Actual Costs to EPM Planning
Collect costs in Project Management and import the actual costs to EPM Planning with the cadence required by the
organization. You can import costs to EPM Planning only for projects already integrated between Project Management and
EPM Planning. The costs are the total Actual cost (including burdened costs where burdening applies) and do not include
committed costs. Actual costs are summarized by resource class in the accounting currency of the project’s Business Unit.
Steps to import actual costs from Project Management to EPM Planning:
1. Verify the setup of currencies for all the BUs in Project Management exist in EPM Planning.
2. Make sure the Update Performance Project Data (UPPD) process has finished in Project Management for all the
projects you are integrating before running the Import Project Actuals.
3. Run the Import Project Actuals job in Data Integration with the following input in the options and filters:
Note: This job is available for execution only for Enterprise licensed customers.

 Start Period: Enter the current period or enter a previous period depending if you also want to integrate any
adjustments.
 End Period: Enter the current period.
 Accounting Calendar Name: Use this filter if you want to import actual costs for one or more BUs by selecting
the Accounting Calendar Name for those BUs. Hint: If you only use one accounting calendar for all the BUs,
then you can leave the filter blank.

13 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
 4. Verify that the Import Actuals job did not error while running. Look in the Data Integration logs for details of any
errors encountered.
5. In case there were errors, you can correct the problem and run the same job again with the same parameters.
6. Run Roll up Project rule in EPM Planning so that Actual expenses are visible in all Reporting Forms.

One Click Automation

Data Management jobs described earlier require a few manual steps to accomplish data movement. To simplify the
experience, One click Automation provides three planning job types for administrators that offer one-click automation and
simplify the integration: Export Projects and Budgets, Import Project Actuals, and Import Projects and Budgets. These jobs
can be used instead of Data Management jobs and can be executed from the Planning Jobs card. These planning jobs for
integration can be run on demand or can be scheduled using out of the box job scheduler

These jobs are built on DM jobs, so using these jobs will not replace the configurations required on Data Management to
setup the integration.

Note: Standard licensed customers will not be able to use DM Integration jobs, they should use One click Automation
jobs only for integration.
14 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
One Click Automation (Planning) jobs can be accessed from Application > Jobs > Schedule Jobs

Export Projects and Budgets (ongoing task). Replaces:

Refresh Cube
Export Projects
Export Project Budgets

Import Project Actuals (ongoing task). Replaces:

Import Project Actuals
Calculate Imported Projects

Import Projects and Budgets (one-time task for migrating projects from Project Management). Replaces:
Import Projects
Import Project Budgets
Calculate Imported Projects

15 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Export Updated Budgets from EPM Planning to Project Management
After importing actual costs to EPM Planning, compare budget and actual expense for variance analysis. Based on the
variance analysis, re-plan the budget and send the revised budget to Project Management as the next version of the
strategic budget.
Input either driver-based expenses, direct entry expenses, or adjustments on the “Review and Adjust Project Expenses”
screen to re-plan a budget.
After you re-plan the budget in EPM, run the Planning and Calculate Expenses rule to recalculate the expenses. When you
are ready to pass the revised budget to Project Management, run the Approve Project rule to set the Project Status to
Approved and the Project Integration status to Ready. Note that each time you pass a baseline version to Project
Management, the version name is set to: EPM-<Date>-<Timestamp>.
Note: Indirect expenses in EPM Planning are considered as financial expenses (Financial Resources) when the budget
is created in Project Management. Labor, equipment and material will always have the same value for raw costs and
burdened costs in Project Management.

Linking and Integrating Projects

When a project is first integrated, the Project Member in EPM Planning corresponds to the Project Number in Project
Management: Likewise, the Alias maps to the Project Name in Project Management.
Within EPM Planning, create projects using the “Add Project” rule on the Project Details screen. When adding a project, the
Enter Project Name field corresponds to Alias and the Enter Project Number field corresponds to Project Member Name, in
the Projects dimension. A 25-character limitation on the Project Number is automatically enforced while creating a project
using the Add Project rule.
The table below depicts how some key elements in EPM Planning correspond to Project Management fields:

EPM Planning Project Management

Project Member Name Project Number (if no change happens) / Integrated_Project_Reference )
Project Default Alias Project Name
Entity Project Organization
Input Currency Accounting Currency
Period Dimension Accounting Calendar

Project Linkage
The Project Number will often be the same in both EPM Planning and Project Management: however, since there are
instances where this is not the case, an immutable, fixed reference for the project is stored in Project Management against
the Database field of Integrated_Project_Reference. This allows for the following scenarios:
- The Project Number is changed by the user, in Project Management, after the project has been integrated. Note:
The Project Number in Project Management is locked as soon as actual costs are charged to the project.
- Project auto-numbering is enabled in Project Management and therefore any projects interfaced from EPM
Planning will have a different Project Number than that sent by EPM Planning.
The Integrated_Project_Reference, which is populated by this integration, equates directly to the Project Number in EPM
Planning. The Integrated_Project_Reference is used in the integration when budget updates are interfaced from EPM
Planning to Project Management and when actual costs are interfaced to EPM Planning.
CAUTION
Changing the Project Number in EPM Planning after integration will break the project linkage between the two
applications. Note: Although users cannot change the Project Number via the User Interface, this ability is available to
administrators.
The Integrated_Project_Reference is not exposed in the User Interface and is used solely to support integrations.
16 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Integration Status
When the Integration is enabled in EPM Planning, two new fields are added to the Project details screen; Project Integration
Status and Integration Status Description:
Project Integration Status: This field maintains status of integration of a particular project. This is used in conjunction with
the Project status field to choose which projects are included for integration to Project Management. The following are the
possible values for Project Integration Status:
 No Integration Status: This is the initial value of the integration status for all projects created in EPM Planning.
 Initial: Project/Budget is new, not yet integrated into to Project Management. When a project with “No Integration
status” is approved, the integration status will change to “Initial”. These are the projects which are integrated into
Project Management in the next run of the integration job.
 Ready: Project/Budget was previously sent to Project Management, however there is a change in Budget or Properties
of project, hence it is ready to be re-sent.
 Integrated: Both Project and Budget were successfully sent to Project Management, they will not be picked up for
integration in the next run of the job.
 Error: There is an error in integrating the Project/Budget to Project Management. Whenever an error occurs during the
integration, the underlying error has to be corrected and subsequently the integration status is moved to “Ready” by
selecting the action “Change Error Integration Status”.

