2005 Solution Beacon, LLC. All Rights Reserved.

New Features
Oracle Projects
Session Leader
Ronda Ellis, Solution Beacon
TRA!L to TEXAS
sm
Release 11i Workshops
NorCal OAUG / San Ramon, CA + NEOAUG / Worcester, NA +
SROAUG / Los Angeles, CA + CSOAUG / St. Louis, NO +
!OUG / Orlando, FL +
www.solutionbeacon.com
2
2005 Solution Beacon, LLC. All Rights Reserved.
!ntroductions / Experiences

20 Years of Business and Accounting
20 Years of Business and Accounting

10 years
10 years
utilizing and implementing Oracle
utilizing and implementing Oracle
Applications.
Applications.

Participated in various project roles that
Participated in various project roles that
include: Project Nanager, Project Lead, and
include: Project Nanager, Project Lead, and
Nodule lead.
Nodule lead.

Commercial and Public Sector
Commercial and Public Sector
implementations from 10./
implementations from 10./
-
-
11
11
i
i
3
2005 Solution Beacon, LLC. All Rights Reserved.
Project Nanagement Suite

The purpose of Oracle Projects is to
The purpose of Oracle Projects is to
track and control work or activity as it
track and control work or activity as it
relates to a project. !n addition
relates to a project. !n addition
project accounting provides financial
project accounting provides financial
data for project managers and
data for project managers and
financials reporting team.
financials reporting team.
+
2005 Solution Beacon, LLC. All Rights Reserved.
Overview of Oracle Projects
Copyright Oracle Corporat ion, 2000. All right s reserved.

Overview of Oracle Projects

Overview of Oracle Projects
Perform
server and
client side
inst allation
Implement Oracle Projects
Set up project types, expense types,
project PA periods, AutoAccounting
rules, and so on.
Close
project
Use Project
Record actuals against project
Release and approve transactions
Cost transactions (that is,
determine dollar amount and
proper account)
Summarize
Identify and review variances
Process revenue/invoice
transactions
Perform analysis/reporting
Create
project
Maintain
project
Revise
project
One Time
Many Times
5
2005 Solution Beacon, LLC. All Rights Reserved.
Projects !nterfaces
Copyright Oracle Corporat ion, 2000. All right s reserved.

Oracle Projects Interfaces

Oracle Projects Interfaces
MFG Resource
Costs
Reference
Employees and
Organizations
Plan
Actuals
Timecards
Import
Accounts
Payable
Purchasing
Oracle Projects
General Ledger
Post Usage Distribution Post Labor Distribution

Usages
Supplier Invoices,
Invoice Adjustments
Post Revenue
Invoices
Expense Reports
Post Actual Expense
Adjustments
Report Committed Costs
Accounts
Receivable
Timecards
Assets
Fixed Assets
Oracle
Human
Resources
Payroll
Service
External
Transaction
Project
Management
Reference
Customers
Oracle
Inventory
Issues and Receipts
Work
In
Process
Oracle
WorkFlow
Data
Warehouse
6
2005 Solution Beacon, LLC. All Rights Reserved.
Projects Usage

Typical Process Flow
Typical Process Flow

Creation of a project
Creation of a project

Enter a budget against the new project
Enter a budget against the new project

Collect transactions (
Collect transactions (
Actuals
Actuals
) against a
) against a
project
project

Run Process costs, revenue and invoice
Run Process costs, revenue and invoice
activity
activity

Process/Capitalize assets cost
Process/Capitalize assets cost

Perform reporting/analysis
Perform reporting/analysis
/
2005 Solution Beacon, LLC. All Rights Reserved.
Project Costing Flow
Copyright Oracle Corporat ion, 2000. All right s reserved.

