Preview - Step 1: Find Existing Project template (5:34 min. view) - TutorAlly

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Find Existing Project Template (5:34 min.view)

Lesson Overview

Quick Reference

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Lesson Overview

Projects are created either from other templates or other projects. For the record, we recommend only creating projects based on templates that have been created for your organization.

Refer to your organization’s buddy course for details.

Quick Reference

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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