Sheet1Projects Application ModuleSetup StepSetupRequired / OptionalSetup LevelResponsibilityDescription of the setupProject FoundationPJF-P1.1Define ledgerRequired - AllSiteGeneral Ledger SetupProject FoundationPJF-P1.2Set the profile option GL: LedgerRequired - AllOU (set at the responsibility level)System AdministratorProject FoundationPJF-P1.3Enable additional currencies you plan to useOptional - AllSiteProjects Implementation Super UserProject FoundationPJF-P2.1Define locationsRequired - AllBusiness GroupProjects Implementation Super UserProject FoundationPJF-P2.2Define organizationsRequired - AllBusiness GroupProjects Implementation Super UserProject FoundationPJF-P2.3Set the profile option HR: Cross Business GroupOptional - AllSiteSystem AdministratorAllow MOAC entryProject FoundationPJF-P2.4Enable Multiple Organization ArchitectureOptional - AllSiteProjects Implementation Super UserProject FoundationPJF-P2.5Define default operating unit for the project expenditure organizationsRequired - PJRSiteProjects Implementation Super UserOptional - PJCProject FoundationPJF-P2.6Define organization hierarchies and/or global organization hierarchiesRequired - AllSiteProjects Implementation Super UserProject FoundationPJF-P2.7Assign a Project Burdening Hierarchy for each business groupOptional - PJC, PJBSiteProjects Implementation Super UserProject FoundationPJF-P3.1Set the profile option PA: Enable Enhanced Period ProcessingOptional PJC, PJBSiteSystem AdministratorProject FoundationPJF-P3.2Define GL and PA periods - MUST DO PJF-P4.1 DEFINE IMPLEMENTATION OPTIONS before this step is completed.Required - AllLedgerProjects Implementation Super UserProject FoundationPJF-P3.3Set the GL period statusOptional PJC, PJBLedgerProjects Implementation Super UserProject FoundationPJF-P3.4Define calendar typesRequired - PJR, PJTSiteProjects Implementation Super UserOptional - PJC

Project FoundationPJF-P3.5Define calendar shifts and shift patternsRequired - PJR, PJTSiteProjects Implementation Super UserOptional - PJC

Project FoundationPJF-P3.6Define calendar exceptionsOptional - PJR, PJT, PJCSiteProjects Implementation Super UserProject FoundationPJF-P3.7Define calendarsRequired - PJR, PJTSiteProjects Implementation Super UserOptional - PJCProject FoundationPJF-P3.8Assign calendar shiftsRequired - PJR, PJTSiteProjects Implementation Super UserOptional - PJCProject FoundationPJF-P3.9Set the following profile options:Required - PJR, PJTSitePA: Default CalendarOptional - PJCPA: Global Week Start DayPA: Availability/Over commitment Calculation PeriodPA: Percentage of Resources CapacityPA: Availability DurationProject FoundationPJF-P3.10Define default calendar for the project expenditure organizationRequired - PJRSiteProjects Implementation Super UserOptional PJC, PJTProject FoundationPJF-P3.11Run the Generate Calendar Schedules processRequired - PJRSiteProjects Implementation Super UserOptional - PJCProject FoundationPJF-P4.1Define implementation options (System, Currency, Project Setup, Expnd/Costing, Billing, and Cross Charge)Required - AllOUProjects Implementation Super UserProject FoundationPJF-P5.1Define job groupsRequired - PJRBusiness GroupProjects Implementation Super UserOptional - PJC, PJB

Project FoundationPJF-P5.2Define job levels and job codesRequired - PJRSiteProjects Implementation Super UserProject FoundationPJF-P5.3Define jobsRequired - PJRBusiness GroupProjects Implementation Super UserOptional - PJC, PJB

Project FoundationPJF-P5.4Define job mappingOptional - PJR, PJB, PJCBusiness GroupProjects Implementation Super UserProject FoundationPJF-P5.5Set profile option PA Project Resource Job Group, or define the job group for the organizationRequired - PJRSiteSystem AdministratorProject FoundationPJF-P5.6Define rating scalesRequired - PJRBusiness GroupProjects Implementation Super UserProject FoundationPJF-P5.7Define competenciesRequired - PJRBusiness GroupProjects Implementation Super UserProject FoundationPJF-P5.8Define people, including address, assignment, job, supervisor and competenciesRequired - PJRBusiness GroupProjects Implementation Super UserOptional - AllProject FoundationPJF-P5.9Migrate resource data from other systemsOptional - AllSiteProjects Implementation Super UserProject FoundationPJF-P5.10Run PRC: Maintain Project ResourcesRequired - PJRSiteProjects Implementation Super UserOptional - PJC(utilization)Project FoundationPJF-P6.1Define rate schedulesOptional - PJC, PJB, PJTOUProjects Implementation Super UserProject FoundationPJF-P7.1Define rolesRequired - PJR, PJT, PJLBusiness GroupProjects Implementation Super UserOptional - PJC, PJBProject FoundationPJF-P7.2Define role listsOptional - AllSiteProject Super UserProject FoundationPJF-P7.3Define project roles for organizationsOptional - AllSiteProject Super UserProject FoundationPJF-P8.1Implement responsibility-based securityOptional - AllSiteSystem AdministratorProject FoundationPJF-P8.2Set the profile option PA: Cross-Project User ViewOptional - AllSiteSystem AdministratorProject FoundationPJF-P8.3Set the profile option PA: Cross-Project User UpdateOptional - AllSiteSystem AdministratorProject