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Projects Application Module

Setup Step

Project Foundation

PJF-P1.1

Project Foundation

PJF-P1.2

Project Foundation

PJF-P1.3

Project Foundation

PJF-P2.1

Project Foundation

PJF-P2.2

Project Foundation

PJF-P2.3

Project Foundation

PJF-P2.4

Project Foundation

PJF-P2.5

Project Foundation

PJF-P2.6

Project Foundation

PJF-P2.7

Project Foundation

PJF-P3.1

Project Foundation

PJF-P3.2

Project Foundation

PJF-P3.3

Project Foundation

PJF-P3.4

Project Foundation

PJF-P3.4

Project Foundation

PJF-P3.5

Project Foundation

PJF-P3.6

Project Foundation

PJF-P3.7

Project Foundation

PJF-P3.8

Project Foundation

PJF-P3.9

Project Foundation

PJF-P3.10

Project Foundation

PJF-P3.11

Project Foundation

PJF-P4.1

Project Foundation

PJF-P5.1

Project Foundation

PJF-P5.2

Project Foundation

PJF-P5.3

Project Foundation

PJF-P5.4

Project Foundation

PJF-P5.5

Project Foundation

PJF-P5.6

Project Foundation

PJF-P5.7

Project Foundation

PJF-P5.8

Project Foundation

PJF-P5.9

Project Foundation

PJF-P5.10

Project Foundation

PJF-P6.1

Project Foundation

PJF-P7.1

Project Foundation

PJF-P7.2

Project Foundation

PJF-P7.3

Project Foundation

PJF-P8.1

Project Foundation

PJF-P8.2

Project Foundation

PJF-P8.3

Project Foundation

PJF-P8.4

Project Foundation

PJF-P8.5

Project Foundation

PJF-P8.6

Project Foundation

PJF-P8.7

Project Foundation

PJF-P8.8

Project Foundation

PJF-P8.9

Project Foundation

PJF-P9.1

Project Foundation

PJF-P9.2

Project Foundation

PJF-P9.3

Project Foundation

PJF-P10.1

Project Foundation

PJF-P10.2

Project Foundation

PJF-P10.3

Project Foundation

PJF-P10.4

Project Foundation

PJF-P10.5

Project Foundation

PJF-P10.6

Project Foundation

PJF-P10.7

Project Foundation

PJF-P10.8

Project Foundation

PJF-P10.9

Project Foundation

PJF-P10.10

Project Foundation

PJF-P10.11

Project Foundation

PJF-P10.12

Project Foundation

PJF-P11.1

Project Foundation

PJF-P11.2

Project Foundation

PJF-P11.3

Project Foundation

PJF-P11.4

Project Foundation

PJF-P11.5

Project Foundation

PJF-P11.6

Project Foundation

PJF-P11.7

Project Foundation

PJF-P11.8

Project Foundation

PJF-P11.9

Project Foundation

PJF-F1.1

Project Foundation

PJF-F1.2

Project Foundation

PJF-F1.3

Project Foundation

PJF-F1.4

Project Foundation

PJF-F1.5

Project Foundation

PJF-F1.6

Project Foundation

PJF-F1.7

Project Foundation

PJF-F2.1

Project Foundation

PJF-F2.2

Project Foundation

PJF-F2.3

Project Foundation

PJF-F2.3

Project Foundation

PJF-F2.4

Project Foundation

PJF-F2.5

Project Foundation

PJF-F2.6

Project Foundation

PJF-F2.7

Project Foundation

PJF-F2.8

Project Foundation

PJF-F2.9

Project Foundation

PJF-F3.1

Project Foundation

PJF-F4.1

Project Foundation

PJF-F5.1

Project Foundation

PJF-F5.2

Project Costing

PJC-P1.1

Project Costing

PJC-P2.1

Project Costing

PJC-P2.2

Project Costing

PJC-P2.3

Project Costing

PJC-P2.4

Project Costing

PJC-P2.5

Project Costing

PJC-P2.6

Project Costing

PJC-P2.7

Project Costing

PJC-P3.1

Project Costing

PJC-P3.2

Project Costing

PJC-P3.3

Project Costing

PJC-P3.4

Project Costing

PJC-P3.5

Project Costing

PJC-P3.6

Project Costing

PJC-P3.7

Project Costing

PJC-P3.8

Project Costing

PJC-P3.9

Project Costing

PJC-P3.10

Project Costing

PJC-P3.11

Project Costing

PJC-P3.12

Project Costing

PJC-P3.13

Project Costing

PJC-P3.14

Project Costing

PJC-P3.15

Project Costing

PJC-P3.16

Project Costing

PJC-P3.17

Project Costing

PJC-P3.18

Project Costing

PJC-P3.19

Project Costing

PJC-P3.20

Project Costing

PJC-F1.1

Project Costing

PJC-F1.2

Project Costing

PJC-F1.3

Project Costing

PJC-F2.1

Project Costing

PJC-F2.2

Project Costing

PJC-F2.3

Project Costing

PJC-F2.4

Project Costing

PJC-F2.5

Project Costing

PJC-F2.6

Project Costing

PJC-F2.7

Project Costing

PJC-F2.8

Project Costing