The following tables shows the relationship between project status, actions, and integration status:

Before Action After Action

Project Project
Project Integration Project Integration
Status Status Action Status Status Comments
New No Integration Run Approve Project rule Approved Initial
Status
Approved Initial 1) Run the job Export Projects Approved Integrated On successful integration
2) Run the job Export Project Budgets
Other than Integrated Run Approve Project rule Approved Ready
'Approved'
Approved Ready 1) Run the job Export Projects Approved Integrated On successful integration
2) Run the job Export Project Budgets
Approved Initial 1) Run the job Export Projects Approved Error On unsuccessful
2) Run the job Export Project Budgets integration
Approved Ready 1) Run the job Export Projects Approved Error On unsuccessful
2) Run the job Export Project Budgets integration
Approved Error Run the rule Change Error Integration Status Approved Ready
Approved Error 1) Run the job Export Projects Approved Error Project will not be picked
2) Run the job Export Project Budgets up for integration with
Project Management

Integration Status Description: This identifies the reason for an error when projects and budgets are interfaced from EPM
Planning to Project Management. When errors are encountered, the Integration Status Description is populated with the first
2000 characters of the reported errors.
Projects and Budgets are integrated from EPM Planning to Project Management only when the Project Status is “Approved”
and Integration status is either “Initial” or “Ready”.

17 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
 RECOMMENDATION
It is advised that you do not change the project name in Project Management or EPM Planning.

18 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
CONFIGURATION AND SETUP
This section outlines the configuration and setup required to operate the integration.

Configuring Project Management

The following steps assume that Oracle Fusion Cloud Project Management (as part of a Cloud ERP implementation) has
been set up. See Functional Setup Manager – Project Financial Management – for more information.

Define the Financial Plan Type

Create the Financial Plan Type in Project Management that determines how budgets will be defined when interfacing
budgets from EPM Planning. From Functional Setup Manager-> Manage Financial Plan Types.
The settings must be as follows
Create a Financial Plan Type for Non-Sponsored Project:
1. The name for this Financial Plan Type (for example, “Strategic Budget”) will be the name chosen during the EPM
configuration.
2. Plan Class: “Budget”
3. Leave all items under Budget Options unchecked except for multiple transaction currencies:

Note: Budget Options left unchecked, as follows:

Designate as approved cost budget: Project Managers typically create their own detailed project budget to manage
and report on their project and that will be the approved cost budget.
Use workflow for status changes: As this budget originates in EPM Planning it is already approved.
Set as default financial plan type: The Project Manager’s detailed budget will typically be the default budget.
4. Under Planning Options
 Set Assignments. Select the relevant Project Unit sets to enable this for the Project Templates that will be used
to create projects originating in EPM Planning.
 Plan Settings
Amount Types
Cost Options - Planning Level: Project; Calendar Type: Accounting calendar; Period Profile: (implementation
specific).

19 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
 Tip: Select just Burdened cost (or Raw cost) for the Amount Types to show only the relevant information
interfaced from EPM Planning.
 The Project Templates included in the EPM Smart Lists should not have any Quick Entries fields marked as
required that are not supported by the out-of-the-box integration
 Rate Settings
Add the relevant Business Units and select Use planning rates
 Currency Settings
Add the relevant Currencies used in EPM Planning and Project Management

Create or identify the integration Project Templates

It is recommended that the names of the Project Templates used for the integration should identify the organization they
are associated with, as this will help guide the user in EPM Planning select a valid Project Template / organization
combination during project creation. Only Project Templates for non-sponsored projects should be selected.
Note: Project Templates let you quickly create projects that share common features, attributes, and options; they drive
how a project is managed and executed.
20 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Configuring the Budget Approval Workflow (Optional)
If your organization wants to restrict approval of the detailed budget based on the strategic budget imported to Project
Management, then you need to:
1. Enable the Financial Plan Type of the detailed budget for workflow approval.
2. Configure the “ApprovePlanVersion” BPM task rules as needed to approve or reject the Detailed Budget against the
Current Baseline Version of the strategic financial plan type.
3. For more information review the What’s New link: Enhance Financial Plan Approval to Support Additional
Integrations.

Security Configuration Required for this Integration

To establish the connection from EPM Planning to Project Management, ensure the integration user defined in the
connection has the roles and privileges as indicated below:

To transfer data from Project Management to EPM, you need these roles and privileges:

 Role Name and Code:

o Import Project Data into Third-Party Software
(PJF_IMPORT_PROJECT_INTO_THIRD_PARTY_SOFTWARE_PRIV_OBI)
o Get Project Setups (PJF_GET_PROJECT_SETUPS_PRIV_OBI)
 Privilege Name and Code:
o Import Project Data into Third-Party Software
(PJF_IMPORT_PROJECT_INTO_THIRD_PARTY_SOFTWARE_PRIV)
o Get Projects Setups (PJF_GET_PROJECT_SETUPS_PRIV)

To transfer data from EPM Planning to Project Management, you need these roles and privileges:

 Role Name and Code:

o Run Import Project Process (PJF_RUN_IMPORT_PROJECT_PROCESS_PRIV_OBI)
o Run Import Project Budgets Process (PJO_RUN_IMPORT_PROJECT_BUDGET_PROCESS_PRIV_OBI)
 Duty Name and Code:
o FSCM Load Interface Administration (ORA_FUN_FSCM_LOAD_INTERFACE_ADMIN_DUTY)
 Privilege Name and Code:
o Run Import Projects Process (PJF_RUN_IMPORT_PROJECT_PROCESS_PRIV)
o Run Import Project Budgets Process (PJO_RUN_IMPORT_PROJECT_BUDGET_PROCESS_PRIV)

21 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Example of a new custom role being created with the role Import Project Data into Third-Party Software:

22 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Configuring EPM Planning
The following steps assume that EPM Planning has already been set up.