FoundationPJF-P8.4Set the profile option PA: View All Project ResourcesOptional - AllSiteSystem AdministratorProject FoundationPJF-P8.5Implement role-based securityOptional - PJR, PJT, PJLSiteProjects Implementation Super UserProject FoundationPJF-P8.6Implement organizational authorityOptional - PJC, PJR, PJT, PJLSiteProjects Implementation Super UserProject FoundationPJF-P8.7Implement project security extensionOptional - AllSiteProject FoundationPJF-P8.8Define security profiles and/or global security profilesOptional - AllBusiness Group (need to be changed when adding new OU)System AdministratorProject FoundationPJF-P8.9Set the profile option HR: Security ProfileRequired - AllSiteSystem AdministratorProject FoundationPJF-P9.1Define additional task statusesOptional - PJTSiteProjects Implementation Super UserProject FoundationPJF-P9.2Define additional task typesOptional - PJTSiteProject Super UserProject FoundationPJF-P9.3Define additional task prioritiesOptional - PJTSiteProjects Implementation Super UserProject FoundationPJF-P10.1Define additional statusesOptional - AllSiteProjects Implementation Super UserProject FoundationPJF-P10.2Define additional classifications, class categories and class codesOptional - AllSiteProjects Implementation Super UserProject FoundationPJF-P10.3Define services typesRequired - AllSiteProjects Implementation Super UserProject FoundationPJF-P10.4Define project customer relationshipsRequired - PJBSiteProjects Implementation Super UserProject FoundationPJF-P10.5Define contact typesRequired - PJBSiteProjects Implementation Super UserProject FoundationPJF-P10.6Define probability listsOptional - AllSiteProjects Implementation Super UserProject FoundationPJF-P10.7Define resource listsRequired - AllBusiness GroupProjects Implementation Super UserProject FoundationPJF-P10.8Implement resource classesOptional - PJTSiteProject Super UserProject FoundationPJF-P10.9Define planning resource listsOptional - PJTBusiness GroupProject Super UserProject FoundationPJF-P10.10Define resource breakdown structuresOptional - PJT, PJC (allocations)Business GroupProject Super UserProject FoundationPJF-P10.11Define cyclesRequired - PJBSiteProjects Implementation Super UserOptional - PJT

Project FoundationPJF-P10.12Define work typesRequired - PJRSiteProjects Implementation Super UserOptional - PJC, PJBProject FoundationPJF-P11.1Define Request Groups for Reporting and ProcessingOptional - AllSiteSystem AdministratorProject FoundationPJF-P11.2Define Responsibilities for UsersOptional - AllSite / OUSystem AdministratorProject FoundationPJF-P11.3Define Additional UsersOptional - AllSiteSystem AdministratorProject FoundationPJF-P11.4Initiate Deferred Workflow ProcessRequired - PJRSiteSystem AdministratorOptional - PJF (utilization)PJT (budgetary controls)Project FoundationPJF-P11.5Define Frequently Used FoldersOptional - AllSiteProjects Implementation Super UserProject FoundationPJF-P11.6Define Descriptive FlexfieldsOptional - AllSiteProjects Implementation Super UserProject FoundationPJF-P11.7Define Additional Page LayoutsOptional - AllSiteProjects Implementation Super UserProject FoundationPJF-P11.8Set the Profile Option PA: Highlight Starting Tasks: Number of DaysOptional - AllSiteSystem AdministratorProject FoundationPJF-P11.9Gather Schema StatisticsOptional - AllSiteSystem AdministratorProject FoundationPJF-F1.1Define additional status for Organization ForecastingOptional - PJC, PJRSiteProjects Implementation Super UserProject FoundationPJF-F1.2Update status controls to include project in Organization ForecastsRequired - PJC, PJRSiteProjects Implementation Super UserProject FoundationPJF-F1.3Define an organization project typeRequired - PJC, PJROUProjects Implementation Super UserProject FoundationPJF-F1.4Define an organization project templateRequired - PJC, PJROUProjects Implementation Super UserProject FoundationPJF-F1.5Define organization forecasting optionsRequired - PJC, PJROUProjects Implementation Super UserProject FoundationPJF-F1.6Define adjustment reasonsRequired - PJC, PJRSiteProjects Implementation Super UserProject FoundationPJF-F1.7Calculate initial forecast amountsRequired - PJC, PJRSiteProjects Implementation Super UserProject FoundationPJF-F2.1Define unassigned time optionsRequired - PJC, PJROUProjects Implementation Super UserProject FoundationPJF-F2.2Define utilization categoriesRequired - PJC, PJRSiteProjects Implementation Super UserProject FoundationPJF-F2.3Set the following profile options for utilization:Required - PJC, PJRSiteSystem AdministratorPA: Require Work Type Entry for ExpendituresPA: Resource Utilization Calculation MethodPA: Utilization Manager Default Period TypePA: Utilization Manager Default Calculation MethodPA: Resource Utilization Period TypeProject FoundationPJF-F2.4Set up global profile optionsRequired - PJC, PJRSiteProjects Implementation Super UserProject FoundationPJF-F2.5Set up organization security profilesRequired - PJC, PJRSiteProjects Implementation Super UserProject FoundationPJF-F2.6Define Oracle Daily Business Intelligence for Projects Implementation OptionsRequired - PJC, PJRSiteProject Super UserProject