Oracle Project Management

Oracle Project Management provides project managers the visibility and control they need to deliver their projects successfully, improve profitability, and operate more efficiently. Oracle Project Management empowers project managers to plan the work, assign resources, forecast to completion, and communicate to stakeholders, while streamlining the collaborative execution of project work.

This chapter describes the following test flows in Oracle Project Management:

• Project Template Creation

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

19.1 Project Template Creation

The project template creation covers the creation of a planning resource list with resource formats and planning resources. A project template is created and structures are enabled, and team members and customer details are added to the template. Work plan setups are performed by assigning the planning resource list. Work breakdown structure is created in the project template and resources are assigned to the tasks.
Prerequisites
Rate schedule RC_Cost1 with resource class having all four resource classes as per the table below.

Table 19-1 Prerequisites for Project Template Creation Flow

Resource class	Rate
People	10
Equipment	20
Material items	1
Financial Element	1

Profile Options
Not applicable.
Predefined Data
Not applicable.
Setup Data

Table 19-2 Setup Data for Project Template Creation Flow

Page Name	Field Name	Field Value	Comments
Planning Resource List	Job Group	Vision Corporation	Human Resource Job Group should be created
	Expenditure Type	Airfare	Expenditure type Air Fare with UOM = Currency, Rate Required = No, Expenditure Type Class = Expense Reports, Supplier Invoices
	Organization	Services - East	Organization type for the Organization should be Department and the classifications to be attached are Project Expenditure or Event Organization and Project Task Owning Organization
Project Template	Project Type	Cost Plus	Project Type should have below details Name - Cost Plus Operating Unit - Vision Services Class - Contract Service Type- Consulting Work Type- Commercial Customer-billable
Project Template	Organization	Vision Services	Organization type for the Organization should be Division and the classifications to be attached are Operating Unit and Project Task Owning Organization
Project Template or Key Members	Employee	Marlin, Ms. Amy	Employee in Human Resources and with active assignment
	Role	Project Manager	Project Manager role with role based security enabled and corresponding project manager functions menu attached
Project Template or Customer and contacts	Customer Name	Hilman and Associates	Customer should be created in Accounts Receivables module
Task Type	Name	DSN-PE-EFFORT, DSN-PE-COST