PJC-F2.9

Project Costing

PJC-F3.1

Project Costing

PJC-F3.2

Project Costing

PJC-F3.3

Project Costing

PJC-F3.4

Project Costing

PJC-F4.1

Project Costing

PJC-F4.2

Project Costing

PJC-F4.3

Project Costing

PJC-F4.4

Project Costing

PJC-F4.5

Project Costing

PJC-F5.1

Project Costing

PJC-F6.1

Project Costing

PJC-F6.2

Project Costing

PJC-F6.3

Project Costing

PJC-F7.1

Project Costing

PJC-F7.2

Project Costing

PJC-F7.3

Project Costing

PJC-F7.4

Project Costing

PJC-F7.5

Project Costing

PJC-F7.6

Project Costing

PJC-F7.7

Project Costing

PJC-F7.8

Project Costing

PJC-F8.1

Project Costing

PJC-F8.2

Project Costing

PJC-F8.3

Project Costing

PJC-F8.4

Project Costing

PJC-F8.5

Project Costing

PJC-F8.6

Project Costing

PJC-F9.1

Project Costing

PJC-F9.2

Project Costing

PJC-F9.3

Project Costing

PJC-F9.4

Project Costing

PJC-F9.5

Project Costing

PJC-F9.6

Project Costing

PJC-F9.7

Project Costing

PJC-F9.8

Project Costing

PJC-F9.9

Project Costing

PJC-F9.10

Project Costing

PJC-F9.11

Project Costing

PJC-F9.12

Project Costing

PJC-F9.13

Project Costing

PJC-F9.14

Project Costing

PJC-F9.15

Project Costing

PJC-F9.16

Project Costing

PJC-F9.17

Project Costing

PJC-F9.18

Project Costing

PJC-F9.19

Project Costing

PJC-F9.20

Project Costing

PJC-F10.1

Project Costing

PJC-F10.2

Project Costing

PJC-F10.3

Project Costing

PJC-F10.4

Project Costing

PJC-F10.5

Project Costing

PJC-F10.6

Project Costing

PJC-F10.7

Project Costing

PJC-F10.8

Project Costing

PJC-F10.9

Project Costing

PJC-F11.1

Project Costing

PJC-F11.2

Project Costing

PJC-F11.3

Project Costing

PJC-F11.4

Project Costing

PJC-F11.5

Project Costing

PJC-F12.1

Project Costing

PJC-F12.2

Project Costing

PJC-F13.1

Project Costing

PJC-F14.1

Project Costing

PJC-F14.2

Project Costing

PJC-F14.3

Project Costing

PJC-F15.1

Project Costing

PJC-F15.2

Project Costing

PJC-F15.3

Project Costing

PJC-F15.4

Project Costing

PJC-F15.5

Project Costing

PJC-F15.6

Project Billing

PJB-P1.1

Project Billing

PJB-P2.1

Project Billing

PJB-P2.2

Project Billing

PJB-P2.3

Project Billing

PJB-P2.4

Project Billing

PJB-P2.5

Project Billing

PJB-P2.6

Project Billing

PJB-P2.7

Project Billing

PJB-P2.8

Project Billing

PJB-P2.9

Project Billing

PJB-P2.10

Project Billing

PJB-P2.11

Project Billing

PJB-P2.12

Project Billing

PJB-P2.13

Project Billing

PJB-P2.14

Project Billing

PJB-P2.15

Project Billing

PJB-P2.16

Project Billing

PJB-P2.17

Project Billing

PJB-P2.18

Project Billing

PJB-P2.19

Project Billing

PJB-P2.20

Project Billing

PJB-P2.21

Project Billing

PJB-P3.1

Project Billing

PJB-P3.2

Project Billing

PJB-P3.3

Project Billing

PJB-P3.4

Project Billing

PJB-P3.5

Project Billing

PJB-P4.1

Project Billing

PJB-P5.1

Project Billing

PJB-P5.2

Project Billing

PJB-P5.3

Project Billing

PJB-P5.4

Project Billing

PJB-P5.5

Project Billing

PJB-P5.6

Project Billing

PJB-P5.7

Project Billing

PJB-P5.8

Project Billing

PJB-P5.9

Project Billing

PJB-P5.10

Project Billing

PJB-P5.11

Project Billing

PJB-P5.12

Project Billing

PJB-P5.13

Project Billing

PJB-P5.14

Project Billing

PJB-P5.15

Project Billing

PJB-P5.16

Project Billing

PJB-P5.17

Project Billing

PJB-P5.18

Project Billing

PJB-P5.19

Project Billing

PJB-P5.20

Project Billing

PJB-P5.21

Project Billing

PJB-P5.22

Project Billing

PJB-P5.23

Project Billing

PJB-P5.24

Project Billing

PJB-P5.25

Project Billing

PJB-P5.26

Project Billing

PJB-F1.1

Project Billing

PJB-F1.2

Project Billing

PJB-F1.3

Project Billing

PJB-F1.4

Project Billing

PJB-F1.5

Project Billing

PJB-F1.6

Project Billing

PJB-F1.7

Project Billing

PJB-F1.8

Project Billing

PJB-F1.9

Project Billing

PJB-F1.10

Project Billing

PJB-F1.11

Project Billing

PJB-F1.12

Project Billing

PJB-F1.13

Project Billing

PJB-F2.1

Project Billing

PJB-F2.2

Project Billing

