See What's Coming in Oracle Project Portfolio Management Cloud Release 9

Release Content Document

Table of Contents

GRANTS MANAGEMENT .................................................................................................................................................. 4 Collaborate Socially on Awards Using Oracle Social Network .............................................................................. 4 Efficiently and Effectively Manage Your Awards .................................................................................................. 4 Automatically Create Control Budgets for an Award ........................................................................................... 4 Calculate Facility and Administration Costs Accurately ........................................................................................ 4 Gain Control over Spending of Award Funds ........................................................................................................ 4 Accurately Report Award Financial Performance ................................................................................................. 5 Analyze Award Funding Using Oracle Fusion Transaction Business Intelligence .................................................. 5 Efficiently Invoice Sponsors ................................................................................................................................... 5 Integrate Awards in External Applications with Oracle Fusion Grants Management .......................................... 5 Import Awards Using Open Interfaces .................................................................................................................. 5 Award List Dashboard .......................................................................................................................................... 6

PROJECT COSTING.......................................................................................................................................................... 6 Create Assets Using Microsoft Excel ..................................................................................................................... 6 Enter Project and Payroll Time in a Single Time Entry .......................................................................................... 6 Allow Contingent Workers to Enter Project Time ................................................................................................. 6 Enable Team Members to Enter Time Only on Assigned Projects ........................................................................ 6 Gain Control Over Spending of Project Budgets ................................................................................................... 6 Project Cost Account Reconciliation Dashboard ................................................................................................... 7 Project Capital Cost Dashboard ............................................................................................................................ 7 Project Cost by Transaction Source Dashboard .................................................................................................... 7 Analyze Accounts on Imported Transactions Using Oracle Fusion Transactional Business Intelligence .............. 7

PROJECT FOUNDATION ................................................................................................................................................... 7 Collaborate Socially on Projects Using Oracle Social Network ............................................................................. 7 Quickly Create Multiple Project Tasks .................................................................................................................. 8 Replace Multiple Resources on a Project Plan ...................................................................................................... 8 Usability Enhancements for Managing Projects ................................................................................................... 8 Access Summarized and Detailed Costs Using the Project Pricing Service ........................................................... 8 Project List Dashboard .......................................................................................................................................... 8

PROJECT CONTROL ......................................................................................................................................................... 8 Automatically Create Control Budgets for a Project ............................................................................................. 9 Budget and Actual Cost Comparison Dashboard .................................................................................................. 9

PROJECT BILLING ........................................................................................................................................................... 9 Project Income Statement Dashboard .................................................................................................................. 9 Project Revenue by Contract Dashboard .............................................................................................................. 9 Invoices by Status Dashboard ............................................................................................................................... 9 Process Previously Active Contracts .................................................................................................................... 10 Project Contract List Dashboard ......................................................................................................................... 10 Enhance Invoicing in Any Currency ..................................................................................................................... 10

PROJECT MANAGEMENT ............................................................................................................................................... 10 View Project Status Anywhere Using PPM Mobile ............................................................................................. 10 Receive Notifications for Project Deliverables .................................................................................................... 10 Quickly Create Deliverables for a Task ............................................................................................................... 11

