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Oracle Project Management User Guide
Release 12.1
Part Number E13623-05
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Page
Update
Deliverable List,
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deliverables
Update Task
(except for task to Detail, and Team
deliverable
Member Home
association)
Deliverables: Update.
or
You are the deliverable owner and your project role is associated with the
security function Projects: Deliverables: Update Details.
Create or modify
Deliverable List
task to deliverable and Team
associations
Member Home
Your project role is associated with the following two security functions:
Projects: Deliverables: Update and Projects: Options: Workplan: Workplan
Structure View.
Create or modify
Task Detail
task to deliverable
associations
Your project role is associated with either of the following two security
functions: Projects: Deliverables: Update or Projects: Options: Workplan:
Workplan Structure.
or
You are the task manager and your project role is associated with either of
the following two security functions: Projects: Options: Workplan: Workplan
Structure or Projects: Tasks: Update Task Details.
Update
Deliverable List,
deliverable actions Update Task
Detail, and Team
Member Home
View deliverables
Your project role is associated with either of the following two security
functions: Projects: Deliverables: View or Projects: Options: Workplan:
Workplan Structure View
Task Detail
For additional information about security functions in Oracle Projects, see Oracle Projects
Implementation Guide.
Defining Deliverables
To define a deliverable, you query the project, select the Workplan tab, then select the Deliverables
subtab.
For each deliverable, you enter:
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A unique name
Short name
Status
Deliverable type. Each deliverable type is classified as item, document, or other.
Owner
Due Date
Progress Weight. You can specify the progress weight if the deliverable type has progress entry
enabled.
Description
You can optionally define deliverable actions as part of a deliverable definition. You can also attach
files to a deliverable.
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When you make the following changes to workplan tasks, the changes also affect the associated
deliverables:
Task Status: If the status of a deliverable-based task is either Canceled or On-Hold, that status
does not apply to the associated deliverables. If progress is not enabled for the deliverables, you
can continue to enter progress for these deliverables. The progress will not roll up to the task.
Physical Percent Complete Derivation Method on the Task: If you change the physical
percent complete derivation method on a task from Deliverable to Task, you will lose any
progress data that has been rolled up to the task from associated deliverables. You may want to
review the progress on the associated deliverables before making such a change.
Note: You cannot change the physical percent complete derivation method of a task whose
deliverables are associated with other tasks whose physical percent complete derivation method
is Deliverable. Only one task in a task hierarchy branch can have the Deliverable physical percent
complete derivation method.
Creating and Updating a Workplan: You cannot create a workplan that has more than one
deliverable-based task in the same branch of the task hierarchy. You also cannot update a
workplan that has more than one deliverable-based task in the same branch of the task
hierarchy by using Copy, Move, Indent or Outdent.
Deleting a Task:You cannot delete a task whose physical percent complete derivation method
isDeliverable if the associated deliverable has billing, shipping, or procurement transactions or
progress records.
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deliverable actions
deliverable attachments
associated tasks (available only when you copy a deliverable from the current project)
The following table shows the attributes of deliverables that are copied when a deliverable is copied:
Attribute
Description
Name,
Short
Name,
Type,
Owner,
and
Progress
Weight
Copied
Deliverable If the deliverable action has a procurement function, the deliverable is associated with a workplan task,
Due Date
and the Early Start Date for the workplan task is available, then the default value of the deliverable
action due date is the task's Early Start Date. If the deliverable action has a shipping function, the
deliverable is associated with a workplan task, and the Early Finish Date for the workplan task is
available, then the default value of the deliverable action due date is the task's Early Finish Date. For all
other cases, the default value of the deliverable action due date is the deliverable due date.
Progress
Records
Not copied
The following table shows the attributes of deliverable actions that are copied when deliverables are
copied:
Attribute
Description
Name, Owner,
Function, and
Description
Copied
Deliverable Action Due Adjusted by the number of days between the start date in the project or project template
Date
you are copying and the start date that you enter for the new project
Completion Date and
Completed flag
Not copied
Financial Tasks
Not copied
Planning, Shipping,
Procurement
Copied. The date attributes on the function (such as Expected Shipment Date and PO Need
by Date) get their default values from the new action Due Date.
Billing attributes
Not copied
You can modify the copied deliverable attribute and deliverable action attributes. You can change the
deliverable type only within the same type class. You cannot change the function for a deliverable
action.
When you copy a workplan task, you can copy deliverable associations to the task.
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When you copy an external task, the deliverable associations are not copied.
When you create a project, you can optionally copy the deliverables from the source project or
template.
Fully
shared
Deliverable
associated with
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structure
one or more
workplan tasks
Fully
shared
structure
No task
associations
Partly
shared
structure
Deliverable
associated with
one or more
workplan tasks
Partly
shared
structure
No task
associations
Mapped
structure
Deliverable
associated with
one or more
workplan tasks
Mapped
structure
No task
associations
Split
structure
Only
financial
structure
enabled
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Execution. The project manager, task manager, or deliverable owner can view the shipping detail
information, such as shipping status, delivery number, tracking number, and quantity.
Note: When you create the shipping transactions in Oracle Shipping Execution, you must use Project
Contracts as the source and the project number as the order number. .
You do not need to implement Oracle Project Contracts (OKE) to integrate project deliverables with
Manufacturing Planning and Shipping.
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After the procurement action is initiated, your purchasing department personnel need to run the
Requisition Import concurrent program in Oracle Purchasing to import the requisition to Oracle
Purchasing. Your purchasing and receiving department can further create the purchase order and
receipt. As a project manager, task manager, or deliverable owner you can track the requisition,
purchase order, and receiving information from the deliverable.
Note: When you run the Requisition Import concurrent program, be sure that you select OKE as the
Source. However, you do not need to implement Oracle Project Contracts (OKE) to use integration with
Procurement.
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As a team member, you can enter and submit progress for all the deliverables you own from the Team
Member Home page. You can drill down to each deliverable to view detailed information, including
deliverable actions.
As a task manager, you can enter and submit the physical percent complete for all the deliverables for
a task. The physical percent complete is rolled up to the task.
While you can associate a deliverable with many workplan tasks, you can only roll up physical percent
complete from one or more deliverables to a single workplan task. You can associate a deliverable with
a deliverable-based task and associate the same deliverable with a non-deliverable-based task such as
an effort-based task. In such a case, progress rolls up to the deliverable-based task.
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Copyright 1994, 2010, Oracle and/or its affiliates. All rights reserved.
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