PJB-F2.3

Project Billing

PJB-F3.1

Project Billing

PJB-F3.2

Project Billing

PJB-F3.3

Project Billing

PJB-F3.4

Project Billing

PJB-F3.5

Project Billing

PJB-F3.6

Project Billing

PJB-F3.6

Project Resource Management

PJR-P1.1

Project Resource Management

PJR-P2.1

Project Resource Management

PJR-P2.2

Project Resource Management

PJR-P2.3

Project Resource Management

PJR-P2.4

Project Resource Management

PJR-P2.5

Project Resource Management

PJR-P2.6

Project Resource Management

PJR-P2.7

Project Resource Management

PJR-P2.8

Project Resource Management

PJR-P2.9

Project Resource Management

PJR-F1.1

Project Resource Management

PJR-F2.1

Project Resource Management

PJR-F2.3

Project Management

Set the profile option


PA: Licensed to Use
Project Management

Project Management

PJT-F1.1

Project Management

PJT-F1.2

Project Management

PJT-F1.3

Project Management

PJT-F1.4

Project Management

PJT-F1.5

Project Management

PJT-F1.6

Project Management

PJT-F1.7

Project Management

PJT-F2.1

Project Management

PJT-F2.2

Project Management

PJT-F2.3

Project Management

PJT-F2.4

Project Management

PJT-F2.5

Project Management

PJT-F3.1

Project Management

PJT-F3.2

Project Management

PJT-F3.3

Project Management

PJT-F3.4

Project Management

PJT-F3.5

Project Management

PJT-F3.6

Project Management

PJT-F3.7

Project Management

PJT-F3.8

Project Management

PJT-F3.9

Project Management

PJT-F3.10

Project Management

PJT-F3.11

Project Management

PJT-F3.12

Project Management

PJT-F3.13

Project Management

PJT-F3.14

Project Management

PJT-F3.15

Project Management

PJT-F4.1

Project Management

PJT-F4.2

Project Management

PJT-F4.3

Project Management

PJT-F4.4

Project Management

PJT-F4.5

Project Management

PJT-F4.6

Project Management

PJT-F4.7

Project Management

PJT-F5.1

Project Management

PJT-F6.1

Project Management

PJT-F6.2

Project Management

PJT-F6.3

Project Management

PJT-F6.4

Project Management

PJT-F6.5

Project Management

PJT-F6.6

Project Management

PJT-F6.7

Project Management

PJT-F7.1

Project Management

PJT-F7.2

Project Management

PJT-F7.3

Project Management

PJT-F7.4

Project Management

PJT-F7.5

Project Management

PJT-F7.6

Project Management

PJT-F8.1

Project Management

PJT-F8.2

Project Management

PJT-F8.3

Project Management

PJT-F8.4

Project Management

PJT-F8.5

Project Management

PJT-F9.1

Project Management

PJT-F9.2

Project Management

PJT-F9.3

Project Management

PJT-F9.4

Project Management

PJT-F9.5

Project Management

PJT-F9.6

Project Management

PJT-F10.1

Project Management

PJT-F10.2

Project Management

PJT-F10.3

Project Management

PJT-F10.4

Project Management

PJT-F10.5

Project Management

PJT-F10.6

Project Management

PJT-F10.7

Project Collaboration

Set the profile option


PA: Licensed to Use
Project Collaboration

Project Collaboration

PJL-P2.1

Project Collaboration

PJL-P2.2

Setup

Required / Optional

Setup Level

Define ledger

Required - All

Site

Set the profile option GL: Ledger

Required - All

OU (set at the
responsibility level)

Enable additional currencies you plan to use Optional - All

Site

Define locations

Required - All

Business Group

Define organizations

Required - All

Business Group

Set the profile option HR: Cross Business


Group

Optional - All

Site

Enable Multiple Organization Architecture

Optional - All

Site

Define default operating unit for the project


expenditure organizations

Required - PJR

Site

Optional - PJC
Define organization hierarchies and/or global Required - All
organization hierarchies

Site

Assign a Project Burdening Hierarchy for


each business group

Site

Optional - PJC, PJB

Set the profile option PA: Enable Enhanced Optional PJC, PJB
Period Processing

Site

Define GL and PA periods - MUST DO PJF- Required - All


P4.1 DEFINE IMPLEMENTATION OPTIONS
before this step is completed.