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Analyze Project Hierarchy Data Using Oracle Fusion Transactional Business Intelligence ................................. 11 Analyze Project Resource Allocation and Task Assignments .............................................................................. 11 Integrate Oracle Fusion Project Management with Other Project Management Applications .......................... 11 Export Project Resource Allocation Details ......................................................................................................... 11 Integrate with Sales Applications for Project Opportunity Management .......................................................... 12 Capture Multiple Levels of Project Requirements and Manage Agile Projects ................................................... 12 Provision Multiple Roles to Project Enterprise Resources for Employees and Contingent Workers ................... 12 Request and Assign Resources using Oracle Fusion Project Resource Management ......................................... 12 Usability Enhancements for Managing Project Enterprise Resources ................................................................ 13 Usability Enhancements for Provisioning Roles to Project Enterprise Resources ............................................... 13 Track Issue Creation Date ................................................................................................................................... 13 Collaborate Socially on Issues Using Oracle Social Network............................................................................... 13 Usability Enhancements for Project Plan ............................................................................................................ 13 Collaborate Socially on Projects Using Oracle Social Network ........................................................................... 14 Use Work Plan Templates to Quickly Create Task Structures ............................................................................. 14 Define Project Milestones ................................................................................................................................... 14 Refresh Individual Regions on the Project Manager Dashboard ........................................................................ 14 View Enterprise Project Structure Using the Project Hierarchy Viewer .............................................................. 14 Analyze Project Plans Using Oracle Fusion Transactional Business Intelligence ................................................ 15 Manage Project Changes .................................................................................................................................... 15 Manage Product Development Projects ............................................................................................................. 15 Drive Task Completion Based on Work Item Statuses ........................................................................................ 15 Review Work Item Details................................................................................................................................... 15 Manage Project and Team Member Events Using Project Calendar .................................................................. 15 Usability Enhancements for Calendar Events ..................................................................................................... 16

PROJECT RESOURCE MANAGEMENT ................................................................................................................................ 16 Analyze Resource Utilization Using Oracle Fusion Transactional Business Intelligence ..................................... 16 Assign Resource Directly to Project .................................................................................................................... 16 Capture Resource Cost and Bill Rates ................................................................................................................. 16 Monitor Project Resource Management Processes ............................................................................................ 17 Analyze Actual Resource Utilization and Compare to Target Utilization ............................................................ 17 Usability Enhancements for Resource Manager Dashboard .............................................................................. 17 Create and Update Project Resource Requests from External Applications ....................................................... 17 Adjust Assignment Dates for Multiple Resources ............................................................................................... 17 Adjust Resource Assignment Dates .................................................................................................................... 17 Cancel Multiple Resource Assignments .............................................................................................................. 18 Manage Availability and Staffing for Resources Maintained Outside of Oracle Fusion Human Capital Management ...................................................................................................................................................... 18

TASK MANAGEMENT .................................................................................................................................................... 18 Enhanced E-mail Notifications to Task Owners and Followers ........................................................................... 18 Manage Deliverables for Project Tasks .............................................................................................................. 18 Manage Milestones for Project Tasks ................................................................................................................. 19 Enhanced Progress Entry for Project Tasks ......................................................................................................... 19 Create, Update, and View Tasks Using PPM Mobile .......................................................................................... 19

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GRANTS MANAGEMENT

Oracle Fusion Grants Management provides a robust and integrated solution for managing the complete post-award lifecycle. Integration with the ERP Cloud provides unprecedented efficiency and data accuracy. Grants related transactions are fully validated at the point of entry, ensuring that sufficient budget is available and only allowed cost categories are charged. Indirect costs are applied to all applicable transactions and are then included in all accounting, reporting, and billing activities. Standard invoice and report formats are provided to ensure that your sponsors receive information in the way that they require. A comprehensive, multi-dimensional ad-hoc reporting platform is available to track all grant funding and expenditures.

COLLABORATE SOCIALLY ON AWARDS USING ORACLE SOCIAL NETWORK

Start conversations and share information and updates about research activity with team members, assignees, and other interested parties using Oracle Social Network. Team members can upload and collaboratively review documents, highlight critical information, and communicate in real time to resolve open items.

EFFICIENTLY AND EFFECTIVELY MANAGE YOUR AWARDS

A simple and modern user interface for defining awards allows grants administrators to easily create awards, maintain award terms and conditions and required certifications. Cost share requirements can be specified and funding allocated to sponsored projects by funding source and budget period.

AUTOMATICALLY CREATE CONTROL BUDGETS FOR AN AWARD

Gain control over the spending of award budgets using budgetary controls. Spending periods are automatically configured for each award using the pre-award and post-award spending dates along with taking restricted versus expanded authority into account.

CALCULATE FACILITY AND ADMINISTRATION COSTS ACCURATELY

Calculate facility and administration (F&A), along with other indirect costs, using a comprehensive calculation engine. The grants administrator has the flexibility to apply institutional, sponsor or award specific rates to the award, and can also apply overrides to the project and task schedules as required. This ensures that indirect costs are calculated, accounted, and reported for cost and revenue accounting as well as invoicing.

