This document should not be distributed. For Instructor Use Only. R12.x Oracle Project Management Fundamentals Supplemental Student Practices

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1 D60121GC10 Edition 1.0 February 2010 D68539 R12.x Oracle Project Management Fundamentals Supplemental Student Practices Activity Guide

2 Copyright 2010, Oracle. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Author Harry Anthony Technical Contributors and Reviewers Erin Moss This book was published using: Oracle Tutor

3 Table of Contents Objectives Overview of Oracle Project Management Oracle Project Collaboration Integration Managing Workplans Guided Demonstration - View a Workplan Practice - Create a Workplan Solution - Create a Workplan Practice - Add Tasks to a Workplan Solution - Add Tasks to a Workplan Practice - Assign Planning Resources to a Task Solution Assign Planning Resources to a Task Practice - Publish a Workplan Solution - Publish a Workplan Implementing Workplan Management Guided Demonstration - Enable Setup Options on a Project Template Guided Demonstration - Create a Deliverable Type Guided Demonstration - Define a Deliverable Status Guided Demonstration - Define a Progress Status Practice - Define a Workplan Change Reason Solution - Define a Workplan Change Reason Practice - Define a Task Type Solution - Define a Task Type Practice - Define a Work Item Solution - Define a Work Item Managing Deliverables Practice - Define a Deliverable Solution Define a Deliverable Managing Progress Practice - Selecting Progress Options For a Financial Structure Solution Selecting Progress Options For a Financial Structure Practice - Selecting Progress Options For a Workplan Structure Solution Selecting Progress Options For a Workplan Structure Practice - Selecting Progress Options For a Task Solution Selecting Progress Options For a Task Practice - Collect Deliverable Progress Solution Collect Deliverable Progress Practice - Collect and Roll Up Resource Assignment Progress Solution Collect and Roll Up Resource Assignment Progress Practice - Enter Progress at Task and Workplan Levels Solution - Enter Progress at Task and Workplan Levels Practice - Correct Workplan Progress Solution Correct Workplan Progress Earned Value Management Guided Demonstration - View Earned Value Information For a Workplan Managing Programs Practice - Designate a Project as a Program Solution Designate a Project as a Program Managing Budgets and Forecasts Guided Demonstration - Create a Budget Version Guided Demonstration - Enter Budget Amounts Copyright Oracle All rights reserved. Table of Contents i

4 Practice - Create a Forecast Version Solution - Create a Forecast Version Practice - Enter Forecast Amounts Solution - Enter Forecast Amounts Implementing Budgeting and Forecasting Practice - Define a Financial Plan Type Solution - Define a Financial Plan Type Practice - Define a Budget Change Reason Solution - Define a Budget Change Reason Managing Issues Practice - Respond to an Action Solution Respond to an Action Practice - Create an Issue Solution - Create an Issue Practice - Update Issue Progress Solution - Update Issue Progress Managing Change Documents Practice - Create a Change Document Solution - Create a Change Document Practice - Resolve a Change Document Solution - Resolve a Change Document Implementing Issue and Change Management Guided Demonstration - Define a Control Item Priority Practice - Define a Control Item Classification Solution - Define a Control Item Classification Practice - Define a Control Item Source Type Solution - Define a Control Item Source Type Practice - Define a Control Item Type Solution - Define a Control Item Type Defining Project Status Reporting Practice - Create a Status Report Solution - Create a Status Report Implementing Project Status Reporting Guided Demonstration - Define a Report Type Guided Demonstration - Define a Reported Status Practice - Define a Reporting Cycle Solution - Define a Reporting Cycle Practice - Define a Project Status Report Reminder Rule Solution - Define a Project Status Report Reminder Rule Reporting with Project Status Inquiry Practice - Reporting with Project Status Inquiry Solution - Reporting with Project Status Inquiry Implementing Project Status Inquiry Guided Demonstration - Define a New Column for Project Status Inquiry Document Management Guided Demonstration - Attach a Document Defining Project Performance Reporting Guided Demonstration - Analyze Project Performance Overview Guided Demonstration - Generate and Review an Exception Practice - Define a Performance Rule and an Exception Solution Define a Performance Rule and an Exception Implementing Project Performance Reporting Guided Demonstration - Review Project Performance Reporting Setup Guided Demonstration - Customize Reporting Views Practice - Define Key Performance Area Scoring Rules Solution Define Key Performance Area Scoring Rules Defining a Reporting Pack Copyright Oracle All rights reserved. Table of Contents ii

5 Implementing Reporting Pack Guided Demonstration Using the Manager's Reporting Pack Microsoft Project Integration Summary of R12.x Project Management Fundamentals Practice - Workplan Progress and Actual Cost Collection Solution Workplan Progress and Actual Cost Collection Copyright Oracle All rights reserved. Table of Contents iii

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7 Preface Profile Before You Begin This Course Working experience with Oracle Applications Prerequisites Inventory Application Program Interface Installbase Warehouse Management System How This Course Is Organized This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations and written practice sessions reinforce the concepts and skills introduced. Copyright Oracle All rights reserved. Table of Contents v

8 Related Publications Oracle Publications Title Part Number Oracle Projects Fundamentals E Oracle Project Management User Guide E Additional Publications System release bulletins Installation and user s guides Read-me files International Oracle User s Group (IOUG) articles Oracle Magazine Copyright Oracle All rights reserved. Table of Contents vi

9 Typographic Conventions Typographic Conventions in Text Convention Element Example Bold italic Caps and lowercase Courier new, case sensitive (default is lowercase) Initial cap Italic Quotation marks Uppercase Glossary term (if there is a glossary) Buttons, check boxes, triggers, windows Code output, directory names, filenames, passwords, pathnames, URLs, user input, usernames Graphics labels (unless the term is a proper noun) Emphasized words and phrases, titles of books and courses, variables Interface elements with long names that have only initial caps; lesson and chapter titles in crossreferences SQL column names, commands, functions, schemas, table names The algorithm inserts the new key. Click the Executable button. Select the Can t Delete Card check box. Assign a When-Validate-Item trigger to the ORD block. Open the Master Schedule window. Code output: debug.set ( I, 300); Directory: bin (DOS), $FMHOME (UNIX) Filename: Locate the init.ora file. Password: User tiger as your password. Pathname: Open c:\my_docs\projects URL: Go to User input: Enter 300 Username: Log on as scott Customer address (but Oracle Payables) Do not save changes to the database. For further information, see Oracle7 Server SQL Language Reference Manual. Enter user_id@us.oracle.com, where user_id is the name of the user. Select Include a reusable module component and click Finish. This subject is covered in Unit II, Lesson 3, Working with Objects. Use the SELECT command to view information stored in the LAST_NAME column of the EMP table. Arrow Menu paths Select File > Save. Brackets Key names Press [Enter]. Commas Key sequences Press and release keys one at a time: [Alternate], [F], [D] Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del] Copyright Oracle All rights reserved. Table of Contents vii

10 Typographic Conventions in Code Convention Element Example Caps and Oracle Forms When-Validate-Item lowercase triggers Lowercase Column names, table names SELECT last_name FROM s_emp; Lowercase italic Uppercase Passwords PL/SQL objects Syntax variables SQL commands and functions DROP USER scott IDENTIFIED BY tiger; OG_ACTIVATE_LAYER (OG_GET_LAYER ( prod_pie_layer )) CREATE ROLE role SELECT userid FROM emp; Typographic Conventions in Oracle Application Navigation Paths This course uses simplified navigation paths, such as the following example, to direct you through Oracle Applications. (N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve This simplified path translates to the following: 1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches Summary. 2. (M) From the menu, select Query then Find. 3. (B) Click the Approve button. Notations: (N) = Navigator (M) = Menu (T) = Tab (B) = Button (I) = Icon (H) = Hyperlink (ST) = Sub Tab Copyright Oracle All rights reserved. Table of Contents viii

11 Typographical Conventions in Oracle Application Help System Paths This course uses a navigation path convention to represent actions you perform to find pertinent information in the Oracle Applications Help System. The following help navigation path, for example (Help) General Ledger > Journals > Enter Journals represents the following sequence of actions: 1. In the navigation frame of the help system window, expand the General Ledger entry. 2. Under the General Ledger entry, expand Journals. 3. Under Journals, select Enter Journals. 4. Review the Enter Journals topic that appears in the document frame of the help system window. Copyright Oracle All rights reserved. Table of Contents ix

12 Copyright Oracle All rights reserved. Table of Contents x

13 R12.x Oracle Project Management Fundamentals Supplemental Student Practices Chapter 1 Chapter 1 - Page 1

14 Chapter 1 - Page 2

15 R12.x Oracle Project Management Fundamentals Supplemental Student Practices Chapter 1 - Page 3

16 Objectives Chapter 1 - Page 4

17 Overview of Oracle Project Management This lesson does not have any practices or solutions. Chapter 1 - Page 5

18 Oracle Project Collaboration Integration This lesson does not have any practices or solutions. Chapter 1 - Page 6

19 Managing Workplans Chapter 1 - Page 7

20 Guided Demonstration - View a Workplan Find a Project 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects (B) Advanced Search 3. Find the Engineering + Construction-100 project Select Search results where each must contain all values entered Enter the search criteria in the Project Name fields Project Name = starts with Engineering (B) Go 4. (H) Engineering + Construction-100 View the Workplan 5. (T) Workplan The Hierarchy View is set as the default view. 6. View the workplan using the List View Select the List option button (B) Go Review the workplan 7. View the workplan using the Gantt Display View Select the Gantt option button (B) Go Review the workplan 8. (H) Home Chapter 1 - Page 8

21 Practice - Create a Workplan Overview In this practice, you will create a new project from an existing template, enable the workplan structure for the project, and update the workplan information. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Create a project from a Cost Plus Template with the following details: Field Project Number Project Name Project Manager Customer Project Start Date Project Completion Date Organization Product XXCP01 Value XX Cost Plus Project Marlin, Ms. Amy Imaging Innovations, Inc. Today's Date Six Months from Today Services-East Enable the Workplan Structure Software-Software Enable the workplan and financial structures such that they are shared structures. Finally define the following workplan information: Field Value Structure Name XX Cost Plus Project Lifecycle AIM Current Phase Definition Default Display Outline Level 3 Enable Workplan Versioning Yes Enable Work Quantity No Chapter 1 - Page 9

22 Schedule Using Third Party Software Allow Dependencies only for lowest tasks Enable Task Workflow Automatically Update Task Transaction Dates Date Adjustment Buffer (Days) Approval Required Auto Publish after Approval Approver No Yes No No Leave Blank No No Leave Blank Chapter 1 - Page 10

23 Solution - Create a Workplan Create a Project 1. Login to Oracle Applications: Username = SERVICES Password = WELCOME 2. Responsibility = Projects SU, Vision Services (USA) 3. Navigate to the Create Project: Select Source page (N) Projects: Delivery > Create Project 4. Select the source Select the Create Project from Template option button Search for and select the Cost Plus Template from the list (B) Continue Workplan information from the template is copied to the new project. 5. Complete the fields on the Create Project: Details page Field Value Project Number XXCP01 Project Name XX Cost Plus Project Project Manager Marlin, Ms. Amy Customer Imaging Innovations, Inc. Project Start Date Today's Date Project Completion Date Six Months from Today Organization Services-East Product Software-Software Chapter 1 - Page 11

24 6. (B) Finish Enable the Workplan Structure 7. Navigate to the Structures page (T) Project (ST) Setup (H) Structures in the Other Project Setup region 8. Define/verify the structure settings Field Enable Financial Structure Enable Workplan Structure Deliverables Workplan and Financial Structure Sharing Setup Project as a Program Allow linked projects to belong to multiple programs Value Yes Yes Yes Shared Structures No No Chapter 1 - Page 12

25 9. (B) Apply Define the Workplan Information 10. Navigate to the Workplan Information page (T) Workplan (ST) Setup (H) Workplan Information 11. Define/verify the following workplan information for your project Field Value Structure Name XX Cost Plus Project Lifecycle AIM Current Phase Definition Default Display Outline Level 3 Enable Workplan Versioning Yes Enable Work Quantity No Chapter 1 - Page 13

26 Schedule Using Third Party Software Allow Dependencies only for lowest tasks Enable Task Workflow Automatically Update Task Transaction Dates Date Adjustment Buffer (Days) Approval Required Auto Publish after Approval Approver 12. (B) Apply 13. (H) Home No Yes No No Leave Blank No No Leave Blank Chapter 1 - Page 14

27 Practice - Add Tasks to a Workplan Overview In this practice, you will create new tasks to a workplan, and update an existing task in a workplan. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Search for and find the XX Cost Plus project you created in the previous practice. Create a new working version of the workplan with the following details: Field Version Name Description Change Reason Value XX Cost Plus Revised Workplan First Revised Version Scope Change Lock the new version that you create and update the work breakdown structure. Select task 3.0 and create three new sub-tasks with the following information: Outline Level Task Number Task Name Task Type Scheduled Start Date Stage 1 Production 4 Months from Today Stage 2 Production 4 Months from Today Testing Test 5 Months from Today Scheduled Finish Date 6 Months from Today 6 Months from Today 6 Months from Today Task Manager Heather, Ms. Emily Heather, Ms. Emily Heather, Ms. Emily Finally update task detail information for task Mark the priority of this task as High and as a milestone. Select the Critical option. Change the scheduled start date for this task to begin one month from today and the scheduled finish date to end two months from today. Chapter 1 - Page 15

28 Solution - Add Tasks to a Workplan Find Your Project 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects (B) Advanced Search 3. Find the project you created in the previous demonstration Select Search results where each must contain all values entered Enter the search criteria in the Project Name fields Project Name = is XX Cost Plus Project (B) Go 4. (H) XX Cost Plus Project Update the Work Breakdown Structure 5. Navigate to the Maintain Versions page (T) Workplan Chapter 1 - Page 16

