Oracle Cloud PPM Consultant

 Some responsibilities of an Oracle Cloud PPM Consultant include

• Facilitating design workshops with business stakeholders to understand business requirements
• Recommending robust designs
• Contributing to large-scale, global work streams requiring cross workstream knowledge of Oracle Project Management Cloud
• Interacting with the project team members responsible for developing reports, interfaces, data conversion programs, and application extensions

 Oracle Cloud Project Management Cloud (Project Financial Management:  Project Foundation, Project Costing, Project Control, Project Billing, and Enterprise Contracts for Project Billing, Project Execution Management: Project Management, Project Resource Management, Task Management)

Oracle Fusion PPM Cloud Contents

 Oracle Fusion PPM Cloud Contents

Introduction to Oracle Fusion Financials 

Course Approach 

Course Schedule 

Overview Oracle Fusion Projects

Overview of Fusion Functional Setup Manager

Functional Setup manager - Overview

User Interface 

Overview of Common Configuration

Enterprise Structure - Design

Define Legal Locations - Rapid Implementation

Define Legal Entities - Rapid Implementation

Define Business Units - Rapid Implementation

Define Ledgers - Rapid Implementation

Oracle Fusion Project Fundamentals

Rapid Implementation of Projects

Defining Departments

Defining Project Units

Managing Project Unit Options

Project Business Unit Options

Defing Descriptive Flex Fields

Define Revenue Categories

Define Expenditure Categories

Define Expenditure Types

Define Project Class Categories

Define Work Types

Define Project Status

Define Resource Classes

Define Non Labor Resource

Define Rate Schedules

Define Labor Cost Multipliers

Define Labor Cost Rules

Define Labor Cost Overrides

Define Organization Labor Costing Rules

Define Planning and Resource Break down Structure

Define Burden Cost Base Types

Define Burden Cost Bases & Codes

Define Burden Structure

Define Burden Schedules

Action Controls

Define Project Types

Define Project Templates

Define Approval Management Rules

Oracle Fusion Project Fundamentals - Process Flows

Creating Employee and define as Resource

Creating a Project

Updating a Project Details

Creating a Financial Plan

Assigning Planning Resources

Updating a Planning Amounts

Creating Project Set

Assigning Project to Project set

Oracle Fusion Project Costing

Define Transaction Sources

Define Capitalized Interest

Oracle Fusion Project Costing - Process Flows

Opening GL Periods

Opening PA Periods

Miscellaneous Expeness

Usage Expenses

Burden Expenses

Time Cards - External System

OTL - PA Integration

Expense - PA Integration

PO - PA Integration

AP - PA Integration

Creation of Allocation Rule

Generating & Releasing Allocation Rule

Capitalization (PA - FA Integration)

