Posts Tagged ‘Oracle Projects’

MSP to Oracle Project Management Integration – 11i Rollup Patch 9240236

Monday, September 6th, 2010 by Projected Consulting

Prior to reading this you may wish to visit our product page at http://www.projectedconsulting.com/index.php/products/microsoft-project to get an overview of how the integration works. This contains some text and a short desk top video

Oracle Development recently released the major rollup patch to both fix and enhance the Microsoft Projects to Oracle Project Management Integration functionality. This is a standard interface that allows details of plans, created in either product, to be updated on a seamless platform. As part of the ongoing development of this integration process I was asked to work with several other interested parties on the testing of both products following the application of the above patch.

After an initial conference call, headed up by Ryan Denner from Viasat and attended by other interested parties, we were issued with a testing matrix and decided on a 4 week testing plan with follow up conference calls during testing.

The patch, along with its pre-reqs, was successfully applied to a test Vision environment and the testing went well for all areas of functionality. Issues arose when multiple updates were introduced into the newly created MSP plans, i.e. new tasks, new resources and rescheduled dates. This gave rise to a “Task Element version” error which, on reviewing Metalink required the patch 9245443 to be applied. Having applied this patch the testing then proceeded satisfactorily using shared plans.

Generally the testing of shared structures went well and the patch’s mentioned above go along way to further improving the integration between MSP and PJT.

It should be noted that we did experience a few issues with parent-child relationships when other structures were introduced. This was also discovered by other test group members so it is expected that an SR is going to be raised with Oracle Support. It should be noted that the issue with the integrity of the parent-child relationships in structures other than shared is a previous problem that has its own standalone patch fix. Unfortunately the rollup patch seems to have resurrected this error, so probably a relatively easy one to fix for Oracle Support. We await the results of the investigation by Oracle Development once the SR has been raised.

Ryan discovered a workaround whereby if the plan, whatever the structure used, is published on sending from MSP to Oracle Project Management, the parent-child relationships are maintained correctly. This is fine for clients that want to publish and who have project managers with the authority to do so but may cause problems for those users that wish to ensure the final working version is satisfactory before publication.

We were very pleased with the testing of progress following the application of a further patch 8437560. It is worth noting that the “Deliverables” added to templates are not brought through to any project if it is created in MSP.

In summary, we are very pleased with the integration and position it in all applicable solutions to our clients. We understand the gaps and through our testing and involvement in the global user group, continue to apply pressure on Oracle Development to further improve the interface. We will continue to make regular updates on the website. Please add your comments; we’re keen to collate all feedback and experiences.

E-Business Suite Release 12.1.3

Friday, May 7th, 2010 by Barry Goodsell

A couple of weeks ago Oracle posted the Release Content Documents for R12.1.3 onto My Oracle Support. Unusually, these have been made available prior to the general availability of R12.1.3 and so are subject to change. However, for Projects users, here are the new and updated features:

Project Foundation

Enhanced Project List Page

In this release Oracle continue to build on past enhancements to the Project List page by making the page more informative, streamline access to common functions and make the page configurable. The enhancements are:

  • The project list page includes a report region which was introduced in 12.1.2. With this release Oracle are further improving the usability of this feature by allowing users to delete report views that they have created and to know the criteria and format that went into the creation of a report. The benefits of these enhancements will allow users to have better visibility into their reports and be able to manage the volume of reports over time.
  • In “Alternate Search page”, the user can select and save the combination of “search criteria” and “report format” as a report and then run the report from Project List page.
  • Easily navigate between project list, simple search, advanced search and alternate search.

Enhanced Diagnostics

Oracle has improved the diagnostics collection scripts in this release around Project Management, Project Performance Reporting, Project Billing and Project Resource Management.

Oracle Project Management

Reporting Performance Improvements

With Release 12.1.3, projects users will greatly benefit from improved performance of the Project Performance Reporting feature. The enhancements include a new parameter that has been added to the Launch Update Project Performance Data and the Update Project Performance Data concurrent programs to filter on project status. Customers will be able to choose a specific project status from an LOV before running the program. This will improve the performance of the programs by allowing customers to streamline the processing.

