Oracle Projects Key tables in Oracle Apps R12

The blog provides the main tables to be used for Oracle Projects in Oracle Apps R12. 

Oracle Projects TableOracle Projects Table Description
PA_PROJECTS_ALLProvides the Oracle Projects highest units of work
PA_PROJECT_STATUSESProvides the Oracle Projects Status details
PA_TASKSProvides the Oracle Projects Task classification details
PA_TASK_TYPESProvides the Oracle Projects Task Types
PA_PROJECT_TYPES_ALLProvides the Oracle Projects implemented 
PA_PROJECT_ASSIGNMENTSProvides the Oracle Projects Assignment details
PA_PROJECT_ASSETS_ALLProvides  assets information defined for capital projects.
PA_PROJECT_CLASSESProvides the class codes of class categories to classify projects.
PA_PROJECT_ROLE_TYPESProvides the Implementation-defined responsibilities or positions assigned to employees in oracle projects  
PA_TRANSACTION_INTERFACE_ALLProvides the interface table to import transactions from external sources into Oracle Projects.
PA_TRANSACTION_SOURCESProvides the implementation-defined sources of imported transactions originating in an external system.
PA_IMPLEMENTATIONS_ALLProvides the configuration of an Oracle Projects installation
PA_ACTION_SETSProvides action set templates and belonging to an object like projects, requirements, etc.
PA_ACTION_SET_LINESProvides  action set lines associated  to an action set or an action set template
PA_ACTION_SET_TYPESProvides action set types attributes
PA_AGREEMENTS_ALLProvides customer contracts that serve as the basis for work authorization
PA_AGREEMENT_TYPESProvides  the Implementation-defined classifications of customer agreements.
PA_BILL_RATES_ALLInformation about bill rates and markups of standard bill rate schedules.
PA_BUDGETSProvides budgets information
PA_BUDGET_LINESProvides detail lines of project and task budgets.
PA_BUDGET_TYPESProvides  the implementation-defined classifications for  budgets types used for different business purposes.
PA_CLASS_CATEGORIESProvides the implementation-defined categories for classifying projects.
PA_CLASS_CODESProvides  the implementation-defined values within class categories that can be used to classify projects
PA_EVENTSProvides  the entries assigned to tasks for generating revenue and/or billing though not directly related to expenditure items
PA_EVENT_TYPESProvides the implementation-defined event classifications 
PA_EXPENDITURES_ALLProvides the expenditure items group for an expenditure period
PA_EXPENDITURE_CATEGORIESProvides  the Implementation-defined expenditure types  grouping based on cost type
PA_EXPENDITURE_ITEMS_ALLProvides the smallest units of expenditure charged to projects and tasks
PA_EXPENDITURE_TYPESProvides the Implementation-defined expenditures classifications charged to projects and tasks
PA_PERIODS_ALLProvides the Implementation-defined periods to measure performance
PA_RBS_DENORMProvides the normalized resource breakdown structure details
PA_RBS_ELEMENTSProvides the RBS element  and the parent-child relationship details
PA_RESOURCESProvides the resources used in budgeting and project summary amounts
PA_ROLE_LISTSProvides the lists of roles defined with the system
PA_SCHEDULESProvides the schedule details for requirements and assignments. It also displays calendar schedules
PA_BATCH_SOURCESProvides the Oracle Projects Batch Source details
PA_BC_BALANCESProvides the Oracle Projects Budget Costing Balances
  
  
PA_ALLOC_SOURCE_LINES   Provides the Oracle Projects Source Line allocations
PA_ALLOC_TARGET_LINESProvides the Oracle Projects Target Line allocations
PA_ALLOC_TXN_LINESProvides the Oracle Projects Transaction Line allocations
PA_ALLOC_EXCEPTIONSProvides the exceptions related to the Oracle Project allocation 
PA_ALLOC_GL_LINESProvides the Oracle Projects Lines allocated for GL Processing
PA_ALLOC_MISSING_COSTSProvides the Oracle Projects Lines missing the costing 
PA_ALLOC_RESOURCESProvides the resources in Oracle Projects allocation
PA_ALLOC_RULES_ALLProvides the Rules defined for Oracle Projects
SELECT PPTA_TBL.PROJECT_TYPE ,
PPTA_TBL.CREATION_DATE ,
PPTA_TBL.START_DATE_ACTIVE ,
PPTA_TBL.END_DATE_ACTIVE ,
PPTA_TBL.BURDEN_COST_FLAG
FROM PA.PA_PROJECT_TYPES_ALL PPTA_TBL;

Project Costing and Project Billing Setup in Oracle Projects R12

Project Costing Implementation Options in Oracle Apps R12

The below options are to be enabled for the Project Costing in the Oracle Apps R12

Costing Implementation Options  Costing Implementation Values
Expenditure Cycle Start Day

indicates the projects 7 day expenditure week 

Start Day – Monday

Week Ending Date is Sunday to be reflected in all expenditures including timecards and expense reports.