Ledger

Set the GL period status

Optional PJC, PJB

Ledger

Define calendar types

Required - PJR, PJT

Site

Optional - PJC

Define calendar types

Define calendar shifts and shift patterns

Site

Required - PJR, PJT

Site

Optional - PJC
Define calendar exceptions

Optional - PJR, PJT, PJC

Site

Define calendars

Required - PJR, PJT

Site

Optional - PJC
Assign calendar shifts

Required - PJR, PJT

Site

Optional - PJC
Set the following profile options:

Required - PJR, PJT

PA: Default Calendar

Optional - PJC

Site

PA: Global Week Start Day


PA: Availability/Over commitment Calculation
Period
PA: Percentage of Resources Capacity
PA: Availability Duration
Define default calendar for the project
expenditure organization

Required - PJR

Site

Optional PJC, PJT


Run the Generate Calendar Schedules
process

Required - PJR

Site

Optional - PJC
Define implementation options (System,
Currency, Project Setup, Expnd/Costing,
Billing, and Cross Charge)

Required - All

OU

Define job groups

Required - PJR

Business Group

Optional - PJC, PJB


Define job levels and job codes

Required - PJR

Site

Define jobs

Required - PJR

Business Group

Optional - PJC, PJB

Define job mapping

Optional - PJR, PJB, PJC

Business Group

Set profile option PA Project Resource Job


Group, or define the job group for the
organization

Required - PJR

Site

Define rating scales

Required - PJR

Business Group

Define competencies

Required - PJR

Business Group

Define people, including address,


assignment, job, supervisor and
competencies

Required - PJR

Business Group

Optional - All
Migrate resource data from other systems

Optional - All

Site

Run PRC: Maintain Project Resources

Required - PJR

Site

Optional - PJC(utilization)
Define rate schedules

Optional - PJC, PJB, PJT

OU

Define roles

Required - PJR, PJT, PJL

Business Group

Optional - PJC, PJB


Define role lists

Optional - All

Site

Define project roles for organizations

Optional - All

Site

Implement responsibility-based security

Optional - All

Site

Set the profile option PA: Cross-Project User Optional - All


View

Site

Set the profile option PA: Cross-Project User Optional - All


Update

Site

Set the profile option PA: View All Project


Resources

Optional - All

Site

Implement role-based security

Optional - PJR, PJT, PJL

Site

Implement organizational authority

Optional - PJC, PJR, PJT, PJL Site

Implement project security extension

Optional - All

Site

Define security profiles and/or global security Optional - All


profiles

Business Group
(need to be
changed when
adding new OU)

Set the profile option HR: Security Profile

Required - All

Site

Define additional task statuses

Optional - PJT

Site

Define additional task types

Optional - PJT

Site

Define additional task priorities

Optional - PJT

Site

Define additional statuses

Optional - All

Site

Define additional classifications, class


categories and class codes

Optional - All

Site

Define services types

Required - All

Site

Define project customer relationships

Required - PJB

Site

Define contact types

Required - PJB

Site

Define probability lists

Optional - All

Site

Define resource lists

Required - All

Business Group

Implement resource classes

Optional - PJT

Site

Define planning resource lists

Optional - PJT

Business Group

Define resource breakdown structures

Optional - PJT, PJC


(allocations)

Business Group

Define cycles

Required - PJB

Site

Optional - PJT
Define work types

Required - PJR

Site

Optional - PJC, PJB


Define Request Groups for Reporting and
Processing

Optional - All

Site

Define Responsibilities for Users

Optional - All

Site / OU

Define Additional Users

Optional - All

Site

Initiate Deferred Workflow Process

Required - PJR

Site

Optional - PJF (utilization)


PJT (budgetary controls)
Define Frequently Used Folders

Optional - All

Site

Define Descriptive Flexfields

Optional - All

Site

Define Additional Page Layouts

Optional - All

Site

Set the Profile Option PA: Highlight Starting Optional - All


Tasks: Number of Days

Site

Gather Schema Statistics

Optional - All

Site

Define additional status for Organization


Forecasting

Optional - PJC, PJR

Site

Update status controls to include project in


Organization Forecasts

Required - PJC, PJR

Site

Define an organization project type

Required - PJC, PJR

OU

Define an organization project template

Required - PJC, PJR

OU

Define organization forecasting options

Required - PJC, PJR

OU

Define adjustment reasons

Required - PJC, PJR

Site

Calculate initial forecast amounts

Required - PJC, PJR

Site

Define unassigned time options

Required - PJC, PJR

OU

Define utilization categories

Required - PJC, PJR

Site

Set the following profile options for


utilization:

Required - PJC, PJR

Site

Required - PJC, PJR

Site

Set up global profile options

Required - PJC, PJR

Site

Set up organization security profiles

Required - PJC, PJR

Site

Define Oracle Daily Business Intelligence for Required - PJC, PJR


Projects Implementation Options

Site

Update period and organization information Required - PJC, PJR

Site

Summarize financial and resource data

Required - PJC, PJR

Site

Implement Oracle Discoverer

Required - PJC, PJR

Site

Implement Oracle Sales opportunities with


Oracle Projects

Required - All

Site

Implement Oracle Advanced Product


Catalog Integration

Required - All

Site

Define control actions

Required - All

Site

Define source products

Required - All

Site

Set the profile option PA: Licensed to Use


Project Costing

Required

Site

Define expenditure categories

Required

Site

Define revenue categories

Required

Site

Define units

Required

Site

Define expenditure types

Required

Site

PA: Require Work Type Entry for


Expenditures
PA: Resource Utilization Calculation Method
PA: Utilization Manager Default Period Type
PA: Utilization Manager Default Calculation
Method
PA: Resource Utilization Period Type