Enable Project Management Cloud Integration

Enable out-of-the-box integration between EPM Planning and Project Management on the Enable screen. This will change
the behavior of the Add Project rule as follows:
- Project Name field on the Add Project rule is mapped to the Alias in the Project dimension whereas Project Number
(new field on Add Project rule) is mapped to the Member name in the Projects dimension.
- This will create Smart Lists used for Project Templates.
- Similarly, the Delete Project rule is modified to prevent deletion of projects that are approved and already
integrated with Project Management.

Enable Project Reporting and Project Management Cloud Integration.

Note: Project Reporting can be enabled independently but it is a prerequisite for enabling Project Management Cloud
Integration.

Set Up Smart Lists for Project Templates

Project Management requires Project Template names as part of project creation. You create and maintain Project
Templates in Project Management. Since Project Templates are required in Project Management, they have to be selected in
EPM Planning as part of project creation by selecting one from the Smart Lists in EPM Planning. There are two Smart Lists
that need to be updated with Smart List entries, one for Indirect projects (IndirectProjectTemplate) and one for Capital
projects (CapitalProjectTemplate). These template names must be the same in Project Management, otherwise project
creation will fail during the integration.
Project Template names in Project Management should be aligned with the label naming conventions of EPM Planning
Smart list. If there are any characters that are invalid on the EPM Planning side, then Project Template must be renamed in
Project Management and the same has to be updated in the Smart List in EPM Planning.

Smart list labels in EPM Planning need to correspond to the Project Template Name in Project Management. A list of Project
Templates for each project type can be taken from the BIP report “Export Project Templates Report” in Project Management;
this can be used to set up the Smart List entries in EPM Planning.

BIP Report Name Report Location Security Required

Export Project Shared Folders/Projects/Projects Role required: "Get Project Setups"

Templates Report Maintenance/

Here is an example of the BIP report which shows all Project Templates for indirect and capital projects. Each line contains
an indication if the template is for an indirect project or for a capital project. The Indirect_Project_Template value will be “Y”
if the template is used for indirect projects or the value for Capital_Project_Template will be “Y” if the template is for capital
projects.

23 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Setting Up a Connection to the Reporting Cube
A connection in EPM has to be set up to execute the required jobs to support the integration.
From Connections > Other Web Service Provider, set up the connection.

Connection name should be always “Project Reporting”

URL: First part is the URL of the machine on which you are setting up the connection. Append that with
/rest/v3/applications/<Application Name>/jobs

<Application name> has to be replaced with name of application you gave when creating the application. In the
example above, application name is EPBCS

24 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Set up Connection to Project Management Cloud in Data Management
From Navigator > Data Management.
On the Setup tab, under Register, select Source System.

Enter the details for the new connection as follows and click save.

You have created a connection name to Project Management. Next provide the URL of the Project Management application
and provide the username and password to connect.
The connection user in Oracle Cloud Applications needs to have the security as defined in section Security Configuration
Required for this Integration.
Click on “Configure Source Connection”. On the next screen, configure the connection details with the URL being the Project
Management URL.

Test that the connection is successful by clicking on Test Connection. Next, select the Configure button.

Include Project Organizations in the Entity Hierarchy

The Project Owning Organization (a classification that is applied to an HCM organization) is used to control which
organizations can own a project. The Project Owning Organization in Project Management corresponds to the Entity
Hierarchy in EPM Planning.

25 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Project (Owning) Organizations need to be merged with the existing Entity Hierarchy as lowest-level leaf nodes; projects
shared between EPM Planning and Project Management must be created against an entity that is a Project Owning
Organization.
The BIP report “Export Project Owning Organizations Report” can be used to extract the organizations for use in EPM
Planning.

BIP Report Name Report Location Security Required

Export Project Owning Shared Folders/Projects/Projects Role required: "Get Project Setups"
Organizations Report Maintenance/

EPM Planning Entity Hierarchy once set up can be downloaded from EPM Planning Home
page>Overview>Dimensions>Export>Create
Select Entity check box and click Export

In EPM Planning the Entity hierarchy is common across different modules including the EPM Planning Projects module.
When creating the hierarchy in EPM Planning Projects make sure that leaf-level Entities of EPM Planning correspond to leaf-
level Project Organization members in Project Management. If you are importing the Project Organization members then
make sure you import to the right hierarchy member in EPM Planning since top-level members could vary between EPM
Planning and Project Management.
The project owning organizations used in Project Management can be listed using the BIP report Export Project Owning
Organizations. In this example, all project owning organizations will be listed as there was no value entered in the Business
Unit filter. The dates for which the organization is effective are part of the report, so you can easily know which ones you
want to incorporate in the hierarchy.

26 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Update the Financial Plan Type used for the Project Management integration
Budgets in Project Management are defined by a financial plan type. See section Define the Financial Plan Type for more
details.
After defining the Financial Plan Type in Project Management, which determines how budgets will be defined when
interfacing budgets from EPM Planning to Project Management, you need to enter the exact name of that financial plan type
in the Data Integration job: Export Project Budgets.

27 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Enabling and Configuring Data Integration
Enabling the integration requires a series of configuration steps in Data Integration. Data Integration uses an Application
definition to define the EPM sources and targets used when pushing data between the two Cloud applications; these
application definitions are a required setup step for the integration.

Create Applications
Go to the screen Navigator > Data Exchange > Data Integration (tab)
From the Actions Menu, click Applications. If you are accessing the screen for the first time this will be a blank page with no
application created. Create Base Planning application with the following values. Application name will be auto-populated
based on the name you gave when you created the Planning application.