Enable Overtime Calculation

indicates if the system needs to calculate and charge overtime hours

Enabled

Interface Cost to GL

indicates if the costing need to be recorded in General Ledger 

Interface Labor Costs            Enabled

Interface Usage Costs            Enabled

Expenditure / Event Organization Hierarchy

indicates that the organization is mapped to the Organization Hierarchy and associated with Operating Unit

Project Billing Implementation Options in Oracle Apps R12

  • Oracle Projects allows to define the Journal Entry Sources and Journal Entry Categories for capturing revenue transactions to General Ledger Posting.
  • Auto Numbering of the Invoice Number in the Oracle Projects
  • In case of Manual Invoice Number , the below given setting are to be updated
  • Oracle Projects allows to process the Projects Invoice Number at project invoice collection organization level, by default it is Enabled
  • If the Oracle Projects invoices for a particular operating unit (OU)  to be processed using the Oracle Projects seeded transaction types, then Centralized Invoice Processing should not be Enabled
  • Oracle Projects allows Project Invoices to be Interfaced to Oracle Receivables by enabled the Invoices Batch Source
Billing Implementation Options Billing Implementation Values
Interface Revenue to GL  Enabled 
Invoice Numbering

Invoice Numbering Method – Manual

Invoice Number Type – Alphanumeric

Centralized Invoice Processing Enabled
Invoices Batch Source PROJECTS INVOICES

Control functions and options in Oracle Projects R12

Control Functions Supported at Projects and Task Level 

The Oracle Projects allow user to perform the multiple activities / functions which are categorized as Top Task, Lowest Task or at Project Level.

Oracle Projects Functions Project Level  Top Task Level  Lowest Task Level
For All Projects             
Budgeting  Enabled  Enabled  Enabled 
Transaction Entry     Enabled
Customer Entry Enabled    
For Capital Projects      
Asset Definition Enabled    
Asset Assignments Enabled  Enabled  Enabled 
For Contract Projects      
Funding from Customer Agreements Enabled Enabled  
Event Entry Enabled Enabled  
Invoice Generation Enabled    

Oracle Projects Options supported at Projects and Task Level

The Oracle Apps R12 allows users to apply the specific Project and Task Level options to to control how Oracle Projects are to be processed.  

Project / Task Options Project Level Top Task  Mid Task Lowest Task
Classifications Enabled      
Customers &Contacts Enabled      
Key Members Enabled      
Organization Overrides Enabled      
Resource List Assignments Enabled      
Transaction Control  Enabled     Enabled
Costing Burden Schedule Enabled Enabled Enabled Enabled
Burden Schedule Overrides Enabled     Enabled
Asset Information        
Assets Enabled      
Assets Assignment Enabled Enabled   Enabled
Billing Information        
Billing Setup Enabled      
Billing Assignments Enabled Enabled    
Credit Receivers Enabled      
Bill Rates & Overrides        
Billing Schedules Enabled Enabled Enabled Enabled
Employee Bill Rate Overrides Enabled     Enabled
Job Bill Rate Overrides Enabled     Enabled
Labor Multipliers Enabled     Enabled
Job Assignment Overrides Enabled     Enabled
Job Billing Title Overrides Enabled     Enabled
Non-Labor Bill Rate Overrides Enabled     Enabled

Oracle Projects basic concepts in Oracle Apps R12

The blog provides the Oracle Projects basic concepts for configuring the Project Structure in Oracle Apps R12 which includes Work Breakdown Structure (WBS), Oracle Project Types, Oracle Project Numbering and Oracle Project Organization Hierarchy.

The Oracle Projects allows users to breakdown the Activity into multiple tasks. These tasks are assigned to the Oracle Projects .

