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Class. The project type class for the project type. You choose from the values of Indirect, Capital, or Contract. You can only define contract project types using Oracle Project Billing.
Service Type. The default service type to use when creating new top tasks.
Default Starting Project Status. The default initial status for projects of this type. You select from the list of values of all eligible project statuses. This is a required field.
Schedule. The burden schedule to use as the default cost burden schedule. You enter a schedule only if the project type is burdened. If the project type is burdened, this field is required.
Allow Schedule Override. Indicates whether you can override the default cost burden schedule when entering and maintaining projects and tasks. If you want to ensure that all projects of a project type use the same schedule for internal costing, do not check this box. If you want to allow update of the cost burden schedule on the projects and tasks, check this box. You can enter this only if you enabled the Burdened check box.
Account for Burden Components in Separate Project/Task. This option is available if you selected Same in the previous field. If this option is selected, burden amounts are also accounted for in a separate project/task.
Project/Task for Separate Burden Component Accounting. The project and task where burden amounts will be accounted for.
Suggestion: While it is not required, it is recommended that you select an indirect project for separate accounting of burden amounts, to avoid duplicate posting of the amounts.
(Cost Budget) Entry Method. The default budget entry method for cost budgets. See: Defining Budget Entry Methods.
(Cost Budget) Resource List. The default resource list for cost budgets. See: Defining Resource Lists.
Allow Revenue Budget Entry. Indicates if you allow entry of revenue budget types. You may choose to not allow entry of revenue budgets for indirect or capital projects. You must enter a revenue budget for a contract project before it can accrue revenue and be billed.
(Revenue Budget) Entry Method. The default budget entry method for revenue budgets. See: Defining Budget Entry Methods.
(Revenue Budget) Resource List. The default resource list for revenue budgets. See: Defining Resource Lists.
Resource List for Status Reporting. The default resource list to use for summarizing project amounts for status reporting. You must enter a value to ensure that you can view information in the Project Status windows and project status reports, even when you have not baselined a budget for the project. You typically select the same resource list as one of the resource lists you use for budgeting. When you create a new project template from scratch, Oracle Projects automatically creates a resource list assignment using this resource list.
CIP Grouping Method. You assign a Grouping Method to each type to determine the amount of summarization you want for the asset lines you generate. You can assign one of the following Grouping Methods to your project type:
Enable Workflow for Budgets. If you enable this check box, projects with this project type will initiate Workflow for all eligible project budgets. See: Budget Types.
Billing Cycle. The default billing cycle for projects of this type. See: Billing Cycles.
Funding Level. The level at which you allow funding for contract projects of this project type. You can choose from the values of Project, Top Task, or Both.
Labor Schedule Type. The type of labor schedule that you want to use for the default labor billing schedule. You can choose either Burden or Bill Rate. This controls what type of schedule you enter in the next region.
Non-Labor Schedule Type. The type of non-labor schedule that you want to use for the default labor billing schedule. You can choose either Burden or Bill Rate. This controls what type of schedule you enter in the next region.
Revenue (Burden Schedule). The burden schedule used for revenue accrual which defaults. If you select Burden as the labor and non-labor schedule type, you use this schedule for both labor and non-labor items.
Invoice (Burden Schedule). The burden schedule used for invoicing which defaults. If you select Burden as the labor and non-labor schedule type, you use this schedule for both labor and non-labor items.
(Bill Rate Schedule) Organization. The organization that owns the labor or non-labor bill rate schedule that you want to default.
(Bill Rate) Schedule. The name of labor or non-labor bill rate schedule that you want to default.
Labor Invoice Format. The labor invoice format that defaults.
Non-Labor Invoice Format. The non-labor invoice format that defaults.
Amount, Percentage. You may also enter an amount or percentage which may be used in the billing extension calculation.
Active. You may disable the billing assignment for use in future processing by unchecking the Active flag.
| Cost/Cost | Accrue revenue and bill using the ratio of actual cost to budgeted cost (percent spent). |
| Cost/Event | Accrue revenue using the ratio of actual cost to budgeted cost (percent spent), bill based on events. |
| Cost/Work | Accrue revenue using the ratio of actual cost to budgeted cost (percent spent), bill as work occurs. |
| Event/Event | Accrue revenue and bill based on events. |
| Event/Work | Accrue revenue based on events, bill as work occurs. |
| Work/Event | Accrue revenue as work occurs, bill based on events. |
| Work/Work | Accrue revenue and bill as work occurs. |
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