Similarly create reporting application by providing the values as below

28 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Create Dimension application by providing the following values. Please note that when you select dimensions, an application
is created for each dimension in the planning application.

The applications you created will populate multiple applications on the Application screen. However, for the integration with
Project Management only four applications are relevant: In the example below, the four are EPBCS-PFP_REP, EPBCS –
Custom, EPBCS - Entity and EPBCS - <DIMENSION>, where the “EPBCS” prefix is the application name given during the
Initial setup of the EPM Planning application.

Please note that first part of application names will be slightly different based on the name of your planning application

Configure Dimensions
Dimension names can be renamed while creating the planning application, and this screen lets you map Dimension names
to categorize them with the desired Dimension classification. For the integration three dimensions need to be mapped –
Project, Project Element, Resource Class.
Click on the base planning application, in this example it is EPBCS, and then go to Application details.

29 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
On the next screen, which is the Application details screen, the names of the dimensions may appear differently if you have
renamed these dimensions while creating the planning application. Map dimension classifications as shown in the image
below:

Initialize Integration
When we initialize the integration, the system creates integration jobs and additional applications to be used as the source
and target in the integration jobs.
From the Base planning application, click on Initialize Integration:

- On the pop-up that appears, select Type as Project Portfolio Management. The Connection value is the Data
Management connection to Project Management, which is “EPM PPM” in this example.
- When Project Management has only one accounting calendar then only one set of integration jobs is needed, so
you can leave the Prefix field blank.
- If multiple accounting calendars are used in Project Management then create a set of jobs, one for each accounting
calendar, with an unique Prefix. The Prefix, a string of up to 3-characters, is added to the integration job names and
used to identify the accounting calendar and the corresponding jobs. Note: The prefix string itself does not
associate an integration job with an accounting calendar, rather it is used to identify a set of integration jobs that
are configured for use against a specific calendar.
In the example below, the two calendars in Project Management are named “ERP Calendar1” and “ERP Calendar2”:

30 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
 - On the pop-up enter the string C1_ in the Prefix and click ok to create the application.

- Repeat the process and enter the string C2_ in the Prefix and click ok to create the application with the association
to “ERP Calendar2”

- On the application screen you will see a set of applications prefixed with C1_ and another set of applications prefixed with
C2_.

31 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
- If you close the screen and access the Data Integration tab, you will see a set of jobs prefixed with C1_ and another set
with C2_

For this example, we will also assume that there are two Business Units (BUs) in project management each one using a
different calendar.

Period Mapping
To be able to support multiple calendar types in Project Management, explicit period mappings need to be defined in Data
Integration. Global Mappings are created as part of application setup, but Application Mappings and Source Mappings need
to be set up.
Application period mappings are required for the target application C1_Project Budgets Export and all other variants of the
Project Budgets export that are created as part of multi calendar setup.
Source mapping is required for Source system Data Source. In the source mapping, each period has to be set up for
multiple calendars in Project Management. Source mapping is required to import project budgets and actual costs
corresponding to a specific calendar which is, in turn, associated with a specific BU. The name of the calendar used in Data
Source period mappings is used in Import Projects, Import Project Budgets, and Import Project Actual jobs to ensure only
the required BUs data is imported into EPM Planning.
For the purpose of period mapping we can assume there are two Business Units (BUs) in Project Management, each one
using a different calendar. For period mapping setup, Vision Operations BU uses “ERP Calendar1” as the accounting calendar
and Vision Manufacturing BU uses “ERP Calendar2”. See the documentation link for period setup for more details on how to
set up period mappings:
https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/erpia/erpi_period_map.html

Configure Integration Job Definition in Data Integration

The initialization step executed above creates integration definitions that need to be reviewed and updated for each specific
implementation of Planning and Projects.
The configuration of the integration definition is comprised of two parts – dimension mapping and member mapping. The
dimension mapping defines how the source data is mapped to the dimensions in Planning or vice versa, and the member
mapping defines how the source data is transformed for consumption in the target.
The dimension mapping in Data Integration should follow the example provided below. If the Vendor dimension is enabled,
the default member of “No Vendor” should be specified. All other mappings are shown in the expression field for the

32 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
dimension mapping below for Import Project Budgets:

Update currency dimension mappings

Next map currency dimensions between EPM Planning and Project Management, Perform this step for all variants of the
jobs corresponding to various accounting calendars.
Under Map dimension tab in Import Project Budgets job and Import Project Actuals, map Ledger_Currency of Project
Management to Currency of EPM Planning.

33 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Under the Map dimension tab in Export Project Budgets job, map the Currency of EPM Planning to the Planning Currency of
Project Management.

Next, configure Integration jobs. Configure both sets of integration jobs for filters and options. Below is the configuration of
filters and options for “ERP Calendar1” accounting calendar related jobs. For each job mentioned in the table below access
the configuration screens by entering the options screen.

Job Name Options -> Filters Options -> Options

C1_Export Projects Update the entity filter value to correspond Set Period Mapping Type as Default.
with the accounting calendar's business unit
in Project Management. In the example Entity
= Vision Operations.

C1_Export Project Update the entity filter value to correspond Set Period Mapping Type as Default.
Budgets with the accounting calendar's business unit
in Project Management. In the example Entity
= Vision Operations.

C1_Import Projects Update the business unit filter value to Set Period Mapping Type as “Explicit”.
correspond with the accounting calendar for Set calendar value from Data Management
which this job is set up. In the example Entity period mapping corresponding to accounting
= Vision Operations. calendar for which this job is set up. In this
example Calendar = “ERP Calendar1”.
Project completed days filter allows you to
import completed projects which are
completed for the number of days specified in
the filter value.