Project Costing Flow

Project Costing Flow
Collect costs Place asset
in service
Enter
preapproved
expenditures
Enter
Reqs/
POs in
PO
Define projects
Comprehensive online inquiry and reporting
Identify
business
terms and
rules
Adjustments
Interface
to Oracle
Assets
Interface
Distribute
costs
Interface
Import to
G/L
Enter
supplier
invoices
External
Trans
Enter Time
Baseline
budget
Enter
budget
Transaction
import
Upload
Review
and adjust
asset
lines
Generate
asset
lines
Enter
project
Define
assets
8
2005 Solution Beacon, LLC. All Rights Reserved.
Project Resource Nanagement -
11.5.6
Project Contracts - 11.5.5
Projects Foundation - 11.5.8
Project Nanagement - 11.5.9
Project Collaboration - 11.5.9
Projects - New Products
9
2005 Solution Beacon, LLC. All Rights Reserved.
Projects Features
Oracle Tracking Tools Oracle Tracking Tools
Cost Collection and calculation capabilities Cost Collection and calculation capabilities
Allocations and allocation sets Allocations and allocation sets
Project asset creation Project asset creation
Flexible revenue accrual and invoicing Flexible revenue accrual and invoicing
On On- -line reporting line reporting
Full Adjustment capabilities Full Adjustment capabilities
Nulti Nulti- -National, multi National, multi- -organization organization
Oracle and Non Oracle and Non- -Oracle !ntegration Oracle !ntegration
10
2005 Solution Beacon, LLC. All Rights Reserved.
Project Tracking Tools
Copyright Oracle Corporat ion, 2000. All right s reserved.

Project-Tracking Tools
Project-Tracking Tools
Define
projects
Define Define
projects projects
Define
terms and
rules
Collect
costs
Place
asset in
service
Other
Oracle and
non-Oracle
applications
Recognize
revenue
Generate
invoice
Comprehensive online inquiry and reporting Comprehensive online inquiry and reporting
Full adjustment capabilities Full adjustment capabilities
11
2005 Solution Beacon, LLC. All Rights Reserved.
Cross-Charging Shared Resources
!nter Company - generates AR and AP invoices
!nter Operating Unit
!nter Organization
New fields
User specified Billable/Capitalizable
User specified Expenditure reference
User specified Original Transaction Reference
Descriptive Flexfield validation
Adjusting/Reversing Transactions
New Forms
Projects !mplementation Super User
Project Nanager
Projects Features
12
2005 Solution Beacon, LLC. All Rights Reserved.
Projects Functionality
!nter !nter- -Project Billing (Sub Project Billing (Sub- -
contractors) contractors)
Project Allocations Project Allocations - -
including step including step- -down down
!mport transactions as !mport transactions as
accounted accounted
!ntegration with Self !ntegration with Self- -Service Service
Expenses, Purchasing, Time Expenses, Purchasing, Time
Nanagement, Payroll Nanagement, Payroll
Activity Nanagement Activity Nanagement
Gateway Gateway - - integration with integration with
3rd party packages for 3rd party packages for
budgets/reporting budgets/reporting
Oracle Project Connect Oracle Project Connect
( (NicroSoft NicroSoft Project) Project)
!ncur costs in any currency !ncur costs in any currency
Transaction currency Transaction currency
amount amount
Functional currency Functional currency
amount amount
Project currency amount Project currency amount
!nvoice Customers in any !nvoice Customers in any
currency currency
Tax Code by !nvoice Line Tax Code by !nvoice Line
Project Project
Expenditure Type/Event Expenditure Type/Event
Type Type
Customer Customer
Customer Site Customer Site
Receivables System Receivables System
Options Options
13
2005 Solution Beacon, LLC. All Rights Reserved.
Oracle Project Connect
Copyright Oracle Corporat ion, 2000. All right s reserved.

