Oracle Projects Implementation Checklist (Oracle Projects Help)


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Oracle Projects Implementation Checklist

This checklist summarizes each of the steps you follow to implement Oracle Projects. It includes setup steps for data that may be shared with other Oracle Applications, but is required by Oracle Projects. If you have already defined this information when setting up other Oracle Applications, you can skip those steps. This shared data includes:

Set of Books

Employees and Organizations

Customers

Since some implementation steps build upon information you define in other implementation steps, you should perform the steps in the order listed.

As you determine your implementation data, you must keep AutoAccounting in mind. The AutoAccounting feature in Oracle Projects derives values for account combinations based on project information for all accounting transactions in Oracle Projects. Consequently, the way you organize your chart of accounts affects your implementation data. For example, if you charge several expense accounts for varied expenditures such as meals, travel and lodging, and airfare, then you need to implement an expenditure type that corresponds to each expense account. You can use most of the implementation data that you define for Oracle Projects as inputs to the AutoAccounting rules that you define.

After you complete most implementation steps, you can submit reports to review your work and confirm that you have successfully completed the step. For example, after you complete entering Agreement types, you can submit the Agreement Types Listing. See: Implementation Listings.

Step Number Step Description Project Costing Project Billing

Set of Books

Step 1 Define your set of books. See: Oracle Applications Set of Books. Required Required

Human Resources

Step 2 Define locations. See: Locations Required Required

Step 3 Define organizations. See: Organizations Required Required

Step 4 Define organization hierarchies. See: Organization Hierarchies. Required Required

Step 5 Specify a project burdening hierarchy for each business group. See: Specifying a Project Burdening Hierarchy. Required Required

Step 6 Define jobs. See: Jobs. Required Required

Step 7 Define employees. See: Employees. Required Required

Customers

Step 8 Define customers. See: Customers. Optional Required

Implementation Options and PA Periods

Step 9 Define implementation options. See: Implementation Options. ATTENTION: If you have a multiple organization installation, you must define implementation options for each operating unit. Required Required

Step 10 Define PA periods. See: PA Periods. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit. Required Required

Expenditure Setup

Step 11 Define expenditure categories. See: Expenditure Categories. Required Required

Step 12 Define revenue categories. See: Revenue Categories. Required Required

Step 13 Define units. See: Units. Required Required

Step 14 Define expenditure types. See: Expenditure Types. Required Required

Step 15 Define non-labor resources. See: Non-Labor Resources. *Required if you use usages. *Required *Required

Step 16 Define transaction sources. See: Transaction Sources. Optional Optional

Step 17 Implement transaction control extension, if needed (advanced implementation step). See: Transaction Control Extensions. Optional Optional

Non-Labor Costing Setup

Step 18 Define cost rates for expenditure types. See: Cost Rates for Expenditure Types. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit. Required Required

Step 19 Define usage cost rate overrides. See: Usage Cost Rate Overrides. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit. Optional Optional

Labor Costing Setup

Step 20 Define compensation rules. See: Compensation Rules. Required Required

Step 21 Define employee cost rates. See: Employee Cost Rates. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit. Required Required

Step 22 Define labor cost multipliers. See: Labor Cost Multipliers. Optional Optional

Step 23 Implement labor costing extension (advanced implementation step). See: Labor Costing Extensions. Optional Optional

Step 24 Implement labor transaction extension (advanced implementation step). See: Labor Transaction Extensions. Optional Optional

Step 25 Implement overtime processing (advanced implementation step). See: Overview of Implementing Overtime. Optional Optional

Burden Costing Setup

Step 26 Define cost bases and cost base types. See: Cost Bases and Cost Base Amount Types. Optional Optional

Step 27 Define burden cost codes. See: Burden Cost Codes. Optional Optional

Step 28 Define burden structures. See: Burden Structures Optional Optional

Step 29 Define burden schedules. See: Burden Schedules. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit if the new operating unit is associated with a new business group. Optional Optional