C1_Import Project Update the business unit filter value to Set Period Mapping Type as “Explicit”.
Budgets correspond to the calendar for which this job Set calendar value from Data Management
is set up. In the example Entity = Vision period mapping corresponding to accounting
Operations. calendar for which this job is set up. In this
example Calendar = “ERP Calendar1”.
Project completed days filter allows you to
import completed projects which are
completed for the number of days specified in
the filter value.
34 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
 C1_Import Project Update the accounting calendar value to Set Period Mapping Type as “Explicit”.
Actuals correspond to the accounting calendar name Set calendar value from Data Management
in Project Management for which this job is period mapping corresponding to accounting
set up. In this example Calendar = “ERP calendar for which this job is set up. In this
Calendar1”. example Calendar = “ERP Calendar1”.

Similarly configure for jobs related to accounting calendar “ERP Calendar2”.

Mapping Resource Class names in Data Integration

When posting data from EPM Planning to Project Management, resource classes in EPM Planning must be mapped to
Project Management classes, and this is achieved by mapping expense accounts to Resource Classes in Project
Management.

EPM Planning Project Management

Labor Labor
Material Material Items
Equipment Equipment
Others Financial Resources

Mapping of EPM Planning accounts to Project Management Resource classes in Data

Integration
If the default mapping from expense types in EPM Planning Accounts to Resource Classes in Project Management needs
changing, update via the Export Project Budget job or variant of the job.

If Project Management has non-English as the language for the application then you have to configure the appropriate
resource class names in Data Integration.

35 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
From Data Integration tab:
Actions > Applications, highlight C1_Projects Budget Export (or a variant of Project Budget Export application), go to
application details

Under the options tab, set appropriate value for Resource class names corresponding to Project Management Resource
class names

Note: The default values correspond to English language names for resource classes in Project Management. The
changes in property value are required only if the language is other than English in Project Management.

Schedule the synchronization processes with the cadence your business requires
Data Integration jobs can be invoked remotely using EPM automate and can be scheduled using a scheduler. EPM automate
documentation is available here: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-
common/cepma/using_epmctl.html.

Configuring Planning Jobs for Integration

After configuring DM jobs, Planning jobs need to be configured. This step is required only if you want to use Planning jobs
for moving data between EPM Projects and ERP Projects.

36 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Configure Export Projects and Budgets job
 Select the DM jobs to execute as part of this planning job. DM job Export Budget job will be executed after
successful execution of DM job Export Projects.
 Scenario, Version and Entity selections are prepopulated. Prepopulated values are modifiable as per need. In this
job Entity value specifies the scope of entities for which projects and budgets are exported
 Start Month, Start Year, End Month and End Year are prepopulated based on the periods for which data is available
in EPM Planning. Again, the prepopulated values can be modified.
 Any values that are provided in Planning jobs override the corresponding values, if any in DM jobs.

Configure Import Project Actuals

 Select the DM jobs to execute as part of this planning job. DM jobs corresponding to Import Actuals are selectable
here
 Scenario, Version and Entity selections are prepopulated. Only Pre-populated Entity values are modifiable as per
need. In this job, Entity values do not specify the scope of BUs for which actuals are imported. Rather they specify
the Entity values for Rollup and other calculations that are run internally in Planning after actuals are imported. You
can specify the scope of BUs that are imported in the corresponding DM job.
 Start Month, Start Year, End Month and End Year are pre-populated with current month substitution variable. You
can modify these values with absolute values for period or create additional substitution variables and use them
here as per need. The use of substitution variable provides the flexibility to change the effective periods for which
actuals are imported without actually modifying the scheduled job. Administrator has to maintain values of
substitution variables when a new period is opened and existing period is closed
 Any values that are provided in Planning jobs override the corresponding values, of any in DM jobs.

37 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Configure Import Projects and Budgets job
 Select the DM jobs to execute as part of this planning job. DM jobs corresponding to Import Projects and Import
Project budgets are selectable here. DM job Import Project budgets is executed after successful execution of DM job
Import Projects.
 Scenario, Version and Entity selections are prepopulated. Only Pre-populated Entity values are modifiable as per
need. In this job, Entity values do not specify the scope of BUs for which actuals are imported. Rather they specify
the Entity values for Rollup and other calculations that are run internally in Planning after budgets are imported.
You can specify the scope of BUs that are imported in the corresponding DM job.
 Start Month, Start Year, End Month and End Year provides the range of periods for which budgets are imported
 Any values that are provided in Planning jobs override the corresponding values of any in DM jobs.

38 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Migrating Data
This section provides the data migration steps if you have already implemented either EPM Planning or Project
Management and subsequently want to implement the out-of-the-box integration between EPM Planning and Project
Management.
- Option 1: EPM Planning only. In this situation, projects finalized and approved in EPM can be exported, along with
their budgets, to Project Management. See Migrating Projects and Budgets from EPM Planning to Project
Management.
- Option 2: Project Management only. In this situation, projects, their budgets and project costs, can be imported
from Project Management. See Importing Projects, Budgets, and Actual Costs from Project Management to EPM
Planning.

Note: The following describes how to perform data migration for a single calendar setup in Project Management. If
there are multiple calendars in Project Management then a copy of integration jobs should be created for each
calendar type and the corresponding options have to be modified for those integration jobs. See section Enabling and
Configuring Data Integration for more details on how to configure multi-calendar setup for integrations.

Migrating Projects and Budgets from EPM Planning to Project Management

Migrating the data from EPM Planning to Project Management is a two-step process: You must first make updates to the
EPM Planning Projects application (see Updating Existing EPM Planning Projects Application to Use Project Management
Cloud Integration immediately below), and then export projects and budgets to Project Management (see Exporting Projects
and Budgets).

