The document discusses the new Cost Breakdown Structure (CBS) feature in Oracle Projects R12.2. The CBS provides an additional element to project structures to track cost elements. It must be configured by creating CBS categories and cost attributes, then enabling the CBS on projects and selecting the active structure. Using CBS, resources can be assigned to cost codes and workplans, financial plans, and actuals can be viewed and entered by task or cost code.

1. R12.2 Oracle Projects
Cost Break Down Structure
Overview Oct-2013
Updated Jan-2016

2.  Introduction
 Cost Break Down Structure Overview
 CBS Configuration
 Considerations
 About the author

3.  The Cost Break Down Structure is a new feature of the Project Management
module of Oracle EBS R12.2
 The Cost Break Down Structure (CBS) provides an additional element to the
existing project structures - Work Break Down Structure (WBS) and Resource
Break Down Structure (RBS)
 The CBS is defined once and used across multiple projects to track cost
elements
 It is now possible to plan by cost code, enter actuals against a cost code and
generate forecast by cost code
WBS – Activity Breakdown
CBS – Cost Breakdown
RBS – Resource Breakdown

4. Resources are
assigned to cost
codes
Same resource can be
assigned to multiple
Cost Codes

5. View Workplan and financial plan by:
WBS
CBS
RBS

6. Pre-Reqs
•R12.2.2
•Apply patch 16883942:R12.PA.C to set the profile PA: Enable Projects for Cost Breakdown
Planning to Yes
CBS Setup
•Create CBS Cost Categories - PA_CBS_COST_CATEGORIES Lookup
•Create Cost Attributes for cost categories – Lookup
•Create CBS
•Create CBS Levels and assigned cost attributes
Enable CBS
Structure
•Enable CBS Structure on project
•Select active CBS structure

7.  CBS functionality is available from R12.2.2
 Apply patch 16883942:R12.PA.C to set the profile PA: Enable
Projects for Cost Breakdown Planning to Yes

8.  Create CBS Categories (Levels) and Cost Attributes

9.  Assign form function PA_CBS_DEFINE to menu
Assign form function to
the menu
 Create CBS using the new menu function

10.  Create Hierarchy levels and assign cost attributes
Notice code
structure for 2nd
level
Max 5 levels
(segments)

11.  Enable CBS Structure on project and select active CBS

12.  User will select combination of Task and Cost Code and not
only task when entering project transactions in Payables,
Purchasing, Oracle Time and Labour and iExpenses.
 Users can assign higher level CBS cost codes to resource
assignments and later select lower levels of CBS
 Cost Codes need to be added to a task to be available for
selection for the task using the task setup page
 Cost Codes can not be assigned to events, billing or revenue
 Projects can not be upgraded to use CBS functionality only
newly created projects can use the CBS functionality
 CBS can not be changed on a project with resource
assignments or actuals
 A CBS can not be assigned to a Program

13.  When using CBS functionality for a project the following
functionality is not available:
◦ Oracle Projects Grants Management
◦ Enhanced Labour Costing (Payroll integration for labour costing)
◦ For cost breakdown planning enabled projects, you must use the client
extension hooks to allocate costs (Cost Allocations)
◦ Integrated budgets or budgets with budgetary controls. You must log in to
Self Service Web Application (SSWA) to create financial plans.
◦ Inter-project billing (Receiver task not available for CBS enabled project)
(Available from R12.2.5)
◦ MS-Projects Integration
◦ Purchasing deliverable actions in project management
◦ Integrate a cost breakdown planning enabled project with the following
applications: Oracle Asset Tracking, Oracle Project Manufacturing, Oracle
Inventory, and Oracle Payroll
◦ Baseline Funding Without Budget check box.
◦ Forecasts from a staffing plan as the staffing plan does not have any cost
code information.
◦ A project can not be enabled as a program if cost breakdown planning is
enabled for it.

14. ◦ Technical Overview
 Relevant Tables:
 PA_TASKS – This table holds the Project Task Information
 PA_ALTERNATE_TASKS – This table holds the combination of Task and CBS
 PA_RBS_ELEMENTS – This table holds the CBS Structure (Also used for Resource Breakdown
Structure)
 SQL Statement to get the Task CBS combination
select a.alt_task_id task_id, t.task_id pa_task_id, e.rbs_element_id cbs_element_id, t.task_number,
e.level_code cost_code, e.cost_code_name, t.task_number||' - '||e.level_code task_CBS
from pa_tasks t, pa_alternate_tasks a, pa_rbs_elements e
where t.task_id = a.proj_element_id
and a.cbs_element_id = e.rbs_element_id
 If a project is CBS enabled the sub modules will use a.alt_task_id as task_id
 In PA_EXPENDITURE_ITEMS_ALL - task_id is the task_id from PA_TASKS and cbs_element_id is
the cbs_element_id in PA_ALTERNATE_TASKS

15.  Matthew Bezuidenhout is a Chartered Accountant
with 16+ years experience implementing and
supporting Oracle’s E-Business Suite specializing in
Oracle Projects
 Contact e-mail address:
 matthew@epct.net
 www.epct.net