Billing Setup

Step 30 Define billing cycles. See: Billing Cycles. - Required

Step 31 Implement billing cycle extension (advanced implementation step). See: Billing Cycle Extension. - Optional

Step 32 Define payment terms. See: Payment Terms. - Optional

Step 33 Define agreement types. See: Agreement Types. - Required

Step 34 Define bill rate schedules. See: Bill Rate Schedules. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit. - Required

Step 35 Define invoice formats. See: Invoice Formats. - Required

Step 36 Define credit types. See: Credit Types. - Required

Step 37 Define event types. See: Event Types. - Optional

Step 38 Assign event types for cost-to-cost revenue. See: Assigning Event Types for Cost-to-Cost Revenue. - Optional

Step 39 Implement Percent Complete Revenue Accrual and Invoicing . See: Setup Requirements for Percent Complete Revenue and Invoicing. - Optional

Step 40 Implement labor billing extension (advanced implementation step). See: Labor Billing Extensions. - Optional

Step 41 Implement billing extensions (advanced implementation step). See: Billing Extensions. - Optional

Step 42 Implement automatic invoice approve/release extension (advanced implementation step). See: Automatic Invoice Approve/Release Extension. - Optional

Step 43 Implement AR transaction type extension (advanced implementation step). See: AR Transaction Type Extension. - Optional

Step 44 Implement cost accrual (advanced implementation step). See: Revenue-Based Cost Accrual. - Optional

Budget Setup

Step 45 Define budget types. See: Budget Types. Optional Optional

Step 46 Define budget entry methods. See: Budget Entry Methods. Required Required

Step 47 Define budget change reasons. See: Budget Change Reasons. Optional Optional

Step 48 Define resource lists. See: Resources and Resource Lists. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit if the new operating unit is associated with a new business group. Required Required

Step 49 Implement budget calculation extension (advanced implementation step). See: Budget Calculation Extensions. Optional Optional

Step 50 Implement budget verification extension (advanced implementation step). See: Budget Verification Extension. Optional Optional

Step 51 Implement budget workflow extension. See: Budget Workflow Extension. Optional Optional

Project Setup

Step 52 Define project statuses. See: Project Statuses. Optional Optional

Step 53 Define class categories and class codes. See: Project Classifications. Optional Optional

Step 54 Define service types. See: Service Types. Required Required

Step 55 Define project role types. See: Project Role Types. Optional Optional

Step 56 Define project customer relationships. See: Project Customer Relationships. Optional Required

Step 57 Define contact types. See: Contact Types. Optional Optional

Step 58 Define project types. See: Project Types. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit. Required Required

Step 59 Define project templates. See: Project Templates. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit. Required Required

Step 60 Implement project verification extension (advanced implementation step). See: Project Verification Extension. Optional Optional

Step 61 Implement project workflow extension. See: Project Workflow Extension. Optional Optional

Step 62 Implement verify organization change extension. See: Verify Organization Change Extension. Optional Optional

Project Status Setup

Step 63 Define derived columns. See: Derived Columns for Project Status Inquiry. Optional Optional

Step 64 Define displayed columns. See: Non-Default Configuration for Project Status Inquiry. Optional Optional

Step 65 Implement commitments from external systems (advanced implementation step). See: Implementing Commitments from External Systems Optional Optional

General Setup

Step 66 Specify profile option values. See: Profile Options. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit. Optional Optional

Step 67 Define descriptive flexfields. See: Descriptive Flexfields. Optional Optional

Step 68 Define request groups for report and process security. See: Oracle Applications System Administrator's Guide. Optional Optional

Step 69 Define responsibilities for different functional users.
See: Oracle Applications System Administrator's Guide
Project Security Extension.
PA: Cross-Project Responsibility Optional Optional

Step 70 Define frequently-used folders. See: Customizing the Presentation of Data Oracle Applications User's Guide and Administering Folders Oracle Applications System Administrator's Guide. To see which windows are folder-enabled, see Oracle Projects Navigation Paths. Optional Optional

AutoAccounting for Costs ATTENTION: If you have a multiple organization installation, you must repeat these steps for each operating unit.