29 Select Maintain Versions from the Apply and list of values (B) Go 6. Create a new version Select the Cost Plus version (I) Lock This icon is in the change control column for your new working version. Once you lock the version, additional icons will become available for the new working version. (I) Details Enter the version information Chapter 1 - Page 17

30 Field Name Change Reason Description Value XX Cost Plus Revised Workplan Scope Change First Revised Version (B) Apply 7. Navigate to the Create Tasks page for the new working version (I) Update Tasks Select task number 3.0 Chapter 1 - Page 18

31 (B) Create Tasks 8. Create 3 new tasks Outline Level (B) Create tasks Task Number Task Name Task Type Scheduled Start Date Stage 1 Production 4 Months from Today Stage 2 Production 4 Months from Today Testing Test 5 Months from Today Scheduled Finish Date 6 Months from Today 6 Months from Today 6 Months from Today Planned Effort Leave Blank Leave Blank Leave Blank Task Manager Heather, Ms. Emily Heather, Ms. Emily Heather, Ms. Emily Chapter 1 - Page 19

32 (B) Apply Update Task Details for Task In the row for Task 1.1.1, select the Update icon Chapter 1 - Page 20

33 10. Update the general task details Enter/update the following task detail information Field Value Task Type Design Priority High Critical Yes Milestone Yes 11. Update the dates for Task (T) Schedule Field Value Scheduled Start Date One Month from Today Scheduled Finish Date Two Months from Today Chapter 1 - Page 21

34 (B) Apply Select Process Updates from the Actions list of values (B) Go 12. Review the work breakdown structure Select the Display List option (B) Go You will see the confirmation message that the changes have been saved successfully. Chapter 1 - Page 22

35 13. (H) Home Chapter 1 - Page 23

36 Practice - Assign Planning Resources to a Task Overview In this practice, you will add multiple planning resources to a project task. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Find the XX Cost Plus Project that you created in a previous practice. Update the current version of the workplan by updating Task 3.1. Add the following planning resources to the task: To do this, - Heather, Ms. Emily (Role: Consultant) - Gray, Mr. Donald R (Role: Developer) Verify/Select People from the Resource Class list of values Verify/Select Named Person Team Role from the Resource Format list of values Finally, change the Spread Curve for planning resource Mr Donald Gray. For example, you may change it to S Curve. Chapter 1 - Page 24

37 Solution Assign Planning Resources to a Task Find Your Project 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects (B) Advanced Search 3. Find the project you created in the previous demonstration Select Search results where each must contain all values entered Enter the search criteria in the Project Name fields Project Name = is XX Cost Plus Project (B) Go 4. (H) XX Cost Plus Project Update the Work Breakdown Structure 5. Navigate to the Update Current Working Version page (T) Workplan Chapter 1 - Page 25

38 6. Update Task 3.1 Select the Update icon for Task 3.1 (I) Update 7. Open the Resources page (ST) Resources Chapter 1 - Page 26

39 8. Open the Assign Planning Resources page Select People from the Assign list of values (B) Go 9. Add People resources to the task (B) Add Multiple Planning Resources Enter the following information: Field Value Named Person Heather, Ms. Emily Role Consultant Team Role Leave Blank Name Leave Blank Named Person Gray, Mr. Donald R Role Developer Team Role Leave Blank Name Leave Blank Chapter 1 - Page 27

40 (B) Apply 10. Change the Spread Curve for a planning resource (H) Next 7 in the lower right hand side. Select the planning resource Gray, Mr. Donald R. (I) Update Select S Curve from the Spread Curve list of values Chapter 1 - Page 28

41 (B) Apply (B) Apply 11. (H) Home Chapter 1 - Page 29

42 Practice - Publish a Workplan Overview In this practice, you will review and publish a workplan version. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Find your XX Cost Plus Project. Review and publish the XX Cost Plus Revised Workplan version. Note that you do not have to submit workplan versions for approval for this project because in a previous practice, you did not enable approval while defining the workplan information. Chapter 1 - Page 30

43 Solution - Publish a Workplan Find Your Project 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects (B) Advanced Search 3. Find the project you created in the previous demonstration Select Search results where each must contain all values entered Enter the search criteria in the Project Name fields Project Name = is XX Cost Plus Project (B) Go 4. (H) XX Cost Plus Project Publish the Workplan Version 5. Navigate to the Maintain Versions page (T) Workplan Select Maintain Versions from the Apply and list of values (B) Go Chapter 1 - Page 31

44 6. Review and Publish the XX Cost Plus Revised Workplan version (I) Change Control to unlock the workplan version (I) Publish You do not have to submit workplan versions for approval for this project. In a previous practice, you did not enable approval while defining the workplan information. Review the version information Chapter 1 - Page 32

45 A blue dot indicates the information that has changed since the last version. (B) Publish 7. (H) Home The approved version is now published. Note that the system has also created a new working version that is ready for you to edit. Chapter 1 - Page 33

46 Implementing Workplan Management Chapter 1 - Page 34

47 Guided Demonstration - Enable Setup Options on a Project Template Enable Setup Options 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Project Templates page (N) Projects: Setup > Project Templates 3. Navigate to the Project Template Setup page for the Capital Services Template Search for the Capital Services Template by entering Capital Services Template in the Name field (B) Go Select the Update icon for the Capital Services Template (T, Capital Services Template) 4. Scroll to the Setup Options region of the page Click the Expand All hyperlink 5. Verify that the Structures option is enabled Scroll to the Project option in the Setup Options section Enable the Structures option if it is not already enabled. 6. Verify that the Workplan setup options are enabled Scroll to the the Workplan option in the Setup Options section Enable the following options if they are not already enabled: Workplan Workplan Information Work Breakdown Structure Progress 7. (B) Apply When you enable a setup option on a project template, the system displays the option for all projects created from the template. 8. (H) Home Chapter 1 - Page 35

48 Guided Demonstration - Create a Deliverable Type Create a Deliverable Type 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Deliverable Types page (N) Projects: Setup > Deliverable Types 3. (B) Create Deliverable Type 4. Complete the fields on the Create Deliverable Type page Field Name Description Effective From Effective To Initial Deliverable Status Deliverable Type Class Enable Deliverable Actions Enable Progress Entry Value XX Functional Design Document This document is required for any implementation of your application and requires sign-off from client and sponsor. Today s Date Leave Blank Not Started Document Yes Yes 5. Enter the following Deliverable Actions: Name Initial Review Client Sign-off Project Sponsor Sign-off 6. (B) Apply None None Billing Function 7. (H) Home Chapter 1 - Page 36

49 Guided Demonstration - Define a Deliverable Status Define a Deliverable Status 1. Responsibility = Projects, Vision Services (USA) 2. Navigate to the Statuses window (N) Setup: System > Statuses 3. (T) General 4. Enter the following information: Field Value Status Type Deliverable Status XX-Approval Review System Status In Progress Description XX-Deliverable Review status Effective Date From Today s Date Effective Date To Leave Blank Starting Status No 5. (I) Save 6. Close all the windows and return to the home page. Chapter 1 - Page 37

50 Guided Demonstration - Define a Progress Status Define a Progress Status 1. Responsibility = Projects, Vision Services (USA) 2. Navigate to the Statuses window (N) Setup > System > Statuses 3. (T) General Field Value Status Type Progress Status Status XX-At Risk System Status At Risk Description XX-At Risk Progress Status Effective Date From Today s Date Effective Date To Leave Blank Starting Status No 4. (I) Save 5. Close the Statuses window when finished. Chapter 1 - Page 38

51 Practice - Define a Workplan Change Reason Overview In this practice, you will define a workplan change reason. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Define a workplan change reason with the following information: Code Meaning Description Tag Field Effective Date From Effective Date To Enabled Value XXOBJECTIVE CHANGE XX-Objective Change Change in project objectives Leave Blank Today s Date Leave Blank Yes Chapter 1 - Page 39

52 Solution - Define a Workplan Change Reason Define a Workplan Change Reason 1. Responsibility = Projects, Vision Services (USA) 2. Navigate to the Work Plan Change Reason Lookups window (N) Setup: Workplan and Progress > Change Reasons 3. Position your cursor in the first Code field 4. (I) New Field Value Code XXOBJECTIVE CHANGE Meaning XX-Objective Change Description Change in project objectives Tag Leave Blank Effective Date From Today s Date Effective Date To Leave Blank Enabled Yes 5. (I) Save 6. Close the Work Plan Change Reason Lookups window Chapter 1 - Page 40

53 Practice - Define a Task Type Overview In this practice, you will define a task type. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Define a task type that is used to track tasks related to production efforts. Enter the following: Name Description Effective From Effective To Initial Task Status Field Workflow Item Type Workflow Process Lead Days Progress Entry Required Initial Progress Status Additional Information Page Layout Enable Work Quantity Enable Percent Complete Collection Physical Percent Complete Derivation Method Enable Actuals and ETC Collection XX-Production Value Used to track tasks that are related to production efforts Today s Date Leave Blank Not Started Leave Blank Leave Blank Leave Blank No On Track Leave Blank No Yes Cost Yes Chapter 1 - Page 41

54 Solution - Define a Task Type Define a Task Type 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Task Types page (N) Projects: Setup > Task Types 3. (B) Create Task Type 4. Enter the task type information Name Description Effective From Effective To Initial Task Status Field Workflow Item Type Workflow Process Lead Days Progress Entry Required Initial Progress Status Additional Information Page Layout Enable Work Quantity Enable Percent Complete Collection Physical Percent Complete Derivation Method Enable Actuals and ETC Collection Value XX-Production Used to track tasks that are related to production efforts Today s Date Leave Blank Not Started Leave Blank Leave Blank Leave Blank No On Track Leave Blank No Yes Cost Yes Chapter 1 - Page 42

55 5. (B) Apply 6. (H) Home Chapter 1 - Page 43

56 Practice - Define a Work Item Overview In this practice, you will define a work quantity work item. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Define a work item with the following information: Code Meaning Description Tag Field Effective Date From Effective Date To Enabled XXENGINE XX-Engine Engine Leave Blank Today s Date Leave Blank Yes Value Chapter 1 - Page 44

57 Solution - Define a Work Item Define a Work Item 1. Responsibility = Projects, Vision Services (USA) 2. Navigate to the Work Quantity Work Items Lookups window (N) Setup: Workplan and Progress > Work Items 3. Position your cursor in the first Code field 4. (I) New Field Value Code XXENGINE Meaning XX-Engine Description Engine Tag Leave Blank Effective Date From Today s Date Effective Date To Leave Blank Enabled Yes 5. (I) Save 6. Close the Work Quantity Work Items Lookups window Chapter 1 - Page 45

58 Managing Deliverables Chapter 1 - Page 46

59 Practice - Define a Deliverable Overview In this practice, you will create a new project from an existing template and then define a deliverable for the project. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Create a project from the Cost Plus Template and name it XX Delivery. Accept the default enabling of Financial Structure, Workplan Structure, and Deliverables and in the Workplan and Financial Structure Sharing field, select Partially shared structures and choose lowest financial tasks value. Finally, create an item deliverable that is part of office equipment, due 2 weeks from today, whose owner is Emily Heather. Enter a progress weight of and then define the following item information: Item Number Field Inventory Organization Quantity 3 UoM Unit Number f25000 Vision Project Mfg Value Ea (Accept Default Value) Leave Blank Item Description Desk Lamp (Used for global agreement catalog search) (Read-Only View) Unit Price Currency Shippable Item Billable Item Purchasable Item (Accept Default Value) USD No No Yes Chapter 1 - Page 47

60 Solution Define a Deliverable Create a project 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Create Project: Select Source page (N) Projects: Delivery > Create Project 3. Select the source Select the Create Project from Template option button Search for and select the Cost Plus Template from the list (B) Continue 4. Complete the fields on the Create Project: Details page Field Value Project Number XXDELIVERY Project Name XX Delivery Project Manager Marlin, Ms. Amy Customer Imaging Innovations, Inc. Project Start Date Today's Date Project Completion Date One Year from Today Organization Services-East Product Software-Software Chapter 1 - Page 48

61 5. (B) Finish Select Structures 6. Navigate to the Projects Setup page (T) Project (ST) Setup 7. Select Structures in the Other Project Setup region (H) Structures 8. Accept the default enabling of Financial Structure, Workplan Structure, and Deliverables 9. In the Workplan and Financial Structure Sharing field, select Partially shared structures and choose lowest financial tasks value 10. (B) Apply Create a Deliverable 11. Navigate to the Create Deliverable page (T) Workplan (ST) Deliverables Chapter 1 - Page 49

62 From the Actions field, select Create Deliverable (B) Go (ST) General 12. Enter the following information: Name Field Short Name Type Owner Description Status Due Date Item Deliverable Item Deliverable Item Progress Weight 20.0 Heather, Ms. Emily Value Item for office equipment Not Started (Accept default value) 2 weeks from today 13. Enter the following item information: Item Number Field Inventory Organization Quantity 3 UoM Unit Number f25000 Vision Project Mfg Value Ea (Accept Default Value) Leave Blank Item Description Desk Lamp (Used for global agreement - catalogue search) (Read-Only View) Unit Price Currency (Accept Default Value) USD Chapter 1 - Page 50

63 Shippable Item Billable Item Purchasable Item No (Accept Default Value) No (Accept Default Value) Yes (Accept Default Value) 14. (B) Apply 15. (H) Home Chapter 1 - Page 51

64 Managing Progress Chapter 1 - Page 52

65 Practice - Selecting Progress Options For a Financial Structure Overview In this practice, you will select progress options for a financial structure. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Select progress options to determine how to collect and manage progress for a financial structure. Define a physical percent complete rollup method of Effort. Chapter 1 - Page 53

66 Solution Selecting Progress Options For a Financial Structure Selecting Progress Options 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects (B) Advanced Search 3. Enter XX Delivery in the Project Name is field 4. (B) Go 5. (H) XX-Delivery 6. Navigate to the Financial Setup page (T) Financial (ST) Setup 7. Select the Financial Structure Information link (H) Financial Structure Information 8. Enter the following information on the Financial Structure Information page: Field Value Structure Name XX Delivery (Accept Default Value) Default Display Outline Level 3 (Accept Default Value) Physical % Complete Rollup Method Effort Chapter 1 - Page 54

