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    Workplan Versioning

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    nilgoyal
    Workplan versioning in Oracle Projects allows for optional version control of workplans. Key features include maintaining multiple draft versions, designating a baseline version, approval processes, and publishing approved versions. It provides flexibility for "what if" scenarios while maintaining a record of changes over time.

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    Workplan Versioning

    Uploaded by

    nilgoyal
    78 views69 pages
    Workplan versioning in Oracle Projects allows for optional version control of workplans. Key features include maintaining multiple draft versions, designating a baseline version, approval processes, and publishing approved versions. It provides flexibility for "what if" scenarios while maintaining a record of changes over time.

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    Workplan Versioning

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    Workplan versioning in Oracle Projects allows for optional version control of workplans. Key features include maintaining multiple draft versions, designating a baseline version, approval processes, and publishing approved versions. It provides flexibility for "what if" scenarios while maintaining a record of changes over time.

    Copyright:

    © All Rights Reserved
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    78 views69 pages

    Workplan Versioning

    Uploaded by

    nilgoyal
    Workplan versioning in Oracle Projects allows for optional version control of workplans. Key features include maintaining multiple draft versions, designating a baseline version, approval processes, and publishing approved versions. It provides flexibility for "what if" scenarios while maintaining a record of changes over time.

    Copyright:

    © All Rights Reserved
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    of 69

    <Insert Picture Here>

    Workplan Versioning
    Kenneth Wickliffe
    Oracle Projects
    Workplan Versioning
    Agenda

    • Workplan versioning
    • Workplan approval
    • Workplan publishing
    • Workplan baselining
    <Insert Picture Here>

    Workplan Versioning
    Workplan Versioning

    • Workplan versioning – Optional


    – Non versioning workplan
    • Simple
    • Lack of what if scenarios
    • Single version
    • Default as current working
    Workplan Versioning

    • Workplan versioning – Optional


    – Versioning workplan
    • Flexible
    – What if scenarios
    – Provides historical version archive
    – Designate baseline version
    – Ability to delete working version
    • Rebuilds with baseline version
    – Multiple working versions for non shared only
    • Create versions from published or unpublished
    • Designate current working version
    Workplan Versioning

    • Workplan versioning – Optional


    – Versioning workplan
    • Ability to disable versioning
    • Versioning required for:
    – Approval
    – Publication
    – Baseline
    Workplan Versioning

    • Enable versioning
    – Enable workplan structure is required
    Workplan Versioning
    • Check the Workplan Structure box
    Workplan Versioning

    • Enable versioning
    – Enable on workplan structure information page
    • Setup in project template
    • Setup in project
    Workplan Versioning
    • Check the Enable Workplan Versioning box
    Workplan Versioning
    • Enable Versioning – Maintain versions action available
    Workplan Versioning
    • Enable Versioning – Maintain versions page
    Workplan Versioning

    • Disable versioning
    – Disable on workplan structure information page
    • Uncheck in project template or project
    • Workplan versions deleted
    • Revert to default template workplan structure
    Workplan Versioning
    • Disable versioning - Receive warning of deletion of versions
    Workplan Versioning
    • Disable versioning - Non version workplan page
    Workplan Versioning
    • Disable versioning - No maintain versions available in actions
    Workplan Versioning

    • Delete version
    – Ability to delete unpublished working version/s
    • Create manually from published version/s after delete
    – Ability to delete published working version
    • Cannot delete latest published or baseline version
    • Changed in MRUP3 / MRUP4
    • Included in 12.1 upgrade
    Workplan Versioning
    • Delete version
    Workplan Versioning
    • Delete version - confirmation message
    Workplan Versioning
    • Delete working version – new working version to be created
    Workplan Versioning
    • Delete baseline published version - error
    Workplan Versioning
    • Delete latest published version - error
    Workplan Versioning
    Workplan structure association

    • Shared structures
    – Published
    • Shares latest published version
    – Unpublished
    • Shares working version

    – One current working version allowed


    Workplan Versioning
    Workplan structure association

    • Non Shared structures


    – Mapping
    • Only working versions allow mapping updates
    – Non Mapping
    • Completely separate entities

    – Multiple working versions allowed


    Workplan Versioning

    • Non Shared Only


    – Multiple current working versions
    • Utilize what if scenarios on multiple working versions
    • Choice of current working or published version
    • Caution of current working choice
    – Project managers use of current version
    Workplan Versioning