Step 71 Set up accounting for labor costs. See: Accounting for Labor Costs. Required Required

Step 72 Set up accounting for expense report costs. See: Accounting for Expense Report Costs. Required Required

Step 73 Set up accounting for usage costs. See: Accounting for Usage Costs. Required Required

Step 74 Set up accounting for miscellaneous costs. See: Expenditure Type Classes . Required Required

Step 75 Set up accounting for burden transactions. See: Expenditure Type Classes . Required Required

Step 76 Set up accounting for WIP and Inventory costs, if you are using these expenditure type classes for costs other than those originating in Oracle Manufacturing and Oracle Inventory. See: Expenditure Type Classes . Required Required

Step 77 Set up accounting for supplier invoice adjustment costs. See: Accounting for Supplier Invoice Adjustment Costs. Required Required

Step 78 Set up accounting for total burdened costs. See: Accounting for Burdened Costs. Optional Optional

AutoAccounting for Revenue and Billing ATTENTION: If you have a multiple organization installation, you must repeat these steps for each operating unit.

Step 79 Set up accounting for labor revenue. See: Accounting for Labor Revenue. - Required

Step 80 Set up accounting for expense report revenue. See: Accounting for Expense Report Revenue. - Required

Step 81 Set up accounting for usage revenue. See: Accounting for Usage Revenue. - Required

Step 82 Set up accounting for miscellaneous revenue. See: Expenditure Type Classes . - Required

Step 83 Set up accounting for burden transactions revenue. See: Expenditure Type Classes . - Required

Step 84 Set up accounting for inventory revenue. See: Expenditure Type Classes . - Required

Step 85 Set up accounting for work in process revenue. See: Expenditure Type Classes . - Required

Step 86 Set up accounting for supplier invoice revenue. See: Accounting for Supplier Invoices Revenue. - Required

Step 87 Set up accounting for event revenue. See: Accounting for Event Revenue. - Required

Step 88 Set up accounting for unbilled receivables, unearned revenue, and receivables. See: Accounting for Revenue and Invoices. - Required

Step 89 Set up accounting for invoice write-offs. See: Accounting for Revenue and Invoices. - Required

Indirect Projects for Cost Collection

Step 90 Define indirect projects for cost collection. See: Accounting for Indirect Costs. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit. Optional Optional

Table 1 - 77. (Page 9 of 9)