67 9. (B) Apply 10. (H) Home Chapter 1 - Page 55

68 Practice - Selecting Progress Options For a Workplan Structure Overview In this practice, you will select progress options for a workplan structure to determine how you collect and manage progress. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Search for and find the XX Delivery project that you created in the previous practice. Navigate to the Workplan Setup page from where you can select the Progress link and enter the following options: Progress Cycle Field Physical Percent Complete Rollup Method Allow Collaborative Progress Entry Allow ETC Effort and Cost Collection Allow Physical Percent Complete Cost Collection Allow Physical Percent Complete Overrides Weekly Effort Yes Yes Yes Yes Value Chapter 1 - Page 56

69 Solution Selecting Progress Options For a Workplan Structure Find Your Project 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects (B) Advanced Search 3. Enter XX Delivery in the Project Name Is field 4. (B) Go 5. (H) XX Delivery Selecting Progress Options 6. Navigate to the Workplan Setup page (T) Workplan (ST) Setup Chapter 1 - Page 57

70 7. Select the Progress link (H) Progress 8. Select the following options on the Progress page: Progress Cycle Field Physical Percent Complete Rollup Method Allow Collaborative Progress Entry Allow ETC Effort and Cost Collection Allow Physical Percent Complete Collection Allow Physical Percent Complete Overrides 9. (B) Apply 10. (H) Home Weekly Effort Yes Yes Yes Yes Value Chapter 1 - Page 58

71 Practice - Selecting Progress Options For a Task Overview In this practice, you will select progress options for a task. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. First, define a task type to track progress on a task using work quantity. Then you will select progress options to determine how you collect and manage progress for this task type, for example enable percent complete collection and Actuals and ETC collection. Define a physical percent complete derivation method of Deliverable. Chapter 1 - Page 59

72 Solution Selecting Progress Options For a Task Define a Task Type 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Task Types page (N) Projects: Setup > Task Types 3. (B) Create Task Type 4. Enter the following information in the Task Type Details page Name Description Effective From Effective To Initial Task Status Workflow Item Type Workflow Process Lead Days Field Value XX-Track Progress and Work Quantity Track progress on a task that uses work quantity Today s Date Leave Blank Not Started Leave Blank Leave Blank Leave Blank Chapter 1 - Page 60

73 Select Progress Options 5. Enter the following Progress information for the task type: Field Progress Entry Required Initial Progress Status Additional Information Page Layout Enable Work Quantity Work Item Unit of Measure Actual Work Quantity Entry Method Enable Percent Complete Collection Physical Percent Complete Derivation Method Enable Actuals and ETC Collection No On Track Value Default Task Progress Additional Information Page Layout Yes Test Plan Each Actual Work Quantity To Date Yes Deliverable Yes Chapter 1 - Page 61

74 6. (B) Apply 7. (H) Home Create a Task 8. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects 9. (B) Advanced Search 10. Select Show table data when all conditions are met option 11. Enter XX Cost Plus Project in the Project Name is field 12. (B) Go 13. (H) XX Cost Plus Project 14. Navigate to the Tasks page (T) Workplan 15. Select Update Current Working Version from the Actions field 16. (B) Go Chapter 1 - Page 62

75 17. Select Task 1.1 and click the Create Tasks button (B) Create Tasks 18. Enter the following information on the Create Tasks page Field Outline Level 1 Task Number Task Name Task Type Scheduled Start Scheduled Finish Planned Effort Task Manager 19. (B) Apply XX-Field Survey Value XX-Track Progress and Work Quantity Today s Date One Year From Today Leave Blank Leave Blank Chapter 1 - Page 63

76 20. Click the Update icon for task XX-Field Survey (I) Update 21. Navigate to the Task Details Schedule sub-tab (ST) Schedule 22. Expand the Options icon Click the + icon 23. Review the progress information for the task The progress entry option information has defaulted from the Task Type. Chapter 1 - Page 64

77 24. (B) Save 25. (B) Apply 26. (H) Home Chapter 1 - Page 65

78 Practice - Collect Deliverable Progress Overview In this practice, you will collect progress for deliverables on a project that you defined earlier. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Find the project XX Delivery that you created in an earlier practice. There has been a hike in petroleum charges. To adjust the consequent cost overrun on your project, update progress for item deliverables. Tip: Publish the workplan before updating progress. Chapter 1 - Page 66

79 Solution Collect Deliverable Progress Find project with deliverables 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects (B) Advanced Search 3. Find a project with the number: XX Delivery Enter XX Delivery in the Project Name is field (B) Go (H) XX Delivery 4. Navigate to the Tasks page (T) Workplan (ST) Tasks 5. Choose Update Current Working Version from the Actions field 6. (B) Go 7. (B) Review and Publish Workplan Chapter 1 - Page 67

80 8. (B) Publish 9. Select the published version of your workplan (H) Cost Plus 10. Navigate to the Deliverables page (ST) Deliverables Chapter 1 - Page 68

81 11. Navigate to the Progress page for Item Deliverable Click the Update icon for Item Deliverable (I) Update (ST) Progress (B) Update Deliverable Progress 12. Enter the following information on the Update Deliverable Progress: Item Deliverable page: Owner Field Physical Percent Complete 55 Completion Date As of Date Progress Overview Deliverable Status Progress Status Value Heather, Ms. Emily (Read-only view) Leave Blank Accept Default Value Cost overrun because of hike in petroleum charges. In Progress On Track Chapter 1 - Page 69

82 13. (B) Submit (B) Yes for the warning message 14. (B) Apply 15. Update the Item Deliverable (I) Update 16. (ST) Workplan Tasks Chapter 1 - Page 70

83 17. (B) Associate Workplan Tasks 18. Select Task XX-Field Survey 19. (B) Apply 20. (B) Apply 21. Navigate to the Workplan: Tasks page (T) Workplan (ST) Tasks 22. Click on the Details icon against Task XX-Field Survey (I) Details 23. Select Update Progress in the Actions field (B) Go Click (B) Ok in the warning message. 24. (B) Recalculate and Continue Updating 25. (B) Submit 26. (B) Yes to the Warning message 27. Review the deliverable progress that has rolled up to the task level (ST) Schedule Chapter 1 - Page 71

84 28. (H) Home Chapter 1 - Page 72

85 Practice - Collect and Roll Up Resource Assignment Progress Overview In this practice, you will add a resource assignment to your project defined earlier, collect progress for this resource assignment and then roll up progress to the task level. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Find the XX Delivery project that you created in a previous practice. Assign a planning resource of DBA with a plan quantity of 150 to the first task in the workplan. After publishing the workplan, update progress for this planning resource by entering an actual quantity of 50. Finally, review the rollup of the modified progress at the workplan level. Chapter 1 - Page 73

86 Solution Collect and Roll Up Resource Assignment Progress Assign a Resource To a Task 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects (B) Advanced Search 3. Find a project with the number: XX Delivery Enter XX Delivery in the Project Name Is field (B) Go (H) XX Delivery 4. Navigate to the Tasks page (T) Workplan 5. Select Update Current Working Version from the Actions field 6. (B) Go Chapter 1 - Page 74

87 7. Update the first Task - Design (I) Update 8. Navigate to the Resources subtab on the Task Details page (ST) Resources 9. Navigate to the Assign Planning Resources page Select People in the Assign field (B) Go 10. Select Named Person Team Role from the Resource Formats list of values and then select DBA from the list of Planning Resources Chapter 1 - Page 75

88 11. (B) Apply 12. Enter plan quantity for the planning resource - DBA Field Value Planning Resource DBA (Read-Only View) Scheduled Start Accept the Default Value Scheduled Finish Accept the Default Value Plan Quantity 150 Chapter 1 - Page 76

89 13. (B) Apply 14. (B) Review and Publish Workplan 15. (B) Publish 16. Select the second published version of the workplan (H) Copy: Cost Plus 17. Update progress for the task Design (1.0) Chapter 1 - Page 77

90 (I) Update Progress (ST) Resources 18. Enter a quantity of 50 in the Actual this Period field for Planning Resource- DBA 19. Submit the progress (B) Submit (B) Yes for the warning message Review the rollup of progress entered at the workplan level 20. Update progress at the workplan level ( 0 outline level) (I) Update Progress (ST) Summary 21. The progress details of resource assignment DBA for Task 1.0 have been rolled up to the workplan level. 22. (B) Submit 23. (B) Yes for the warning message 24. (H) Home Chapter 1 - Page 78

91 Practice - Enter Progress at Task and Workplan Levels Overview In this practice, you will create a new project from an existing template, enable the workplan structure for the project, and update the workplan information. Then you will enter progress for two tasks and view the rollup at the workplan level. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Create a project from a Cost Plus Template with the following details: Field Project Number Project Name Project Manager Customer Project Start Date Project Completion Date Organization Progress Cycle Field Physical Percent Complete Rollup Method Allow collaborative progress entry Allow ETC Effort and Cost Collection Value XXPROGRESS XX Progress Marlin, Ms. Amy Imaging Innovations, Inc. Today's Date One Year from Today Services-East Product Product 1-Product 1 Allow Physical Percent Complete Collection Allow Physical Percent Complete Overrides Daily Manual Yes Yes Yes Yes Enter workplan information such as to enable workplan versioning and work quantity. Define the following progress information: Value Delete the workbreakdown structure and create a new structure such as the following: Outline Task Task Name Task Type Scheduled Scheduled Finish Chapter 1 - Page 79

92 Level Number Start 1 1 Task 1 XX-Track Progress and Work Quantity Today s Date Leave Blank 1 2 Task 2 Test Today s Date Leave Blank Note that the task type XX-Track Progress and Work Quantity has a physical percent complete method of Deliverable associated with it, while the task type Test has a physical percent complete method of Work Quantity associated. Enter a task weighting of 50% for both the tasks. Create a document deliverable and associate a deliverable with Task 1. (Note: You have to enter a progress weight for the deliverable). For Task 2, enter a planned work quantity of 100. Update progress for the two tasks - enter a physical percent complete of 10 against Task 1. For Task 2 enter an actual work quantity to date of 20. When you update progress at the project level, progress from these two tasks will be rolled up. However, you may override this progress if you wish to do so. Chapter 1 - Page 80

93 Solution - Enter Progress at Task and Workplan Levels Create a Project 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Create Project: Select Source page (N) Projects: Delivery > Create Project 3. Select the source Select the Create Project from Template option button Search for and select the Cost Plus Template from the list (B) Continue Workplan information from the template is copied to the new project. 4. Complete the fields on the Create Project: Details page Field Value Project Number XXPROGRESS Project Name XX Progress Project Manager Marlin, Ms. Amy Customer Imaging Innovations, Inc. Project Start Date Today's Date Project Finish Date One Year from Today Organization Services-East Product Product 1-Product 1 Chapter 1 - Page 81

94 5. (B) Finish Define the Workplan Information 6. Navigate to the Workplan Information page (T) Workplan (ST) Setup (H) Workplan Information 7. Define/verify the following workplan information for your project Field Value Structure Name XX Progress Project Lifecycle AIM Current Phase Leave Blank Default Display Outline Level 3 Enable Workplan Versioning Yes Chapter 1 - Page 82

95 Enable Work Quantity Schedule Using Third Party Software Allow Dependencies only for lowest tasks Enable Task Workflow Automatically Update Task Transaction Dates Date Adjustment Buffer (Days) Approval Required Auto Publish after Approval Approver 8. (B) Apply Define Progress Information 9. (H) Progress 10. Define the following: Yes No No No No Leave Blank No No Leave Blank Field Progress Cycle Physical Percent Complete Rollup Method Allow Collaborative Progress Entry Allow ETC Effort and Cost Collection Daily Manual Yes Yes Value Chapter 1 - Page 83

96 Allow Physical Percent Complete Collection Allow Physical Percent Complete Overrides Yes Yes 11. (B) Apply Update the Workbreakdown Structure 12. (T) Workplan > (ST) Tasks 13. Select the Update Current Working Version value in the Actions field (B) Go 14. Select Update Workbreakdown Structure in the Apply and field (B) Go 15. (H) Select All 16. (B) Delete Chapter 1 - Page 84

97 17. (B) Create Tasks 18. Define the following workplan structure: Outline Level Task Number Task Name Task Type Scheduled Start 1 1 Task 1 XX-Track Progress and Work Quantity Today s Date Scheduled Finish Leave Blank 1 2 Task 2 Test Today s Date Leave Blank 19. (B) Apply 20. Select Process Updates from the Actions list of values (B) Go Chapter 1 - Page 85

98 Enter Task Weighting for the Two Tasks 21. Navigate to the Update Tasks page Select Update Tasks from the Actions field (B) Go 22. Create a personalized view that includes Task Weighting (B) Personalize Select the View Name of Workplan (B) Create View Enter a View Name of XX-All (B) Move All (B) Apply (B) Apply Chapter 1 - Page 86

99 23. Select XX-All from the View field 24. (B) Go 25. Scroll towards the right to find the columns for Task Weighting (%) 26. Enter a weighting of 50% for each of the tasks. Note that it currently displays a default weighting of 50%. This is due to the fact that the physical percent complete method for the workplan was Duration before you changed it to Manual. You have the option of entering any weighting for the tasks. If you don t specify any weighting after setting the physical percent complete method as Manual, then the system uses the default weighting associated with Duration. Create a deliverable and Associate it with Task Update Task 1 (I) Update 28. Navigate to the Deliverables subtab (ST) Deliverables 29. Select Create Deliverable from the Actions field (B) Go 30. Enter the following information in the General tab: Name Short Name Type Status Due Date Field Name Value XX-Document Deliverable XX-Doc Deliverable Functional Design Document Not Started Accept Default Value Chapter 1 - Page 87