FoundationPJF-F2.7Update period and organization informationRequired - PJC, PJRSiteProject Super UserProject FoundationPJF-F2.8Summarize financial and resource dataRequired - PJC, PJRSiteProjects Implementation Super UserProject FoundationPJF-F2.9Implement Oracle DiscovererRequired - PJC, PJRSiteProject FoundationPJF-F3.1Implement Oracle Sales opportunities with Oracle ProjectsRequired - AllSiteProject Super UserProject FoundationPJF-F4.1Implement Oracle Advanced Product Catalog IntegrationRequired - AllSiteDefined in PLMProject FoundationPJF-F5.1Define control actionsRequired - AllSiteProjects Implementation Super UserProject FoundationPJF-F5.2Define source productsRequired - AllSiteProjects Implementation Super UserProject CostingPJC-P1.1Set the profile option PA: Licensed to Use Project CostingRequiredSiteSystem AdministratorProject CostingPJC-P2.1Define expenditure categoriesRequiredSiteProjects Implementation Super UserProject CostingPJC-P2.2Define revenue categoriesRequiredSiteProjects Implementation Super UserProject CostingPJC-P2.3Define unitsRequiredSiteProjects Implementation Super UserProject CostingPJC-P2.4Define expenditure typesRequiredSiteProjects Implementation Super UserProject CostingPJC-P2.5Define transaction sourcesOptionalSiteProjects Implementation Super UserProject CostingPJC-P2.6Implement transaction control extensionOptionalSiteProjects Implementation Super UserProject CostingPJC-P2.7Implement auto-approval extensionOptionalSiteProjects Implementation Super UserProject CostingPJC-P3.1Define custom sourcesOptionalSiteProjects Implementation Super UserProject CostingPJC-P3.2Define journal line typesOptionalLedgerProjects Implementation Super UserProject CostingPJC-P3.3Define journal entry descriptionsOptionalLedgerProjects Implementation Super UserProject CostingPJC-P3.4Define mapping setsOptionalLedgerProjects Implementation Super UserProject CostingPJC-P3.5Define account derivation rulesOptionalLedgerProjects Implementation Super UserProject CostingPJC-P3.6Define journal lines definitionsOptionalLedgerProjects Implementation Super UserProject CostingPJC-P3.7Define application accounting definitionsOptionalLedgerProjects Implementation Super UserProject CostingPJC-P3.8Define subledger accounting methodsOptionalLedgerProjects Implementation Super UserProject CostingPJC-P3.9Assign application accounting definitions to a subledger account methodOptionalLedgerProjects Implementation Super UserProject CostingPJC-P3.10Assign subledger accounting method to a ledgerOptionalLedgerProjects Implementation Super UserProject CostingPJC-P3.11Update post-accounting program assignmentsOptionalLedgerProjects Implementation Super UserProject CostingPJC-P3.12Define cross-entity balancing rulesOptionalLedgerProjects Implementation Super UserProject CostingPJC-P3.13Define accounting for labor costsOptionalOU (AutoAccounting,Projects Implementation Super Userbased on PJF)Project CostingPJC-P3.14Define accounting for expense report costsOptionalOU (AutoAccounting,Projects Implementation Super Userbased on PJF)Project CostingPJC-P3.15Define accounting for usage costsOptionalOU (AutoAccounting,Projects Implementation Super Userbased on PJF)Project CostingPJC-P3.16Define accounting for miscellaneous costsOptionalOU (AutoAccounting,Projects Implementation Super Userbased on PJF)Project CostingPJC-P3.17Define accounting for burden transactionsOptionalOU (AutoAccounting,Projects Implementation Super Userbased on PJF)Project CostingPJC-P3.18Define accounting for total burden costsOptionalOU (AutoAccounting,Projects Implementation Super Userbased on PJF)Project CostingPJC-P3.19Define accounting for WIP and Inventory costsOptionalOU (AutoAccounting,Projects Implementation Super Userbased on PJF)Project CostingPJC-P3.20Define accounting for supplier cost adjustmentsOptionalOU (AutoAccounting,Projects Implementation Super Userbased on PJF)Project CostingPJC-F1.1Define non-labor resourcesRequiredSiteProjects Implementation Super UserProject CostingPJC-F1.2Define non-labor cost ratesRequiredOU (based on PJF)Projects Implementation Super UserProject CostingPJC-F1.3Define non-labor cost rate overridesOptionalOU (based on PJF)Projects Implementation Super UserProject CostingPJC-F2.1Define labor costing multipliersOptionalOUProjects Implementation Super UserProject CostingPJC-F2.2Define labor costing rulesOUProjects Implementation Super UserProject CostingPJC-F2.3Define cost rate schedulesOptionalOUProjects Implementation Super UserProject CostingPJC-F2.4Assign costing rule and rate scheduleOUProjects Implementation Super UserProject CostingPJC-F2.5Define labor costing overridesOptionalOU (based on PJF)Projects Implementation Super UserProject CostingPJC-F2.6Implement labor costing extensionOptionalSiteProjects Implementation Super UserProject CostingPJC-F2.7Implement labor transaction extensionOptionalSiteProjects Implementation Super UserProject CostingPJC-F2.8Implement overtime processingOptionalSiteProjects Implementation Super UserProject CostingPJC-F2.9Implement overtime calculation extensionOptionalSiteProjects Implementation Super UserProject CostingPJC-F3.1Implement asset