MSP Integration Enhancements

In Release 12.1.3 there are a couple of significant enhancements to fully extend the coverage of integration with Microsoft Projects.

Support for Non-Shared Task Based Mapping structures

The Non-Shared Task Based Mapping option enables you to map individual workplan structure tasks to individual financial structure tasks. This gives you the greatest flexibility in sharing information between your structures. Prior to release 12.1.3 customers on R12 could not fully integrate with Microsoft Projects if they had chosen to use the Non-Shared Task Based mapping between the workplan and the financial plan.

Support for Partially Shared structure

Partially Shared structure mapping enables you to map workplan and financial structures up to a particular point for your projects, which is useful, for example, when you don’t want all of your workplan details in your financial plans. Prior to release 12.1.3 customers on R12 could not fully integrate with Microsoft Projects if they chose to use the Partially Shared structure option. All structure options are now fully supported in Release 12.1.3 and 11i.

Enhanced Change Management

With this release, the change control features in Oracle Projects have been enhanced to meet specific business needs for the industries that typically use this functionality.

Enhanced Cost & Revenue Planning for Change Documents

You can use a project change document to plan for estimated changes in your direct costs or supplier costs, providing enhanced support for the cost issue planning process. This feature provides project managers improved control over project costs resulting from changes.

Revenue impacts for the cost issue are automatically calculated based on estimated cost changes for cost-based revenue plans, or may be entered manually for projects with separate cost and revenue plans. Users can then view the impact to the project budget, which is automatically generated from the estimated cost and revenue changes. You can then consolidate the planned changes in cost and revenue from multiple change requests into a single change order, to view, approve and implement the budget impacts.

Enhanced Retention Invoice Processing for Outstanding Project Deductions

With this release, the handling of retention invoices has been enhanced to take into consideration any outstanding project deductions. When validating retention invoices in Oracle Payables, a check will be made to verify that all project deductions have been processed. Outstanding project deductions may indicate that there are pending back charges or other miscellaneous costs that need to be recovered from your suppliers, and which need to be taken into account before the retention is released. If there are any unprocessed or unapproved deductions in Oracle Projects, the retention invoice will be placed on hold, until the deductions are processed. This payment hold may also be manually released from the supplier payment control workbench.

Primavera and Oracle Projects Integration

Thursday, April 1st, 2010 by Darren Farr

Projected Consulting are pleased to announce the successful implementation of the integration of Oracle Primavera with Oracle Projects using the recently released Oracle® Application Integration Architecture (AIA) Release 2.5 Cross-Industry PIP.

The Project Management PIP includes:

  • Oracle Primavera to Oracle E-Business Suite
  • Oracle Primavera to JD Edwards EnterpriseOne

providing seamless integration between the two and Oracle Primavera P6 Enterprise Project Portfolio Management.

This allows users to create projects in JD Edwards EnterpriseOne, Oracle Project Portfolio Management (OP) or P6 Enterprise Project Portfolio Management (P6) and synchronize project structures, activities, resource details and assignments, budgets, actual costs, progress and cost to complete.

Projected Consulting have successfully implemented the integrated Oracle Primavera – Oracle Projects PIP at its world class training centre. We are keen to share this success with customers and potential clients and would like to identify some of the key configuration requirements and benefits available for our customers. Read the rest of this entry »

Release 12.1.1 – Multiple Projects for Contingent Worker

Monday, January 18th, 2010 by Darren Farr

Introduction

This article covers one of the new features in Release 12.1.1: Contingent Worker timesheets with Multiple Purchase Orders.