100 Progress Weight (B) Apply 32. (B) Apply To view the association of the deliverable with the Task 33. Update Task 1 (I) Update (ST) Deliverables 34. Select Task 2 from the structure on your left. (H) 2 Chapter 1 - Page 88

101 35. (ST) Schedule 36. Enter a planned quantity of 100 for Task 2 (B) Apply Review and Publish Workplan 37. (B) Review and Publish Workplan 38. (B) Publish Chapter 1 - Page 89

102 Update Task Progress 39. Select the published version of the workplan (H) Cost Plus 40. Update progress for Task 1 (I) Update Progress (ST) Deliverables (I) Update Progress Enter a physical percent complete of 10 against the Document Design deliverable (B) Apply (B) Recalculate and Continue Updating (B) Submit (B) Yes in the Warning message Note: The progress entered against this deliverable automatically gets rolled up to the task level. (To view this, navigate to the Update Task Progress Details for Task 1) 41. Update progress for Task 2 (I) Update Progress (ST) Summary Enter an Actual Work Quantity to Date as 20 Chapter 1 - Page 90

103 (B) Recalculate and Continue Updating (B) Submit (B) Yes in the Warning message Update progress at the Project level 42. Select the update progress icon against the outline number 0 Navigate to the Workplan page (ST) Tasks (I) Update progress From the Action list, select the Mass Update Progress item (B) Go Verify the following values listed in the Physical % Complete (Change values if required): Task 1 = Task 2 = Chapter 1 - Page 91

104 (B) Submit (B) Yes Select View as Progress (B) Go Note that the progress submitted for the two tasks has been rolled up at the project level as 15% and the outline level is 0. You have the option of overriding it here. 43. (H) Home Chapter 1 - Page 92

105 Practice - Correct Workplan Progress Overview In this practice, you will correct progress for a workplan that has already been submitted. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Find the XX Delivery project that you created in a previous practice. Navigate to the Workplan page and publish the workplan. Update progress for Task 1.2 and enter the following information in the Effort region: Field Actual Effort To Date ETC Effort 10 hours 25 hours Review the corrected progress that is rolled up to Task 1.0. Value Chapter 1 - Page 93

106 Solution Correct Workplan Progress Find the project 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects (B) Advanced Search 3. Find a project with the number: XX Delivery Enter XX Delivery in the Project Name Is field (B) Go (H) XX Delivery Publish your workplan 4. Navigate to Tasks page (T) Workplan (ST) Tasks Select Update Current Working Version from the Actions field (B) Go (B) Review and Publish Workplan (B) Publish Select the latest published version of the workplan Correct Progress 5. Navigate to the Task Details page for Task 1.0 Select the Details icon for Task 1.0 (ST) Schedule Chapter 1 - Page 94

107 6. Select Historical Information from the View field 7. (I) Correct Progress in the Progress History region 8. Update the subtask Task 1.2 (I) Update Progress Chapter 1 - Page 95

108 9. (ST) Summary 10. Enter the following information in the Effort region: Field Value Actual Effort To Date 10 hours ETC Effort 25 hours 11. (B) Submit (B) Yes for the warning message For Task 1.0 (I) Update Progress 12. The corrected progress gets rolled up and is displayed against Task 1.0 Chapter 1 - Page 96

109 13. (B) Submit 14. (B) Yes in the Warning message 15. (H) Home Chapter 1 - Page 97

110 Earned Value Management Chapter 1 - Page 98

111 Guided Demonstration - View Earned Value Information For a Workplan Find Project 1. Responsibility = Project Manager, Vision Services (USA) 2. Navigate to the Project List page (N) Projects: Delivery > Project List 3. Find and select the following project ABCHR101 (H) ABC HR Implementation 4. Navigate to the Performance Overview page (T) Reporting 5. Scroll down to the Earned Value table with the metrics calculated for this project and review the table In addition to the earned value information available from the Reporting tab, you can view Effort, Cost and Earned Value on the Workplan. View Earned Value Information on the Workplan 6. Navigate to the Task page that displays the current published version of the workplan (T) Workplan 7. (I) Update Progress for Task Professional Services Mapped This opens up the Workplan Progress Details page and displays summary information for the entire project. 8. Review the information displayed To view Effort, Cost and Earned Value information at different levels in the workplan structure, you can use the Task Navigator at the left of the screen. 9. (I) Review the Effort, Cost and Earned Value information displayed for Task (H) Home. Chapter 1 - Page 99

112 Managing Programs Chapter 1 - Page 100

113 Practice - Designate a Project as a Program Overview In this practice, you will find an existing project and designate it as a program. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Find the XX Delivery project that you created earlier. Enable program management for this project by selecting the options that set up the project as a program and allow linked projects to belong to multiple programs. Then, select a Building Improvements project and link it to XX Delivery. Finally, view program information by drilling down into the linked project. Tip: You can only link a working version of a workplan to a program. Chapter 1 - Page 101

114 Solution Designate a Project as a Program Find Project 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects 3. (B) Advanced Search 4. Enter Project Name is XX Cost Plus Project 5. (B) Go 6. (H) XX Cost Plus Project 7. Navigate to the project s Setup page. (T) Project (ST) Setup 8. (H) Structures in the Other Project Setup region 9. Verify the following program information Field Setup Project as a Program Allow linked projects to belong to multiple programs Yes Yes Value Selecting the Allow linked projects to belong to multiple programs check box enables linked projects to roll up into multiple programs. 10. (B) Apply Chapter 1 - Page 102

115 Link a Project to the Program 11. (T) Workplan 12. Select Update Current Working Version from the list in the Actions field 13. (B) Go 14. Select a subtask to attach a project Note the Scheduled Start and Finish dates for the task. Select the Update icon for the task with the Task Name of Specifications 15. (ST) Setup in the Task Details region Chapter 1 - Page 103

116 16. (B) Link Projects 17. Select a project Field Project Name Comments Value Building Improvements Leave blank 18. (B) Apply 19. (B) Save Chapter 1 - Page 104

117 20. (B) Apply View Program Information 21. Select Maintain Versions from the Apply and field 22. (B) Go 23. Access the unpublished version of the work break down structure (I) Update Tasks Chapter 1 - Page 105

118 Note that you can view the structure of the linked project here 24. Drill down into the linked project Select the Update icon for the task with the Task Name of Specifications (ST) Setup (H) Building Improvements (PJP0006) (B) Yes for the warning message (T) Workplan You can now review the information for the linked project. Chapter 1 - Page 106

119 25. (H) Home Chapter 1 - Page 107

120 Managing Budgets and Forecasts Chapter 1 - Page 108

121 Guided Demonstration - Create a Budget Version Find the Project 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects (B) Advanced Search 3. Find and select the XX Cost Plus Project Select Show table data when any condition is met option Enter the search criteria in the Project Name field Project Name is = XX Cost Plus Project (B) Go 4. (H) XX Cost Plus Project Create a Plan Version 5. Navigate to the Budgets and Forecasts page (T) Financial 6. Select the Approved Budget plan type 7. (B) Create Plan Version Field Value Name Version 1 Approved Budget Description Approved budget for XX Cost Plus project Edit Planning Options 8. Select Edit Planning Options from the Apply and list 9. (B) Go 10. Define the plan settings Field Value Chapter 1 - Page 109

122 Approved Budget Amount Entry Approved Cost Budget Approved Revenue Budget Quantity Raw Cost Rate Burdened Cost Rate Raw Cost Burdened Cost Plan Amounts in Multiple Currencies Bill Rate Revenue Reporting and Display Resource Breakdown Structure Report Cost Using Display Factor 1 Cost And Revenue Lowest Level Planning Resource List Time Phase Period Profile Current Planning Period (ST) Currency Settings 11. Define the currency settings Field Project Functional Currency: USD Cost Rate Type Cost Rate Date Type Cost Rate Date Revenue Rate Type Revenue Rate Date Type Revenue Rate Date Yes (read only) Yes (read only) Yes No No No No No (read only) No No Standard RBS (view only) Burdened Cost Project Standard Planning List (no Central Control) GL Period GL Period Accept Default Value Corporate Value Start Date of Plan Period Leave Blank Corporate Start Date of Plan Period Leave Blank Chapter 1 - Page 110

123 Add Transaction Currencies Currency Cost Conversion Rate to: USD (first) Revenue Conversion Rate to: USD (second) Currency Cost Conversion Rate to: USD (first) Revenue Conversion Rate to: USD (second) (ST) Rate Schedules 12. Enter rate schedule information Cost Revenue Field Use Planning Rates Employee Job Non-Labor Resource Resource Class Burden Schedule Employee Job Non-Labor Resource Resource Class (ST) Generation Options 13. Specify Generation Options Field All Generation Options Source Plan Type Version Revenue Accrual Method USD - US Dollar (view only) Leave Blank Leave Blank CAD - Canadian Dollar Leave Blank Leave Blank Value Yes Leave Blank Cost Rate by job Leave Blank Resource Class Rates Internal Costing Bill Rate by Emp Bill Rate by Job Non-Labor Bill Rate Res Class Bill Rates Value Financial Plan Estimate Leave Blank WORK (read only) Chapter 1 - Page 111

124 Revenue Derivation Method Include: Open Commitments Include: Billing Events Include: Retain Manually Added Plan Lines Work Yes Yes Yes 14. (B) Apply 15. (H) Home Chapter 1 - Page 112

125 Guided Demonstration - Enter Budget Amounts Find Your Project 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects (B) Advanced Search 3. Find the project you created in the previous demonstration Select Show table data when any condition is met option Enter the search criteria in the Project Name fields Project Name is = XX Cost Plus Project (B) Go 4. (H) XX Cost Plus Project Enter Plan Amounts 5. Navigate to the Maintain Versions: Approved Cost Budget page (T) Financial (I) Maintain Versions for the Approved Budget plan type 6. (I) Edit for the Version 1 Approved Budget 7. (B) Add Tasks and Resources 8. Select the XX Cost Plus Project. 9. (B) Add Resource 10. Select the following resources: Consultant Developer Engineer Equipment Supplies Indirect Costs Chapter 1 - Page 113

126 11. (B) Apply 12. (B) Apply 13. Enter budget amounts for Supplies For Supplies, you will use a spread curve to distribute the budget amount over the periods. (I) Update Budget Line Details Change the Spread Curve to Bell Shaped (B) Apply (I) Edit for Supplies Period* Quantity: Total First Period *Your periods may vary. For example, the first four periods listed could be FEB-07, MAR- 07, APR-07, and MAY-07 (B) Distribute Review the distribution of the quantity over the periods (B) Apply 14. Enter budget amounts for Consultant For Consultant, you will manually enter budget amounts in each period. (I) Edit Period Quantity: Total First Period 50 Second Period 100 Third Period 100 Fourth Period 50 (B) Apply 15. Enter budget amounts for Developer For Developer, you will use a spread curve to distribute the budget amount over the periods. Chapter 1 - Page 114

127 (I) Update Budget Line Details Verify/Change the Spread Curve to Even (B) Apply Enter the total quantity of hours for Developer on the Edit Budget: Approved Budget page Resource Developer 500 (B) Save (I) Edit Quantity: Total Review the distribution 16. (H) Home Note: The first and last periods will have different amounts than the other periods if the project starts and ends in the middle of a period. Chapter 1 - Page 115

128 Practice - Create a Forecast Version Overview In this practice, you will find the project created earlier, create a forecast version, and define the planning options for the forecast version. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Find the XX Cost Plus Project that you created in a previous practice. Then, create a plan version of forecast plan type. To create a forecast version, edit the planning options, define the currency settings, enter rate schedule information, and specify the generation options as given below: Define the plan settings Primary Forecast Amount Entry Field Primary Cost Forecast Primary Revenue Forecast Quantity Raw Cost Rate Burdened Cost Rate Raw Cost Burdened Cost Plan Amounts in Multiple Currencies Bill Rate Revenue Reporting and Display Resource Breakdown Structure Report Cost Using Display Factor 1 Yes Yes Yes No No No No No No No Value Standard RBS (view only) Burdened Cost Chapter 1 - Page 116

129 Cost And Revenue Lowest Level Planning Resource List Time Phase Period Profile Current Planning Period Define the currency settings Field Project Functional Currency: USD Cost Rate Type Cost Rate Date Type Cost Rate Date Revenue Rate Type Revenue Rate Date Type Revenue Rate Date Add Transaction Currencies Currency Cost Conversion Rate to: USD (first) Revenue Conversion Rate to: USD (second) Currency Cost Conversion Rate to: USD (first) Revenue Conversion Rate to: USD (second) Enter rate schedule information Project > (B) Yes for warning message > Verify Amount Entry options Standard Planning List (no Central Control) GL Period GL Period Accept Default Value Corporate Value Start Date of Plan Period Leave Blank Corporate Start Date of Plan Period Leave Blank USD - US Dollar (view only) Leave Blank Leave Blank CAD - Canadian Dollar Leave Blank Leave Blank Cost Field Use Planning Rates Employee Job Non-Labor Resource Value Yes Leave Blank Cost Rate by job Leave Blank Chapter 1 - Page 117

130 Resource Class Burden Schedule Revenue Employee Job Non-Labor Resource Resource Class Specify Generation Options Field All Generation Options Actuals Amounts Through ETC Source Workplan Plan Type Version Revenue Accrual Method Change Documents Open Commitments Billing Events Retain Manually Added Plan Lines Resource Class Rates Internal Costing Bill Rate by Emp Bill Rate by Job Non-Labor Bill Rate Res Class Bill Rates Value Current Period Task Level Selection Fixed Price Forecast Leave Blank COST (view only) Yes Yes Yes Yes Chapter 1 - Page 118

131 Solution - Create a Forecast Version Find the Project 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects (B) Advanced Search 3. Find the XX Cost Plus Project Select Show table data when any condition is met option Enter the search criteria in the Project Name field Project Name is = XX Cost Plus Project (B) Go 4. (H) XX Cost Plus Project Create a Plan Version 5. Navigate to the Budgets and Forecasts page (T) Financial 6. Select the Forecast plan type Chapter 1 - Page 119