extensionsOptionalSiteProjects Implementation Super UserProject CostingPJC-F3.2Define standard unit costs for asset cost allocationsOptionalOUProjects Implementation Super UserProject CostingPJC-F3.3Enable retirement cost processingOptionalSiteProjects Implementation Super UserProject CostingPJC-F3.4Define proceeds of sale expenditure typesOptionalSiteProjects Implementation Super UserProject CostingPJC-F4.1Define capitalized interest rate namesRequiredSite / Exclusions OUProjects Implementation Super UserProject CostingPJC-F4.2Define capitalized interest rate scheduleRequiredSiteProjects Implementation Super UserProject CostingPJC-F4.3Specify default capitalized interest rate schedules for capital project typesRequiredOUProjects Implementation Super UserProject CostingPJC-F4.4Update project status controls to enable capitalized interest processingRequiredSiteProjects Implementation Super UserProject CostingPJC-F4.5Implement the Capitalized Interest ExtensionOptionalSiteProjects Implementation Super UserProject CostingPJC-F5.1Define allocation rules - shows how rule is used - no setup required.RequiredOUProjects Implementation Super UserProject CostingPJC-F6.1Define AutoAllocation setsRequiredOUProjects Implementation Super UserProject CostingPJC-F6.2Implement Workflow for AutoAllocationsRequiredSiteWorkflow BuilderProject CostingPJC-F6.3Implement allocation extensionsOptionalSiteProjects Implementation Super UserProject CostingPJC-F7.1Define cost bases and cost base typesRequiredSiteProjects Implementation Super UserProject CostingPJC-F7.2Define burden cost codesRequiredSiteProjects Implementation Super UserProject CostingPJC-F7.3Define burden structuresRequiredSiteProjects Implementation Super UserProject CostingPJC-F7.4Set the profile option PA: Default Burden Schedule TypeRequiredOUSystem AdministratorProject CostingPJC-F7.5Define burden schedulesRequiredSiteProjects Implementation Super UserProject CostingPJC-F7.6Implement burden costing extensionOptionalSiteProjects Implementation Super UserProject CostingPJC-F7.7Enable the profile option PA: Create Incremental Transactions for Cost Adjustments Resulting from a Burden Schedule RecompilationOptionalSiteSystem AdministratorProject CostingPJC-F7.8Set the Profile Option PA: Report Separate Burden Transactions with Source ResourcesRequiredSiteSystem AdministratorProject CostingPJC-F8.1Define transfer price rulesRequiredSiteProjects Implementation Super UserProject CostingPJC-F8.2Define transfer price schedulesRequiredSiteProjects Implementation Super UserProject CostingPJC-F8.3Define cross charge implementation options (for all operating units using borrowed and lent processing)RequiredOUProjects Implementation Super UserProject CostingPJC-F8.4Define provider and receiver controlsRequiredOUProjects Implementation Super UserProject CostingPJC-F8.5Define accounting for borrowed and lent transactionsRequiredOUProjects Implementation Super UserProject CostingPJC-F8.6Implement cross charge client extensionsOptionalSiteProjects Implementation Super UserProject CostingPJC-F9.1Define transfer price rulesRequiredSiteProjects Implementation Super UserProject CostingPJC-F9.2Define transfer price schedulesRequiredSiteProjects Implementation Super UserProject CostingPJC-F9.3Define additional expenditure types, agreement types, billing cycles, invoice formats, transaction sources, and supplier types for intercompany billingOptionalSee individual definitionsProjects Implementation Super UserProject CostingPJC-F9.4Define an internal supplier for the provider operating unitRequiredOUDefined in Oracle Payables or Oracle PurchasingProject CostingPJC-F9.5Define an internal customer for the receiver operating unit (global setup)RequiredOUProjects Implementation Super UserProject CostingPJC-F9.6Define supplier sites for internal supplier (for eachRequiredOUDefined in Oracle Payables or Oracle Purchasingreceiver operating unit)Project CostingPJC-F9.7Define bill to and ship to sites for internal customer (for each provider operating unit)RequiredOUProjects Implementation Super UserProject CostingPJC-F9.8Define internal billing implementation optionsRequiredOUProjects Implementation Super UserProject CostingPJC-F9.9Set up tax and configure for each provider operating unit in Oracle E-Business Tax to derive default tax classification codes on internal Oracle Receivables invoicesRequiredOUTax ManagersProject CostingPJC-F9.10Set up tax and configure for each receiver operating unit in Oracle E-Business Tax to derive default tax classification codes on internal Oracle Payables invoicesRequiredOUTax ManagersProject CostingPJC-F9.11Define an agreement for intercompany billing projectsRequiredOUProjects Implementation Super UserProject CostingPJC-F9.12Define an intercompany project type and project template(for each Operating Unit)RequiredOUProjects Implementation Super UserProject CostingPJC-F9.13Define intercompany billing projects (for each provider operating unit)RequiredOUProjects Implementation Super UserProject CostingPJC-F9.14Define provider and receiver controls (for each operating unit)RequiredOUProjects Implementation Super UserProject