Step Number	Step Description	Project Costing	Project Billing
Set of Books
Step 1	Define your set of books. See: Oracle Applications Set of Books.	Required	Required
Human Resources
Step 2	Define locations. See: Locations	Required	Required
Step 3	Define organizations. See: Organizations	Required	Required
Step 4	Define organization hierarchies. See: Organization Hierarchies.	Required	Required
Step 5	Specify a project burdening hierarchy for each business group. See: Specifying a Project Burdening Hierarchy.	Required	Required
Step 6	Define jobs. See: Jobs.	Required	Required
Step 7	Define employees. See: Employees.	Required	Required
Customers
Step 8	Define customers. See: Customers.	Optional	Required
Implementation Options and PA Periods
Step 9	Define implementation options. See: Implementation Options. ATTENTION: If you have a multiple organization installation, you must define implementation options for each operating unit.	Required	Required
Step 10	Define PA periods. See: PA Periods. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit.	Required	Required
Expenditure Setup
Step 11	Define expenditure categories. See: Expenditure Categories.	Required	Required
Step 12	Define revenue categories. See: Revenue Categories.	Required	Required
Step 13	Define units. See: Units.	Required	Required
Step 14	Define expenditure types. See: Expenditure Types.	Required	Required
Step 15	Define non-labor resources. See: Non-Labor Resources. *Required if you use usages.	*Required	*Required
Step 16	Define transaction sources. See: Transaction Sources.	Optional	Optional
Step 17	Implement transaction control extension, if needed (advanced implementation step). See: Transaction Control Extensions.	Optional	Optional
Non-Labor Costing Setup
Step 18	Define cost rates for expenditure types. See: Cost Rates for Expenditure Types. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit.	Required	Required
Step 19	Define usage cost rate overrides. See: Usage Cost Rate Overrides. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit.	Optional	Optional
Labor Costing Setup
Step 20	Define compensation rules. See: Compensation Rules.	Required	Required
Step 21	Define employee cost rates. See: Employee Cost Rates. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit.	Required	Required
Step 22	Define labor cost multipliers. See: Labor Cost Multipliers.	Optional	Optional
Step 23	Implement labor costing extension (advanced implementation step). See: Labor Costing Extensions.	Optional	Optional
Step 24	Implement labor transaction extension (advanced implementation step). See: Labor Transaction Extensions.	Optional	Optional
Step 25	Implement overtime processing (advanced implementation step). See: Overview of Implementing Overtime.	Optional	Optional
Burden Costing Setup
Step 26	Define cost bases and cost base types. See: Cost Bases and Cost Base Amount Types.	Optional	Optional
Step 27	Define burden cost codes. See: Burden Cost Codes.	Optional	Optional
Step 28	Define burden structures. See: Burden Structures	Optional	Optional
Step 29	Define burden schedules. See: Burden Schedules. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit if the new operating unit is associated with a new business group.	Optional	Optional
Billing Setup
Step 30	Define billing cycles. See: Billing Cycles.	-	Required
Step 31	Implement billing cycle extension (advanced implementation step). See: Billing Cycle Extension.	-	Optional
Step 32	Define payment terms. See: Payment Terms.	-	Optional
Step 33	Define agreement types. See: Agreement Types.	-	Required
Step 34	Define bill rate schedules. See: Bill Rate Schedules. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit.	-	Required
Step 35	Define invoice formats. See: Invoice Formats.	-	Required
Step 36	Define credit types. See: Credit Types.	-	Required
Step 37	Define event types. See: Event Types.	-	Optional
Step 38	Assign event types for cost-to-cost revenue. See: Assigning Event Types for Cost-to-Cost Revenue.	-	Optional
Step 39	Implement Percent Complete Revenue Accrual and Invoicing . See: Setup Requirements for Percent Complete Revenue and Invoicing.	-	Optional
Step 40	Implement labor billing extension (advanced implementation step). See: Labor Billing Extensions.	-	Optional
Step 41	Implement billing extensions (advanced implementation step). See: Billing Extensions.	-	Optional
Step 42	Implement automatic invoice approve/release extension (advanced implementation step). See: Automatic Invoice Approve/Release Extension.	-	Optional
Step 43	Implement AR transaction type extension (advanced implementation step). See: AR Transaction Type Extension.	-	Optional
Step 44	Implement cost accrual (advanced implementation step). See: Revenue-Based Cost Accrual.	-	Optional
Budget Setup
Step 45	Define budget types. See: Budget Types.	Optional	Optional
Step 46	Define budget entry methods. See: Budget Entry Methods.	Required	Required
Step 47	Define budget change reasons. See: Budget Change Reasons.	Optional	Optional
Step 48	Define resource lists. See: Resources and Resource Lists. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit if the new operating unit is associated with a new business group.	Required	Required
Step 49	Implement budget calculation extension (advanced implementation step). See: Budget Calculation Extensions.	Optional	Optional
