Project Financial Management Course Overview
Oracle Project Portfolio Management Cloud
Defining Enterprise Structures for Project Financial
Management Overview
Enterprise Structure Analysis
Introducing Oracle Fusion Functional Setup Manager
Overview of Functional Setup Manager
Job Roles
Configuring Offerings
Implementation Task Flow
Implementation Project: Overview
Assigning Tasks
Setting Up Data Export and Import: Overview
Defining of Security
Overview of Project Financial Management Security
Setting Up Tasks and Task Lists
Defining Role-Based Access Control (RBAC)
Distinguishing Between Function and Data Security
Discussing Concepts Associated with Users
Planning Your Use of the Security Reference
Implementation
Defining Subledger Accounting Rules for Project Financial
Management
Subledger Accounting Overview
Using Subledger Accounting with Project Financial
Management
Journal Entry Components
Account Derivation Example
Imported Accounts
Creating Accounting Options
Accounting for Burden Transactions
Viewing Accounting
Defining Project Organizations
Setting Up Tasks and Task Lists
Configuring Business Units for Project Financial
Management
Maintaining Project Organizations Process
Defining Project Organizations and Project Units
Managing Project Organization Classifications and
Hierarchies
Configuring Reference Data
Defining Project Foundation Configuration
Defining Project Calendars and Periods
Defining Types and Categories
Managing Oracle Social Network Objects
Managing Project Roles
Defining Project Resources
Defining Project Resource Breakdown Structures
Defining Burdening
Microsoft Project Integration
Defining Project Control Configuration
Overview of Project Control Configuration
Setting Up Tasks and Task Lists
Managing Period Profiles
Managing Spread Curves
Managing Project Plan Types
Managing Financial Plan Types
Defining Integration with Oracle Fusion Budgetary Control
Defining Project Costing Configuration
Defining General Costing Set Up
Defining Capital Projects
Defining Borrowed and Lent Accounting
Performing Budgetary Control and Encumbrance Accounting
Integrating Oracle Fusion Project Costing with External
Financial Applications
Integrating Oracle Fusion Project Costing with Other
Fusion Applications
Defining Project Billing Configuration
Overview of Oracle Fusion Project Billing
Defining Oracle Fusion Enterprise Contracts Configuration
Defining Oracle Fusion Project Billing Configuration
Defining Additional Intercompany and Interproject
Cross-Charge Options
Coexistence Between Oracle Fusion Project Billing and
External Applications
Defining Project Performance Reporting Configuration
Overview of Project Performance Reporting
Managing Performance Measures
Generating and Analyze Key Performance Indicators
Defining Performance Reporting Options for Project Units
Performing Summarization
Planning Amount Allocation Basis
Leveraging the Project Management Dashboard: Health,
Timecard, Invoices, and Cost Budget
Utilizing Oracle Smart View for Microsoft Office
Configuring Project Integration Gateway
Overview of Project Integration Gateway Configuration
Setting Up Tasks and Task Lists
Setting Up Integration
Registering Primavera P6 Enterprise Project Portfolio
Management
Managing Integration Options
Project Plan Type Settings
Exporting Set Up Data
Reviewing Integration Processing Status
Defining Project Templates
Project Templates Overview
Setting Up Tasks and Task Lists
Defining Template Creation Method
Defining Template Details
Defining Quick Entry Fields
Defining Project Options
Defining Financial Options
Defining Reporting Options
Configuring Rapid Implementation
Project Financial Management Rapid Implementation
Overview
Setting Up Tasks and Task Lists
Rapid Implementation Features
Downloading the Rapid Implementation Workbook
Using the Rapid Implementation Process
Defining Approval and Workflow Management
Overview of Managing Approvals and Workflows
Setting Up Tasks and Task Lists
Managing Task Configurations for Project Financial
Management
Project Financial Management Lifecycle Practices
Project Financial Lifecycle Practices
Description:
No hands on lab environment for the TOD course formatThis
Oracle Project Portfolio Management Cloud: Project
Financial Management Functional Setup training teaches
you how to successfully set up the Project Financial
Management offering in Functional Setup Manager. Through
a combination of instructor demonstrations and interactive,
hands-on activities, you'll learn how to configure
components for creating, planning, and maintaining financial projects.
Learn To:
Use Functional Setup Manager to implement Project
Financial Management offering of Oracle Project Portfolio
Management Cloud.
Identify the key concepts of managing financial projects
in Oracle Project Portfolio Management Cloud that determine a
successful implementation
Capture and monitor costs.
Recognize revenue in Oracle Project Portfolio Management
Cloud.
Benefits to You
By investing in this course, you'll walk away with
knowledge and skills to ensure a smooth, rapid and successful
implementation of the Project Financial Management
offering. You'll better understand the configuration options to make
improved decisions during your implementation.
Furthermore, you'll know how to optimize the set up to enable the
necessary collaboration between team members and provide
the business insight to efficiently plan, create, and manage
financial projects in your enterprise.
Participate in Hands-On Exercises
Through a combination of instructor demonstrations and
interactive, hands-on activities, you'll learn how to configure
components for cost control, billing and revenue, and
project control. A quick lifecycle walks you through a typical day in
the life of a project manager.
Please Note:
This course is appropriate for both Oracle Cloud and
on-premises deployments.
Audience
Implementation Consultant