CostingPJC-F9.15Define the Supplier Invoice Charge Account for internal invoicingRequiredOUWorkflow BuilderProject CostingPJC-F9.16Implement Payables Open Interface WorkflowRequiredOUWorkflow BuilderProject CostingPJC-F9.17Define accounting for intercompany billing transactionsRequiredOUProjects Implementation Super UserProject CostingPJC-F9.18Define accounting for provider cost reclassificationRequiredOUProjects Implementation Super UserProject CostingPJC-F9.19Define invoice rounding account for intercompany transactionsRequiredOUProjects Implementation Super UserProject CostingPJC-F9.20Implement cross charge client extensionsRequiredOUProjects Implementation Super UserProject CostingPJC-F10.1Install and implement Oracle Payables and PurchasingRequiredSiteProject CostingPJC-F10.2Set the profile options for project-related document entryRequiredSiteSystem AdministratorProject CostingPJC-F10.3Set the profile option PA: AP Discounts Interface Start Date (mm/dd/yyyy)OptionalSiteWorkflow BuilderProject CostingPJC-F10.4Define the Account Generator for the supplier invoice accountRequiredSiteWorkflow BuilderProject CostingPJC-F10.5Define the Account Generator for project-related purchasing transactionsRequiredSiteWorkflow BuilderProject CostingPJC-F10.6Specify a default supplier cost credit accountOptionalOUProjects Implementation Super UserProject CostingPJC-F10.7Define project-related distribution setsOptionalSitePayables ManagerProject CostingPJC-F10.8Define Payables Descriptive FlexfieldsOptionalSitePayables ManagerProject CostingPJC-F10.9Set the following profile options:OptionalSiteSystem AdministratorPA: Transfer DFF with APPA: Transfer DFF with PO

Project CostingPJC-F11.1Install and implement Oracle Internet ExpensesRequiredSiteInternet ExpensesProject CostingPJC-F11.2Set profile options to enable project-related expense report entryRequiredSiteSystem AdministratorProject CostingPJC-F11.3Set expense report approval profile optionsOptionalSiteSystem AdministratorProject CostingPJC-F11.4Define the Project Expense Report Account GeneratorRequiredSiteWorkflow BuilderProject CostingPJC-F11.5Define a project-related expense report template in Oracle PayablesRequiredSitePayables ManagerProject CostingPJC-F12.1Install and implement Oracle InventoryRequiredSite (by Inventory Organization)Project CostingPJC-F12.2Define project-related transaction types in Oracle InventoryRequiredSite (by Inventory Organization)InventoryProject CostingPJC-F13.1Install and implement Oracle Project ManufacturingRequiredSite (by Inventory Organization)Project CostingPJC-F14.1Install and implement Oracle Time & LaborRequiredSiteOracle Time & LaborProject CostingPJC-F14.2Set profile options for project-related timecardsOptionalSiteSystem AdministratorProject CostingPJC-F14.3Implement client extensions to route and approve timecardsOptionalSiteProjects Implementation Super UserProject CostingPJC-F15.1Install and implement OracleRequiredSiteSystem AdministratorPayables and Purchasing forintegration with Oracle ProjectCostingProject CostingPJC-F15.2Set the PA: Pay When Paid profile option to YesRequiredResponsibilitySystem AdministratorProject CostingPJC-F15.3Set up a document style with complex payment termsRequiredOUPurchasing Implementation UserProject CostingPJC-F15.4Enable project for automatic release of pay when paid invoicesRequiredProject Type, ProjectProjects Implementation UserProject CostingPJC-F15.5Implement Send AROptionalResponsibilityProjects Implementation Super UserNotification workflow and enable project for AR receipt notificationProject CostingPJC-F15.6Implement Pay When Paid client extensionOptionalSiteProjects Implementation Super UserProject BillingPJB-P1.1Set the profile option PA: Licensed to Use Project BillingRequiredSiteSystem AdministratorProject BillingPJB-P2.1Define Receivables System OptionsRequiredOUReceivables Manager (Defined in Oracle Receivables)Project BillingPJB-P2.2Set up tax in Oracle E-Business Tax and assign tax classification codesRequiredOUProjects Implementation Super UserProject BillingPJB-P2.3Define payment termsRequiredSiteProjects Implementation Super UserProject BillingPJB-P2.4Define rate schedulesOptionalOU (based on PJF)ProjectsImplementationSuper UserProject BillingPJB-P2.5Define invoice formatsRequiredSiteProjectsImplementationSuper UserProject BillingPJB-P2.6Define invoice print methodOptionalSiteProjectsImplementationSuper UserProject BillingPJB-P2.7Define credit typesRequiredSiteProjectsImplementationSuper UserProject BillingPJB-P2.8Define event typesOptionalSiteProjectsImplementationSuper UserProject BillingPJB-P2.9Design and assign billing assignmentsOptionalSiteProjectsImplementationSuper UserProject BillingPJB-P2.10Define percent complete revenue accrual and invoicing optionsOptionalSiteProjectsImplementationSuper UserProject BillingPJB-P2.11Set the profile option PA: Maintain Unbilled Receivables and Unearned Revenue BalancesOptionalSiteSystem AdministratorProject BillingPJB-P2.12Set the profile option: PA Interface Unreleased Revenue to GLOptionalOU (can vary by OU)System AdministratorProject BillingPJB-P2.13Implement billing