GAIN CONTROL OVER SPENDING OF AWARD FUNDS

Use Oracle Fusion Budgetary Control to have complete control over the spending of award funds by checking funds at the source, and easily resolving funds failure. A central engine checks budgets and reports on available

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funds, consumed funds, and reserved funds. Budget checking ensures that both the direct and associated indirect costs of a transaction do not exceed the budgeted amounts.

ACCURATELY REPORT AWARD FINANCIAL PERFORMANCE

A simple and modern user interface for defining awards allows grants administrators to easily create awards, maintain award terms and conditions and required certifications. Cost share requirements can be specified and funding allocated to sponsored projects by funding source and budget period.

ANALYZE AWARD FUNDING USING ORACLE FUSION TRANSACTION BUSINESS INTELLIGENCE

Create additional dashboards and reports to analyze all aspects of your grants. Quickly and easily compare award funding, budgets, costs, commitments, revenue, and invoices using a comprehensive, multi-dimensional reporting platform. Dimensions available include the sponsor, award type, organization, award, project and task.

EFFICIENTLY INVOICE SPONSORS

Generate invoices on a periodic basis based for each letter of credit or for individual awards. Create invoices based on direct and indirect costs incurred, or milestones that have been met. Review and submit invoices in the format required by your sponsors, such as the SF270.

INTEGRATE AWARDS IN EXTERNAL APPLICATIONS WITH ORACLE FUSION GRANTS MANAGEMENT

Use the award web service to simplify integrations with external applications. Automate the creation of funded awards from your existing grants proposal application.

IMPORT AWARDS USING OPEN INTERFACES

Use the award open interface to quickly and efficiently create awards from external applications. A Microsoft Excel template is provided to simplify the process.

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AWARD LIST DASHBOARD

View a list of awards filtering by status, sponsor, cost share, etc. Further drill down to review funding details of the projects funded by the awards.

PROJECT COSTING

Oracle Fusion Project Costing captures commitments and costs from across the Fusion applications as well as supporting third-party integrations. The unique cost collection and processing needs of different sources are streamlined to provide timely insight into validated project costs.

CREATE ASSETS USING MICROSOFT EXCEL

Use Microsoft Excel to quickly create large volumes of assets for capital projects, and then assign the assets to projects and tasks.

ENTER PROJECT AND PAYROLL TIME IN A SINGLE TIME ENTRY

Improve employee productivity by combining project and payroll time in the same entry. Employees can enter project and payroll time on the same timecard layout, ensuring a unified experience for all time entry needs.

ALLOW CONTINGENT WORKERS TO ENTER PROJECT TIME

Contingent workers use Oracle Fusion Workforce Management to record time spent on projects and tasks. Approved time cards are then made available for costing, billing, and capitalization purposes.

ENABLE TEAM MEMBERS TO ENTER TIME ONLY ON ASSIGNED PROJECTS

Improve billing accuracy by allowing team members to enter time only on projects they are assigned.

GAIN CONTROL OVER SPENDING OF PROJECT BUDGETS

Use Oracle Fusion Budgetary Control to have complete control over the spending of project budgets by checking funds at the source, and easily resolving exceptions. Budgetary controls ensure that both the raw and burden costs of a transaction do not exceed the budgeted amounts.

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PROJECT COST ACCOUNT RECONCILIATION DASHBOARD

Analyze and reconcile account balance discrepancies between the general ledger and project costing by viewing the project expenditures posted to specified general ledger accounts. Filter the results by ledger, accounting period, account class, account, event class, project, task or amount.

PROJECT CAPITAL COST DASHBOARD

Analyze actual and committed cost for capital projects, including capitalization details. View results for a specific business unit, or across business units, project organizations, and project statuses. Drill down to review the related project expenditure items.