Define transaction sources

Optional

Site

Implement transaction control extension

Optional

Site

Implement auto-approval extension

Optional

Site

Define custom sources

Optional

Site

Define journal line types

Optional

Ledger

Define journal entry descriptions

Optional

Ledger

Define mapping sets

Optional

Ledger

Define account derivation rules

Optional

Ledger

Define journal lines definitions

Optional

Ledger

Define application accounting definitions

Optional

Ledger

Define subledger accounting methods

Optional

Ledger

Assign application accounting definitions to a Optional


subledger account method

Ledger

Assign subledger accounting method to a


ledger

Optional

Ledger

Update post-accounting program


assignments

Optional

Ledger

Define cross-entity balancing rules

Optional

Ledger

Define accounting for labor costs

Optional

OU
(AutoAccounting,
based on PJF)

Define accounting for expense report costs

Optional

OU
(AutoAccounting,

based on PJF)
Define accounting for usage costs

Optional

OU
(AutoAccounting,
based on PJF)

Define accounting for miscellaneous costs

Optional

OU
(AutoAccounting,

based on PJF)
Define accounting for burden transactions

Optional

OU
(AutoAccounting,

based on PJF)
Define accounting for total burden costs

Optional

OU
(AutoAccounting,
based on PJF)

Define accounting for WIP and Inventory


costs

Optional

OU
(AutoAccounting,

based on PJF)
Define accounting for supplier cost
adjustments

Optional

OU
(AutoAccounting,

based on PJF)
Define non-labor resources

Required

Site

Define non-labor cost rates

Required

OU (based on PJF)

Define non-labor cost rate overrides

Optional

OU (based on PJF)

Define labor costing multipliers

Optional

OU

Define labor costing rules

Define cost rate schedules

OU

Optional

Assign costing rule and rate schedule

OU

OU

Define labor costing overrides

Optional

OU (based on PJF)

Implement labor costing extension

Optional

Site

Implement labor transaction extension

Optional

Site

Implement overtime processing

Optional

Site

Implement overtime calculation extension

Optional

Site

Implement asset extensions

Optional

Site

Define standard unit costs for asset cost


allocations

Optional

OU

Enable retirement cost processing

Optional

Site

Define proceeds of sale expenditure types

Optional

Site

Define capitalized interest rate names

Required

Site / Exclusions
OU

Define capitalized interest rate schedule

Required

Site

Specify default capitalized interest rate


schedules for capital project types

Required

OU

Update project status controls to enable


capitalized interest processing

Required

Site

Implement the Capitalized Interest Extension Optional

Site

Define allocation rules - shows how rule is


used - no setup required.

Required

OU

Define AutoAllocation sets

Required

OU

Implement Workflow for AutoAllocations

Required

Site

Implement allocation extensions

Optional

Site

Define cost bases and cost base types

Required

Site

Define burden cost codes

Required

Site

Define burden structures

Required

Site

Set the profile option PA: Default Burden


Schedule Type

Required

OU

Define burden schedules

Required

Site

Implement burden costing extension

Optional

Site

Enable the profile option PA: Create


Incremental Transactions for Cost
Adjustments Resulting from a Burden
Schedule Recompilation

Optional

Site

Set the Profile Option PA: Report Separate Required


Burden Transactions with Source Resources

Site

Define transfer price rules

Required

Site

Define transfer price schedules

Required

Site

Define cross charge implementation options Required


(for all operating units using borrowed and
lent processing)

OU

Define provider and receiver controls

OU

Required

Define accounting for borrowed and lent


transactions

Required

OU

Implement cross charge client extensions

Optional

Site

Define transfer price rules

Required

Site

Define transfer price schedules

Required

Site

Define additional expenditure types,


agreement types, billing cycles, invoice
formats, transaction sources, and supplier
types for intercompany billing

Optional

See individual
definitions

Define an internal supplier for the provider


operating unit

Required

OU

Define an internal customer for the receiver Required


operating unit (global setup)

OU

Define supplier sites for internal supplier (for Required


each
receiver operating unit)

OU

Define bill to and ship to sites for internal


customer (for each provider operating unit)

Required

OU

Define internal billing implementation options Required

OU

Set up tax and configure for each provider


operating unit in Oracle E-Business Tax to
derive default tax classification codes on
internal Oracle Receivables invoices

Required

OU

Set up tax and configure for each receiver


operating unit in Oracle E-Business Tax to
derive default tax classification codes on
internal Oracle Payables invoices

Required

OU

Define an agreement for intercompany billing Required


projects

OU

Define an intercompany project type and


project template(for each Operating Unit)

OU

Required

Define intercompany billing projects (for


each provider operating unit)