A Contingent Worker is a non-Employee people resource who works for the enterprise, and for whom the enterprise is responsible for their costs and expenses. A worker record and user are created and tied to the Purchase Order so that the worker can enter a timesheet through Oracle Time and Labor (OTL). The timecard is imported into Oracle Projects and the labor costs can be viewed on the Project. The timecard is also imported into Oracle Purchasing with the import process creating an automatic receipt and an invoice in Oracle Purchasing and Payables respectively.

Contingent Worker records can be created in core HR or through Manager Self-Service responsibilities (Contingent Worker Placements).

Prior to R12.1.1 in OTL, a Contingent Worker could report time against only one Purchase Order number, as associated to the worker’s assignment. The Contingent Worker assignment was defined in the Core HR, wherein supplier name, Purchase Order number, and Purchase Order line were associated. These details were then retrieved in OTL, to enable the Contingent Worker to report time for the above-mentioned combination only.

With the R12.1.1 enhancement, a Contingent Worker can report time for multiple Purchase Orders. Users can associate multiple Purchase Orders to a Contingent Worker assignment. You can navigate to this from the Supplier tab of the Assignment page of Core HR. This enhancement enables an OTL timesheet to retrieve multiple Purchase Orders in the Purchase Order list of values. Now this LOV populates all associated Purchase Orders of the Contingent Worker and enables the worker to report time against multiple Purchase Orders.

There may be occasions where a Contingent Worker is procured but the Project(s) they are going to work on may not yet be agreed. In this case R12.1.1 introduces new functionality in Oracle Projects to help meet this requirement.

This new feature enables you to create Projects as Contingent Worker clearing Projects and associate these Projects with Purchase Orders. Once the Purchase Order is added to the Contingent Worker HR Assignment record they can charge time to any “Live” Project including the Contingent Worker (CWK) Clearing Project. Users should use transaction controls to ensure that Contingent Worker’s can only charge time to Projects they actually work on.

A new check box, Contingent Worker Enabled, has been added in the Project Type window. When you define this type of Project, it will be categorized as Contingent Worker Enabled in Oracle Time and Labor and Procurement.

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E-Business Suite Release 12.1.2 now available

Tuesday, December 22nd, 2009 by Barry Goodsell

Last week Oracle announced E-Business Suite Release 12.1.2, also known as “12.1 RUP 2″, or Patch 7303033. This release update pack (RUP) combines error corrections, statutory/regulatory updates, and functionality enhancements into a consolidated, suite-wide patch set.  This release is a maintenance pack and can only be installed on top of an existing EBS 12.1 environment.

The following sections describe the new features to R12.1.2 that are of particluar interest to Projected Consulting’s clients and partners. Note that there are no new features specific to Project Costing and Project Billing.

Oracle Project Foundation

Enhanced Project List Page

The Project List page is often the main hub that users interact with when accessing Oracle Projects. In an effort to make this page more informative and streamline access to common functions, several enhancements have been added to the Project List page.

Main Project List Region

The following enhancements apply to the main region of the project list page:

  • To improve efficiencies and usability, the Action button available in the Project Home Page is now also available in the project list. Users are no longer required to drill down before they can execute an action against a selected project.
  • To provide easier access to commonly used reporting values, Quarter to Date and Year to Date values are now available as attributes displayed in the list.

Worklist and Notifications Region

A new Worklist and Notification region is available on the Project List page. The new region displays worklist items and notifications assigned to the user across all projects for which the user has an active role. Productivity is increased as users are no longer required to drill down into individual projects to retrieve notifications and review items that need attention.

Report Views Region

A new Report Views region allows users to quickly access commonly used reports and queries. Users first create and save the reports using the Alternative Search page. All saved reports are then available for reuse and can be retrieved directly from the project list page. This feature not only provides quicker access to data but also saves time by allowing users to save queries rather than redefining them each time they need to view the results.

Bookmarks Region

A new Bookmark region allows users to streamline retrieval of project-related items they commonly need to access. Once users select an item to bookmark, the item appears in the bookmark list until the user removes it. The list of bookmarks is specific to each user based on the items they choose to bookmark. The bookmark region is not available on all pages.
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