    • Doc bug 6339489


    – Note: Multiple working versions of the workplan are allowed
    only for non-shared workplans. When any of the working
    versions is published, all the other working versions of the
    workplan are deleted.
    Workplan Versioning
    • Multiple working versions – non shared
    Workplan Versioning
    • Multiple working versions – non shared – set current version
    Workplan Versioning
    • Multiple working versions – non shared - publish
    Workplan Versioning
    • Multiple working versions – non shared - publish
    Workplan Versioning
    • Multiple working versions – non shared – publish delete
    message
    Workplan Versioning
    • Multiple working versions – non shared – publish deleted non
    current working version
    <Insert Picture Here>

    Workplan Approval
    Workplan Approval

    • Change control purposes


    • Workplan version must be approved prior to
    publishing
    – No approval setup
    • Publish manually
    • Can be setup for auto publishing after approval
    Workplan Approval
    • Check the Approval Required check box
    Workplan Approval
    • Enter the approver or publishing will not require approval
    Workplan Approval

    • Submit for approval


    – Update Work Breakdown Structure
    – Update Tasks
    – Maintain Versions
    – Status changes to submitted
    Workplan Approval
    • Submit for approval - status changed from working to
    submitted
    Workplan Approval

    • Approve the workplan


    – Able to publish
    • Reject the workplan
    – Rework the workplan and resubmit
    • Request more information
    – Rework the workplan and resubmit
    • Workplan status changes from submitted to:
    – Approve
    – Reject
    Workplan Approval
    • Notification - Approver reviews open notifications
    Workplan Approval
    • Notification - Approver approves, rejects, reassigns or requests
    more information
    Workplan Approval
    • Notification - request information template
    Workplan Approval
    • Notification - reassign notification template
    Workplan Approval
    • Approved workplan for manual publish workplan setup
    Workplan Approval
    • Approved workplan – status changed from submitted to
    approved
    Workplan Approval
    • Rejected workplan – status changed from submitted to rejected
    – requires rework
    Workplan Approval
    • Rework workplan message to resubmit for approval after
    changes
    <Insert Picture Here>

    Workplan Publishing
    Workplan Publishing

    • Publishing informs stakeholders


    – Communicate
    • Task changes
    • Date changes
    • Resource changes
    Workplan Publishing

    • Approval required
    – Publish after approved
    • Approval not required
    – Publish manually
    Workplan Publishing

    • Enable auto publish or not


    – Check the ‘Automatically Publish Workplan upon Project
    creation from Project Template’ option
    Workplan Publishing
    • Check the Automatically Publish Workplan upon Project
    creation from Project Template box
    Workplan Publishing
    • Check the Auto Publish after Approval box
    Workplan Publishing
    • With no auto publish – current working version defaults
    Workplan Publishing
    • With no auto publish – maintain versions displays working only
    Workplan Publishing
    • With auto publish – baseline version defaults
    Workplan Publishing
    • With auto publish – maintain versions displays baseline
    Workplan Publishing

    • Workplan publishing statuses


    – Working
    – Submitted
    – Approved
    – Rejected
    • Rework on submitted, approved or rejected
    <Insert Picture Here>

    Workplan Baselining
    Workplan Baselining

    • Baseline workplan version


    – Designate published version as baseline
    • First published version defaults as baseline
    – Progress is recorded on baseline version
    – Baseline schedule start / finish dates
    • Updates baseline start / finish dates all versions
    Workplan Baselining
    • Baseline - select published version to baseline
    Workplan Baselining
    • Baseline - progress is recorded on baseline version
    <Insert Picture Here>

    Appendix
    Workplan Versioning – main table
    pa_proj_elem_ver_structure
    Workplan Versioning - Publishing Process Codes

    • Workplan publish process codes


    – PRC: Process Structure Update
    – pa_proj_elem_ver_structure table
    • PUP
    – PA_PS_PUBWBS_PRC_INPROC
    – Publication of a workplan version is in progress
    • PUE
    – PA_PS_PUBWBS_PRC_ERR
    – An error occurred during publication
    • PUS
    – Publication of a workplan version completed
    successfully
    – Ref: Note 788616.1
    Workplan Versioning FAQ

    • Note 799736.1 Workplan Versioning FAQ


    For More Information

    search.oracle.com

    or
    oracle.com

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