Required

OU

Define provider and receiver controls (for


each operating unit)

Required

OU

Define the Supplier Invoice Charge Account Required


for internal invoicing

OU

Implement Payables Open Interface


Workflow

Required

OU

Define accounting for intercompany billing


transactions

Required

OU

Define accounting for provider cost


reclassification

Required

OU

Define invoice rounding account for


intercompany transactions

Required

OU

Implement cross charge client extensions

Required

OU

Install and implement Oracle Payables and


Purchasing

Required

Site

Set the profile options for project-related


document entry

Required

Site

Set the profile option PA: AP Discounts


Interface Start Date (mm/dd/yyyy)

Optional

Site

Define the Account Generator for the


supplier invoice account

Required

Site

Define the Account Generator for projectrelated purchasing transactions

Required

Site

Specify a default supplier cost credit account Optional

OU

Define project-related distribution sets

Optional

Site

Define Payables Descriptive Flexfields

Optional

Site

Set the following profile options:

Optional

Site

Install and implement Oracle Internet


Expenses

Required

Site

Set profile options to enable project-related


expense report entry

Required

Site

PA: Transfer DFF with AP


PA: Transfer DFF with PO

Set expense report approval profile options

Optional

Site

Define the Project Expense Report Account Required


Generator

Site

Define a project-related expense report


template in Oracle Payables

Required

Site

Install and implement Oracle Inventory

Required

Site (by Inventory


Organization)

Define project-related transaction types in


Oracle Inventory

Required

Site (by Inventory


Organization)

Install and implement Oracle Project


Manufacturing

Required

Site (by Inventory


Organization)

Install and implement Oracle Time & Labor

Required

Site

Set profile options for project-related


timecards

Optional

Site

Implement client extensions to route and


approve timecards

Optional

Site

Install and implement Oracle

Required

Site

Payables and Purchasing for


integration with Oracle Project
Costing
Set the PA: Pay When Paid profile option to Required
Yes

Responsibility

Set up a document style with complex


payment terms

Required

OU

Enable project for automatic release of pay


when paid invoices

Required

Project Type,
Project

Implement Send AR

Optional

Responsibility

Implement Pay When Paid client extension

Optional

Site

Set the profile option PA: Licensed to Use


Project Billing

Required

Site

Define Receivables System Options

Required

OU

Set up tax in Oracle E-Business Tax and


assign tax classification codes

Required

OU

Notification workflow and enable project for


AR receipt notification

Define payment terms

Required

Site

Define rate schedules

Optional

OU (based on PJF)

Define invoice formats

Required

Site

Define invoice print method

Optional

Site

Define credit types

Required

Site

Define event types

Optional

Site

Design and assign billing assignments

Optional

Site

Define percent complete revenue accrual


and invoicing options

Optional

Site

Set the profile option PA: Maintain Unbilled


Receivables and Unearned Revenue
Balances

Optional

Site

Set the profile option: PA Interface


Unreleased Revenue to GL

Optional

OU (can vary by
OU)

Implement billing extensions

Optional

Site

Implement labor billing extension

Optional

Site

Implement billing cycle extension

Optional

Site

Implement retention billing extension

Optional

Site

Implement automatic invoice


approve/release extension

Optional

Site

Implement the AR transaction type extension Optional

Site

Implement the output tax extension

Optional

Site

Implement the revenue-based cost accrual


extension

Optional

Site

Implement cost accrual billing extension

Optional

Site

Define agreement types

Required

Site

Define agreement templates

Optional

OU

Enter prepayment receivables activities

Optional

OU

Implement funding revaluation factor


extension

Optional

Site

Implement Advanced Required extension

Optional

Site

Define customers

Required

OU

Define custom sources

Optional

Ledger

Define journal line types

Optional

Ledger

Define journal entry descriptions

Optional

Ledger

Define mapping sets

Optional

Ledger

Define account derivation

Optional

Ledger

Define journal lines definitions

Optional

Ledger

Define application accounting definitions

Optional

Ledger

Assign application accounting definitions to a Optional


subledger accounting method

Ledger

Assign a subledger accounting method to a Optional


ledger

Ledger

Update post-accounting program


assignments

Ledger

Optional

Set the profile option PA: Selective Flexfield Required


Segment for AutoAccounting

Site (cannot vary


by OU)

Define accounting for labor revenue

Required

OU
(AutoAccounting
based on PJF)

Define accounting for expense report


revenue

Required

OU
(AutoAccounting
based on PJF)

Define accounting for usage revenue

Required

OU
(AutoAccounting
based on PJF)

Define accounting for miscellaneous


revenue

Required

OU
(AutoAccounting
based on PJF)

Define accounting for burden transaction


revenue

Required

OU
(AutoAccounting
based on PJF)

Define accounting for inventory revenue

Required

OU
(AutoAccounting
based on PJF)

Define accounting for work in process


revenue

Required

OU
(AutoAccounting
based on PJF)

Define accounting for supplier invoice


revenue

Required

OU
(AutoAccounting
based on PJF)