Overview of Oracle Project Connect

Overview of Oracle Project Connect
Define
project/tasks
Assign
Resources
Schedule
Project
Status Progress
Define
project/tasks
Distribute and
summarize
Costs/Rev.
Define
Resources
Collect
Transactions
Capitalize Costs
Generate Rev.
Project/Task Data Project/Task Data
Resource Lists Resource Lists
Budget (Baseline/Cost) Budget (Baseline/Cost)
Forecast Plan Forecast Plan
Actual Costs/Rev. Actual Costs/Rev.
% Complete % Complete
Microsoft Project Microsoft Project Oracle Projects Oracle Projects
1+
2005 Solution Beacon, LLC. All Rights Reserved.
Project Costing

Project Costing provides:
Project Costing provides:

A central repository for collecting
A central repository for collecting
and tracking data
and tracking data

Creates a division between project
Creates a division between project
management and financial
management and financial
management
management

A way to provide timely, detailed
A way to provide timely, detailed
information pertaining to a project
information pertaining to a project
15
2005 Solution Beacon, LLC. All Rights Reserved.
Projects - New 11.5.10
Oracle Project Management Oracle Project Management
Project Status Reporting Enhancement Project Status Reporting Enhancement
Gantt Chart Section Gantt Chart Section
Oracle Project Resource Management Oracle Project Resource Management
Scheduling Enhancement Scheduling Enhancement
Enhanced Work Pattern Update for Team Enhanced Work Pattern Update for Team
Roles Roles
Oracle Project Costing Oracle Project Costing
Oracle Purchasing and Oracle Payables Oracle Purchasing and Oracle Payables
Integration Enhancements Integration Enhancements
Shared Procurement Services Enhancements Shared Procurement Services Enhancements
Retroactive Price Adjustments Retroactive Price Adjustments
Oracle Project Foundation Oracle Project Foundation
Opportunity to Project Integration Opportunity to Project Integration
16
2005 Solution Beacon, LLC. All Rights Reserved.
Projects - New 11.5.10 Program
changes/Updates
New Programs New Programs
PRC: Manage Project Requests and Maintain Projects PRC: Manage Project Requests and Maintain Projects
Changed Programs Changed Programs
Interface Cross Charge Distributions to General Interface Cross Charge Distributions to General
Ledger Ledger
Interface Labor Costs to General Ledger Interface Labor Costs to General Ledger
Interface Revenue to General Ledger Interface Revenue to General Ledger
Interface Supplier Costs Interface Supplier Costs
Interface Total Burdened Cost to General Ledger Interface Total Burdened Cost to General Ledger
Interface Usage and Miscellaneous Costs to General Interface Usage and Miscellaneous Costs to General
Ledger Ledger
Transaction Import Transaction Import
1/
2005 Solution Beacon, LLC. All Rights Reserved.
Projects - Pre 11.5.9
Cross Project security split Cross Project security split
between view and update between view and update - -
11.5.+ 11.5.+
Budgetary controls Budgetary controls - - 11.5./ 11.5./
Bottom Bottom- -up budgeting up budgeting - -
Project budgets create GL Project budgets create GL
budget budget JE JE' 's s - - 11.5./ 11.5./
Top Top- -down budgeting down budgeting - -
Project budgets are linked Project budgets are linked
to GL encumbrance to GL encumbrance - -
11.5./ 11.5./
!nterface Supplier !nterface Supplier
Discounts Discounts - - 11.5.8 11.5.8
!nterface Receipt Accruals !nterface Receipt Accruals
- - 11.5.8 11.5.8
Accruals/Reversals Accruals/Reversals - - 11.5.8 11.5.8
Operating Unit added to Operating Unit added to
Acct Gen Acct Gen - - 11.5.8 11.5.8
Customer Billing Retention Customer Billing Retention
- - 11.5.8 11.5.8
Unbilled Unbilled
Receivables/Unearned Receivables/Unearned
Revenue report Revenue report - - 11.5.8 11.5.8
Profile option Profile option - -
transfer to GL yes/no transfer to GL yes/no
Adjust Revenue after Adjust Revenue after
Project period closes Project period closes - -
11.5.8 11.5.8
Fund projects across Fund projects across
operating units operating units - - 11.5.8 11.5.8
18
2005 Solution Beacon, LLC. All Rights Reserved.
Project Costing New Features -
11.5.9

