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 |