132 7. (B) Create Plan Version Field Value Name Version 1 Forecast Description Forecast for XX Cost Plus project Edit Planning Options 8. Select Edit Planning Options from the Apply and list 9. (B) Go 10. Define the plan settings Field Value Primary Forecast Primary Cost Forecast Yes (read only) Primary Revenue Forecast Yes (read only) Amount Entry Quantity Yes Raw Cost Rate No Chapter 1 - Page 120

133 Burdened Cost Rate Raw Cost Burdened Cost Plan Amounts in Multiple Currencies Bill Rate Revenue Reporting and Display Resource Breakdown Structure Report Cost Using Display Factor 1 Cost And Revenue Lowest Level Planning Resource List Time Phase Period Profile Current Planning Period No No No No No No Standard RBS (read only) Burdened Cost Project Standard Planning List (no Central Control) GL Period GL Period Accept Default Value Chapter 1 - Page 121

134 (ST) Currency Settings 11. Define the currency settings Field Project Functional Currency: USD Cost Rate Type Cost Rate Date Type Cost Rate Date Revenue Rate Type Revenue Rate Date Type Revenue Rate Date Add Transaction Currencies Currency Cost Conversion Rate to: USD (first) Revenue Conversion Rate to: USD (second) Currency Cost Conversion Rate to: USD (first) Revenue Conversion Rate to: USD (second) Value Corporate Start Date of Plan Period Leave Blank Corporate Start Date of Plan Period Leave Blank USD - US Dollar (view only) Leave Blank Leave Blank CAD - Canadian Dollar Leave Blank Leave Blank Chapter 1 - Page 122

135 (ST) Rate Schedules 12. Enter rate schedule information Field Use Planning Rates Cost Employee Job Non-Labor Resource Resource Class Burden Schedule Revenue Employee Job Non-Labor Resource Resource Class Value Yes Leave Blank Cost Rate by job Leave Blank Resource Class Rates Internal Costing Bill Rate by Emp Bill Rate by Job Non-Labor Bill Rate Res Class Bill Rates Chapter 1 - Page 123

136 (ST) Generation Options 13. Specify Generation Options Field All Generation Options Actuals Amounts Through ETC Source Workplan Plan Type Version Revenue Accrual Method Revenue Derivation Method Change Documents Open Commitments Billing Events Retain Manually Added Plan Lines Value Current Period Task Level Selection XX Cost Plus Revised Workplan Forecast Leave Blank WORK (view only) Work Yes Yes Yes Yes Chapter 1 - Page 124

137 14. (B) Apply 15. (H) Home Chapter 1 - Page 125

138 Practice - Enter Forecast Amounts Overview In this practice, you will enter amounts for the forecast version you created in the previous exercise. You will also submit and approve the forecast version. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Find the XX Cost Plus Project that you created in a previous practice. Before submitting and approving the forecast amounts, selecting the following resources: Consultant: Enter forecast amounts and verify the even spread curve. Developer: Edit forecast details and change the spread curve to S Curve to distribute the forecast amount over the periods. Engineer Equipment Supplies: Enter forecast amounts for each period Indirect Costs Note: The first and last periods will have different amounts than the other periods if the project starts and ends in the middle of a period. Chapter 1 - Page 126

139 Solution - Enter Forecast Amounts Find Your Project 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects (B) Advanced Search 3. Find the project you created in the previous practice Select Show table data when any condition is met option Enter the search criteria in the Project Name fields Project Name is = XX Cost Plus Project (B) Go 4. (H) XX Cost Plus Project Enter Plan Amounts 5. Navigate to the Maintain Versions: Forecast page (T) Financial Chapter 1 - Page 127

140 (I) Maintain Versions for the Forecast plan type 6. (I) Edit the working version you created in the previous practice 7. (B) Add Tasks and Resources 8. Select the XX Cost Plus Project Chapter 1 - Page 128

141 9. (B) Add Resource 10. Select the following resources: Consultant Developer Engineer Equipment Supplies Indirect Costs 11. (B) Apply 12. (B) Apply 13. Edit forecast details for Developer For Developer, you will use the S Curve to distribute the forecast amount over the periods. Chapter 1 - Page 129

142 Select Developer Planning Element (I) Update Forecast Line Details Change the Spread Curve to S Curve (B) Apply (I) Edit in the Developer row Period* First Period 2500 Quantity: Forecast *Your periods may vary. For example, the first four periods listed could be FEB-07, MAR- 07, APR-07, and MAY-07 (B) Distribute Review the distribution of the quantity over the periods Chapter 1 - Page 130

143 (B) Apply 14. Enter forecast amounts for Supplies For Supplies, you will manually enter budget amounts in each period. (I) Edit Period Quantity: Forecast First Period 4000 Second Period 8000 Third Period 8000 Fourth Period 4000 Chapter 1 - Page 131

144 (B) Apply 15. Enter forecast amounts for Consultant For Consultant, you will use a spread curve to distribute the budget amount over the periods. (I) Update Forecast Line Details Verify the Spread Curve is set to Even (B) Apply Select Quantity, Burdened Cost, Revenue, Margin view (B) Go Enter the total quantity of hours for Consultant on the Edit Forecast: Forecast page Chapter 1 - Page 132

145 Resource Consultant 480 (B) Save (I) Edit Quantity: Forecast Review the distribution 16. (B) Apply Note: The first and last periods will have different amounts than the other periods if the project starts and ends in the middle of a period. Submit and Approve the Forecast 17. (B) Submit Chapter 1 - Page 133

146 18. (I) Approve 19. (H) Home Chapter 1 - Page 134

147 Implementing Budgeting and Forecasting Chapter 1 - Page 135

148 Practice - Define a Financial Plan Type Overview In this practice, you will define a new financial plan type. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Define a financial plan type by first creating a basic plan type with the following information: Name Description Effective From Effective To Used for Workplan Plan Class Field Define the Setup Options Approved Cost Budget Field Approved Revenue Budget Allow Edit after Initial Baseline Use Workflow for status changes Value XX-Official Budget Used for official cost and revenue budgets. Approval is required. Today's Date Leave Blank No Budget Yes Yes Yes Yes Value Define the Project Functional Currency Conversion Attributes Field Cost Rate Type Cost Rate Date Type Cost Rate Date Value Corporate Start Date of Plan Period Leave Blank Chapter 1 - Page 136

149 Revenue Rate Type Revenue Rate Date Type Revenue Rate Date Corporate Start Date of Plan Period Leave Blank Define the Project Currency Conversion Attributes Cost Rate Type Cost Rate Date Type Cost Rate Date Revenue Rate Type Field Revenue Rate Date Type Revenue Rate Date Corporate Value Start Date of Plan Period Leave Blank Corporate Start Date of Plan Period Leave Blank Finally, define the Change Order Attributes. Include Design Review Change Order and Update for Cost as well as for Revenue with a status of External Approve. Chapter 1 - Page 137

150 Solution - Define a Financial Plan Type Define a Financial Plan Type 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Financial Plan Types page (N) Projects: Setup > Financial Plan Types 3. (B) Create Plan Type 4. Define the basic plan type information Field Name Description Effective From Effective To Use for Workplan Plan Class 5. Define the Setup Options Value XX-Official Budget Used for official cost and revenue budgets. Approval is required. Today's Date Leave Blank No Budget Chapter 1 - Page 138

151 Field Approved Cost Budget Approved Revenue Budget Allow Edit after Initial Baseline Use Workflow for status changes Yes Yes Yes Yes Value 6. Define the Project Functional Currency Conversion Attributes Field Value Cost Rate Type Corporate Cost Rate Date Type Start Date of Plan Period Cost Rate Date Leave Blank Revenue Rate Type Corporate Revenue Rate Date Type Start Date of Plan Period Revenue Rate Date Leave Blank 7. Define the Project Currency Conversion Attributes Field Value Cost Rate Type Corporate Cost Rate Date Type Start Date of Plan Period Cost Rate Date Leave Blank Revenue Rate Type Corporate Revenue Rate Date Type Start Date of Plan Period Revenue Rate Date Leave Blank 8. Define the Change Order Attributes Include Design Review Change Order (I) Update for Cost Select External Approve (B) Apply (I) Update for Revenue Select External Approve (B) Apply Chapter 1 - Page 139

152 9. (B) Apply 10. (H) Home Chapter 1 - Page 140

153 Practice - Define a Budget Change Reason Overview In this practice, you will define a new budget change reason. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. There has been a need for additional funding. Therefore define a budget change reason to accommodate this increase. Chapter 1 - Page 141

154 Solution - Define a Budget Change Reason Define a Budget Change Reason 1. Responsibility = Projects, Vision Services (USA) 2. Navigate to the Budget Change Reason Lookups window (N) Setup: Budgets > Change Reasons 3. Position your cursor in the first Code field 4. (I) New Field Value Code XXADDITIONAL Meaning XX-Additional Funding Description Increase in Funding Tag Leave Blank Effective Date From Today s Date Effective Date To Leave Blank Enabled Yes 5. (I) Save 6. Close the Budget Change Reason Lookups window Chapter 1 - Page 142

155 Managing Issues Chapter 1 - Page 143

156 Practice - Respond to an Action Overview In this practice, you will respond to an action. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Logout of the application and log in as Donald Gray - User Name = DGRAY - Password = WELCOME Using the Team Member, Vision Services (USA) responsibility, navigate to the My Actions page. Open the action from the XX Delivery project created earlier. Review the issue and then respond to the action with an appropriate response. Finally, close the issue and log out. Log into Oracle as Amy Marlin User Name = SERVICES Password = WELCOME Navigate to the Issues page and update the issue for the XX Delivery project. Review the issue history from the Interaction History subtab and return to Home. Chapter 1 - Page 144

157 Solution Respond to an Action Respond to an Action 1. Logout of the application and log in as Donald Gray User Name = DGRAY Password = WELCOME 2. Responsibility = Team Member, Vision Services (USA) 3. Navigate to the My Actions page (N) Actions 4. Find and open the action from the XX Delivery project that you created in the previous practice (I) Take Action Select the Take Action icon for the row with the request named "Review if the start date is as scheduled" for project XX Delivery. Chapter 1 - Page 145

158 5. Review the issue (B) Review Issue Review the issue information (H) Return to Issues This hyperlink is on the bottom left of the page. 6. Respond to the action Enter the response information Response Field Select the Close option button Value We will check with the contractor if the scheduled start date is on track. Chapter 1 - Page 146

159 7. (B) Apply 8. (H) Logout 9. Log into Oracle as Amy Marlin User Name = SERVICES Password = WELCOME 10. Responsibility = Projects SU, Vision Services (USA) 11. Navigate to the Issues page (N) Projects: Delivery > Issues 12. Select the Update Details icon for the project XX Delivery (I) Update 13. (ST) Interaction History 14. (H) Expand All You can now review issue history. Chapter 1 - Page 147

160 15. (H) Home Chapter 1 - Page 148

161 Practice - Create an Issue Overview In this practice, you will find a project created earlier and create an issue for the project. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Find and select a project (XX Delivery) you created in a previous practice. Create an issue with the following general issue information: Summary Description Status Field Classification Reason Owner Task Required By Date Priority Level of Effort Price Currency Value Delay In Renovation of Research Lab Contractor will not be available to begin the renovation until two weeks after the scheduled date. Draft Engineering and Construction Standards Amy Marlin Leave Blank Enter a date two weeks from today High Medium Leave Blank USD Chapter 1 - Page 149

162 Enter the Source information Field Type Number Received Date Comment Organization Person Value Review Meeting Leave Blank Today's Date The contractor communicated the delay during the preparation conference call. Lab Builders, Inc. Phil Barclay Change the status of the issue from Draft to Internal Review. Create an action for Mr Donald Gray of type Review requesting him to review if the start date is as scheduled. Enter a date one week from today as the Required by Date. Chapter 1 - Page 150

163 Solution - Create an Issue Find the Project 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects (B) Advanced Search 3. Find the project created in a previous practice Select Show table data when any condition is met option Project Name is = XX Delivery (B) Go 4. (H) XX Delivery Create an Issue 5. Navigate to the Issues page (T) Control Alternatively, you can also select Create Issue from the Shortcuts list and click the Go button to create a new issue. 6. Select Schedule from the list in the Create field 7. (B) Go 8. Enter the general issue information Chapter 1 - Page 151

164 Summary Description Status Field Classification Reason Owner Task Required By Date Priority Level of Effort Price Currency Value Delay In Renovation of Research Lab Contractor will not be available to begin the renovation until two weeks after the scheduled date. Draft Engineering and Construction Standards Marlin, Ms. Amy Leave Blank Enter a date two weeks from today High Medium Leave Blank USD 9. Enter the Source information Type Number Field Received Date Comment Organization Person Review Meeting Leave Blank Today's Date Value The contractor communicated the delay during the preparation conference call. Lab Builders, Inc. Phil Barclay Chapter 1 - Page 152

165 10. (B) Apply 11. (H) Draft 12. Select Internal Review from the list in the New Status field 13. (B) Apply 14. (B) Yes Create an Action 15. (I) Update Details 16. (ST) Actions Chapter 1 - Page 153

166 17. (B) Create Action 18. Enter Action information: Field Value Person Gray, Mr. Donald R Action Type Review Signoff Requested Yes Required by Date One week from today Request Review if the start date is as scheduled. 19. (B) Apply Chapter 1 - Page 154

167 20. (B) Apply 21. (H) Home Chapter 1 - Page 155

168 Practice - Update Issue Progress Overview In this practice, you will update the progress on an issue. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Update the progress on an issue created in a previous practice with the status as In Trouble as this will cause significant delays in the project. Chapter 1 - Page 156

169 Solution - Update Issue Progress Update Issue Progress 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Issues page (N) Projects: Delivery > Issues 3. Navigate to the Progress Overview page for the issue Locate the issue you created in a previous demonstration Find the "Sched(1)" issue for the XX Delivery project. Select the On Track icon in the Progress Status column (I) On Track 4. Enter the progress information As of Date Field Progress Status Progress Overview Today's Date In Trouble Value This will cause significant delays in the project. Contractor will not be able to start as planned. We may need to find an alternative contractor. Chapter 1 - Page 157