Work Breakdown Structure (WBS) in Oracle Projects

The Oracle Projects manages the tasks hierarchy called as Work Breakdown Structure (WBS).  The WBS can be divided into below given categories:

  • Top Task : The Parent Task under which child tasks be mapped
  • Mid Task:  The intermediate Task which is neither a Parent Task nor a Child Taks
  • Lowest Task: The Child Task

 Project Types in Oracle Projects

A Project Type in the Oracle Projects allows users to manage the Oracle Projects Processing with the usage of Default Project Setup for Reporting and Auto Accounting purposes.  A Project Type the below details 

  • Project Class Details (Indirect, Capital or Contract) for creating tasks
  • Project Status 
  • Burdening Cost Details
  • Burden Cost Accounting Parameters
  • Default Budget Control 
  • Asset Capitalization details for Capital Project Type
  • Distribution Rule details for Contract Project Type
  • Billing Details ( Billing Cycle, Billing Schedules ,Invoice formats) for Contract Project Type
  • Billing Assignment for Contract Project Type
  • Workflow parameters

 Project Numbering in Oracle Projects

The Oracle Apps R12 provides the Automatic Project Numbering instead of entering Project Numbers manually. Project Numbering is numeric , sequentially numbered and does not contains letters or special characters. 

To enter the project numbers manually with alphanumeric characters, set the below options

Project Numbering Method – Manual

Project Number Type – Alphanumeric

Project / Task Organization Hierarchy in Oracle Projects

Each Oracle Projects created in the Oracle Apps R12 is mapped to the Operating Unit to ensure which organization controls the Projects and Tasks for a particular Oracle Project. The below points need to be considered:

  • The organization must mapped to the Organization Hierarchy  mapped to a particular Operating Unit
  • The project or task level organization classification should be enabled
  • The organization must be allowed to create Oracle Projects using Project and Task
  •  The organization should be Active in the system

Project/Task Owning Organization Hierarchy          Oracle Projects

Version Number                                                                 1

Start Organization                                                              XYZ Corporation

 

 


Oracle Projects Rejected PO in Oracle Apps R12

The blog provides the Oracle Apps R12 SQL Query to retrieve the Oracle Projects rejected Purchase Order based on Project_id and Task_id parameters

SELECT PO_HEADERS_ALL_TBL.SEGMENT1,
PO_HEADERS_ALL_TBL.AUTHORIZATION_STATUS,
PO_HEADERS_ALL_TBL.CREATION_DATE,
PO_HEADERS_ALL_TBL.LAST_UPDATE_DATE,
(SELECT PA_PROJECTS_ALL_TBL.SEGMENT1
FROM APPS.PA_PROJECTS_ALL_TBL_PROJECTS_ALL PA_PROJECTS_ALL_TBL
WHERE PA_PROJECTS_ALL_TBL.PROJECT_ID = PO_DIST_ALL_TBL.PROJECT_ID) PROJECT_NAME,
(SELECT TASK_NAME
FROM APPS.PA_PROJECTS_ALL_TBL_TASKS PA_PROJECTS_ALL_TBL_TASKS_TBL
WHERE PA_PROJECTS_ALL_TBL_TASKS_TBL.PROJECT_ID = PO_DIST_ALL_TBL.PROJECT_ID
AND PA_PROJECTS_ALL_TBL_TASKS_TBL.TASK_ID = PO_DIST_ALL_TBL.TASK_ID) TASK_NAME
FROM APPS.PO_HEADERS_ALL PO_HEADERS_ALL_TBL,
APPS.PO_LINES_ALL PO_LINES_ALL_TBL,
APPS.PO_DISTRIBUTIONS_ALL PO_DIST_ALL_TBL
WHERE PO_HEADERS_ALL_TBL.PO_HEADER_ID = PO_LINES_ALL_TBL.PO_HEADER_ID
AND PO_LINES_ALL_TBL.PO_LINE_ID = PO_DIST_ALL_TBL.PO_LINE_ID
AND PO_HEADERS_ALL_TBL.LAST_UPDATE_DATE > SYSDATE - 60
AND PO_HEADERS_ALL_TBL.AUTHORIZATION_STATUS IN ( 'IN PROCESS', 'REJECTED' )
ORDER BY LAST_UPDATE_DATE DESC

 


Oracle Projects Setup Checklist in oracle apps R12

The blog provides the Oracle Projects implementation checklist to setup the Oracle Projects in Oracle Apps R12 which includes Oracle Project Auto Accounting Setup , Oracle Projects Profile Options,  Oracle Project Costing Setup, Oracle Project Billing Setup, Oracle Project Labor Setup