Updating Existing EPM Planning Projects Application to Use Project Management Cloud Integration
If you have an existing EPM Planning Projects application and you incrementally enable Project Management Cloud
Integration, perform these steps to update the application:
1. For any existing projects that do not have an alias for project name, specify an alias. You can use the Dimension
Editor or use the outline load utility. The project alias corresponds with the project name in Project
Management. Also, populate the same value as that of Alias in Project Property “Name”. Name is a member in
account dimension.
2. For each project that you want to integrate, for the project property called Name, populate it with the same value as
Alias. You can find Name in the Account dimension, under OPF_Required Properties. You can use the Dimension
Editor or use the outline load utility.
3. Rename existing project member names so that they are not more than 25 characters. The project member name
corresponds to the Project Number in Project Management.
4. Associate a Project Management Project Template with each existing project in EPM Planning Projects. You can do
this on the Project Details form or use the outline load utility.
5. Approve projects in EPM Planning Projects using the provided Approve Projects (OPF_Approve Projects) rule. Only
projects that are approved can be exported to Project Management. Approving a project sets the integration status
to indicate that it is ready to export to Project Management. Alternatively, you can also use outline load utility to
update Project Status and Project Integration Status.
6. When you incrementally enable Project Management Cloud Integration, the project reporting cube (PFP_REP) is not
automatically enabled for custom members. Enable the project reporting cube as needed for:
 Custom members of Entities, Projects, and so on.
 Custom members available in dimensions used when Workforce is enabled, such as Jobs and Employees.
7. Refresh the cube to update the changes to database
8. Some rules and forms are modified to support this integration. If you've customized rules or forms, see Updating
Projects Artifacts.
9. Oracle recommends that you start using the new member OPF_Load for loading data. See Updating Projects
Artifacts for details.

39 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Exporting Projects and Budgets from EPM Planning to Project Management
The following steps are required to send projects and budgets from EPM Planning to Project Management:
1. Project Management requires a Project Number and Project Template in order to create a project, and these values
need to be added for approved projects in EPM Planning.
2. Run the Export Projects with parameters

Import Mode: This option determines how the budgets are imported into Data Management. For the purpose of the
integration the value for this parameter is “Replace”.

Export Mode: This option determines budgets are exported from Data Integration to Project Management. For the
purpose of the integration, the value for this parameter is “Replace”.
Start Period and End Period: Values for this Option determine the range of periods for which budget data is
exported from EPM Planning to Project Management. For the purpose of this integration, the value of this option
should be “BegBalance” for Export Projects and indicating that all the eligible projects are integrated into Project
Management without consideration of Start dates and End Dates. Values for option in Export Project Budgets is
typically the start date and end date of the calendar used in EPM so that entire expense date is passed to Project
Management.

3. Run the Export Project Budgets with parameters:

4. Validate in Project Management that projects and budgets were successfully imported.

40 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
 5. If there are multiple calendars in Project Management multiple export jobs corresponding to each of the calendar
should have been set up. Run the jobs corresponding to each calendar.
6. Verify that the Export job has no errors. Look at logs if there are process errors. Also look at Project Integration
status of the projects on Project Details screen. For all successfully integrated projects and budgets Project
Integration status is updated to “Integrated”. If there are any errors, then Project Integration Status is updated to
“Error” and Project Integration description is updated with the reason for the error.
7. Analyze the reason for the “Error” projects and correct the underlying issue. Run the rule “Change Error Integration
status” to change the Integration status of “Error” projects to “Initial”. Run the Job <Job Name> again to export
previously errored Projects and Budgets from EPM Planning to Project Management.
8. Verify that Projects and Budgets are Exported to Project Management.

Note: If you are an Enterprise customer you have a choice to use Planning jobs instead of DM jobs.

41 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Migrating Projects, Budgets, and Actual Costs from Project Management to EPM
Planning
In the case that projects were created and approved in Project Management before this integration is implemented, the
projects, along with their budgets, can be imported to EPM Planning. Subsequently, you should import the Actual Costs for
integrated projects.

Steps to import projects and budgets from Project Management to EPM Planning
1. Since EPM Planning has restrictions on the project’s name and the project’s finish date is a mandatory field, a BIP
Report named “Approved and Active Projects Not Exported to EPM Report” is provided; this identifies projects that
do not meet the name or finish date criteria. Running this report should be the first step when exporting projects
and budgets from Project Management. If the report returns one or more projects, then those projects should be
renamed in Project Management or a finish date should be set if those projects need to be moved to EPM Planning.
The report “Approved and Active Projects Not Exported to EPM Report” is located in “Shared
Folders/Projects/Project/” in BI Publisher. The Fusion Cloud privilege needed to run the report is "Import Project
Data into Third Party Software".
2. Modify projects returned in the report “Approved and Active Projects Not Exported to EPM Report”:
 Only projects in Project Management with a name of 80 characters or less will be migrated to EPM Planning. If
you have projects in the report results with value of “Y” for column “Long_Name_Failure”, you will need to
change the project’s name in Project Management.
 Do not include special characters.
 Only projects with a finish date or containing tasks will be migrated to EPM Planning. If you have projects in the
report results with value of “Y” for column “No_Finish_Date_Failure”, you will need to include a finish date for
the projects. Hint: This is an unlikely occurrence since it is very uncommon for active projects to have no tasks.
3. Only budgets that are derived from a financial plan type designated as approved cost budget will be migrated to
EPM Planning.
4. Make sure the Update Performance Project Data (UPPD) process is run in Project Management for all projects you
want to export.
5. Run the Import Projects job in Data Integration considering the following filters:
 BU: You can export your projects in a Business Unit phased manner. Include the Business Unit you need to
import or leave it blank to include all BUs. Only BUs that have a monthly accounting calendar should be
exported. BUs based on a weekly accounting calendar should not be included when importing projects as this
is not supported with the out-of-the-box solution.
 Projects Completed Before Days: You have the option to include past projects that are in an active status,
based on the finish date of the project. You can do this by including the number of days in the past you want to
honor. By default, the value will be considered as 0, so that only the projects that have a finish date of today or
later will be considered for the import. In the example below, active projects that have a finish date up to one
year in the past will also be migrated to EPM Planning. Note: All active future ending projects will always be
imported.

