Author: Awais Farooq
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Team Roles
A team role represents either a requirement or an assignment on a project or task. You use the project role as a template for your team roles. When you create a team role, you specify the project role from which to obtain all the default information. The default information is copied from the project role…
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Project Teams and Team Roles
A team is a collection of roles on a project. You can divide the people on a team into two categories: scheduled members and nonscheduled members. Scheduled team members are those people for whom you want to track the hours, utilization, and financial impact (costs, revenue, and margin). Your scheduled team members for a project…
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Resource Breakdown Structure
Resource breakdown structures provide another method for viewing planned and actual cost and revenue for a project by resource, resource type, and other resource groupings. The resource breakdown structure consists of one or more hierarchies of resource elements. An element is a resource type, such as job or organization, or a combination of a resource…
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Planning Resource Lists
You use planning resource lists to plan the cost and effort of a project. You can define the resource needs at a high level, such as indicating that you need an organization or supplier involved in the project. You can also define your resource needs in a more granular form such as specifying a particular…
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Resource Lists
Resource lists are groupings of resources. You attach resource lists to projects to effectively budget project cost and revenue, to track resource usage, and to view cross-project reporting. Oracle Projects summarizes actual costs and commitments for resources, and rolls up the amounts for a project based on the attached resource list. Oracle Projects requires that…
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Resource Types
In addition to people resources, you can use other types of resources to complete a project. The following table lists the types of resources that Oracle Projects supports, their descriptions, and where they are defined: Resource Type Description Defined in Named Person An employee or contingent worker performing services for an organization, such as John…
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People Resources
People resources enable you to plan, manage, and control the work and collaboration required to complete a project. You use them to build your project teams. Oracle Projects supports the following types of people resources: The following table lists some common activities in Oracle Projects and specifies whether the different types of people resources can…
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Overview of Resources
Oracle Projects supports various kinds of resources, resource types, planning resources, resource lists, and planning resource lists. Resources can be people, equipment, or anything else that are essential to complete a project successfully.
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Setup Steps Required for an Organization Change
Some or all of the following implementation steps must be performed when you have an organization change. Note: Several of the following steps are included in the Implementation Checklist. For more information about them, see the Oracle Projects Implementation Guide. 1. Define Organizations 2. Define the New Organization Hierarchy Fremont Corporation must update the organization hierarchy version,…
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Planning the Organization Change
Oracle Projects provides the flexibility to allow adjustments made to meet real world organization changes. You must plan the necessary setup changes and processes to implement the changes according to your business requirements. Careful planning and analysis will ensure your business objectives are met. When to Make the Change Oracle Projects enables you to track…