PROJECT FOUNDATION:
· Features of Oracle Project Costing
· Features of Oracle Project Billing
· Features of Oracle Project Management
· Steps to define an Organization and Organization Hierarchy
· Project setup implementation options
· Currency implementation options
· System implementation options
· Steps to set Project Accounting (PA) and General Ledger (GL) periods
· Steps to define a project role
· Steps to define a project classification
· Identify the steps to define a project status
· Resource and Role Definition
· Define different Project Types and identify the features
· Defining Project Templates with Work Break Down Structure (WBS)
· Uses of different Quick Entry options on a project template
· Features of a project template
· Sequence the steps for the business flow process of item lifecycle project execution
PROJECT COSTING:
· Expenditure Types, Categories and Revenue Categories
· Labor Cost Multipliers
· Burden Cost Bases, Codes, Structure and Schedules
· Defining Burden Structures and Schedules
· Defining Budget Entry for Costing
· Defining Budgets Types and Entry methods
· Defining Resource list for Budgets.
· Defining Costing –Related Project Information
· Defining Transaction Controls
· Defining Rate Schedules
· Identify the features of Oracle Project Approval Workflow
· Identify the features of Oracle Budget Approval Workflow
· AUTO ACCOUNTING FOR COSTS
o Defining Lookup sets
o Defining Auto Accounting Rules
o Assigning Auto Accounting Rules
· PERFORMING COST PROCESS
o Enter expenditures inside Oracle Projects and Process various cost distribution programs
o Requisition/PO-PA Integration: Booking Purchase Orders and Receipts and Interface Receipts to Oracle Projects
o AP-PA Integration: Define AP Invoice and interface it to Oracle Projects
o INV-PA Integration: Issue items to projects and interface cost to Oracle Projects
o I-Exp to PA Integration: Define employee expenses and interface to Oracle Projects
o Discuss various Adjustments to Expenses
o Performing Cost Distribution
o Processing Cost Adjustments
o Cost Allocation
o Processing Cross charge
o Overview of Borrowed and Lent Cross Charges
· ASSET CAPITALIZATION
o Identify the features of capital Projects and integration to Fixed Assets.
o Identify the features of common cost and specific cost.
o Define Assets and assign to Projects/Tasks.
o Generate Asset Lines and Interface to Fixed Assets.
o Capitalize assets from Fixed Assets.
PROJECT BILLING:
· Describe the overall Project Billing
· Discuss the key areas that are part of the Project Billing Process
· DEFINING A CONTRACT PROJECTS
o Explain the activities involved with creating a Contract Project
o Define a contract Project
· AGREEMENTS AND FUNDING
o Define Agreement Types
o Discuss the use of agreements and the relationship between agreements and Projects
o Define an agreement and fund a Project
o Explain how to create a revenue budget
o Baseline funding for a project
· ACCOUNTING FOR REVENUE AND INVOICES
o Describe the overall flow of accounting for revenue and Invoices
o Explain the components of Auto Accounting
o Identify the Auto Accounting Functions used during revenue and invoicing
o Explain the accounting flow of Un Billed Receivables and Un Earned Revenue
· GENERATING REVENUE
o Explain Fundamental Revenue Concepts
o Generate Revenue, Approve and interface it to Oracle General Ledger
o Explain the revenue generation Process for different distribution rules
· GENERATING INVOICES
o Explain Fundamental Invoice concepts
o Explain the use of customer billing retention on a contract Project
o Generate an Invoice, approve and interface it to receivables
o Explain the Invoice generation Process for different distribution rules
o Identify the setup in Oracle Receivable necessary for with Oracle Project Billing
o Generating Adjustment and Credit invoices for existing invoices
· INTER-PROJECT/COMPANY PROJECT BILLING
o Defining Transfer Price Schedules
o Defining Cross Charges
o Defining Provider and Receiver Controllers
o Defining Intercompany Projects
o Defining Intercompany Agreements
o Process Inter-company/Project billing
o Discuss the use of Project Status Inquiry (PSI)
o Discuss Various PA related Reports
PROJECT MANAGEMENT:
· Identify the features of Project Management
· Define & explain the features of Budgets and Forecast
· Define & explain the features of RBS
· Define & explain the features of Planning Resource List
· Define & explain the features of WBS & FBS
· Creating Project Templates
· Creating and explaining the Projects in PJT
· Identify the features of Program and Project
· Define & explain the features of Control Item Types
· Explain the features of Project Status Reporting
· Explain the features of issue and Change Management
· Identify the features of Expenditure Review, Billing Review and PSI
· Explain the features of Work plan and Progress Management