170 5. (B) Apply 6. (H) Home Chapter 1 - Page 158

171 Chapter 1 - Page 159

172 Managing Change Documents Chapter 1 - Page 160

173 Practice - Create a Change Document Overview In this practice, you will find a project created earlier and create a change order for the project. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Find the XX Cost Plus project you created in a previous practice. The client has requested a user guide as an additional deliverable. Create a change document to address the client request. Chapter 1 - Page 161

174 Solution - Create a Change Document Find the Project 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects (B) Advanced Search 3. Find the project you created in the previous practice Select Show table data when all conditions are met option Project Name is = XX Cost Plus Project (B) Go 4. (H) XX Cost Plus Project Create a Change Document 5. Navigate to the Change Orders page (T) Control (ST) Change Orders Alternatively, you can also select Create Change Orders from the Shortcuts list and click the Go button to create a new change order. 6. Select Client Scope Changes from the list in the Create field 7. (B) Go 8. Enter the change request information Chapter 1 - Page 162

175 Summary Description Status Field Classification Reason Owner Task Required By Date Priority Level of Effort Price Currency Value Client has Requested Additional Deliverable The client has requested that we produce a user guide as part of the scope of the project. Development Review Design Enhancement Scope Marlin, Ms. Amy Leave Blank Enter a date two weeks from today Medium Medium Leave Blank USD 9. Enter the Source information Type Field Number A-121 Received Date Comment Organization Person Customer Request Today's Date Value Customer needs a user guide to go along with the product. Leave Blank Corey Francis Chapter 1 - Page 163

176 10. (B) Apply 11. (H) Home Chapter 1 - Page 164

177 Practice - Resolve a Change Document Overview In this practice, you will update the impact of a change order and cancel a change order. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Find the change order you created in a previous practice. Define two impacts for the change order: - A workplan impact : Add a new top task and subtasks to track development of the user guide - A staffing impact: Project will require a technical writer for two months to write the user guide However, just before the change order is approved and implemented, the customer decides that a user guide is not required. Therefore, you need to cancel the change order. Chapter 1 - Page 165

178 Solution - Resolve a Change Document Enter the Impact Information 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Change Documents page (N) Projects: Delivery > Change Documents 3. Navigate to the Define Impact page for the change order Select the change document you created in a previous practice Find the Client:CO(1) change order for the XX Cost Plus Project. (I) Update Details (ST) Impact 4. Enable the Impact check box in the Workplan section 5. Enter the impact information Field Impact Description Value Add a new top task and subtasks to track development of the user guide. 6. Enable the Impact check box in the Staffing section 7. Enter the impact information Chapter 1 - Page 166

179 Field Impact Description Value Project will require a technical writer for two months to write the user guide. 8. (B) Apply Cancel the Change Order Before the change order has been approved and implemented, the customer has decided that she does not need a user guide. You need to cancel the change order. 9. Select the Change Order on the Change Documents page 10. (I) Update Details 11. (B) Change Status 12. Select Canceled from the list in the New Status field 13. (B) Apply 14. (B) Yes in the Confirmation message 15. (H) Home Chapter 1 - Page 167

180 Implementing Issue and Change Management Chapter 1 - Page 168

181 Guided Demonstration - Define a Control Item Priority Define a Control Item Priority 1. Responsibility = Projects, Vision Services (USA) 2. Navigate to the Project Task and Control Item Priority Lookups window (N) Setup: Issue and Change > Control Item Priorities 3. Position your cursor in the first Code field 4. (I) New Field Value Code XXHIGH Meaning XX-High Description XX-High Priority Tag XX Effective Date From Today s Date Effective Date To Leave Blank 5. (I) Save 6. Close the Project Task and Control Item Priority Lookups window. Chapter 1 - Page 169

182 Practice - Define a Control Item Classification Overview In this practice, you will define a control item classification. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Define a control item classification for grouping project changes with the following class codes: Error in Initial Scope Design Enhancement Customer Request Chapter 1 - Page 170

183 Solution - Define a Control Item Classification Define a Control Item Classification 1. Responsibility = Projects, Vision Services (USA) 2. Navigate to the Class Categories and Codes window (N) Setup: Projects > Classifications Field Value Class Category XX-Project Changes Description XX-Used to Group Project Changes Mandatory No AutoAccounting No Allow One Code Only No Allow Percent Entry No Total Percent Equal 100 No For All Project Types No Include in Project Intelligence No Effective Dates From Today s Date 3. (I) Save 4. (T) Class Codes 5. Enter the class codes for the classification: Name Description Effective From Effective To Error in Initial Scope Error in Initial Scope Today s Date Leave Blank Design Enhancement Design Enhancement Today s Date Leave Blank Customer Request Customer Request Today s Date Leave Blank Chapter 1 - Page 171

184 6. (I) Save 7. Close the Class Categories and Codes window. Chapter 1 - Page 172

185 Practice - Define a Control Item Source Type Overview In this practice, you will define a control item source type. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Define a control item source type for financial review. Chapter 1 - Page 173

186 Solution - Define a Control Item Source Type Define a Control Item Source Type 1. Responsibility = Projects, Vision Services (USA) 2. Navigate to the Control Items Source Types Lookups window (N) Setup: Issue and Change > Source Types 3. Position your cursor in the first Code field 4. (I) New Field Value Code XXFINANCIAL Meaning XX-Financial Review Description XX-Financial Review Tag Leave Blank Effective Date From Today s Date Effective Date To Leave Blank Enabled Yes 5. (I) Save 6. Close the Control Items Source Types Lookups window Chapter 1 - Page 174

187 Practice - Define a Control Item Type Overview In this practice, you will define a control item type for change orders. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Define a control item type of change order that can be used for schedule modifications, with an impact on workplan, staffing, supplier, contract, financial and other information. Allow only two project roles to create the control item project manager and project administrator. However, allow all project types to use this control item type. Chapter 1 - Page 175

188 Solution - Define a Control Item Type Define a Control Item Type 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Project Control Item Types page (N) Projects: Setup > Control Item Types 3. Select Change Order from the list in the Create Item Type of Class field 4. (B) Go 5. Define the basic control item type information Field Value Class Change Order (View-Only) Name XX-Schedule Modification Short Name XXSchedMod Description XX-Used for modifications to the original schedule Status List Internal Change Order Status List Effective From Today's Date Effective To Leave Blank Classification Category Industry Sector Reason Category XX-Project Changes Resolution Category Issue and Change Resolution Auto Approve on Submission Yes Chapter 1 - Page 176

189 Resolution Required Enable Source Fields No Yes 6. Define the impact information Field Value Workplan Yes Staffing Yes Supplier Yes Contract Yes Other Yes Financial: Cost Yes Financial: Revenue Yes 7. Define the control item creation information Chapter 1 - Page 177

190 Field Allow all Project Roles to create the Control Item Value No Role Name Project Manager Project Administrator 8. Select the Automatic numbering option button 9. Define the project types information Field Allow all Project Types to use this Control Item Type Value Yes 10. (B) Apply 11. (H) Home Chapter 1 - Page 178

191 Defining Project Status Reporting Refer to Practice Define Status Reporting Options for a Report Type [LAB3E3CY] Chapter 1 - Page 179

192 Practice - Create a Status Report Overview In this practice, you will create and publish a status report. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Find the project XX Delivery. Navigate to the status report type of Healthcheck that you created. Your project is currently behind schedule. Therefore create a monthly status report giving a brief summary of the status that is At Risk. List out issues you are facing, accomplishments if any, and the plans to address these concerns. Next, enter any two risks that you foresee as well as the mitigation summary. Finally submit and publish the status report. Chapter 1 - Page 180

193 Solution - Create a Status Report Find Your Project 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects (B) Advanced Search 3. Find the project you created in the previous demonstration Select Search results where each must contain all values entered Enter the search criteria in the Project Name fields Project Name = is XX Delivery (B) Go 4. (H) XX Delivery Enter and Submit a Status Report 5. Navigate to the General Progress: Healthcheck page (T) Reporting (ST) Status Reports (I) Maintain Status Report for the Healthcheck report type (B) Create Report 6. Enter the report details Chapter 1 - Page 181

194 Field Report Start Date Reported By Report End Date Last Updated By Value Today's Date Marlin, Ms. Amy The First Day of Next Month Marlin, Ms. Amy 7. Enter the progress details Field Reported Status Brief Overview Summary Issues Accomplishments Plans At Risk Value Project is behind schedule. The project is behind schedule due to a delay in the final approval of the workplan. We are still addressing questions regarding the scope and timing of the workplan. Upper management believes that the proposed scope is too costly. Leave Blank We are revising the workplan to address these concerns. Chapter 1 - Page 182

195 8. (B) Save 9. (H) Top 5 Risks 10. Enter the risk information Number Risk Summary Mitigation Summary 1 Project behind schedule Reduce scope of Project 2 Resources may be reassigned due to delays Reconfirm resources on revised schedule 11. (H) Review and Publish Chapter 1 - Page 183

196 12. (B) Publish Chapter 1 - Page 184

197 Implementing Project Status Reporting Chapter 1 - Page 185

198 Guided Demonstration - Define a Report Type Define a Report Type 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Report Types page (N) Projects: Setup > Report Types 3. (B) Create Report Type 4. Define the report type information Field Name Description Generation Method Page Layout Allow Status Report Page Layout Override on Project Level Effective From Effective To 5. (B) Apply 6. (H) Home Value XX-Customer Use only for customer status reports Manual Customer Status Report Layout Yes Today's Date Leave Blank Chapter 1 - Page 186

199 Guided Demonstration - Define a Reported Status Define a Reported Status 1. Responsibility = Projects, Vision Services (USA) 2. Navigate to the Statuses window (N) Setup: System > Statuses 3. (T) General Field Value Status Type Progress Status Status XX-On Track System Status On Track Description XX-On Track Reported Status Effective Date From Today s Date Effective Date To Leave Blank Starting Status No 4. (I) Save 5. Close the Statuses window when finished. Chapter 1 - Page 187

200 Practice - Define a Reporting Cycle Overview In this practice, you will define a reporting cycle. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Define a reporting cycle that is generated on the first day of each month. Chapter 1 - Page 188

201 Solution - Define a Reporting Cycle Define a Reporting Cycle 1. Responsibility = Projects, Vision Services (USA) 2. Navigate to the Cycles window (N) Setup: System > Cycles 3. (I) New Field Name Type Effective Date From Effective Date To Description (at bottom of window) Value XX-First Day First day of the month Today s Date Leave Blank On the first day of each month 4. (I) Save 5. Close the Cycles window. Chapter 1 - Page 189

202 Practice - Define a Project Status Report Reminder Rule Overview In this practice, you will define a reminder rule for project status reports. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Define a project status report rule with two actions one that sends a reminder of an upcoming project status report notification typically 5 days before the next project status date, and the other of a missing status report notification sent to the project administrator 5 days after the project status report due date. Chapter 1 - Page 190

203 Solution - Define a Project Status Report Reminder Rule Define a Project Status Report Reminder Rule 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Project Status Report Rules page (N) Projects: Setup > Status Report Reminder Rules 3. (B) Create Project Status Report Rule 4. Define the basic control item type information Field Value Type (view only) Project Status Report Name XX-Project Status Notification Description XX-Project Status Notification Effective From Today's Date Effective To Leave Blank 5. Add the first action (B) Add Action Chapter 1 - Page 191

204 Define the action information Action Action Description Field Value Upcoming Project Status Report Notification Default the Description from Action and Action Fields Define the condition information Condition Field Days Before Next Project Status Date 5 Type Condition Description Days Before Repeating Value Default the Description from Condition and Condition Fields (B) Apply 6. Add the second action (B) Add Action Define the action information Chapter 1 - Page 192

205 Field Action Send To Action Description Value Missing Project Status Report Notification Project Administrator Default the Description from Action and Action Fields Define the condition information Condition Field Days After Project Status Report Date 5 Type Condition Description Days After Repeating Value Default the Description from Condition and Condition Fields (B) Apply Chapter 1 - Page 193

206 7. (B) Apply on the Create Project Status Report Rule page 8. (H) Home Chapter 1 - Page 194

207 Chapter 1 - Page 195

208 Reporting with Project Status Inquiry Chapter 1 - Page 196

209 Practice - Reporting with Project Status Inquiry Overview In this practice, you will view information using Project Status Inquiry. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Search for and find the project named ABCHR101. View project and resource status information. View the customer invoices associated with the project and task status. Finally view the actual costs incurred against Task Chapter 1 - Page 197

210 Solution - Reporting with Project Status Inquiry Reporting with Project Status Inquiry 1. Responsibility = Projects, Vision Services (USA) 2. Navigate to the Find Project Status window (N) Project Status Inquiry > Project Status Inquiry 3. Find the ABC HR Implementation project Enter the find criteria Number = ABCHR101 Name = ABC HR Implementation (B) Find 4. View the project status information 5. View the basic project information (B) Project Chapter 1 - Page 198

211 Close the Project Information window 6. View the resource status (B) Resource Status Double click on the resource Labor to expand the resource group and view the resources Close the Resource Status window Chapter 1 - Page 199

212 7. View the customer invoices associated with the project (B) Invoices You can view the customer invoices associated with the project because this is a contract project. You can drill down on each invoice to see additional details as needed. Close the Invoice Summary window 8. View the task status (B) Task Status Double click on Task 1.0 to expand the task and see the subtask. Double click on Task 1.1 to expand the task and see the subtask. Chapter 1 - Page 200

213 9. Select Task and view the actual costs (B) Actuals (B) Clear to clear the date information in the Start Date field. (B) Find 10. When finished, close the open Project Status Inquiry windows and return to the Navigator Chapter 1 - Page 201

