Setting the PA Reporting Period
You must specify a current PA Reporting Period for Oracle Projects to summarize project amounts and to track project status.
To set the PA Reporting Period:
1. Navigate to the Maintain PA Period Statuses (PA Periods) window.
2. Choose Set Reporting Period.
3. In the Next box, enter or select the PA period you want to set as the new current PA reporting period.
Setting the PA Reporting Period to an Earlier Period
When you attempt to set the PA Reporting Period to an earlier period than the current PA Reporting Period, the system checks to see if any projects have been accumulated in a PA period later than the new PA Reporting Period. If this is the case, a message is displayed indicating that if you change the PA Reporting Period you must run the Refresh Project Summary Amounts process. You have the option to cancel the change or proceed with the change.
Note: Setting the PA reporting to a prior period may result in a large volume of additional processing if the change requires you to refresh the project summary amounts for most of your projects.
To see which projects would be affected by a PA Reporting Period change, you can run the Summarization Period Exceptions Report. See: Summarization Period Exceptions.
If you proceed with the change to an earlier PA Reporting Period when projects have been accumulated in a later PA period, you need to run the PRC: Refresh Project Summary Amounts process before viewing information in the Project Summary Inquiry (PSI) window. See: Refresh Project Summary Amounts.
PA Periods in a Multi-Organization Environment
In a multi-organization environment, each operating unit maintains its own PA period status. You use the Maintain PA Periods Status window to maintain the period status and the current reporting period.
Note: In a single organization environment, all projects in your implementation of Oracle Projects share the same PA Reporting Period.
See Also
Date Processing in Oracle Projects
Defining Period Types
Adding Periods to a Calendar
Update Project Summary Amounts