Setup Description  Project Costing  Project Billing 
Define Set of Books   Enabled  Enabled 
Define Locations  Enabled  Enabled 
Define Organizations  Enabled  Enabled 
Define Organization Hierarchy   Enabled  Enabled 
Setup Project Budgeting Hierarchy  Enabled  Enabled 
Define Jobs  Enabled  Enabled 
Define Employees  Enabled  Enabled 
Customer Level Setup    
Define Customers  Optional Enabled
Implementation Options / PA Periods    
Define Implementation Options Enabled Enabled
Define PA Periods Enabled Enabled
Expenditure Setup    
Define Expenditure Categories Enabled Enabled
Define Expenditure Types Enabled Enabled
Define Revenue Categories Enabled Enabled
Define Units Enabled Enabled
Define Non-labor resources Enabled Enabled
Define Transaction Sources Optional Optional
Transaction Control Extension Optional Optional
Labor Costing Setup    
Define Compensation Rules Enabled Enabled
Define Employee Cost Rates Enabled Enabled
Define labor cost multipliers Optional Optional
Implement Labor Costing Extension Optional Optional
Implement Labor Transaction Extension Optional Optional
Implement Overtime Processing Optional Optional
Burden Costing Setup    
Define Cost bases and Cost base Types Optional Optional
Define burden Cost Codes Optional Optional
Define burden Structures / Schedules Optional Optional
Non-Labor Costing Setup    
Define Cost Rates for Expenditure Types Enabled Enabled
Define Usage Cost Rate Overrides Optional Optional
Billing Setup    
Define Billing cycle NA Enabled
Define Billing Cycle Extensions NA Optional
Define Payment Terms NA Optional
Define Agreement Types NA Enabled
Define Bill Rate Schedules NA Enabled
Define Invoice Formats NA Enabled
Define Credit Types NA Enabled
Define Event Types NA Optional
Assign Event Types for Cost-to-Cost Revenues NA Optional
Implement Percent Complete Revenue Accrual and Invoicing  NA Optional
Implement Labor Billing Extension NA Optional
Implement Billing Extension NA Optional
Implement automatic invoice approve /release extension NA Optional
Implement AR Transaction Type Extension NA Optional
Implement Cost Accrual NA Optional
Budget Setup    
Define Budget Type Optional Optional
Define Budget Entry Methods Enabled Enabled
Define Budget Change Reasons Optional Optional
Define Resource Lists Enabled Enabled
Implement Budget Calculation Extension Optional Optional
Implement Budget Verification Extension Optional Optional
Implement Budget Workflow Extension Optional Optional
Project Setup    
Define Project Statuses Optional Optional
Define Class Categories / Class Codes Optional Optional
Define Service Types Enabled Enabled
Define Project Role Types Optional Optional
Define Project Customer Relationships Optional Optional
Define Contact Types Optional Optional
Define Project Types Enabled Enabled
Define Project Templates Enabled Enabled
Implement Project Verification Extension Optional Optional
Implement Project Workflow Extension Optional Optional
Implement Verify Organized Change Extension Optional Optional
Project Status Setup    
Define Derived Columns Optional Optional
Define displayed Columns Optional Optional
Implement Commitment from External Systems Optional Optional
General Setup    
Specify Profile Option Values Optional Optional
Define Descriptive Flex fields Optional Optional
Define Request Group for Report / Process Security Optional Optional
Define Responsibilities for Different Functional Users  Optional Optional
Define frequently used folders Optional Optional
Auto Accounting for Costs    
Setup Accounting for Labor Costs Enabled Enabled
Setup Accounting for Expense Report Costs Enabled Enabled
Setup Accounting for Usage Costs Enabled Enabled
Setup Accounting for Miscellaneous Costs Enabled Enabled
Setup Accounting for Burden Transaction Costs Enabled Enabled
Setup Accounting for Inventory Costs Enabled Enabled
Setup Accounting for Supplier Invoice Adjustment Costs Enabled Enabled
Setup Accounting for Total Burdened Costs Optional Optional
Auto Accounting for Revenue & Billing    
Setup Accounting for Labor Revenue NA Enabled
Setup Accounting for Expense Report Revenue NA Enabled
Setup Accounting for Usage Revenue NA Enabled
Setup Accounting for Miscellaneous Revenue NA Enabled
Setup Accounting for Burden Transactions Revenue NA Enabled
Setup Accounting for Inventory Revenue NA Enabled
Setup Accounting for Supplier Invoice Revenue NA Enabled
Setup Accounting for Event Revenue NA Enabled
Setup Accounting for unbilled receivables, unearned revenue NA Enabled
Setup Accounting for invoice write-offs NA Enabled
Indirect Projects for Cost Collection    
Define Indirect Projects for Cost Collection Optional Optional