PROJECT COST BY TRANSACTION SOURCE DASHBOARD

Analyze project cost transactions by transaction source. Filter by business unit, project, transaction source, expenditure category, or expenditure item dates. Drill down to analyze the detailed list of cost transactions for each project.

ANALYZE ACCOUNTS ON IMPORTED TRANSACTIONS USING ORACLE FUSION TRANSACTIONAL BUSINESS INTELLIGENCE

View the imported raw and burden cost accounts while reporting on unprocessed transactions.

PROJECT FOUNDATION

Oracle Fusion Project Foundation includes common components that are shared across products within Oracle Fusion Project Portfolio Management. It includes the basic project plan structure and components such as resource breakdown structures, rate schedules, pricing, burdening, and cross-charge processing.

COLLABORATE SOCIALLY ON PROJECTS USING ORACLE SOCIAL NETWORK

Start conversations and share information and updates about project activity with project team members, assignees, and other interested parties throughout the project lifecycle, using Oracle Social Network. Team members can collaboratively upload and review documents, highlight critical information, and communicate in real time to resolve open items.

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QUICKLY CREATE MULTIPLE PROJECT TASKS

Project managers can save time and create multiple tasks quickly to build a project plan using a simplified user interface.

REPLACE MULTIPLE RESOURCES ON A PROJECT PLAN

Project managers can efficiently replace resources assigned to multiple tasks on a project plan. They can select the time period and replacement resource for each assignment.

USABILITY ENHANCEMENTS FOR MANAGING PROJECTS

Project managers benefit from the following usability enhancements:

Reorganization of the Project Definition page Reordering of the tasks in the Task pane of the Project Overview page Navigation from the Projects work area to the Project Overview and Manage Project Definition

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ACCESS SUMMARIZED AND DETAILED COSTS USING THE PROJECT PRICING SERVICE

Retrieve resource rates and cost amounts from Oracle Fusion Project Portfolio Management using the Project Pricing Service. The service returns the actual cost rate, raw cost, total burdened cost, and burden cost by cost code for a resource and project or task.

PROJECT LIST DASHBOARD

View project details for multiple business units, organizations, and project statuses and drill down to view project tasks.

PROJECT CONTROL

Oracle Fusion Project Control provides full-function project planning, progress management, budgeting and forecasting, as well as delivered integration to Microsoft Project.

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AUTOMATICALLY CREATE CONTROL BUDGETS FOR A PROJECT

Project managers can gain control over the spending of project budgets at the project level and the individual spending category level by enabling the budgetary control feature on a project budget. A control budget is automatically created and spending controls are enforced when you create a baseline version of a project budget.

BUDGET AND ACTUAL COST COMPARISON DASHBOARD

Compare budget costs and actual costs for projects, and analyze budget and actual cost variances. Choose to view projects for a project manager, or for single or multiple business units.

PROJECT BILLING

Oracle Fusion Project Billing accelerates invoice processing while reducing billing errors through a functionally rich work area offering visibility into formatted invoices with estimated taxes. Embedded analytics for contract revenue, invoice, profitability and margin give insight into potential contract and payment problems.

PROJECT INCOME STATEMENT DASHBOARD

Monitor the profitability of your project by reviewing project revenue, expenses, and net income or loss to assess project performance. This report displays revenue and expenses grouped by revenue and expenditure categories.

PROJECT REVENUE BY CONTRACT DASHBOARD

Track contract revenue and monitor revenue trends over time. Analyze actual revenue for contracts for specified billing types, contract business units, and accounting years. Drill down to review the contract lines and identify the revenue recognized transactions that contribute to revenue.

INVOICES BY STATUS DASHBOARD

View invoice status, type, date, amount, and billed customer. Drill down to review details for invoice lines and invoiced transactions from this analysis. Identify invoice transactions for which funds are consumed.

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PROCESS PREVIOUSLY ACTIVE CONTRACTS

Oracle Fusion Project Portfolio Management uses the previously active or expired versions of contracts currently in the amendment cycle that are under amendment, pending approval, or pending acceptance when generating invoices and revenue, and when searching and displaying contract information.

