Oracle Projects Module: Project Billing

Lab PA-2 Create Project Template

Objective: To set up a new Project Template  10-15 minutes

Instructions:
Assumptions

 Replace XX with the number that your instructor has assigned.

 You must have access to an Oracle Application Vision database or comparable training or test
instance at your site on which to complete this practice.

Create the Project Template

1. Responsibility = Projects, Vision Operations (USA

2. Navigate to the Project Templates page

 (N) Projects: Setup > Project Templates

3. (B) Create Template

4. Define the template information

Field Value
Operating Unit Vision Operations (Read-Only View)
Name XX Billable Template
Long Name XX Billable Template
Number XX Billable Template
Organization Vision Operations
Project Type XX-Billable
Effective From Leave Blank
Effective To Leave Blank
Description Project Template for Billable Projects

Enable the Project Structures

5. Enable the Financial and Workplan Structures

6. Create Top Tasks

Enter the task details:

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Project Billing Page 1 of 3

 Oracle Projects Module: Project Billing

Outline Task Task Description Scheduled Scheduled

Level Number Name Start Finish
1 1.0 Task 1.0 Task 1.0 Leave Leave
Blank Blank

7. Create two subtasks for Task 1.0

Enter the task details:

Outline Task Task Description Scheduled Scheduled

Level Number Name Start Finish
1 1.1 Task 1.1 Task 1.1 Leave Leave
Blank Blank
1 1.2 Task 1.2 Task 1.2 Leave Leave
Blank Blank

8. Create two peer tasks of Task 1.0

 Enter the task details:

Outline Task Task Description Scheduled Scheduled

Level Number Name Start Finish
0 2.0 Task 2.0 Task 2.0 Leave Leave
Blank Blank
0 3.0 Task 3.0 Task 3.0 Leave Leave
Blank Blank

Define the Quick Entry

9. Enter the quick entry values

Order Field Name Specification Prompt Required

10 Project Number Project Number Yes
20 Project Name Project Name Yes
30 Key Member Project Manager Project Manager Yes

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 Oracle Projects Module: Project Billing

40 Classification Industry Sector Industry Sector No

50 Customer Name Primary Customer Name Yes
60 Project Start Date Project Start Date Yes
70 Project Finish Date Project Finish Date No
80 Organization Organization No

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