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Finding Expenditures within a Timeframe(0:27)

Lesson Overview

Quick Reference

Extra Goodies

Lesson Overview

vIn this lecture we’re going to go through how to search for expenditures for a given time frame based

on when they were created, or for a particular period, or even Inception to date.

Quick Reference

Overview on Processing Transactions
The Lo-Down on Pre-Approved Batches
The Mechanics: Entering Pre-Approved Batches

Extra Goodies

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Curriculum

Preview Sample Lectures of This Course

Overview on Processing Transactions(3:00)
Finding Expenditures within a Timeframe(0:27)
Preview – Step 1: Find Existing Project template (5:34 min. view)
Preview – Step 2: Create a New Project from a template (5:24 min.view)
Preview – Tasks (Work Breakdown Structure) (4:11 min.view)
Preview – Create your Agreement (5:39 min.view)

Section 1: Get the Lay of the Land

Course Access Instructions
Overview of Project Costing (6:02 min.view)
Who Cares About Projects: (Roles) (5:25 min. view)

Section 2: Prepare and Set up Your Project

Step 1: Find Existing Project template (5:34 min.view)
Step 2: Create a New Project from a template (5:24 min.view)
Creating Indirect Projects (13:20 min.view)
Tasks (Work Breakdown Structure) (4:11 min.view)

Section 3: Anatomy of a Project

Task Details (3:23 min.view)
Task Cross Charge (0:54 min.view)
Task Currency (1:01 min.view)
Cost burden schedules (Task level) (1:31 min.view)
Cost Burden Multipliers (Task level) (1:31 min.view)
Transaction controls (Task level) (2:16 min.view)
Project Key Members (3:10 min.view)
Transaction Controls (Project level)( 1:37 min.view)
Project Cost burdens (1:32 min.view)
Capital asset (for Capital projects only) (5:36 min.view)
Asset assignments (for Capital projects only) (1:46 min. view)
Capital interest schedule (for large construction capital projects only) (1:16 min.view)
Project Status (1:21 min.view)

Section 4: Agreements and Funding

Look for existing Agreements (2:11 min.view)
Create your Agreement (5:39 min.view)
Fund the Project (5:00 min.view)
Funding Inquiry (5:00 min.view)

Section 5: Create a Budget for your Project

Create Project Cost Budget
Copying a Budget to Draft (1:59 min.view)
Budget History (2:19 min.view)

Section 6 All About Cost Burdens

What is Burdening Anyway? (3:17 min.view)
Anatomy of a Burden Schedule (3:08 min.view)
The Burden Structure (0:49 min.view)

Section 7 Processing Transactions

Overview on Processing Transactions (3:00 min view)
How Transactions Flow through (2:30 min view)
What You Need to Know about Entering Transactions Directly in Projects (1:21 min view)
How to Enter Pre-Approved Batches (10:41 min view)
Next Step: Distribute the Costs (0:34 min view)
Reversing Pre-Approved Batches (2:05 min view)

Section 8 Seeing Your Project Transactions

Expenditure Inquiry: How to See Your Transactions In Projects (2:25 min view)
Anatomy of Expenditure inquiry (4:06 min view)
Finding Expenditures within a Timeframe(0:27)
See Expenditure Item Details (2:31 min view)
Show / Hide More Fields on Expenditure Inquiry (1:58 min view)
Splitting and Transferring Expenditure Items (2:16 min view)

Section 9 Closing the Month in Oracle Projects

How Transactions Flow through(2:30)
Overview of Month End Flow (10:02 min view)
Processing Labour Transactions (1:44 min.view)
How to Run Transaction Import (1:02 min.view)
Distributing Labour Costs (1:00 min.view)
How to Run Distribute Costs Process (0:51 min.view)
Create Burden Transactions (0:54 min.view)
Interface Labour to the General Ledger (0:49 min.view)
How to Interface Labour to GL (1:12 min.view)
Processing Transactions from Payables (1:55 min.view)
How to Interface Expense Reports from Payables (0:41 min.view)
How to Interface Supplier Costs from Payables (0:47 min.view)
Interfacing Supplier Costs to GL (0:41 min.view)
Processing Usage and Miscellaneous Costs (1:39 min.view)
How to Distribute Usage and Miscellaneous Costs (0:35 min.view)
Interfacing Usage and Miscellaneous Costs to GL (0:47 min.view)
Run Exception Reports (2:35 min.view)
Close / Open the PA Period (3:01 min.view)

Return to Projects | Oracle EBS R12

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