Expense with Fund Checking

Oracle Fusion Project Controls

Period Profiles

Spread Curves

Financial Plan Type

Project Plan Type

Enabling Budgetary Controls

Oracle Fusion Project Controls - Process Flows

Creating Cost Budget at Project

Enable Transaction Controls

Review Budget Balances

Review Budget Transactions

Budget Monitor

Oracle Fusion Project Execution Management

Resource Calendars

Define Project & Tasks

Define Project Plan & Assignments

Define Project Deliverables

Define Project Resource Requirement

Track the Progress

Manage Project Issues

Managing Changing Orders

Oracle Fusion Project Resource Management

Maintain Resource

Maintain Resource Search Index

Evaluate and Assign Resources

Maintain Resource Assignments

Oracle Fusion Project Subledger Accounting

Manage Accounting Rules

Manage Journal Line Rules

Manage Description Rules

Manage Journal Entry Rule Set

Manage Accounting Methods

Oracle Fusion Contracts

Define Project Contract Business Unit Options

Defining Invoice Methods

Defining Revenue Methods

Enabling Intercompany Transactions

Intercompany Balancing Rules

Define Intercompany Organization Relations

Define Transfer Price rules

Define Transfer Price Schedules

Oracle Fusion Contracts - Process Flows

Creation of Contract

Creation of Contract Project

Assigning Project to Contract Lines

Generating Invoice

Generating Revenue

Oracle Fusion Cross Charge - Transactions Flow

Enabling Cross Charge

Cross Charge - Across Business Units

Cross Charge - Across Legal Units

Oracle Fusion Reporting

Defining of Role Security Model

Defining Reports in OTBI

Defining Reports in Smart Views

Defining Reports in BI Publisher

Managing Reference data Sets

Migration of Data from Legacy System

Migrating the Open Projects

ORACLE FUSION PPM CONTENTS

 ORACLE FUSION PPM CONTENTS

ntroduction to Implementing Oracle Fusion Financials

Introduction to Common Financials Configuration

Overview of Functional Setup Manager

• Overview of the Functional Setup Manager
• Implementation Overview
• Browsing and Configuring Offerings

Initiate and Plan Project

• Define Project Plan Types
• Define Resource Breakdown Structure
• Create Project Templates

Budgets and Forecasts

• Financial Plan Types
• Plan Class Types
• Budget and Forecast Options
• Planning Options

Approvals and Notifications

• Project Status Changes
• Budget and Forecast
• Expenditure Item Adjustment Approval
• Contract Approval
• Invoice Approval
• Resource Approval

Project Costing

• Setup cost collection and transaction sources
• Setup rate schedules
• Setup burdening
• Setup allocations
• Setup capital projects
• Understand Capitalized Interest
• Setup budgetary controls

Time and Labor

• Time Entry Rules
• Time Calculation Rules
• Time Audit Rules

Accounting

• Subledger Accounting Overview
• Account Derivation Example
• Project Accounting Features
• Period Processing
• Implementation Considerations

Setup ADFDI

• Download and install the ADF Desktop Integration excel add-in
• Configure excel to work with ADF Desktop Integration

Manage Contracts

• Define Document Sequences
• Define Project Contract Parties
• Define Project Contract Roles
• Define Project Contract Types and Lookups
• Define Project Contract Business Unit Options
• Manage Contract Party Roles
• Manage Contract Contact Roles
• Manage Contract Role Sources
• Define Project Contract Terms and Clause Library Configuration
• Manage Contract Line Types
• Manage Contract Types

Manage Revenue and Billing

• Define General Project Billing Setup
• Define Internal Project Billing
• Define Customer Billing Configuration for Project Billing
• Define Taxes for Rapid Implementation
• Define Project Billing Common Reference Objects
• Manage Event Types
• Define Billing Cycles
• Manage Invoice Formats
• Manage Revenue Methods
• Manage Invoice Methods

Cross Charge and Transfer Pricing

• Transfer Price Rules
• Transfer Price Schedules
• Implementation Options
• Intercompany Supplier and Customer
• Invoice Methods
• Invoice Formats

Project Performance Reporting

• Project Plan
• Project Progress
• Project Forecasting
• Allocations
• Revenue Summary
• Invoice Summary
• Primavera Integration
• Microsoft Project Integration
• Capital Asset Workarea
• Oracle Transactional Business Intelligence (OTBI)
  • Budgets
  • Forecasts
  • Actual Costs Real TimeExpenditure Item Performance
  • Expenditure Item Performance
  • Actual Commitments
  • Unprocessed Transactions
  • Funding
  • Revenue
  • Invoices
  • Cross Subject Area Analysis
  • Planning
  • Project Hierarchy
  • Resource Management
• Project Management
  • Planning & Scheduling
  • Collaborative Planning
  • Issue and Change Management
  • Agile Software Development
  • Innovation Management Integration
  • Resources Search Initiation
  • Project Manager Analytics
  • Planning & Scheduling
• Task Management
  • Manage your project and non-project work in one place
  • Progress work with a single click
  • Collaborate real-time with others in the context of work
  • Manage calendar and profile
  • Team Member Dashboard
• Common Project Execution Options
  • Define Project and Resource Calendars
  • Manage Project Shifts
  • Manage Project Workday Patterns
  • Manage Project Schedule Exceptions
  • Manage Project Schedules
• Project Management Configuration
• Project Resource Management Configuration
• Integration with Microsoft Project
  • Import a project template
  • Manage the project plan
  • Export a new project
  • Enter progress
  • Synchronize project
  • Review the project Gantt