extensionsOptionalSiteProjectsImplementationSuper UserProject BillingPJB-P2.14Implement labor billing extensionOptionalSiteProjectsImplementationSuper UserProject BillingPJB-P2.15Implement billing cycle extensionOptionalSiteProjectsImplementationSuper UserProject BillingPJB-P2.16Implement retention billing extensionOptionalSiteProjectsImplementationSuper UserProject BillingPJB-P2.17Implement automatic invoice approve/release extensionOptionalSiteProjectsImplementationSuper UserProject BillingPJB-P2.18Implement the AR transaction type extensionOptionalSiteProjectsImplementationSuper UserProject BillingPJB-P2.19Implement the output tax extensionOptionalSiteProjectsImplementationSuper UserProject BillingPJB-P2.20Implement the revenue-based cost accrual extensionOptionalSiteProjectsImplementationSuper UserProject BillingPJB-P2.21Implement cost accrual billing extensionOptionalSiteProjectsImplementationSuper User

Project BillingPJB-P3.1Define agreement typesRequiredSiteProjects Implementation Super UserProject BillingPJB-P3.2Define agreement templatesOptionalOUProject BillingPJB-P3.3Enter prepayment receivables activitiesOptionalOUReceivables Super UserProject BillingPJB-P3.4Implement funding revaluation factor extensionOptionalSiteProjects Implementation Super UserProject BillingPJB-P3.5Implement Advanced Required extensionOptionalSiteProject BillingPJB-P4.1Define customersRequiredOUReceivables ManagerProject BillingPJB-P5.1Define custom sourcesOptionalLedgerProjects Implementation Super UserProject BillingPJB-P5.2Define journal line typesOptionalLedgerProjects Implementation Super UserProject BillingPJB-P5.3Define journal entry descriptionsOptionalLedgerProjects Implementation Super UserProject BillingPJB-P5.4Define mapping setsOptionalLedgerProjects Implementation Super UserProject BillingPJB-P5.5Define account derivationOptionalLedgerProjects Implementation Super UserProject BillingPJB-P5.6Define journal lines definitionsOptionalLedgerProjects Implementation Super UserProject BillingPJB-P5.7Define application accounting definitionsOptionalLedgerProjects Implementation Super UserProject BillingPJB-P5.8Assign application accounting definitions to a subledger accounting methodOptionalLedgerProjects Implementation Super UserProject BillingPJB-P5.9Assign a subledger accounting method to a ledgerOptionalLedgerProjects Implementation Super UserProject BillingPJB-P5.10Update post-accounting program assignmentsOptionalLedgerProjects Implementation Super UserProject BillingPJB-P5.11Set the profile option PA: Selective Flexfield Segment for AutoAccountingRequiredSite (cannot vary by OU)Projects Implementation Super UserProject BillingPJB-P5.12Define accounting for labor revenueRequiredOU (AutoAccounting based on PJF)Projects Implementation Super UserProject BillingPJB-P5.13Define accounting for expense report revenueRequiredOU (AutoAccounting based on PJF)Projects Implementation Super UserProject BillingPJB-P5.14Define accounting for usage revenueRequiredOU (AutoAccounting based on PJF)Projects Implementation Super UserProject BillingPJB-P5.15Define accounting for miscellaneous revenueRequiredOU (AutoAccounting based on PJF)Projects Implementation Super UserProject BillingPJB-P5.16Define accounting for burden transaction revenueRequiredOU (AutoAccounting based on PJF)Projects Implementation Super UserProject BillingPJB-P5.17Define accounting for inventory revenueRequiredOU (AutoAccounting based on PJF)Projects Implementation Super UserProject BillingPJB-P5.18Define accounting for work in process revenueRequiredOU (AutoAccounting based on PJF)Projects Implementation Super UserProject BillingPJB-P5.19Define accounting for supplier invoice revenueRequiredOU (AutoAccounting based on PJF)Projects Implementation Super UserProject BillingPJB-P5.20Define accounting for event revenueRequiredOU (AutoAccounting based on PJF)Projects Implementation Super UserProject BillingPJB-P5.21Define accounting for unbilled receivables, unearned revenue, and receivablesRequiredOU (AutoAccounting based on PJF)Projects Implementation Super UserProject BillingPJB-P5.22Define accounting for realized gainsOptionalOU (AutoAccounting based on PJF)Projects Implementation Super UserProject BillingPJB-P5.23Define accounting for realized lossesOptionalOU (AutoAccounting based on PJF)Projects Implementation Super UserProject BillingPJB-P5.24Define accounting for interproject transactionsOptionalOU (AutoAccounting based on PJF)Projects Implementation Super UserProject BillingPJB-P5.25Define invoice rounding accountRequiredOUProjects Implementation Super UserProject BillingPJB-P5.26Define accounting for invoice write-offsRequiredOUProjects Implementation Super UserProject BillingPJB-F1.1Define additional expenditure types, agreement types, billing cycles, invoice formats, and supplier types for inter-project billingOptionalSiteProjects Implementation Super UserProject BillingPJB-F1.2Define an internal supplier for the provider operating unitRequiredOUPurchasing Super User, Payables ManagerDefined in Oracle Payables or Purchasing