214 Implementing Project Status Inquiry Chapter 1 - Page 202

215 Guided Demonstration - Define a New Column for Project Status Inquiry Define a New Column for Project Status Inquiry 1. Responsibility = Projects, Vision Services (USA) 2. Navigate to the Project Status Inquiry Columns window (N) Setup > Project Status Columns 3. Select the Project option button in the folder region 4. Scroll down to column number 32 If column 32 is already defined, select any undefined column. If all columns are defined, you can replace the definition in one of the columns. 5. Define the column Field Order 32 Prompt Definition Factor By Total 6. (I) Save Labor Hrs Est to Cmplt Value ROUND(NVL(C.BASELINE_LABOR_HOURS_TOT,0)- NVL(A.LABOR_HOURS_ITD,0)) No Yes 7. (B) Generate View 8. (B) Yes on the Decision dialog box 9. Close the Project Status Inquiry Columns window and return to the Navigator Update Project Summary Amounts for the Service Center Project 10. Navigate to the Submit a New Request window (M) View > Requests (B) Submit a New Request 11. Select to run a Single Request Chapter 1 - Page 203

216 12. (B) OK Name Field Operating Unit Value PRC: Update Project Summary Amounts for a Single Project Vision Services 13. Define the parameters for the process Field Value Project Number ABCHR101 Through Date Leave Blank Summarize Cost Yes Expenditure Type Class Leave Blank Summarize Revenue Yes Summarize Budgets Yes Budget Type Leave Blank Summarize Commitments Yes 14. (B) OK 15. (B) Submit 16. (B) No in the Decision dialog box 17. (B) Find 18. Wait for the process to finish. Use (B) Refresh Data to monitor the progress of the request processing 19. Close the Requests window and return to the Navigator View the New Column in Project Status Inquiry 20. Navigate to the Find Project Status window (N) Project Status Inquiry > Project Status Inquiry 21. Find the ABCHR101 project Enter the find criteria Number = ABCHR101 Name = ABC HR Implementation Chapter 1 - Page 204

217 (B) Find 22. Add the new column (M) Folder > Show Field Select the Labor Hrs Est to Cmplt field (B) OK 23. View the value in the new column The prompt you entered while defining the column becomes the default column heading. 24. When finished, close the window and return to the Navigator Chapter 1 - Page 205

218 Document Management Chapter 1 - Page 206

219 Guided Demonstration - Attach a Document Find the Cost Plus Project 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects 3. Enter Cost Plus into the Project field 4. (B) Go 5. (H) Cost Plus Attach a Document 6. Navigate to the Attachments page (T) Project (ST) Attachments 7. Select URL from the list in the Add Attachment field 8. (B) Go 9. Enter the attachment information Name Description Field Attachment Category URL 10. (B) Apply XX Website Value Education website for Oracle Corporation Website (H) Home Chapter 1 - Page 207

220 Defining Project Performance Reporting Chapter 1 - Page 208

221 Guided Demonstration - Analyze Project Performance Overview Find Project 1. Responsibility = Project Manager, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects 3. Find the project with the number: ABCHR101 Enter ABCHR101 in the Project Number field (B) Go (H) ABCHR101 Analyze Project Performance Overview 4. (T) Reporting This opens the Performance Overview page and displays several regions of graphical and tabular data that shows key performance measures for the project. These measures enable you to gauge the overall health of the project. 5. Scroll down to review the available graphs and tables. You can compare Period to Date (PTD) and Inception to Date (ITD) amounts for Effort, Cost, Revenue, etc. Also note the status indicators displayed on various amounts. 6. Review or change parameters 7. Analyze Task Level Details Select Task Summary from the View field (B) Go This opens the Task Summary page and displays the Cost data. Review the Task Detail information Drilldown to Transaction Details 8. From the lowest-level task from both the Cost and Profitability pages, you can drill down into the transaction details. (H) Expand All Chapter 1 - Page 209

222 This expands the work breakdown structure and displays amounts by task. 9. Select an amount from the ITD Burdened Cost column to drill down to the details. This opens up the Actual Costs transaction page and displays the transaction detail for the task. Note: You can personalize the view to support your requirements. 10. (H) Home Chapter 1 - Page 210

223 Guided Demonstration - Generate and Review an Exception Find Project 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects 3. Find the project with the number: ABCHR101 Enter ABCHR101 in the Project field (B) Go (H) ABCHR Navigate to the Exceptions page (T) Reporting (ST) Exceptions Generate an Exception 5. (B) Refresh Key Performance Areas Oracle Projects runs a concurrent process to refresh the exceptions. You will get a confirmation that the request has been submitted. Reselect the Exceptions subtab to refresh the information on the page. When the concurrent process is finished, the date in the Last Recorded Date column of the table will be today s date. Review the Exception 6. Review the Key Peformance Area information Select the icon to show the Key Performance Area summary information (Icon is the square with the plus sign) This displays the overall performance summary for the project and the status for each KPA. The color-coded indicators used by project performance exceptions reporting indicate the severity associated with the value of a key performance area measure and status. 7. Review the rules and drill down to the Exception Details (H) Financial Chapter 1 - Page 211

224 This shows you the details of the exception for the Financial Key Performance Area, enabling you to record remarks, or the corrective action that must be taken (when you click on the Exception Status indicator). You can also track corrections. 8. (H) Home Chapter 1 - Page 212

225 Practice - Define a Performance Rule and an Exception Overview In this practice, you will create a performance rule for the schedule performance area and then define an exception for the rule. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Create a performance rule for the Schedule performance area, with a precision of.01 that is effective from 1-JAN Define an exception for this performance rule. Enter the following information in the first level of the Threshold Levels region: Field Threshold Range From Threshold Range To 0.95 Status Indicator Report as Exception Critical Yes Weighting 75 Value Enter the following information for the second level: Field Threshold Range From 0.96 Threshold Range To 0.99 Status Indicator Report as Exception At Risk Yes Weighting 50 Value Enter the following information for the third level: Field Threshold Range From 1 Threshold Range To Value Chapter 1 - Page 213

226 Status Indicator Report as Exception Weighting On Track No Leave Blank Chapter 1 - Page 214

227 Solution Define a Performance Rule and an Exception Create Performance Rule 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Create Performance Rule page (N) Projects: Setup > Performance Rules 3. (B) Create Performance Rule 4. Complete the fields on the Create Performance Rule page Field Value Key Performance Area Schedule Name XX Schedule Performance Index (SPI) Description The ratio of work performed to work scheduled Measure ITD Schedule Performance Index Period Type GL Calendar Precision 0.01 Effective From 01-JAN-2000 Effective To Leave Blank Define an Exception 5. Enter the following information in the first level of the Threshold Levels region: Field Threshold Range From Value Chapter 1 - Page 215

228 Threshold Range To 0.95 Status Indicator Critical Report as Exception Yes Weighting Enter the following information for the second level: Field Value Threshold Range From 0.96 Threshold Range To 0.99 Status Indicator At Risk Report as Exception Yes Weighting Enter the following information for the third level: Field Value Threshold Range From 1 Threshold Range To Status Indicator On Track Report as Exception No Weighting Leave Blank 8. (B) Apply 9. (H) Home Chapter 1 - Page 216

229 Implementing Project Performance Reporting Chapter 1 - Page 217

230 Guided Demonstration - Review Project Performance Reporting Setup Find Project 1. Responsibility = Project Manager, Vision Services (USA) 2. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects 3. Find the project with the number: ABCHR101 (B) Advanced Search Enter ABCHR101 in the Project Number field (B) Go (H) ABCHR101 Review Project Performance Setup 4. Navigate to the Reporting Setup page (T) Reporting (ST) Setup 5. Navigate to the Performance Rules page (H) Performance Rules This opens the Performance Rules page and displays the performance rules selected for the project. You can review the performance rules here. 6. Navigate to the Key Performance Area Scoring Rules and Notification page (ST) Setup (H) Key Performance Areas and Notification 7. Review the key performance area scoring rules Oracle Projects provides three pre-defined key performance areas: Financial, Schedule, and Health. 8. Review the Notification information Chapter 1 - Page 218

231 You can select a report type and choose the Notification Recipients icon to enable reporting of exceptions to specific recipients on this page. 9. Navigate to the Notification Recipient List (I) Notification Recipients 10. Review the information in the Notification Recipient List 11. (B) Cancel 12. Navigate to the Performance Page Layouts page (ST) Setup (H) Performance Page Layouts This opens the Performance Page Layouts page. Oracle Projects provides page layouts by page type for Contract, Capital, and Indirect projects. 13. Preview page layouts for the page types listed on the page Preview the layout for page type Period Analysis (I) Preview 14. (H) Home Chapter 1 - Page 219

232 Guided Demonstration - Customize Reporting Views Setting Profile Options 1. Responsibility = System Administration, Vision Services (USA) 2. Navigate to the System window: (N) Profile > System 3. Find the following profile options for User: SERVICES and set them to Yes: FND: Personalization Region Link Enabled FND: Personalization Seeding Mode FND: Personalization WYSIWYG Enabled 4. (I) Save 5. Find another profile option for the user: Services and set it to Yes: Personalize Self-Service Defn 6. (I) Save Define Row Sets 7. Responsibility = Projects SU, Vision Services (USA) 8. Navigate to the Row Sets page (N) Projects: Setup > Row Sets 9. (B) Create Row Set 10. Enter the following information: Field Value Name XX-Effort Description Code Reporting Measures for Effort XX EFFORT 11. Select the following available measures Current Budget People Effort People Effort Chapter 1 - Page 220

233 % Spent People Effort Forecast People Effort Forecast People Effort Variance % (I) Move 12. (B) Apply 13. (H) Home Find Project 14. Navigate to the Search Projects page (N) Projects: Delivery > Search Projects 15. Find the project with the number: ABCHR101 Enter ABCHR101 in the Project field (B) Go (H) ABCHR101 Personalize Region 16. Navigate to the Performance Overview page (T) Reporting 17. Personalize the Effort region (H) Personalize This table displays project level 18. Accept the default values in the Personalization Context region. 19. Scroll down and accept the complete view for the Personalization Structure (I) Seeded User Views - for Advanced Table: (This table displays..) 20. (B) Create View 21. Enter the following general properties in the Create View page: Field Value View Name Number of Rows XX-People Effort 25 Rows Chapter 1 - Page 221

234 Displayed Set As Default Securing Function Description No Leave Blank XX-People Effort 22. Specify the parameters and values to filter the data that is displayed in your table In the Search Query to Filter Data in your Table region, select Show table data when all conditions are met For rowset code, select IS from the list and enter XX EFFORT in the empty field (B) Apply 23. (B) Apply on the Personalize Views page 24. (H) Return to Application Add the Personalized Region and Graphs to the Page 25. (H) Personalize Page 26. Select Function: Projects: Reporting: Default Contracts Project Layout in the Personalization Level field (B) Go 27. Scroll down the page and select the icon (the green plus sign) to add content in the flexible layout (PerfRowRegionsFlexibleLayout) region (I) Add Content [Flexible Layout: (flexiblelayout_0_ )] 28. Select the following graphs to add to the page: Actual Effort by Task Graph Actual Effort by Resource Graph Acutal Effort by Period Graph 29. Add content to the Performance Overview region for view name XX-People Effort (H) Next 10 (H) Next 10 (H) Next 10 Chapter 1 - Page 222

235 30. (B) Apply (H) Next 10 Select the title of Performance Overview Region for view name XX-People Effort 31. (H) Return to application 32. The three graphs are now displayed for Effort as well as a personalized region for XX- People Effort Reset the profile options 33. For a cleaner look to the application, reset all the profile options to a value of No (using the System Administration, Vision Services (USA) responsibility). 34. (H) Home Chapter 1 - Page 223

236 Practice - Define Key Performance Area Scoring Rules Overview In this practice, you will define key performance area scoring rules for the three key performance areas. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Define health, financial, and schedule scoring rules that can be used for all project types. For each scoring rule, define threshold information appropriate for the three statuses of On Track, At Risk, and Critical. Chapter 1 - Page 224

237 Solution Define Key Performance Area Scoring Rules Define a Health Scoring Rule 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Key Performance Area Scoring Rules page (N) Projects: Setup > Key Performance Area Scoring Rules 3. (B) Create Scoring Rule 4. Enter the following information for Health Key Performance Area: Field Value Key Performance Area Health Name XX-Health KPA Description Used for all project types Precision 1 Effective From 01-Jan-2000 Effective To Leave Blank 5. Enter the following threshold information: Field Threshold Range From 10 Threshold Range To 50 Status Indicator On Track Value Chapter 1 - Page 225

238 Field Threshold Range From 51 Threshold Range To 75 Status Indicator At Risk Value Field Value Threshold Range From 76 Threshold Range To 150 Status Indicator Critical 6. (B) Apply Define a Financial Scoring Rule 7. (B) Create Scoring Rule 8. Enter the following information for Financial Key Performance Area: Field Value Key Performance Area Financial Name XX-Financial KPA Description Used for all project types Precision 1 Chapter 1 - Page 226

239 Effective From Effective To 01-Jan-2000 Leave Blank 9. Enter the following threshold information: Field Threshold Range From 0 Threshold Range To 150 Status Indicator On Track Field Threshold Range From 151 Threshold Range To 225 Status Indicator At Risk Field Threshold Range From 226 Threshold Range To 450 Status Indicator Critical Value Value Value 10. (B) Apply Chapter 1 - Page 227

240 Define a Schedule Scoring Rule 11. (B) Create Scoring Rule 12. Enter the following information for Schedule Key Performance Area: Field Value Key Performance Area Schedule Name XX-Schedule KPA Description Used for all project types Precision 1 Effective From 01-Jan-2000 Effective To Leave Blank 13. Enter the following threshold information: Field Value Threshold Range From 40 Threshold Range To 100 Status Indicator On Track Field Value Threshold Range From 101 Threshold Range To 150 Status Indicator At Risk Field Value Threshold Range From 151 Threshold Range To 300 Status Indicator Critical Chapter 1 - Page 228