42 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
 Note: Projects are only marked as Integrated when the budget has been interfaced to EPM Planning, therefore
Importing Project Budgets is a required step. This is to prevent accidentally overwriting the budget in EPM
Planning later and to ensure that the data migration flow is complete.

6. Verify that the Import Projects job had no errors in Data Integration. Look at logs if there are process errors.
7. If Import Projects had no errors, run the Import Project Budgets in Data Integration using the same filters as you
had for Import Projects.
Note: If you use the BU parameter in Import Projects, you need to use the same parameter when running
Import Project Budgets.
8. Verify that the Import Project Budgets job had no errors. Look at the logs if there are process errors.
9. Verify the projects and budgets were imported into EPM Planning successfully by going to Projects Details in the
Projects Summary tab in EPM Planning. Verify that projects are visible in the Indirect or Capital section and that
they contain the planned expenses as the budgets.

When migrating projects and budgets from Project Management to EPM Planning, consider the following:
 Only active projects (projects in any project status considered as Active) are exported.
 Only non-sponsored projects are exported.
 Only projects that are financially enabled are exported.
 The latest task’s finish date in the work breakdown structure is considered as the project’s finish date if there is no
project finish date set.
 Projects of project types that are not enabled for either capitalization or billing are treated as Indirect projects in
Project Management; they will therefore be exported to EPM Planning as Indirect projects.
 Projects of project types that are enabled for capitalization, are exported to EPM Planning as Capital projects. This
includes projects that are enabled for capitalization and are also enabled for billing.
 In case the BUs use a different accounting calendars, then the Import Projects and Import Budgets jobs need to be
customized as described in Period Mapping in Enabling and Configuring Data Integration section.
Note: If you are an Enterprise customer you have a choice to use Planning jobs instead of DM jobs

Important: The Import Projects and Import Budgets processes are only intended to be run as part of the data
migration and not in an on-going basis after the data migration is completed.
43 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Importing Actual Costs from Project Management to EPM Planning
After the projects are successfully imported from Project Management to EPM Planning, import project costs across the
project lifetime. The costs are the actual burdened costs and do not include committed costs. Project costs will be imported
summarized by resource class in the accounting currency of the Business Unit of the projects.
These are the steps to bring in actual costs from Project Management to EPM Planning:
1. Verify the setup of currencies for all the BUs in Project Management exist in EPM Planning.
2. Make sure the Update Performance Project Data (UPPD) process has finished in Project Management for all the
projects you are migrating.
3. Run the Import Project Actuals job in Data Integration with the following input in the options and filters:
 Start Period: Enter the very first period your company collected actuals for the projects you are migrating.
 End Period: Enter the current period.
 Accounting Calendar: Use this filter if you want to import actual costs for one or more BUs by using the
Accounting Calendar Name that is used in those BUs. If you only use one accounting calendar for all the BUs,
then you can leave the filter blank.
4. Verify that Import Project Actuals job did not have an error while running. Check Data Integration logs to see the
detail of any errors encountered.
5. In case there were errors, you can correct the problem and run the same job again with the same parameters.
6. Run Roll up Project rule in EPM Planning so that Actual Expenses are visible in all reporting forms.
Note: If you are an Enterprise customer you have a choice to use Planning jobs instead of DM jobs.

44 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
FREQUENTLY ASKED QUESTIONS

Migration Questions

Why are some projects not migrated from EPM Planning to Project Management?
The most common reasons a project is not exported to Project Management are:

 The project is not in an “Approved” state.

 Project Integration Status is not one of “Initial” or “Ready”.
 The filters used in Data Integration exclude the project from export to Project Management.
 A Project Template is not associated with the Project in EPM Planning.
 The Project Template selected is not valid for the Project Owning Organizations in Project Management.
 A Project Number has not been entered for the project.

Why are some projects not migrated from Project Management to EPM Planning?

The most common reasons a project is not imported from Project Management to EPM Planning are:

 The project in Project Management has a name that is longer than 80 characters.
 The project in Project Management does not include a finish date and neither does it have a work breakdown
structure.
 The project in Project Management is not financially enabled.
 The Project Owning Organization does not exist in EPM Planning as a leaf Entity.
 The project in Project Management is not in an “Active” status.
 The project finish date in Project Management is in the past and earlier than the time window allowed by the
parameter “Projects Completed Before Days” in the Import Projects job.

Why are some budgets not migrated from Project Management to EPM Planning?

The most common reasons a budget is not imported into EPM Planning are:

 The currencies used in EPM Planning are not the same as the ones enabled for the Project Management Financial
Plan Type.
 The same period names do not exist in EPM Planning and Project Management. For further details on how to work
with different calendar mapping see the Period Mapping Section.

Why are some projects that are billable in Project Management migrated to EPM
Planning?

If a billable project in Project Management is also Capitalizable, then it will be treated as a Capital Project and integrated to
EPM Planning. Note: Projects that are billable only in Project Management will not be interfaced to EPM Planning as part of
the out-of-the-box integration.

What date is used as the finish date when migrating a project from Project Management
to EPM Planning?

Usually, the project’s start and finish dates are used when a project is migrated from Project Management to EPM Planning.
If the project in Project Management does not have a finish date when the migration takes place, then the latest task finish
date is used as the finish date of the project. If there are no tasks, and no project finish date is set, then the project cannot be
migrated.

45 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
On-Going Data Synchronization Questions:

How do I to send a revised budget to Project Management?

Plan for the revised budget either through direct entry or driver-based planning and then Calculate Expenses. Projects and
Budgets that are already integrated will have a Project status of “Approved” and the Integration status of “Integrated”. Since
the budget is revised, it has to be Approved again by running the Approve Project rule; this time the Project status remains
“Approved” and the Integration status is “Ready”. The next time when the Export job is run, the revised budget will be
interfaced to Project Management as a new baseline version.

What are the possible causes of failures during the export of projects and budgets from
EPM Planning to Project Management?