PROJECT CONTRACT LIST DASHBOARD

Review project contracts and their statuses for a specific business unit grouped by customer. You can drill down to audit project contract lines.

ENHANCE INVOICING IN ANY CURRENCY

View the billing transaction currency to invoice revenue currency conversion attributes added to various billing user interfaces, services, processes, migration objects, and to Oracle Transactional Business Intelligence.

PROJECT MANAGEMENT

Oracle Fusion Project Management extends project planning, management and scheduling capabilities to all individuals within the enterprise who are required to manage project based work. Project Managers can engage with Team Members to develop tasks, resolve issues, report progress and monitor the status of the project to ensure that objectives are realized.

VIEW PROJECT STATUS ANYWHERE USING PPM MOBILE

When working with a project sponsor, project managers need to quickly communicate the scope and overall status of their project. To further enhance these capabilities, PPM Mobile now has the ability to track milestones. It also features a new color scheme to enhance project visualization. With the introduction of layers, project managers can show or hide information such as task names, progress, exceptions, and the timeline using layers.

RECEIVE NOTIFICATIONS FOR PROJECT DELIVERABLES

Deliverable owners receive e-mail notifications when there is change in ownership of a deliverable, or if a deliverable is completed. Project managers receive daily digest e-mails listing the deliverables completed on that day.

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QUICKLY CREATE DELIVERABLES FOR A TASK

Project managers can quickly select the deliverable types to add to a task and then assign the resources to work on the deliverables. The deliverable definition displays the date on which the deliverable was created to help track the life cycle of the deliverable.

ANALYZE PROJECT HIERARCHY DATA USING ORACLE FUSION TRANSACTIONAL BUSINESS INTELLIGENCE

Project executives can use Oracle Fusion Transactional Business Intelligence to analyze project plan data such as cost, schedule, effort, and bill amounts. The Project Hierarchy Real Time Subject Area provides project executives this information rolled up to enterprise project structure. They can analyze the project hierarchy metrics using dimensions such as project hierarchy, resource, employee, task, task hierarchy, progress status, time, project, and sprint.

ANALYZE PROJECT RESOURCE ALLOCATION AND TASK ASSIGNMENTS

Project managers can view and analyze the task assignment hours for their projects. They can also view other metrics such as capacity hours, allocation hours, and allocation percentage along with task assignment information. They can color code the values to highlight resources that are overallocated or underallocated to projects based on threshold ranges set. They can drill down to the Manage Project Resources or Manage Project Plan pages to review and update the allocation and assignments.

INTEGRATE ORACLE FUSION PROJECT MANAGEMENT WITH OTHER PROJECT MANAGEMENT APPLICATIONS

Use the Project Work Plan web service to import project plan information into Oracle Fusion Project Management after creating the initial project and task structure in other project management applications, including other Oracle offerings. Project managers can then use Oracle Fusion Project Management to schedule project plans, assign tasks to resources, collect progress and collaborate with team members. Also, project administrators can export latest project plan and progress details to the integrating project application.

EXPORT PROJECT RESOURCE ALLOCATION DETAILS

Project managers can export project resource allocation details such as resource name, role, from and to dates, effort, allocation percentage, labor rates, labor amounts, and expense amounts using a web service or export it to Microsoft Excel to share it with stakeholders.

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INTEGRATE WITH SALES APPLICATIONS FOR PROJECT OPPORTUNITY MANAGEMENT

Sales representatives track business opportunities for projects in Sales applications. When an opportunity reaches a predetermined win probability, the sales team can choose to create standard template-based pursuit and planning projects for the opportunity. If needed, sales representatives can coordinate with the project organization to revise the proposed work plan based on specific requirements of the opportunity. Project managers can report on opportunity-related information for their projects in Oracle Fusion Transactional Business Intelligence. This integration enables sales and delivery teams of an organization to work together and ensure projects are properly planned, resourced, and delivered, thus increasing revenue and margin, and gaining competitive advantage.