Define accounting for event revenue

Required

OU
(AutoAccounting
based on PJF)

Define accounting for unbilled receivables,


unearned revenue, and receivables

Required

OU
(AutoAccounting
based on PJF)

Define accounting for realized gains

Optional

OU
(AutoAccounting
based on PJF)

Define accounting for realized losses

Optional

OU
(AutoAccounting
based on PJF)

Define accounting for interproject


transactions

Optional

OU
(AutoAccounting
based on PJF)

Define invoice rounding account

Required

OU

Define accounting for invoice write-offs

Required

OU

Define additional expenditure types,


agreement types, billing cycles, invoice
formats, and supplier types for inter-project
billing

Optional

Site

Define an internal supplier for the provider


operating unit

Required

OU

Define an internal customer for the receiver Required


operating unit

OU

Define supplier sites for internal suppliers

Required

OU

Define bill to and ship to sites for internal


customer

Required

OU

Define internal billing implementation options Required

OU

Define provider and receiver controls

Required

OU

In Oracle E-Business Tax, set up tax for


internal Oracle Receivables invoices and
configure for each provider operating unit

Required

OU

In Oracle E-Business Tax, setup tax for


internal Oracle Payables invoices and
configure for each receiver operating unit

Required

Define provider and receiver projects

Required

OU

Define the Supplier Invoice Charge Account Required


for internal invoicing

OU

Implement Payables Open Interface


Workflow

Required

OU

Implement Inter-Project Billing extensions

Optional

Site

Define billing implementation options

Required

OU

Define retention invoice format

Required

OU

Define account for unbilled retention

OU

Install and implement Oracle Receivables

Required

OU

Define transaction types

Required

OU

Set profile options for project invoices

Required

OU

Define Automatic Accounting in Receivables Optional

OU

Define salespersons for sales credit

Optional

OU

Implement Receivables installation override Optional


extension

Site

Implement Receivables installation override Optional


extension

Site

Set the profile option PA: Licensed to Use


Oracle Project Resource Management

Required

Site

Define additional requirement statuses,


candidate statuses, assignment approval
statuses, and assignment scheduling
statuses.

Optional

Site

Set the requirement status, candidate status,


and assignment status profile options

Site

Define advertisement rules

Optional

Site

Define team templates

Optional

Site

Define staffing priority codes

Optional

Site

Implement assignment approval workflow

Optional

Site

Implement assignment approval workflow


extensions

Optional

Site

Implement candidate notification workflow

Optional

Site

Implement candidate notification workflow


extension

Optional

Site

Define forecasting options

OU

Projects
Implementation
Super User

Implement Discoverer reporting

Required

Site

Perform Oracle Discoverer post-installation


tasks

Required

Site

Required

Site

System
Administrator

Enable workplan structure and workplan


versioning

Optional

OU

Define additional progress statuses

Optional

Projects
Implementation
Super User

Define work items

Optional

Site

Define workplan change reasons

Optional

Site

Set the profile option PA: Task Managers


Must be Project Members

Optional

Site

Set the profile option PA: Workplan Tasks


Default View

Optional

Site

Implement workplan workflow extension

Optional

Site

Enable Deliverables on Project Templates

Required

OU

Define a Deliverable Type

Required

Site

Define a deliverable status

Optional

Site

Implement Supply Chain Integration

Optional

Site

Implement Billing Integration

Optional

OU

Define financial plan types

Required

Site

Create additional period profiles

Optional

Site

Create additional spread curves

Optional

Site

Define planning resources

Optional

Site

Define resource breakdown structures

Optional

Site

Define planning rate schedules

Optional

OU

Define budget change reasons

Optional

Site

Implement integration with Microsoft Excel

Optional

Site

Define additional budget types

Optional

Site

Define additional budget entry methods

Optional

Site

Implement budgetary controls

Optional

Site

Implement budget integration

Optional

Site

Implement integration with the Budget


Execution module

Optional

Site

Implement client extensions for budgeting


and forecasting

Optional

Site

Implement workflow for budgeting and


forecasting

Optional

Site

Define control item classifications

Required

Site

Define control item statuses

Optional

Site

Define control item status lists

Optional

Site

Define additional control item priorities, level Optional


of effort, and source types

Site

Define control item types

Site

Required

Implement control item numbering extension Optional

Site

Implement issue and change workflow


extension

Optional

Site

Implement Microsoft Project integration

Required

Site

Define global business intelligence profile


options

Required

Site

Set default project performance reporting


options

Optional

Site

Define project performance reporting setup


options

Required

Site

Define custom measures

Optional

Site

Define page layouts

Optional

Site

Define row sets

Optional

Site

Create custom reports

Optional

Site

Define key performance areas

Optional

Site

Define performance statuses and indicators Optional

Site

Define performance rules

Required

Site

Define key performance area scoring rules

Required

Site

Configure e-mail notifications for automated Optional


status reports

Site

Schedule generation of exceptions and email notifications, and calculation of scores