The most common causes of failures are:

 The Project Template used in EPM Planning is not valid for the Project Owning Organizations (Entity) in Project
Management.
 The Project Template used in EPM Planning has expired in Project Management.
 The currencies used in EPM Planning are not the same as the ones allowed in the Project Management Financial
Plan Type.
 The same period names do not exist in EPM Planning and Project Management. For further details on how to work
with different calendar mappings, look in Period Mapping.
 The financial plan type used in Data Integration to export budgets to Project Management is not valid for the
Project Owning Organizations (Entity) in Project Management.
 The Project Management application is not running.

Why are the actual costs collected in Project Management not reflected in EPM
Planning?

The Update Project Performance Data (UPPD) process, which summarizes all project information in Project Management,
needs to run prior to the Import Actuals jobs in order to have the most updated data. If costs are collected after the UPPD is
run, then those costs will not appear in EPM Planning.

Why are my planned expenses not migrated to Project Management exactly as they are
in EPM Planning?
All Planned Expenses of a project in EPM Planning are sent to Project Management as a Budget version with the following
considerations:
 All expenses are summarized at the resource class level: Labor, Equipment, Material Items, and Financial
Resources.
 Indirect costs are always migrated to Project Management as Financial Resources.
 Expenses entered in different currency will be summarized at the currency they were entered.
 The same value will be exposed in Raw Cost and Burdened Cost in Project Management.
 For Labor and Equipment, the quantity number will be the same as the Raw Cost number in Project Management.
 Budgets may be updated in EPM Planning and the change not yet reflected in Project Management either due to
the project not being re-approved and exported or a failure in the budget export.

How often can I migrate projects from Project Management to EPM Planning?
Data migration from Project Management to EPM Planning is a one-time process that can be performed for all projects or
for each Business Unit. Once the projects in a Business Unit have been successfully migrated, any projects that you
subsequently want to integrate must be created and approved in EPM Planning and exported to Project Management. Re-
46 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
running the migration process at a later date is not supported and will overwrite any changes made to planned expense in
EPM Planning.

Are updates to EPM Planning project-level attributes exported to Project Management,

for projects that are already integrated?
No, any changes made at the project-level in EPM Planning will not be reflected in Project Management for projects already
exported to Project Management. Example of project-level attributes are project name, description, start and finish date.
Updating these attributes will need to take place directly in Project Management.
Changes at the project-level are not supported by the integration for the following reasons:
- Project Name: Project managers want control over the project name as it can be used across other ERP applications
to identify the project.
- Project Dates: Project managers do not want the project time window moving without them managing and
controlling the impact of the move. Additionally, any conflict between task date controls and project date changes
will result in errors that are hard to resolve as part of an integration: Examples of these are when tasks have actual
cost transactions or where the option to automatically summarize dates, in the Project Plan Type, is enabled.
Project Management also offers the capability to restrict whether changes can be made to project-level attributes for
projects that have been imported from another application. Use Manage Actions Control, in Setup, to control which
attributes can be changed in the Project Management UI. The following are those you might want to restrict from update:
project name, project number, and organization.

Note: Changes made to project-level attributes in Project Management (such as the Project Name) will not be
interfaced to EPM Planning and will result in differences in Project Management and EPM Planning.

General Questions:

Why is my Strategic Budget not included in my Project Management overview pages or

in reports?

When you adopt the best practice business flow, the Project Manager’s detailed budget is displayed in the overview pages
and seeded reports while the strategic budget is available in the manage budget versions page only.
47 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
Best practice is for the strategic budget sent by EPM Planning to be a target budget: The Project Manager will create their
own more detailed budget, using a Financial Plan Type that is designated as an Approved Cost budget, for execution and
reporting.

Why is the Project Name different between EPM Planning and Project Management?
The Initial Project Number and Project Name in EPM Planning may be modified in Project Management by the project
manager after the project is exposed there. If any change is done in Project Management after the integration, it will not
affect EPM Planning since there is a common immutable value in both systems: The Project Number in EPM Planning will
always be the same as the value in Integrated_Project_Reference field in Project Management. That is why it is important
that the Project Number is not changed in EPM Planning after the project is exposed in Project Management.

How can I include additional project attributes e.g. Project Manager to be included in
the integration from EPM to PPM?
Currently only the preselected project attributes are allowed in the integration. If additional attributes are required then a
custom implementation of the integration is required.

Can we enable Budgetary Control on the budgets in Project Management?

The out-of-the-box integration does not rule out the use of Budgetary Control but it does assume specific use of budgets, as
follows:
1. The budget that passes from EPM Planning to Project Management is meant as a guide to the project manager;
this budget can also be used to validate the detailed budget subsequently developed by the project manager.
2. The budget developed by the project manager is used for execution and reporting in Project Management and, as
such, is the Approved Cost budget.
3. If Budgetary Control needs to be enabled, then enable Budgetary Control for the Approved Cost budget and not for
the budget that is passed from EPM Planning.

Can I know if a project in Project Management originated in EPM Planning?

Yes, you can check for the value of ORA_EPM in the Source Application field on the Manage Financial Project Settings page
in Project Management. The Source Reference will also indicate the project number used in EPM Planning when the project
was created.

48 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public
How can I verify if a project in Project Management is integrated with EPM Planning?
You can check if the Integration Application Code has a value of ORA_EPM and the Integration Project Reference has a value
on the Manage Financial Project Settings page in Project Management.

CONNECT WITH US
Call +1.800.ORACLE1 or visit oracle.com.
Outside North America, find your local office at oracle.com/contact.

blogs.oracle.com facebook.com/oracle twitter.com/oracle

Copyright © 2022, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without
notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties
and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed
either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without
our prior written permission.

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

White Paper - Unified Planning, Budgeting, Execution, and Analysis of Projects

September 22
Author: Simon Ball
Contributing Authors: Nagadeep Konduri, Cynthia Munoz Jugo

49 White Paper: Unified Planning, Budgeting, Execution, and Analysis of Projects | 1.4
Copyright © 2022, Oracle and/or its affiliates | Confidential - Public