Maintain Transaction Controls for Oracle EBS Projects using a single MS-Excel Worksheet with Project Partners UI-Apps
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You can now define Transaction Controls in Oracle EBS Projects using a single MS-Excel Worksheet with Project Partners UI-Apps
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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 Transaction Controls with UI-Apps Copyright © Project Partners, LLC
- 2. Setting Up Transaction Controls 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: Choose Level 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: Choose Level of Control Cont’d Project Level Task Level Copyright © Project Partners, LLC
- 6. Step 2: Define Control Criteria Choose Category, Type, non-Labor Resource and Person Type/Person, or a combination thereof. Copyright © Project Partners, LLC
- 7. Step 3: Select Chargeability/Billability Select chargeability, billability and effective dates Define as many controls needed by opening new rows Copyright © Project Partners, LLC
- 8. Step 4: Determine Inclusive/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 Controls with 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 A series 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
- 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?
- 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?
- 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?
- 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?
- (e.g. Only S/Cs can charge expenses, …..)
- 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?
- 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?
- 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?