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Oracle Projects Implementation Checklist

This checklist summarizes each of the steps you follow to implement Oracle Projects. It includes setup steps
for data that may be shared with other Oracle Applications, but is required by Oracle Projects. If you have
already defined this information when setting up other Oracle Applications, you can skip those steps. This
shared data includes:

Set of Books

Employees and Organizations

Customers

Since some implementation steps build upon information you define in other implementation steps, you
should perform the steps in the order listed.

As you determine your implementation data, you must keep AutoAccounting in mind. The AutoAccounting
feature in Oracle Projects derives values for account combinations based on project information for all
accounting transactions in Oracle Projects. Consequently, the way you organize your chart of accounts affects
your implementation data. For example, if you charge several expense accounts for varied expenditures such
as meals, travel and lodging, and airfare, then you need to implement an expenditure type that corresponds to
each expense account. You can use most of the implementation data that you define for Oracle Projects as
inputs to the AutoAccounting rules that you define.

After you complete most implementation steps, you can submit reports to review your work and confirm that
you have successfully completed the step. For example, after you complete entering Agreement types, you
can submit the Agreement Types Listing. See: Implementation Listings.

Step Project Project

Step Description
Number Costing Billing
Set of Books
Step 1 Define your set of books. See: Oracle Applications Set of Books. Required Required
Human Resources
Step 2 Define locations. See: Locations Required Required
Step 3 Define organizations. See: Organizations Required Required
Step 4 Define organization hierarchies. See: Organization Hierarchies. Required Required
Step 5 Specify a project burdening hierarchy for each business group. Required Required
See: Specifying a Project Burdening Hierarchy.
Step 6 Define jobs. See: Jobs. Required Required
Step 7 Define employees. See: Employees. Required Required
Customers
Step 8 Define customers. See: Customers. Optional Required
Implementation Options and PA Periods

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 Step 9 Define implementation options. See: Implementation Options. Required Required
ATTENTION: If you have a multiple organization installation, you
must define implementation options for each operating unit.
Step Define PA periods. See: PA Periods. ATTENTION: If you have a Required Required
10 multiple organization installation, you must repeat this step for each
operating unit.
Expenditure Setup
Step Define expenditure categories. See: Expenditure Categories. Required Required
11
Step Define revenue categories. See: Revenue Categories. Required Required
12
Step Define units. See: Units. Required Required
13
Step Define expenditure types. See: Expenditure Types. Required Required
14
Step Define non-labor resources. See: Non-Labor Resources. *Required *Required *Required
15 if you use usages.
Step Define transaction sources. See: Transaction Sources. Optional Optional
16
Step Implement transaction control extension, if needed (advanced Optional Optional
17 implementation step). See: Transaction Control Extensions.
Non-Labor Costing Setup
Step Define cost rates for expenditure types. See: Cost Rates for Required Required
18 Expenditure Types. ATTENTION: If you have a multiple
organization installation, you must repeat this step for each operating
unit.
Step Define usage cost rate overrides. See: Usage Cost Rate Overrides. Optional Optional
19 ATTENTION: If you have a multiple organization installation, you
must repeat this step for each operating unit.
Labor Costing Setup
Step Define compensation rules. See: Compensation Rules. Required Required
20
Step Define employee cost rates. See: Employee Cost Rates. Required Required
21 ATTENTION: If you have a multiple organization installation, you
must repeat this step for each operating unit.
Step Define labor cost multipliers. See: Labor Cost Multipliers. Optional Optional
22
Step Implement labor costing extension (advanced implementation Optional Optional
23 step). See: Labor Costing Extensions.
Step Implement labor transaction extension (advanced implementation Optional Optional
24 step). See: Labor Transaction Extensions.

Step Implement overtime processing (advanced implementation step). Optional Optional

25 See: Overview of Implementing Overtime.
Burden Costing Setup
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 Step Define cost bases and cost base types. See: Cost Bases and Cost Optional Optional
26 Base Amount Types.
Step Define burden cost codes. See: Burden Cost Codes. Optional Optional
27
Step Define burden structures. See: Burden Structures Optional Optional
28
Step Define burden schedules. See: Burden Schedules. ATTENTION: If Optional Optional
29 you have a multiple organization installation, you must repeat this
step for each operating unit if the new operating unit is associated
with a new business group.
Billing Setup
Step Define billing cycles. See: Billing Cycles. - Required
30
Step Implement billing cycle extension (advanced implementation step). - Optional
31 See: Billing Cycle Extension.

Step Define payment terms. See: Payment Terms. - Optional

32
Step Define agreement types. See: Agreement Types. - Required
33
Step Define bill rate schedules. See: Bill Rate Schedules. ATTENTION: - Required
34 If you have a multiple organization installation, you must repeat this
step for each operating unit.
Step Define invoice formats. See: Invoice Formats. - Required
35
Step Define credit types. See: Credit Types. - Required
36
Step Define event types. See: Event Types. - Optional
37
Step Assign event types for cost-to-cost revenue. See: Assigning Event - Optional
38 Types for Cost-to-Cost Revenue.

Step Implement Percent Complete Revenue Accrual and Invoicing . - Optional

39 See: Setup Requirements for Percent Complete Revenue and
Invoicing.
Step Implement labor billing extension (advanced implementation step). - Optional
40 See: Labor Billing Extensions.
Step Implement billing extensions (advanced implementation step). See: - Optional
41 Billing Extensions.

Step Implement automatic invoice approve/release extension - Optional

42 (advanced implementation step). See: Automatic Invoice
Approve/Release Extension.
Step Implement AR transaction type extension (advanced - Optional
43 implementation step). See: AR Transaction Type Extension.