Labor Costing Enhancements
Labor Costing Enhancements

Labor Cost Rates
Labor Cost Rates
-
-
by Employee or Job
by Employee or Job

Labor Costing Rules by Organization
Labor Costing Rules by Organization
Rate Schedules Rate Schedules
Costing Rules Costing Rules
Organization Labor Costing Rules Organization Labor Costing Rules

Expenditure Enhancements
Expenditure Enhancements

!mproved Error Handling in Transaction
!mproved Error Handling in Transaction
!mport
!mport

Pre
Pre
-
-
Approved Expenditure Entry Excel
Approved Expenditure Entry Excel

Cross Charge Enhancements
Cross Charge Enhancements

Burdening Enhancements
Burdening Enhancements
19
2005 Solution Beacon, LLC. All Rights Reserved.
Project Billing

Project Billing entails:
Project Billing entails:

Simplified customer invoicing
Simplified customer invoicing

Flexible accrual recognition
Flexible accrual recognition

Performance and profitability
Performance and profitability
measurements
measurements

!ntegration with Oracle Receivables
!ntegration with Oracle Receivables
20
2005 Solution Beacon, LLC. All Rights Reserved.
Project Billing New Features -
11.5.9
Funding Enhancements Funding Enhancements
Funding Revaluation Funding Revaluation
Funding/Budgets in NRC Funding/Budgets in NRC
Bill Rate Enhancements Bill Rate Enhancements
Billing Discount Override Billing Discount Override
!nvoicing Enhancements !nvoicing Enhancements
!mport Error Handling for Credit Nemos in PRC: !mport Error Handling for Credit Nemos in PRC:
!nterface Draft !nvoices to Receivables !nterface Draft !nvoices to Receivables
Revenue Enhancements Revenue Enhancements
Choice of Bill Transaction Currency for Cost Choice of Bill Transaction Currency for Cost
Based Revenue Amounts Based Revenue Amounts
21
2005 Solution Beacon, LLC. All Rights Reserved.
Project Contracts New Features -
11.5.9

User Defined Line Styles
User Defined Line Styles

User Defined Terms and Conditions
User Defined Terms and Conditions

Nultiple Contract value Buckets with
Nultiple Contract value Buckets with
value Rollup
value Rollup

Nulti
Nulti
-
-
Dimensional Funding !nquiry
Dimensional Funding !nquiry
22
2005 Solution Beacon, LLC. All Rights Reserved.
Project Resource Nanagement

The Project Resource Nanagement
The Project Resource Nanagement
tool is an integrated solution providing
tool is an integrated solution providing
project staffing to help you manage
project staffing to help you manage
project resource needs, profitability,
project resource needs, profitability,
and organization utilization by locating
and organization utilization by locating
and deploying qualified resources to
and deploying qualified resources to
your projects across the enterprise.
your projects across the enterprise.
23
2005 Solution Beacon, LLC. All Rights Reserved.
Project Resource Nanagement -
11.5.9

Resource Enhancements
Resource Enhancements

Resource Search based Provisional
Resource Search based Provisional
Availability, Location, Work Preferences
Availability, Location, Work Preferences
and Competence groupings
and Competence groupings

Scheduling Enhancements
Scheduling Enhancements

Reflects past available and overcommitted
Reflects past available and overcommitted
resources information
resources information

Reporting Enhancements
Reporting Enhancements

Team Role Details Workbook
Team Role Details Workbook

Discoverer Super User Security by
Discoverer Super User Security by
Workbook
Workbook
2+
2005 Solution Beacon, LLC. All Rights Reserved.
Project Nanagement Tool