Project BillingPJB-F1.3Define an internal customer for the receiver operating unitRequiredOUReceivables ManagerProject BillingPJB-F1.4Define supplier sites for internal suppliersRequiredOUPurchasing Super User, Payables ManagerDefined in Oracle Payables or Purchasing

Project BillingPJB-F1.5Define bill to and ship to sites for internal customerRequiredOUReceivables ManagerProject BillingPJB-F1.6Define internal billing implementation optionsRequiredOUProjects Implementation Super UserProject BillingPJB-F1.7Define provider and receiver controlsRequiredOUProjects Implementation Super UserProject BillingPJB-F1.8In Oracle E-Business Tax, set up tax for internal Oracle Receivables invoices and configure for each provider operating unitRequiredOUTax ManagersProject BillingPJB-F1.9In Oracle E-Business Tax, setup tax for internal Oracle Payables invoices and configure for each receiver operating unitRequiredProject BillingPJB-F1.10Define provider and receiver projectsRequiredOUProjects Implementation Super UserProject BillingPJB-F1.11Define the Supplier Invoice Charge Account for internal invoicingRequiredOUWorkflow BuilderProject BillingPJB-F1.12Implement Payables Open Interface WorkflowRequiredOUWorkflow BuilderProject BillingPJB-F1.13Implement Inter-Project Billing extensionsOptionalSiteProjects Implementation Super UserProject BillingPJB-F2.1Define billing implementation optionsRequiredOUProjects Implementation Super UserProject BillingPJB-F2.2Define retention invoice formatRequiredOUProjects Implementation Super UserProject BillingPJB-F2.3Define account for unbilled retentionOUProjects Implementation Super UserProject BillingPJB-F3.1Install and implement Oracle ReceivablesRequiredOUReceivables ManagerDefined in Oracle ReceivablesProject BillingPJB-F3.2Define transaction typesRequiredOUReceivables ManagerDefined in Oracle ReceivablesProject BillingPJB-F3.3Set profile options for project invoicesRequiredOUSystem AdministratorProject BillingPJB-F3.4Define Automatic Accounting in ReceivablesOptionalOUReceivables ManagerDefined in Oracle ReceivablesProject BillingPJB-F3.5Define salespersons for sales creditOptionalOUReceivables ManagerDefined in Oracle ReceivablesProject BillingPJB-F3.6Implement Receivables installation override extensionOptionalSiteReceivables ManagerDefined in Oracle ReceivablesProject Resource ManagementPJR-P1.1Set the profile option PA: Licensed to Use Oracle Project Resource ManagementRequiredSiteSystem AdministratorProject Resource ManagementPJR-P2.1Define additional requirement statuses, candidate statuses, assignment approval statuses, and assignment scheduling statuses.OptionalSiteProjects Implementation Super UserProject Resource ManagementPJR-P2.2Set the requirement status, candidate status, and assignment status profile optionsSiteSystem AdministratorProject Resource ManagementPJR-P2.3Define advertisement rulesOptionalSiteProject Super UserProject Resource ManagementPJR-P2.4Define team templatesOptionalSiteProject Super UserProject Resource ManagementPJR-P2.5Define staffing priority codesOptionalSiteProjects Implementation Super UserProject Resource ManagementPJR-P2.6Implement assignment approval workflowOptionalSiteProject Resource ManagementPJR-P2.7Implement assignment approval workflow extensionsOptionalSiteProject Resource ManagementPJR-P2.8Implement candidate notification workflowOptionalSiteProject Resource ManagementPJR-P2.9Implement candidate notification workflow extensionOptionalSiteProject Resource ManagementPJR-F1.1Define forecasting optionsOUProjects Implementation Super UserProject Resource ManagementPJR-F2.1Implement Discoverer reportingRequiredSiteProject Resource ManagementPJR-F2.3Perform Oracle Discoverer post-installation tasksRequiredSiteProject ManagementSet the profile option PA: Licensed to Use Project ManagementRequiredSiteSystem AdministratorProject ManagementPJT-F1.1Enable workplan structure and workplan versioningOptionalOUProject Super UserProject ManagementPJT-F1.2Define additional progress statusesOptionalProjects Implementation Super UserProject ManagementPJT-F1.3Define work itemsOptionalSiteProjects Implementation Super UserProject ManagementPJT-F1.4Define workplan change reasonsOptionalSiteProjects Implementation Super UserProject ManagementPJT-F1.5Set the profile option PA: Task Managers Must be Project MembersOptionalSiteSystem AdministratorProject ManagementPJT-F1.6Set the profile option PA: Workplan Tasks Default ViewOptionalSiteSystem AdministratorProject ManagementPJT-F1.7Implement workplan workflow extensionOptionalSiteSystem AdministratorProject ManagementPJT-F2.1Enable Deliverables on Project TemplatesRequiredOUProject Super UserProject ManagementPJT-F2.2Define a Deliverable TypeRequiredSiteProject Super UserProject ManagementPJT-F2.3Define a deliverable statusOptionalSiteProjects Implementation Super UserProject ManagementPJT-F2.4Implement Supply Chain IntegrationOptionalSiteProject ManagementPJT-F2.5Implement Billing IntegrationOptionalOUProjects Implementation Super UserProject ManagementPJT-F3.1Define financial plan typesRequiredSiteProject Super UserProject ManagementPJT-F3.2Create additional period profilesOptionalSiteProject Super UserProject ManagementPJT-F3.3Create additional