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Maintain Transaction Controls for Oracle EBS Projects using a single MS-Excel Worksheet with Project Partners UI-Apps
The document outlines how to manage transaction controls on projects using the UI-Apps tool, enabling easier setups within Oracle projects through a simplified MS Excel worksheet. It details a four-step process to establish controls at either the project or task level, specifying criteria for chargeability and billability, as well as control types (inclusive/exclusive). Additionally, it mentions the 'Hidden Gems' series featuring unique functionalities of the UI-Apps in Oracle projects.
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Maintain Transaction Controls for Oracle EBS Projects using a single MS-Excel Worksheet with Project Partners UI-Apps
- 1. Hidden Gems Manage TransactionControls with UI-Apps Copyright © Project Partners, LLC
- 2. Setting Up TransactionControls on Projects Transaction Controls are used to control charges to Projects in Oracle Can be setup at the Project or any task level Control Chargeability and Billability Controls can be enabled by Person, Expenditure Type, Category, non-Labor Resource Controls defined can be exclusive or inclusive Cumbersome to setup as navigation is needed to the project option or to each task option UI-Apps offers easier approach in one MS-Excel Worksheet Copyright © Project Partners, LLC
- 3. Four Steps –with UI-Apps Step 1: Choose level – Project or Task Step 2: Select Criteria – Person, Type, Category, NLR Step 3: Choose Chargeability/Billability Step 4: Set Control – Inclusive/Exclusive UI-Apps offers easier approach in one MS-Excel Worksheet Copyright © Project Partners, LLC
- 4. Step 1: ChooseLevel of Control Project Level Task Level Select the project or desired task (row) and click the “Add Row” Button to open a new control row at the appropriate level. Copyright © Project Partners, LLC
- 5. Step 1: ChooseLevel of Control Cont’d Project Level Task Level Copyright © Project Partners, LLC
- 6. Step 2: DefineControl Criteria Choose Category, Type, non-Labor Resource and Person Type/Person, or a combination thereof. Copyright © Project Partners, LLC
- 7. Step 3: SelectChargeability/Billability Select chargeability, billability and effective dates Define as many controls needed by opening new rows Copyright © Project Partners, LLC
- 8. Step 4: DetermineInclusive/Exclusive Controls Limit to Transaction Controls = Y makes control(s) exclusive at the defined level. Save work using „Update‟ Button. Copyright © Project Partners, LLC
- 9. Manage Transaction Controlswith UI-Apps Use the power of transaction controls in Oracle Projects to manage charges to your project Quickly and Easily manage your controls with one MS- Excel worksheet using UI-Apps Stay tuned for more Hidden Gems from Project Partners Copyright © Project Partners, LLC
- 10. UI-Apps Hidden Gems Aseries of videos describing unique features of Project Partners UI-Apps which add significant functionality to Oracle Projects Hidden Gems Series See them all here: http://www.projectp.com/demos/?product=ui Copyright © Project Partners, LLC
- 11. For more information: Phone:650.712.6200 email: info@projectp.com www.projectp.com Copyright © Project Partners, LLC 11
Editor's Notes
- #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 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?
- #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 (e.g. Only S/Cs can charge expenses, …..)
- #8 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?
- #9 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?
- #10 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?