Optional

Site

Set reporting pack address options

Required

Site

Set reporting pack processing option

Optional

Site

Create additional report templates

Optional

Site

Define reporting pack

Required

Site

Schedule the generation and distribution of


reports

Required

Site

Site

Projects
Implementation
Super User

Define display columns

Optional

Site

Implement commitments from external


systems

Optional

Site

Implement custom reporting strategy

Optional

Site

Implement commitment changes extension

Optional

Site

Implement project status inquiry extension

Optional

Site

Define additional project status report


sections

Optional

Site

Optional

Site

Project Super User

Define additional report types

Optional

Site

Optional

Site

Projects
Implementation
Super User

Define additional reporting cycles

Optional

Site

Define project status report reminder rules

Optional

Site

Define project status report workflow


extension

Optional

Site

Required

Site

System
Administrator

Define additional team member home page Optional


layouts

Site

Set the profile option PA: Team Home Page Optional


Layout

Site

Responsibility

Description of the setup

General Ledger Setup


System Administrator

Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
System Administrator

Allow MOAC entry


Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User
Projects Implementation
Super User
System Administrator
Projects Implementation
Super User

Projects Implementation
Super User
Projects Implementation
Super User

Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User

Projects Implementation
Super User
System Administrator

Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User

Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Project Super User
Project Super User
System Administrator
System Administrator
System Administrator
System Administrator
Projects Implementation
Super User
Projects Implementation
Super User

System Administrator

System Administrator
Projects Implementation
Super User
Project Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Project Super User
Project Super User
Project Super User
Projects Implementation
Super User
Projects Implementation
Super User

System Administrator

System Administrator
System Administrator
System Administrator

Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
System Administrator

System Administrator
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
System Administrator

System Administrator

Projects Implementation
Super User
Projects Implementation
Super User
Project Super User

Project Super User


Projects Implementation
Super User

Project Super User

Defined in PLM
Projects Implementation
Super User
Projects Implementation
Super User
System Administrator
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User

Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User

Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User

Projects Implementation
Super User
Projects Implementation
Super User
Workflow Builder
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
System Administrator
Projects Implementation
Super User
Projects Implementation
Super User
System Administrator

System Administrator

Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User

Defined in Oracle Payables


or Oracle Purchasing
Projects Implementation
Super User
Defined in Oracle Payables
or Oracle Purchasing
Projects Implementation
Super User
Projects Implementation
Super User
Tax Managers

Tax Managers

Projects Implementation
Super User
Projects Implementation
Super User

Projects Implementation
Super User
Projects Implementation
Super User
Workflow Builder

Workflow Builder
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User

System Administrator
Workflow Builder

Workflow Builder
Workflow Builder

Projects Implementation
Super User
Payables Manager
Payables Manager
System Administrator

Internet Expenses
System Administrator

System Administrator
Workflow Builder
Payables Manager

Inventory

Oracle Time & Labor


System Administrator
Projects Implementation
Super User
System Administrator

System Administrator
Purchasing Implementation
User
Projects Implementation
User
Projects Implementation
Super User
Projects Implementation
Super User
System Administrator
Receivables Manager
(Defined in Oracle
Receivables)
Projects Implementation
Super User

Projects Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects

Implementation
Super User
System Administrator

System Administrator

Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User

Projects

Implementation
Super User
Projects
Implementation
Super User
Projects
Implementation
Super User
Projects

Implementation
Super User
Projects
Implementation
Super User
Projects Implementation
Super User

Receivables Super User


Projects Implementation
Super User

Receivables Manager
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User

Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User

Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User

Purchasing Super User,


Payables Manager
Defined in Oracle Payables
or Purchasing

Receivables Manager
Purchasing Super User,
Payables Manager
Defined in Oracle Payables
or Purchasing

Receivables Manager
Projects Implementation
Super User

Projects Implementation
Super User
Tax Managers

Projects Implementation
Super User
Workflow Builder

Workflow Builder
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Receivables Manager
Defined in Oracle
Receivables
Receivables Manager
Defined in Oracle
Receivables
System Administrator
Receivables Manager
Defined in Oracle
Receivables
Receivables Manager
Defined in Oracle
Receivables
Receivables Manager

Defined in Oracle
Receivables
System Administrator

Projects Implementation
Super User

System Administrator

Project Super User


Project Super User
Projects Implementation
Super User

Project Super User

Projects Implementation
Super User
Projects Implementation
Super User

System Administrator

System Administrator
System Administrator
Project Super User
Project Super User
Projects Implementation
Super User

Projects Implementation
Super User
Project Super User
Project Super User
Project Super User
Project Super User
Project Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User
Projects Implementation
Super User

Projects Implementation
Super User
Projects Implementation
Super User
Project Super User
Projects Implementation
Super User
Project Super User

Project Super User


System Administrator
System Administrator
Project Super User
Project Super User
Project Super User
Project Super User
Project Super User
Project Super User
Project Super User
Project Super User

Projects Implementation
Super User

System Administrator
System Administrator
XML Publisher
Administrator
Project Super User
Project Super User

Projects Implementation
Super User

Project Super User

Project Super User

Projects Implementation
Super User
Project Super User

Project Super User


System Administrator