spread curvesOptionalSiteProject Super UserProject ManagementPJT-F3.4Define planning resourcesOptionalSiteProject Super UserProject ManagementPJT-F3.5Define resource breakdown structuresOptionalSiteProject Super UserProject ManagementPJT-F3.6Define planning rate schedulesOptionalOUProjects Implementation Super UserProject ManagementPJT-F3.7Define budget change reasonsOptionalSiteProjects Implementation Super UserProject ManagementPJT-F3.8Implement integration with Microsoft ExcelOptionalSiteProjects Implementation Super UserProject ManagementPJT-F3.9Define additional budget typesOptionalSiteProjects Implementation Super UserProject ManagementPJT-F3.10Define additional budget entry methodsOptionalSiteProjects Implementation Super UserProject ManagementPJT-F3.11Implement budgetary controlsOptionalSiteProjects Implementation Super UserProject ManagementPJT-F3.12Implement budget integrationOptionalSiteProjects Implementation Super UserProject ManagementPJT-F3.13Implement integration with the Budget Execution moduleOptionalSiteProject ManagementPJT-F3.14Implement client extensions for budgeting and forecastingOptionalSiteProject ManagementPJT-F3.15Implement workflow for budgeting and forecastingOptionalSiteProject ManagementPJT-F4.1Define control item classificationsRequiredSiteProjects Implementation Super UserProject ManagementPJT-F4.2Define control item statusesOptionalSiteProjects Implementation Super UserProject ManagementPJT-F4.3Define control item status listsOptionalSiteProject Super UserProject ManagementPJT-F4.4Define additional control item priorities, level of effort, and source typesOptionalSiteProjects Implementation Super UserProject ManagementPJT-F4.5Define control item typesRequiredSiteProject Super UserProject ManagementPJT-F4.6Implement control item numbering extensionOptionalSiteProject ManagementPJT-F4.7Implement issue and change workflow extensionOptionalSiteProject ManagementPJT-F5.1Implement Microsoft Project integrationRequiredSiteProject Super UserProject ManagementPJT-F6.1Define global business intelligence profile optionsRequiredSiteSystem AdministratorProject ManagementPJT-F6.2Set default project performance reporting optionsOptionalSiteSystem AdministratorProject ManagementPJT-F6.3Define project performance reporting setup optionsRequiredSiteProject Super UserProject ManagementPJT-F6.4Define custom measuresOptionalSiteProject Super UserProject ManagementPJT-F6.5Define page layoutsOptionalSiteProject Super UserProject ManagementPJT-F6.6Define row setsOptionalSiteProject Super UserProject ManagementPJT-F6.7Create custom reportsOptionalSiteProject ManagementPJT-F7.1Define key performance areasOptionalSiteProject Super UserProject ManagementPJT-F7.2Define performance statuses and indicatorsOptionalSiteProject Super UserProject ManagementPJT-F7.3Define performance rulesRequiredSiteProject Super UserProject ManagementPJT-F7.4Define key performance area scoring rulesRequiredSiteProject Super UserProject ManagementPJT-F7.5Configure e-mail notifications for automated status reportsOptionalSiteProject ManagementPJT-F7.6Schedule generation of exceptions and e-mail notifications, and calculation of scoresOptionalSiteProjects Implementation Super UserProject ManagementPJT-F8.1Set reporting pack address optionsRequiredSiteSystem AdministratorProject ManagementPJT-F8.2Set reporting pack processing optionOptionalSiteSystem AdministratorProject ManagementPJT-F8.3Create additional report templatesOptionalSiteXML Publisher AdministratorProject ManagementPJT-F8.4Define reporting packRequiredSiteProject Super UserProject ManagementPJT-F8.5Schedule the generation and distribution of reportsRequiredSiteProject Super UserProject ManagementPJT-F9.1SiteProjects Implementation Super UserProject ManagementPJT-F9.2Define display columnsOptionalSiteProjects Implementation Super UserProject ManagementPJT-F9.3Implement commitments from external systemsOptionalSiteProject ManagementPJT-F9.4Implement custom reporting strategyOptionalSiteProject ManagementPJT-F9.5Implement commitment changes extensionOptionalSiteProject ManagementPJT-F9.6Implement project status inquiry extensionOptionalSiteProject ManagementPJT-F10.1Define additional project status report sectionsOptionalSiteProject Super UserProject ManagementPJT-F10.2OptionalSiteProject Super UserProject ManagementPJT-F10.3Define additional report typesOptionalSiteProject Super UserProject ManagementPJT-F10.4OptionalSiteProjects Implementation Super UserProject ManagementPJT-F10.5Define additional reporting cyclesOptionalSiteProjects Implementation Super UserProject ManagementPJT-F10.6Define project status report reminder rulesOptionalSiteProject Super UserProject ManagementPJT-F10.7Define project status report workflow extensionOptionalSiteProject CollaborationSet the profile option PA: Licensed to Use Project CollaborationRequiredSiteSystem AdministratorProject CollaborationPJL-P2.1Define additional team member home page layoutsOptionalSiteProject Super UserProject CollaborationPJL-P2.2Set the profile option PA: Team Home Page LayoutOptionalSiteSystem Administrator

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