241 14. (B) Apply 15. (H) Home Chapter 1 - Page 229

242 Defining a Reporting Pack This lesson does not have any practices or solutions. Chapter 1 - Page 230

243 Implementing Reporting Pack Chapter 1 - Page 231

244 Guided Demonstration Using the Manager s Reporting Pack Define Reporting Pack 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Reporting Pack Definitions page (N) Projects Manager Reporting Pack > Reporting Pack List (B) Create Reporting Pack The Define Reporting Pack page opens. Enter a name for the reporting pack Name = Weekly Updates Enter a description for the reporting pack (Optional) Description = Reports the weekly updates (B) Add Another Row 3. Define the Templates parameters Select a Template Name Template Name = AUD: Expense Report Entry (XML) Select the Report Format Report Format = PDF Enter a Report File Name Report File Name = Expense Report 4. Define the Distribution parameters (B) Add Another Row Select the Grant Type Grant Type = Role Select the Name Chapter 1 - Page 232

245 Name = Project Manager (B) Add Another Row Select the Grant Type Grant Type = Role Select the Name Name = Project Administrator (B) Save (B) Apply Define Program Parameters for Generating and Distributing Reporting Pack 5. (B) Submit Request Select the Reporting Pack Reporting Pack = Weekly Updates Select the Operating Unit Operating Unit = Vision Services Select the Project Manager Project Manager = Hamilton, Ms. Anne Select the Project Status Project Status = Active You need to enter information in all the mandatory fields marked with *. Define Reporting Pack Schedule 6. (B) Next Select Start Date Start at a specific date and time = Yes Start Date = Today s Date Start Time = 5:29 am Chapter 1 - Page 233

246 Select Recurrence details Repeat = Yes Every = 7 Days End Date = Six months from today's date End Time = 5:00 am Select the interval details From the completion of the prior run = Yes Define the Report Layout Details 7. (B) Next Select the report template Template Name = RP Output Template Select the language Language = English: United States Select the report format Report Format = PDF Define the Recipient Details 8. (B) Next Select the Recipients Select the following recipients: 1. Hamilton, Anne 2. Select Marlin, Amy 3. Select A HALL Define the Report Printing Options 9. (B) Next Select the Printing Style Chapter 1 - Page 234

247 Printing Style = Landscape Save Output File = Yes Review the details that you have entered 10. (B) Submit 11. (B) OK 12. (H) Home Chapter 1 - Page 235

248 Microsoft Project Integration This lesson does not have any practices or solutions. Chapter 1 - Page 236

249 Summary of R12.x Project Management Fundamentals Chapter 1 - Page 237

250 Practice - Workplan Progress and Actual Cost Collection Overview In this practice, you will work on a project management case study. Assumptions Tasks Replace XX with the number that your instructor has assigned. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Create a project, update progress for the workplan, add planning resources to the workplan for tasks, approve a project, enter a time card using batch functionality, run the project management processes, view actual costs for the workplan, enter project related supplier invoice, import Oracle Payables information to Oracle Projects, generate project and base summaries, and generate progress for the project. Add the following resources to a project: To do this, - Marlin, Ms. Amy (Role: Project Manager) - Gray, Mr. Donald R (Role: Business Analyst) Verify/Select People from the Resource Class list of values Verify/Select Named Person Team Role from the Resource Format list of values Chapter 1 - Page 238

251 Solution Workplan Progress and Actual Cost Collection Create a Project 1. Responsibility = Projects SU, Vision Services (USA) 2. Navigate to the Create Project page (N) Projects: Delivery > Create Project 3. Select the Create Project From Template option. Search and select Cost Plus Template from the list. (B) Continue 4. Enter the value for the following Project: Details fields Project Number: XXManage Project Name: XXManage Project Manager: Marlin, Ms. Amy Customer Name: Modern Truck Project Start Date: One month prior to Today Project Finish Date: One Year from Today Organization: Services-East Product: Construction: Residential Renovations Construction (B) Finish Chapter 1 - Page 239

252 Note: Select a customer with the Active Bill To address to create a project in the Customer Name field. Update the Progress for the Workplan 5. Navigate to the Workplan: Tasks page (T) Workplan (ST) Setup (H) Progress Progress Cycle = Weekly. Physical % Complete Rollup Method = Effort. Select Allow Collaborative Progress Entry check box. Select Allow ETC Effort and Cost Collection check box. Select Allow Physical Percent Complete Collection check box. Select Allow Physical Percent Complete Overrides check box. (B) Apply Chapter 1 - Page 240

253 Add Planning Resources to the Workplan for Tasks 6. (T) Workplan Select the Task (I) Update (ST) Resources Select Equipment from Assign list. (B) Go Select the Equipment check box. (B) Apply Enter 1000 in the Quantity Plan field. (B) Apply Chapter 1 - Page 241

254 7. (T) Workplan Select Task 1.2 Select Continue Updating from the list. (B) Go (I) Update Select People from Assign list. (B) Go (B) Add Single Planning Resource Chapter 1 - Page 242

255 Select People from the Resource Class list. Select Team Role from the Resource Format list. Enter Gray, Mr. Donald in the Name field. Search and Select Business Analyst role. Enter Business in the Team Role field. Select Even from the Spread Curve list. Select Remaining Plan from the Forecast ETC Method list. (B) Apply Select the Gray, Mr. Ronald check box. (B) Apply Update Task Types 8. Navigate to the Tasks page (T) Workplan (ST) Tasks (ST) General Select the Engineering from the Task Type list. (B) Apply Chapter 1 - Page 243

256 Update the Task Types as mentioned below in the table: Task Task Type 1.0 Engineering 1.1 Concrete Work Engineering Construction 1.2 Engineering 2.0 Engineering 3.0 Engineering (B) Apply Publish the Workplan 9. Navigate to the Workplan page. (T) Workplan (I) Update Select the Maintain Version item from the Apply list. (B) Go (H) Change Control Select the Version Number. Chapter 1 - Page 244

257 (B) View Workplan Cost (ST) Tasks (B) Review and Publish Workplan (B) Publish Approve the Workplan 10. Navigate to the Projects page. (T) Project (ST) Setup (B) Change Status Select the Approved item from the To list. (B) Apply (B) Save Enter a Time Card using the Batch Functionality 11. Switch to Projects, Vision Services (USA) responsibility. (N) Expenditures > Pre Approved Batches > Enter Operating Unit = Vision Services Chapter 1 - Page 245

258 Batch = XXTIME Ending Date = Use the ending Sunday of the current week Class = Timecards (B) Expenditures Enter the following information in the Expenditures window: Employee Name = Gray, Mr. Donald Accept the default values for Employee Number, Organization, and Expenditure Ending Date fields. Enter the following data in the Expenditure Item region: Expnd Item Date Monday of Current Week Tuesday of Current Week Wednesday of Current Week Thursday of Current Week Friday of Current Week Project Number Task Number Expnd Type Assignment Name Work Type XXManage Professional Unscheduled Internal- Capital XXManage Professional Unscheduled Internal- Capital XXManage 1.2 Professional Unscheduled Internal- Capital XXManage 2.0 Professional Unscheduled Internal- Capital XXManage 3.0 Professional Unscheduled Internal- Capital UOM Quantity Hours 8 Hours 8 Hours 8 Hours 8 Hours 8 Comments N/A N/A N/A N/A N/A Chapter 1 - Page 246

259 (I) Save Close the Expenditures window. (B) Submit (B) Release Run PRC: Distribute Labor Costs program 12. Navigate to the Requests window. (M) View > Requests (B) Submit a New Request Select the Single Request option (B) OK Name = PRC: Distribute Labor Costs Project Number = XXManage (B) Submit Record the Request ID# (B) No Chapter 1 - Page 247

260 (B) Find (B) Refresh Data to monitor your Request ID# Make sure your request is completed normal. Run PRC: Distribute Your Total Burdened Cost program 13. Navigate to the Requests window. (B) Submit a New Request Select the Single Request option (B) OK Name = PRC: Distribute Total Burdened Cost Project Number = XXManage (B) OK (B) Submit Record the Request ID# (B) No (B) Find (B) Refresh Data to monitor your Request ID# Make sure your request is completed normal. Chapter 1 - Page 248

261 Verify the Project Expenditures 14. Navigate to the Find Projects Expenditures Item window. (N) Expenditures > Expenditure Inquiry > Project Project Number = XXManage (B) Find Verify that the costs listed in the Project Functional Burdened column are in dollars (use the scroll bar to move to the right) Run PRC: Update Project and Resource Base Summaries program Chapter 1 - Page 249

262 15. Navigate to the Requests window. (M) View > Requests (B) Submit a New Request Select the Single Request option (B) OK Name = PRC: Update Project and Resource Base Summaries Extract Commitment Data = Yes Operating Unit = Vision Operations From Project Number = XXManage To Project Number = XXManage (B) OK (B) Submit Record the Request ID# (B) No (B) Find (B) Refresh Data to monitor your Request ID# Make sure your request is completed normal. Note: You must run this program before running PRC: Update Project Performance Data program. Run PRC: Update Project Performance Data program 16. Navigate to the Requests window. (B) Submit a New Request Select the Single Request option (B) OK Name = PRC: Update Project Performance Data Chapter 1 - Page 250

263 Operating Unit = Vision Operations From Project Number = XXManage To Project Number = XXManage (B) OK (B) Submit Record the Request ID# (B) No (B) Find (B) Refresh Data to monitor your Request ID# Make sure your request is completed normal. (B) View Output Note: Check for your project number in the output to ensure the project summarization process is completed. Run PRC: Update Project Summary Amounts for a Single Project program 17. Navigate to the Requests window. (B) Submit a New Request Select the Single Request option (B) OK Name = PRC: Update Project Summary Amounts for a Single Project Project Number = XXManage (B) OK (B) Submit Record the Request ID# (B) No Chapter 1 - Page 251

264 (B) Find (B) Refresh Data to monitor your Request ID# Make sure your request is completed normal. View Actual Costs for the Workplan 18. Switch to Projects SU, Vision Services (USA) responsibility. (N) Projects: Delivery > Projects List (H) XXManage (T) Workplan +Show Workplan details Select the Cost item in the View list (B) Go Chapter 1 - Page 252

265 Enter a Project Related Supplier Invoice in Accounts Payables 19. Switch to Payables, Vision Services (USA) responsibility. (N) Invoices: Entry > Invoices Enter the following Invoice details: Type = Standard Trading Partner = Capp Consulting Invoice Date = Today s Date Invoice Number = XXCapp Invoice = USD Invoice Amount = (I) Save (ST) 2-Lines Amount = 1898 Enter the following Project Information; Scroll to the Right in the Top region of the Invoice Workbench Project = XXManage Chapter 1 - Page 253

266 Task = Expenditure Item Date = Accept the Default value of Today s Date Expenditure Type = Consulting Expenditure Org = Accept the Default value of Vision Services (I) Save (B) Actions 1 Select the Validate check box (B) OK Note: Wait till the Invoice is validated. Run the Create Accounting program Note Please wait for the Instructor to complete steps 20, 21 and Switch to Payables, Vision Services (USA) responsibility. (N) Other: Requests > Run Select the Single Request option (B) OK Name = Create Accounting Ledger = Vision Services (USA) End Date = Last Day of the Current Month Mode = Final Accept all other Default values. (B) OK (B) Submit Record the Request ID# (B) No (M) View > Requests Chapter 1 - Page 254

267 (B) Find (B) Refresh Data to monitor your Request ID# Make sure your request is completed normal before proceeding to Step 21. Run the PRC: Interface Supplier Costs program Note: Wait for the Instructor to import the Payables information to Projects 21. Switch to Projects, Vision Services (USA) responsibility. (N) Other: Requests > Run Select the Single Request option (B) OK Name = PRC: Interface Supplier Costs Project Number = XXManage (B) OK (B) Submit Record the Request ID# (B) No (M) View > Requests (B) Find (B) Refresh Data to monitor your Request ID# Make sure your request is completed normal before proceeding to Step 22. Run the PRC: Update Project and Resource Base Summaries program Note: Wait for the Instructor to generate the Project and Base Summaries 22. Switch to Projects, Vision Services (USA) responsibility. (N) Other: Requests > Run Select the Single Request option (B) OK Chapter 1 - Page 255

268 Name = PRC: Update Project and Resource Base Summaries Extract Commitment Data = Yes (B) OK (B) Submit Record the Request ID# (B) No (M) View > Requests (B) Find (B) Refresh Data to monitor your Request ID# Make sure your request is completed normal before proceeding to Step 23. Run PRC: Update Project Performance Data program Note: Run the processes to view expense and update information in inquiry mode for Performance Reports and Project Status Inquiry. 23. Navigate to the Requests window. (B) Submit a New Request Select the Single Request option (B) OK Name = PRC: Update Project Performance Data Operating Unit = Vision Operations From Project Number = XXManage To Project Number = XXManage (B) OK (B) Submit Record the Request ID# (B) No Chapter 1 - Page 256

269 (B) Find (B) Refresh Data to monitor your Request ID# Make sure your request is completed normal. Note: Check for your project number in the output to ensure that the project summarization process is completed. Run PRC: Update Project Summary Amounts for a Single Project program 24. Navigate to the Requests window. (B) Submit a New Request Select the Single Request option (B) OK Name = PRC: Update Project Summary Amounts for a Single Project Project Number = XXManage (B) OK (B) Submit Record the Request ID# (B) No (B) Find (B) Refresh Data to monitor your Request ID# Make sure your request is completed normal. Chapter 1 - Page 257

270 Generate Progress for Your Project 25. Switch to Projects, Vision Services (USA) responsibility. (N) Projects: Delivery > Projects List (H) XXManage (T) Workplan Select the Mass Update Progress item from the Actions list. (B) Go (B) Submit (B) Yes Select the Progress item from the View list. (B) Go Chapter 1 - Page 258

271 Select the Cost item from the View list to view Actual Cost with the Payables data that you entered. (B)Go Chapter 1 - Page 259