Course Content
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Project Financial Management
| Product Overview |
| Oracle Project Portfolio Management Solution |
| Project Costing |
| Project Billing |
| Project Control |
| Project Management |
| Task Management |
| Project Financial Management Setup |
| Introducing Oracle Fusion Functional Setup Manager |
| Overview of Functional Setup Manager |
| Job Roles |
| Implementation Project: Overview |
| Creating Implementation Users |
| Assigning Tasks |
| Setting Up Data Export and Import: Overview |
| Defining Project Organizations |
| Configuring Business Units for Project Financial Management |
| Defining Project Organizations and Project Units |
| Managing Project Organization Classifications and Hierarchies |
| Configuring Reference Data |
| Defining Project Foundation Configuration |
| Defining Project Calendars and Periods |
| Defining Types and Categories |
| Managing Oracle Social Network Objects |
| Managing Project Roles |
| Defining Project Resources |
| Defining Project Resource Breakdown Structures |
| Defining Burdening |
| Defining Project Control Configuration |
| Overview of Project Control Configuration |
| Managing Project Plan Types |
| Managing Financial Plan Types |
| Defining Integration with Oracle Fusion Budgetary Control |
| Defining Project Costing Configuration |
| Defining General Costing Set Up |
| Defining Capital Projects |
| Integrating Oracle Fusion Project Costing with Other Fusion Applications |
| Defining Project Billing Configuration |
| Overview of Oracle Fusion Project Billing |
| Defining Oracle Fusion Enterprise Contracts Configuration |
| Defining Oracle Fusion Project Billing Configuration |
| Defining Project Templates |
| Project Templates Overview |
| Setting Up Tasks and Task Lists |
| Defining Template Creation Method |
| Defining Template Details |
| Defining Quick Entry Fields |
| Defining Project Options |
| Defining Financial Options |
| Defining Reporting Options |
| Defining Approval and Workflow Management |
| Overview of Managing Approvals and Workflows |
| Managing Task Configurations for Project Financial Management |
| Project Financial Management – Process |
| Create Project from Template |
| Create Project from Another Project |
| Enable Project for Financial Management |
| Manage Financial Project Plan |
| Manage Project Integrations |
| Manage Project Budget |
| Track Financial Project Progress |
| Manage Project Sets |
| Expenditure Items |
| Import and Process Cost Transactions |
| Process Commitment Transactions |
| Manage Unprocessed Transactions |
| Manage Expenditure Items |
| Review Cost Distributions |
| Review Commitment Transactions |
| Manage Rate Schedules |
| Expenditure Batch Actions |
| Create Labor Expenditure Batch |
| Create Nonlabor Expenditure Batch |
| Create Labor Expenditure Batch for Third-Party Applications |
| Create Nonlabor Expenditure Batch for Third-Party Applications |
| Create Costed or Accounted Expenditure Batch for Third-Party Applications |
| Manage Unreleased Expenditure Batches |
| Allocations |
| Generate Allocations |
| Manage Allocations |
| Manage Allocation Rules |
| Burden Expenditure Items |
| Generate Burden Transactions |
| Manage Burden Schedules |
| Project Assets |
| Manage Capital Projects |
| Generate Asset Lines |
| Transfer Assets to Oracle Fusion Assets |
| Update Assets Information from Oracle Fusion Assets |
| Create Assets in Spreadsheet |
| Contract Project |
| Manage Contracts |
| Manage Revenue |
| Manage Billing |
| Accounting |
| Create Adjustment Journal |
| Review Journal Entries |
| Post Journal Entries to General Ledger |
| Sweep Transaction Accounting Events |
| Create Accounting |
| Manage Project Accounting Periods |
| Manage Accounting Periods |
| Reporting |
| Account Analysis Report |
| Journal Entries Report |
| Subledger Period Close Exceptions Report |
| Accounting Period Close Exceptions Report |
| Project Accounting Period Close Exceptions Report |
| PA Integration with Other Applications (PO-PA, AP-PA, PA-FA, PA-AR) |
Project Execution Management
| Topic |
| Project Execution Management Overview |
| Project Management |
| Task Management |
| Project Execution Management Setup |
| Defining Common Project Execution Options |
| Oracle Fusion Functional Setup Manager (FSM) Overview |
| Defining Common Project Execution Options |
| Project Implementation Administrator |
| User Provisioning |
| Project Management Roles |
| Defining Project Calendars |
| Creating Project Enterprise Resources |
| Defining Project Management Configuration |
| Managing the Project Plan |
| Managing Projects |
| Managing Work Plan Templates |
| Managing Work for Team Members |
| Defining Project Management Implementation Options |
| Managing Deliverables |
| Collaborate with the Project Team Using Oracle Social Network (OSN) |
| Project Execution Management – Process |
| Project Management |
| Define Project |
| Define Project Tasks & Schedule |
| Define Milestones & Deliverables |
| Execute Project Tasks & Deliverables |
| Track Project Progress |
| Manage Project Changes |
| Manage Project Issues |