CAPTURE MULTIPLE LEVELS OF PROJECT REQUIREMENTS AND MANAGE AGILE PROJECTS

Requirements management is enhanced to capture multiple levels of project requirements in a hierarchy. For example, define themes and then break each theme into epic stories or features. Groom the product backlog and decompose each requirement into a prioritized set of backlog items that have user stories, acceptance criteria, story points, and project tasks. During a sprint, update the status of backlog items using the graphical requirement storyboard. The Project Manager Dashboard continues to provide sprint burndown, sprint velocity, and product backlog burnup analytics based on the product backlog and associated project tasks.

PROVISION MULTIPLE ROLES TO PROJECT ENTERPRISE RESOURCES FOR EMPLOYEES AND CONTINGENT WORKERS

The project application administrator centrally controls role provisioning during mass creation of project enterprise resources from employees and contingent workers. The administrator selects project-related predefined and custom roles to provision by default when creating resources using Web services, cloud import processes, and the project enterprise labor resource maintenance process. The administrator selects employees and contingent workers for import based on criteria such as business unit, organization, and manager.

REQUEST AND ASSIGN RESOURCES USING ORACLE FUSION PROJECT RESOURCE MANAGEMENT

The project manager creates project resource requests while allocating resources to the project. The project manager tracks cancellations, adjustments, and withdrawals of project resource requests that are created in Oracle Fusion Project Management and reviews the status of requests on the Project Manager Dashboard. The resource manager proposes a qualified resource, and the project manager approves or rejects the resource for the project assignment.

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USABILITY ENHANCEMENTS FOR MANAGING PROJECT ENTERPRISE RESOURCES

The project manager receives a notification when a resource is no longer eligible for project assignments, and evaluates current and future task assignments to determine if resource replacements are required. The project manager reviews the project assignments for the resource, and the resource requests that are associated with the resource, and takes the appropriate action. The project application administrator creates project enterprise resources from employees and contingent workers, and provisions project roles for the resource in a single step.

USABILITY ENHANCEMENTS FOR PROVISIONING ROLES TO PROJECT ENTERPRISE RESOURCES

The project application administrator views the provision request type to determine if a request is to add or remove a project role. The administrator views the status of failed and pending provision requests, and takes the appropriate action.

TRACK ISSUE CREATION DATE

Project managers and issue owners can track the creation date of issues to monitor the age of an issue and draw attention to issues that are unresolved for a long time.

COLLABORATE SOCIALLY ON ISSUES USING ORACLE SOCIAL NETWORK

Project managers and team members create issues to highlight issues blocking the progress of work on project tasks. Using the integration with Oracle Social Network, issue creators, assignees, and other interested parties can start conversations and gather consensus on a probable resolution for an issue with team members and interested parties. Team members can collaboratively upload and review documents, highlight critical information, and communicate in real-time to resolve issues.

USABILITY ENHANCEMENTS FOR PROJECT PLAN

Project managers benefit from the following project plan enhancements:

Copy data from one task to others for multiple columns using the fill down option Filter tasks based on a variety of attributes from the toolbar Track project status as draft, active, or closed

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COLLABORATE SOCIALLY ON PROJECTS USING ORACLE SOCIAL NETWORK

Project managers can effectively collaborate with team members using Oracle Social Network. Project managers can start, view, and contribute to project and task-related conversations and add other people to the discussions. They can also review documents and collaborate with other teams or project managers from anywhere and at anytime.

USE WORK PLAN TEMPLATES TO QUICKLY CREATE TASK STRUCTURES

Project managers can use work plan templates to standardize the creation of task structures across teams. They create work plan templates for commonly used sets of tasks and then use the work plan templates to quickly build task structures for project plans. The work plan templates can contain information such as tasks, resources, and dependencies. Project managers with the appropriate access can choose to create and share work plan templates with other project managers.

DEFINE PROJECT MILESTONES

Project managers create milestone tasks in the project plan and view milestone only Gantt charts to quickly and efficiently track project progress.

REFRESH INDIVIDUAL REGIONS ON THE PROJECT MANAGER DASHBOARD

Project managers can use the Project Manager Dashboard to review key project data. They can refresh data, drill down from Recent Activity and Project Amounts regions to the project plan, and view all draft and active projects.

