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For example, if you want to know the market sector to which a project belongs, you can define a class category with a name such as Market Sector. You can define class codes for this category such as Waste Cleanup, Risk Analysis, and Environmental Engineering.

You can create a report that displays projects classified by a particular category. For example, if you classify your projects by market sector, you can create reports showing which market sectors generate the most revenue. Or, your marketing department could run a report to determine which markets need to be pursued more aggressively.

Oracle Projects does not predefine any class categories or class codes.

Defining class categories and class codes

   To define class categories and class codes:

1. Navigate to the Class Categories and Codes window.

2. Enter a unique Class Category name and a Description.

3. Specify whether the class category is mandatory for every project you define.

Enable if all projects must have a code assigned to this class category. Do not enable if this class category is optional. If you do not enable this option, you cannot use this class category in your AutoAccounting rules.

4. Specify whether you want to use the class category in your AutoAccounting rules.

Suggestion: For each project, you can use only one code with one class category for use with AutoAccounting rules. If an AutoAccounting category already exists within a particular date range, assign an end date to the existing AutoAccounting category and then create a new one.

5. Specify whether you want to allow entry of only one class code with this class category for a project.

Note: Defining multiple class codes for one category for a project may affect reporting by class category; defining multiple class codes may cause your numbers to be included more than once.

6. Enter the Name, Description, and Effective Dates for each class code.

7. Save your work.

See Also

Fremont Corporation classifies each project by market sector and funding source. Since Fremont Corporation tries to diversify its contracts, tracking this information is very important to corporate management; therefore, both categories are mandatory for any projects Fremont defines.
The first project class category Fremont defines is Market Sector. The codes for this category indicate the market sector to which a particular project belongs.
Class Category
Name	Market Sector
Description	Market sector in which project work takes place
Mandatory	Yes
AutoAccounting	No
Pick One Code Only	Yes
Class Codes
Name	Description
Structural	Structural design and engineering
Mechanical	Mechanical design and engineering
Electrical	Electrical design and engineering
Impact	Environmental impact studies
Environmental	Environmental design and planning
Data	Data services
Risk	Risk analysis services
Utilities	Utility/Power Plant construction
Waste	Disposal/Recycle facility construction
The second project class category Fremont Corporation uses is Funding Source. The class codes indicate whether the project is being funded privately or publicly. For publicly funded projects, the class code also indicates at what level the project is funded: Federal, State or Local, or Foreign. Fremont Corporation uses these class codes to produce a report detailing the ratio of public versus private projects.
Class Category
Name	Funding Source
Description	Source of funding for project
Mandatory	Yes
AutoAccounting	No
Pick One Code Only	Yes
Class Codes
Name	Description
Federal	Funded by a federal agency
State or Local	Funded by state or local government
Foreign	Funded by a foreign government
Private	Funded by the private sector, foreign or domestic