Oracle Fusion Project Portfolio

Management
Approvals and Workflow

Release 9
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Objectives
After completing this session, you should be able to:
• Understand the business processes that are supported by approvals and workflows
• Understand how to access and configure approval and notification tasks.

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Session Agenda

 Overview of Workflows and Notifications

 Examples

 Review and Discussion

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Access to Approvals and Notifications Configuration
Approval and notification tasks
can be accessed through
functional setup manager.

Tasks names are appended with

the release in which they were
last updated, there will not be
multiple versions of the same
task.

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Project Status Change
Task Name ProjectStatusNotificationApproval

Initiating Project status updated on project

Event and saved

Default Project Manager

Approver

Comments Project status definition

determines if approval is required
when changing to that status.

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Financial Plan Version Approval (Budget and Forecast)
Task Name ApprovePlanVersion

Initiating Budget or Forecast version

Event submitted for approval

Default Project Manager

Approver

Comments Financial plan type definition

determines if approval required.

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Expenditure Item Adjustment
Task Name ApproveAdjustment

Initiating Expenditure item adjusted by user

Event that does not have privileges to
approve adjustments
Default Automatically approved
Approver

Comments The delivered project manager

role does not have the privileges
to approve adjustments. However
the seeded rule automatically
approves.

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Contract Approval
Task Name ContractsApproval

Initiating Contract is submitted for approval

Event

Default Contract Administrator

Approver

Comments Found under approval

management for CRM

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Invoice Approval
Task Name InvoiceApprovalHumanTask

Initiating Invoice submitted for approval

Event

Default Contract Administrator

Approver

Comments Can be configured such that the

Project Manager approves.

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Resource Proposed
Task Name ApproveProposeResource

Initiating Resource manager submits a

Event resource to fill a request.

Default Project Resource Requester

Approver

Comments

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Notifications
Notification Event Default Recipient(s)
Financial Plan Created
Financial Plan Approved
Financial Plan Rejected
Financial Plan Reworked
Project Status Changed
Key Performance Indicator Updated
Resource Requested Staffing Owner
Resource Proposed Staffing Owner
Resource made not available for staffing Resource Pool Owner, Project Managers
Deliverable Created Creator, Project Manager, Assignees

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Suppressing Notifications
• If there is no configuration options to enabled/disable notifications, they
can be removed from the workflow task.
• Highlight a row in the Notifications table and delete.

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Configuring Tasks
• Click the pencil icon to edit
the task.

• Make sure to commit the

changes when complete using
the far right icon, not just save
icon.

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Configuring Tasks
• Click the stage to edit in the
Assignees region.

• Click the Business Rule to edit

in the stage details region.

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Configuring Tasks
• Modify the existing rules,
or add new rules as
required.
• Example shows that
financial plans are
approved by project
managers when they are
less than 50k, and also by
the CFO when they are
greater than 50k.

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Automatically Approving

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Additional Resources
Approvals and Workflow

• Using Approval Management Features of the Oracle BPM Worklist and Workspace

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Review and Discussion

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