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Hidden Gems

Easily Add and Assign Assets with UI-Apps

Copyright © Project Partners, LLC
Project Assets
 Capital Projects in EBS need




Asset(s)
Asset Details
Asset Assignments (Project or Task)

 In EBS, This is done in three different screens and can be

cumbersome
 With UI-Apps this can all be accomplished in one

easy to use MS-Excel Worksheet






Add one or more Assets to a Project
Add all asset details on one line, in one sheet
Easily assign Assets at the project level
Easily assign Assets at the task or subtask level
Copyright © Project Partners, LLC
EBS: Setting up Assets and Assignments
Add Capital Assets and Asset
Details to each Project

Assign Assets at the
Project Level or on
Each Individual Task

Copyright © Project Partners, LLC
Two Steps – with UI-Apps
 Step 1: Define Asset and Asset Detail Information
 Step 2: Assign Asset at Project or Task level

 UI-Apps offers easier approach in one MS-Excel

Worksheet

Copyright © Project Partners, LLC
UI-Apps: Assets Worksheet
One worksheet for both functions, define asset, assign to project or task

Asset Setup

Asset Assignment

Copyright © Project Partners, LLC
Step 1: Define Asset and Asset Detail Information
a. Click Add Asset to open new row

b. Choose Book from LOV
c. Other columns open search windows

d. Fill out rest of asset info with LOVs and dropdowns

Copyright © Project Partners, LLC
Step 2: Assign Asset at Project or Task level
a. Click Add to Open New Row

b. Choose Assignment Level

b. Select asset to assign from dropdown

Copyright © Project Partners, LLC
Easily add Project Assets and Assignments
 Define new project assets and assign to project/task level

from one place
 Manage project assets - easily add in-service and

retirement dates

 Stay tuned for more Hidden Gems from Project Partners

Copyright © Project Partners, LLC
UI-Apps Hidden Gems
A series of videos describing unique features of Project Partners
UI-Apps which add significant functionality to Oracle Projects
 See them all on the Project Partners YouTube Channel

http://www.youtube.com/user/ProjectPartnersLLC

Copyright © Project Partners, LLC
For more information:
Phone: 650.712.6200
email: info@projectp.com
www.projectp.com
Copyright © Project Partners, LLC

10

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Manage Asset Definition and Asset Assignments for your Capital Projects in Oracle EBS Projects using Project Partners UI-Apps

  • 1. Hidden Gems Easily Add and Assign Assets with UI-Apps Copyright © Project Partners, LLC
  • 2. Project Assets  Capital Projects in EBS need    Asset(s) Asset Details Asset Assignments (Project or Task)  In EBS, This is done in three different screens and can be cumbersome  With UI-Apps this can all be accomplished in one easy to use MS-Excel Worksheet     Add one or more Assets to a Project Add all asset details on one line, in one sheet Easily assign Assets at the project level Easily assign Assets at the task or subtask level Copyright © Project Partners, LLC
  • 3. EBS: Setting up Assets and Assignments Add Capital Assets and Asset Details to each Project Assign Assets at the Project Level or on Each Individual Task Copyright © Project Partners, LLC
  • 4. Two Steps – with UI-Apps  Step 1: Define Asset and Asset Detail Information  Step 2: Assign Asset at Project or Task level  UI-Apps offers easier approach in one MS-Excel Worksheet Copyright © Project Partners, LLC
  • 5. UI-Apps: Assets Worksheet One worksheet for both functions, define asset, assign to project or task Asset Setup Asset Assignment Copyright © Project Partners, LLC
  • 6. Step 1: Define Asset and Asset Detail Information a. Click Add Asset to open new row b. Choose Book from LOV c. Other columns open search windows d. Fill out rest of asset info with LOVs and dropdowns Copyright © Project Partners, LLC
  • 7. Step 2: Assign Asset at Project or Task level a. Click Add to Open New Row b. Choose Assignment Level b. Select asset to assign from dropdown Copyright © Project Partners, LLC
  • 8. Easily add Project Assets and Assignments  Define new project assets and assign to project/task level from one place  Manage project assets - easily add in-service and retirement dates  Stay tuned for more Hidden Gems from Project Partners Copyright © Project Partners, LLC
  • 9. UI-Apps Hidden Gems A series of videos describing unique features of Project Partners UI-Apps which add significant functionality to Oracle Projects  See them all on the Project Partners YouTube Channel http://www.youtube.com/user/ProjectPartnersLLC Copyright © Project Partners, LLC
  • 10. For more information: Phone: 650.712.6200 email: info@projectp.com www.projectp.com Copyright © Project Partners, LLC 10

Editor's Notes

  1. Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
  2. This can quickly get tedious especially for larg.e projects which may be funded by multiple client via multiple agreements
  3. Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
  4. For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
  5. Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
  6. Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
  7. Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?