Step Implement cost accrual (advanced implementation step). See: - Optional

44 Revenue-Based Cost Accrual.
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 Step Define budget types. See: Budget Types. Optional Optional
45
Step Define budget entry methods. See: Budget Entry Methods. Required Required
46
Step Define budget change reasons. See: Budget Change Reasons. Optional Optional
47
Step Define resource lists. See: Resources and Resource Lists. Required Required
48 ATTENTION: If you have a multiple organization installation, you
must repeat this step for each operating unit if the new operating unit
is associated with a new business group.
Step Implement budget calculation extension (advanced implementation Optional Optional
49 step). See: Budget Calculation Extensions.
Step Implement budget verification extension (advanced Optional Optional
50 implementation step). See: Budget Verification Extension.

Step Implement budget workflow extension. See: Budget Workflow Optional Optional
51 Extension.
Project Setup
Step Define project statuses. See: Project Statuses. Optional Optional
52
Step Define class categories and class codes. See: Project Optional Optional
53 Classifications.

Step Define service types. See: Service Types. Required Required

54
Step Define project role types. See: Project Role Types. Optional Optional
55
Step Define project customer relationships. See: Project Customer Optional Required
56 Relationships.

Step Define contact types. See: Contact Types. Optional Optional

57
Step Define project types. See: Project Types. ATTENTION: If you Required Required
58 have a multiple organization installation, you must repeat this step
for each operating unit.
Step Define project templates. See: Project Templates. ATTENTION: If Required Required
59 you have a multiple organization installation, you must repeat this
step for each operating unit.
Step Implement project verification extension (advanced Optional Optional
60 implementation step). See: Project Verification Extension.
Step Implement project workflow extension. See: Project Workflow Optional Optional
61 Extension.
Step Implement verify organization change extension. See: Verify Optional Optional
62 Organization Change Extension.
Project Status Setup
Step Define derived columns. See: Derived Columns for Project Status Optional Optional
63 Inquiry.
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 Step Define displayed columns. See: Non-Default Configuration for Optional Optional
64 Project Status Inquiry.

Step Implement commitments from external systems (advanced Optional Optional

65 implementation step). See: Implementing Commitments from
External Systems
General Setup
Step Specify profile option values. See: Profile Options. ATTENTION: Optional Optional
66 If you have a multiple organization installation, you must repeat this
step for each operating unit.
Step Define descriptive flexfields. See: Descriptive Flexfields. Optional Optional
67
Step Define request groups for report and process security. See: Oracle Optional Optional
68 Applications System Administrator's Guide.

Step Define responsibilities for different functional users. Optional Optional

69 See: Oracle Applications System Administrator's Guide
Project Security Extension.
PA: Cross-Project Responsibility
Step Define frequently-used folders. See: Customizing the Presentation Optional Optional
70 of Data Oracle Applications User's Guide and Administering Folders
Oracle Applications System Administrator's Guide. To see which
windows are folder-enabled, see Oracle Projects Navigation Paths.
AutoAccounting for Costs ATTENTION: If you have a multiple organization installation, you must
repeat these steps for each operating unit.
Step Set up accounting for labor costs. See: Accounting for Labor Costs. Required Required
71
Step Set up accounting for expense report costs. See: Accounting for Required Required
72 Expense Report Costs.

Step Set up accounting for usage costs. See: Accounting for Usage Required Required
73 Costs.

Step Set up accounting for miscellaneous costs. See: Expenditure Type Required Required
74 Classes .
Step Set up accounting for burden transactions. See: Expenditure Type Required Required
75 Classes .

Step Set up accounting for WIP and Inventory costs, if you are using Required Required
76 these expenditure type classes for costs other than those
originating in Oracle Manufacturing and Oracle Inventory. See:
Expenditure Type Classes .
Step Set up accounting for supplier invoice adjustment costs. See: Required Required
77 Accounting for Supplier Invoice Adjustment Costs.

Step Set up accounting for total burdened costs. See: Accounting for Optional Optional
78 Burdened Costs.
AutoAccounting for Revenue and Billing ATTENTION: If you have a multiple organization
installation, you must repeat these steps for each operating unit.
Step Set up accounting for labor revenue. See: Accounting for Labor - Required
79 Revenue.

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 Step Set up accounting for expense report revenue. See: Accounting for - Required
80 Expense Report Revenue.

Step Set up accounting for usage revenue. See: Accounting for Usage - Required
81 Revenue.

Step Set up accounting for miscellaneous revenue. See: Expenditure - Required

82 Type Classes .

Step Set up accounting for burden transactions revenue. See: - Required

83 Expenditure Type Classes .

Step Set up accounting for inventory revenue. See: Expenditure Type - Required
84 Classes .
Step Set up accounting for work in process revenue. See: Expenditure - Required
85 Type Classes .

Step Set up accounting for supplier invoice revenue. See: Accounting - Required
86 for Supplier Invoices Revenue.
Step Set up accounting for event revenue. See: Accounting for Event - Required
87 Revenue.

Step Set up accounting for unbilled receivables, unearned revenue, - Required

88 and receivables. See: Accounting for Revenue and Invoices.
Step Set up accounting for invoice write-offs. See: Accounting for - Required
89 Revenue and Invoices.
Indirect Projects for Cost Collection
Step Define indirect projects for cost collection. See: Accounting for Optional Optional
90 Indirect Costs. ATTENTION: If you have a multiple organization
installation, you must repeat this step for each operating unit.
Table 1 - 77. (Page 9 of 9)

See Also
Advanced Implementation Topics Checklist

Oracle Applications Iplementation Checklist for Oracle Projects Integration

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