VIEW ENTERPRISE PROJECT STRUCTURE USING THE PROJECT HIERARCHY VIEWER

Project executives can use the Project Hierarchy Viewer to view the enterprise project structure and the relationship between nodes in a graphical format. The hierarchy brings value by displaying summarized information about projects at a particular level of the project hierarchy. The project structure shows the labor demand so they can analyze resource needs for their projects. The analytic shows the project demand for labor resources at the project role level.

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ANALYZE PROJECT PLANS USING ORACLE FUSION TRANSACTIONAL BUSINESS INTELLIGENCE

Project managers can choose to view the primary project manager in reports from the Project dimension in the existing project plan subject area.

MANAGE PROJECT CHANGES

Project managers and project team members create change orders to describe a proposed change and the impact of the change to various business entities such as project plan, resources, requirements, contracts, and budgets. With a flexible change management system, change owners and other participants who have a role in the change process can create, manage, approve, and implement changes in the application. The details of a proposed change are consolidated and regularly communicated to all stakeholders throughout the process.

MANAGE PRODUCT DEVELOPMENT PROJECTS

Product managers create concepts, proposals and requirement specifications in Oracle Fusion Innovation Management. The project manager then creates a project with tasks, tracks progress on the three types of work items, and manages the product development lifecycle.

DRIVE TASK COMPLETION BASED ON WORK ITEM STATUSES

In product development projects, the status of a work item can determine whether a task is complete. Project managers can associate one or more work items with a task, and define work item statuses for the application to determine if tasks are complete. For example, the submission for approval and approval of concepts, proposals and requirement specifications in Oracle Fusion Innovation Management can drive task completion.

REVIEW WORK ITEM DETAILS

After creating work items for project tasks, project managers can navigate from the Manage Project Plan page to view details for the associated concepts, proposals and requirement specifications in Oracle Fusion Innovation Management.

MANAGE PROJECT AND TEAM MEMBER EVENTS USING PROJECT CALENDAR

Project managers can get a complete perspective of all events impacting the project schedule. They can create specific events to indicate nonworking time or time blocked for other events, as well as display project activities such as deliverables and milestones in the calendar format.

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USABILITY ENHANCEMENTS FOR CALENDAR EVENTS

Enhanced business rules ensure team members cannot create duplicate events or events exceeding the resource’s scheduled work hours.

PROJECT RESOURCE MANAGEMENT

With Oracle Fusion Project Resource Management organizations can optimize the allocation and utilization of their most precious resource: their people. Innovative and intuitive tools let resource managers and project managers ensure that the best-fit resource is identified and placed on each and every project assignment, to the benefit of the organization, the project resource, and the end customer, whether it be for internal or external billable projects.

ANALYZE RESOURCE UTILIZATION USING ORACLE FUSION TRANSACTIONAL BUSINESS INTELLIGENCE

Resource managers can use Oracle Fusion Transactional Business Intelligence to analyze utilization facts such as projected, target, and actual resource utilization hours and percentages, using dimensions such as resource pool and primary project role.

ASSIGN RESOURCE DIRECTLY TO PROJECT

The resource manager can assign a resource to a project without creating a project resource request. This feature enables the resource manager to streamline the assignment process to quickly staff a resource on a project.

CAPTURE RESOURCE COST AND BILL RATES

The application captures resource cost and bill rates on the project resource request, and the resource manager views the rates during the search and evaluation of resources to fulfill the request. When a resource is assigned to a project, the assignment cost rate is from the cost rate on the project enterprise labor resource definition, and the assignment bill rate is the target bill rate that is specified on the project resource request. The resource manager adjusts cost and bill rates on the project resource assignment.

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MONITOR PROJECT RESOURCE MANAGEMENT PROCESSES

Resource managers can easily monitor processes from the Project Resources work area to ensure that transactional data updates are completed successful. They can also troubleshoot any failed processes.