Step 50	Implement budget verification extension (advanced implementation step). See: Budget Verification Extension.	Optional	Optional
Step 51	Implement budget workflow extension. See: Budget Workflow Extension.	Optional	Optional
Project Setup
Step 52	Define project statuses. See: Project Statuses.	Optional	Optional
Step 53	Define class categories and class codes. See: Project Classifications.	Optional	Optional
Step 54	Define service types. See: Service Types.	Required	Required
Step 55	Define project role types. See: Project Role Types.	Optional	Optional
Step 56	Define project customer relationships. See: Project Customer Relationships.	Optional	Required
Step 57	Define contact types. See: Contact Types.	Optional	Optional
Step 58	Define project types. See: Project Types. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit.	Required	Required
Step 59	Define project templates. See: Project Templates. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit.	Required	Required
Step 60	Implement project verification extension (advanced implementation step). See: Project Verification Extension.	Optional	Optional
Step 61	Implement project workflow extension. See: Project Workflow Extension.	Optional	Optional
Step 62	Implement verify organization change extension. See: Verify Organization Change Extension.	Optional	Optional
Project Status Setup
Step 63	Define derived columns. See: Derived Columns for Project Status Inquiry.	Optional	Optional
Step 64	Define displayed columns. See: Non-Default Configuration for Project Status Inquiry.	Optional	Optional
Step 65	Implement commitments from external systems (advanced implementation step). See: Implementing Commitments from External Systems	Optional	Optional
General Setup
Step 66	Specify profile option values. See: Profile Options. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit.	Optional	Optional
Step 67	Define descriptive flexfields. See: Descriptive Flexfields.	Optional	Optional
Step 68	Define request groups for report and process security. See: Oracle Applications System Administrator's Guide.	Optional	Optional
Step 69	Define responsibilities for different functional users. See: Oracle Applications System Administrator's Guide Project Security Extension. PA: Cross-Project Responsibility	Optional	Optional
Step 70	Define frequently-used folders. See: Customizing the Presentation of Data Oracle Applications User's Guide and Administering Folders Oracle Applications System Administrator's Guide. To see which windows are folder-enabled, see Oracle Projects Navigation Paths.	Optional	Optional
AutoAccounting for Costs ATTENTION: If you have a multiple organization installation, you must repeat these steps for each operating unit.
Step 71	Set up accounting for labor costs. See: Accounting for Labor Costs.	Required	Required
Step 72	Set up accounting for expense report costs. See: Accounting for Expense Report Costs.	Required	Required
Step 73	Set up accounting for usage costs. See: Accounting for Usage Costs.	Required	Required
Step 74	Set up accounting for miscellaneous costs. See: Expenditure Type Classes .	Required	Required
Step 75	Set up accounting for burden transactions. See: Expenditure Type Classes .	Required	Required
Step 76	Set up accounting for WIP and Inventory costs, if you are using these expenditure type classes for costs other than those originating in Oracle Manufacturing and Oracle Inventory. See: Expenditure Type Classes .	Required	Required
Step 77	Set up accounting for supplier invoice adjustment costs. See: Accounting for Supplier Invoice Adjustment Costs.	Required	Required
Step 78	Set up accounting for total burdened costs. See: Accounting for Burdened Costs.	Optional	Optional
AutoAccounting for Revenue and Billing ATTENTION: If you have a multiple organization installation, you must repeat these steps for each operating unit.
Step 79	Set up accounting for labor revenue. See: Accounting for Labor Revenue.	-	Required
Step 80	Set up accounting for expense report revenue. See: Accounting for Expense Report Revenue.	-	Required
Step 81	Set up accounting for usage revenue. See: Accounting for Usage Revenue.	-	Required
Step 82	Set up accounting for miscellaneous revenue. See: Expenditure Type Classes .	-	Required
Step 83	Set up accounting for burden transactions revenue. See: Expenditure Type Classes .	-	Required
Step 84	Set up accounting for inventory revenue. See: Expenditure Type Classes .	-	Required
Step 85	Set up accounting for work in process revenue. See: Expenditure Type Classes .	-	Required
Step 86	Set up accounting for supplier invoice revenue. See: Accounting for Supplier Invoices Revenue.	-	Required
Step 87	Set up accounting for event revenue. See: Accounting for Event Revenue.	-	Required
Step 88	Set up accounting for unbilled receivables, unearned revenue, and receivables. See: Accounting for Revenue and Invoices.	-	Required
Step 89	Set up accounting for invoice write-offs. See: Accounting for Revenue and Invoices.	-	Required
Indirect Projects for Cost Collection
Step 90	Define indirect projects for cost collection. See: Accounting for Indirect Costs. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit.	Optional	Optional
Table 1 - 77. (Page 9 of 9)

Oracle Projects Implementation Checklist

See Also