The Project Nanagement tool provides
The Project Nanagement tool provides
project managers the visibility and
project managers the visibility and
controls they need to deliver their
controls they need to deliver their
projects successfully, improve
projects successfully, improve
profitability, and operate more
profitability, and operate more
efficiently. Project managers can now
efficiently. Project managers can now
take the project through the lifecycle
take the project through the lifecycle
of planning, execution to final
of planning, execution to final
completion.
completion.
25
2005 Solution Beacon, LLC. All Rights Reserved.
Project Nanagement New
Features - 11.5.9
Workplan Workplan Nanagement Nanagement
Creation, Approval and Publication Creation, Approval and Publication
Workplan Workplan versioning versioning
Progress Nanagement Progress Nanagement
!nformation Rollup !nformation Rollup
Centralized or Decentralized Progress Collection Centralized or Decentralized Progress Collection
Budgeting and Forecasting Budgeting and Forecasting
Budget and Forecast excel entry Budget and Forecast excel entry
Budget and Forecast entry in any currency Budget and Forecast entry in any currency
Change documents into Budgets or Forecast Change documents into Budgets or Forecast
!ntegration with Nicrosoft Project !ntegration with Nicrosoft Project
Simple Web Based Use Simple Web Based Use
Role Based Security Support Role Based Security Support
Workplan Workplan and Progress !ntegration and Progress !ntegration
26
2005 Solution Beacon, LLC. All Rights Reserved.
Project Nanagement New
Features - 11.5.9 (cont'd)
Change Nanagement Change Nanagement
Change Orders Change Orders
Change Requests Change Requests
!ssue Nanagement !ssue Nanagement
!ssue Creations and Resolution !ssue Creations and Resolution
Document Nanagement Document Nanagement
Financial Control and Performance Reporting Financial Control and Performance Reporting
Expenditure Review Expenditure Review
Billing Review and Approvals Project Performance Billing Review and Approvals Project Performance
Reporting Reporting
2/
2005 Solution Beacon, LLC. All Rights Reserved.
Project Collaboration

The Project Collaboration functionality
The Project Collaboration functionality
streamlines team collaborations and
streamlines team collaborations and
execution of project work. Which relies on a
execution of project work. Which relies on a
single source of accurate and timely project
single source of accurate and timely project
information, globally dispersed team
information, globally dispersed team
members can raise and resolve issues.
members can raise and resolve issues.
28
2005 Solution Beacon, LLC. All Rights Reserved.
Project Collaboration New
Features - 11.5.9

Team Nember Home
Team Nember Home

Communicate Task Progress
Communicate Task Progress

Collaborative !ssue Resolution
Collaborative !ssue Resolution

Provides Ouick Access to Common
Provides Ouick Access to Common
Functions
Functions

Desktop !ntegration
Desktop !ntegration
29
2005 Solution Beacon, LLC. All Rights Reserved.
Project Foundation

The Project Foundation functionality
The Project Foundation functionality
provides a common foundation across
provides a common foundation across
all Project products.
all Project products.
30
2005 Solution Beacon, LLC. All Rights Reserved.
Project Foundation New
Features - 11.5.9
Project Structure Project Structure
Financial Structure Financial Structure
Workplan Workplan Structure Structure
Project and Task Date Enhancements Project and Task Date Enhancements
Transaction Dates Transaction Dates
Target Dates Target Dates
Schedule Dates Schedule Dates
Baseline Dates Baseline Dates
Estimated Dates Estimated Dates
Actual Dates Actual Dates
Project Security Enhancements Project Security Enhancements
Project Access Level Project Access Level
Long Name for Projects and Tasks Long Name for Projects and Tasks
Project view and Project List Enhancements Project view and Project List Enhancements
Project Sets Project Sets
31
2005 Solution Beacon, LLC. All Rights Reserved.
Ronda Ellis Ronda Ellis
rellis@solutionbeacon.com rellis@solutionbeacon.com
www.solutionbeacon.com www.solutionbeacon.com
Hope you enjoyed this Release 11i sessionl Hope you enjoyed this Release 11i sessionl
Remember: Remember:
KISS
KISS
Keep It Simple and Keep It Simple and Supportable Supportable
sm sm
O8A