ANALYZE ACTUAL RESOURCE UTILIZATION AND COMPARE TO TARGET UTILIZATION

Resource actual utilization is tracked for the current quarter, previous quarter, or previous four quarters. Actual utilization for the current quarter will include both actual hours that have been recorded to-date and project assignment hours from the current date to the end of the quarter. The resource manager views individual resource actual hours by project.

USABILITY ENHANCEMENTS FOR RESOURCE MANAGER DASHBOARD

Resource managers can view the latest date and time that transactional data was updated for the Resource Manager Dashboard to determine the freshness of the information. In addition, the resource manager can view all open project resource requests on the Resource Manager Dashboard.

CREATE AND UPDATE PROJECT RESOURCE REQUESTS FROM EXTERNAL APPLICATIONS

The project manager creates project resource requests from an external application using services that create, update, and read the requests.

ADJUST ASSIGNMENT DATES FOR MULTIPLE RESOURCES

The resource manager selects multiple project resource assignments and adjusts the assignment dates simultaneously with no approval required by the project manager.

ADJUST RESOURCE ASSIGNMENT DATES

The resource manager adjusts project resource assignment dates with no approval required by the project manager.

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CANCEL MULTIPLE RESOURCE ASSIGNMENTS

The resource manager selects multiple project resource assignments and cancels the assignments simultaneously with no approval required by the project manager.

MANAGE AVAILABILITY AND STAFFING FOR RESOURCES MAINTAINED OUTSIDE OF ORACLE FUSION HUMAN CAPITAL MANAGEMENT

Resource managers search for and assign managed project enterprise labor resources that are maintained outside of Oracle Fusion Human Capital Management. The application maintains resource availability for resources who are not HCM employees or contingent workers. In addition, resources, project managers, and administrators can attach resumes to a resource's profile. The application compares the resume text to the keywords entered on a project resource request when searching for qualified resources.

TASK MANAGEMENT

Oracle Fusion Task Management lets organizations manage all work and related interactions in a consolidated place. Team members, challenged by the quantity of tasks they own, no longer have to track administrative and project work in different places since all tasks are managed and progressed in a single view.

ENHANCED E-MAIL NOTIFICATIONS TO TASK OWNERS AND FOLLOWERS

Team members receive e-mail notifications for important events, such as when another person assigns them to a task, adds them as a follower to a task, and when tasks they follow are completed. The awareness provided by the e-mail notifications makes it easier for team members to remain current on their work. Team members can read the e-mail header and easily identify the sender and reason for the e-mail. The body of the e-mail contains more information about the task. Team members can open the Manage Tasks page from an e-mail, and work on a task. They can also open the Team Member Dashboard from an e-mail, and edit the e-mail notification settings.

MANAGE DELIVERABLES FOR PROJECT TASKS

Team members can manage deliverables for their project tasks. They can view the deliverables that are associated to project tasks, and update deliverables from the task details. They can also create and associate deliverables to a project task, and mark deliverables as complete.

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MANAGE MILESTONES FOR PROJECT TASKS

Team members are responsible for the completion of some project milestones. Team members view milestones, enter progress for milestones, and collaborate on milestones with other team members. Team members can also apply a filter to their task lists, and view milestones in the list.

ENHANCED PROGRESS ENTRY FOR PROJECT TASKS

Team members can enter progress on a project task by updating percent complete, actual hours or remaining hours. They can also propose the total hours needed to finish a project task.

CREATE, UPDATE, AND VIEW TASKS USING PPM MOBILE

The mobile application of Oracle Fusion Task Management enables team members to create, view, and update tasks from their mobile devices. They can create tasks from the mobile application by entering a task name, or create multiple tasks simultaneously by entering a few names. They can view both active and completed tasks. They can apply a search filter to the task list, or search for a task with specific criteria to quickly locate desired tasks. They can update task attributes such as the start date, finish date, priority, and description. They can assign tasks to other team members. They can also mark to-do tasks as completed and enter progress on project tasks by marking them as started or completed, or by entering the percent complete. They can review exception messages on tasks, such as a past due date for a task.

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R9_ProjectPortfolioManagement_RCD_07Oct2014

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