Oracle Project Portfolio Management Cloud: Project Financial Management Implementation (D102828) – Outline
Detailed Course Outline
Project Financial Management Course Overview
- Identifying Key Project Financial Management Concepts and Features
- Understanding How to Provision, Implement, and Set Up the Project Financial Management Offering
- Using Oracle Fusion Functional Setup Manager
Introducing Oracle Fusion Functional Setup Manager
- Explaining the Benefits and Key Concepts of Functional Setup Manager
- Using the Opt In Feature to Enable Offerings and Functional Areas
- Reviewing the Project Financial Management Offering
- Managing Setup Data
- Creating an Implementation Project
- Using Setup Sata Export and Import
Configuring Rapid Implementation
- Describing Rapid Implementation Features
- Downloading the Rapid Implementation Workbook
- Using the Rapid Implementation Process
Defining Security
- Understanding the Oracle Security Model
- Using the Security Console
- Examining the Changes to the Common Security Features
Defining Subledger Accounting Rules for Project Financial Management
- Understanding Subledger Accounting
- Using Subledger Accounting with Project Financial Management Applications
- Reviewing Journal Entry Components and Accounting Options
- Explaining Account Derivation
- Viewing Accounting
Defining Project Financial Management Organizations
- Configuring Business Units for Project Financial Management
- Defining Project Organizations and Project Units
- Managing Project Organization Classifications and Hierarchies
- Configuring Reference Data
- Running the Maintain Project Organizations Process
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
- Integrating Microsoft Project with Project Financial Management
Defining Project Control Configuration
- Managing Period Profiles
- Managing Spread Curves
- Managing Project Plan Types
- Managing Financial Plan Types
- Defining Integration with Oracle Fusion Budgetary Control
- Importing Project Budgets
Defining Project Costing Configuration
- Defining General Costing Setup
- Defining Capital Projects
- Defining Borrowed and Lent Accounting
- Performing Budgetary Control and Encumbrance Accounting
- Integrating Project Costing with External Financial Applications
- Integrating Project Costing with Other Fusion Applications
Defining Project Billing Configuration
- 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
- Using Project and Contract Data
- Manage Billing Offset Balances
Defining Project Performance Reporting Configuration
- 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
- Using Oracle Smart View for Microsoft Office
Defining Project Templates
- Defining Template Creation Method
- Defining Template Details
- Defining Quick Entry Fields
- Defining Project Options
- Defining Financial Options
- Defining Reporting Options
Defining Approval and Workflow Management
- Understanding the Business Processes Supported by Approvals and Workflows
- Accessing and Configuring Approval and Notification Tasks
Project Financial Management Lifecycle Practices
- Completing Project Financial Management Lifecycle Practices and Demonstrations
