Title: ATR420 - Review New Project Setup

Area :
Role : Capital Accounting Manager

ATR420 - Review New Project Setup

Change History
Update the following table as necessary when this document is changed:

Date Name Change Description

5/6/05 Collette L Rand Draft A

6/7/05 Jim Brownlee Review A

7/6/05 Collette Rand Revision A

7/15/05 Collette L Rand Final Signoff—Mark Conrad

10/19/05 Collette L Rand Final System Revisions

Copyright @ USG Corporation 2004. All rights reserved.

File name: 48390114.doc Version: Final Signoff Oracle Parent
Reference Number: Last Modified: 12/15/2010 13:38:00 Page 1 / 23
a12/p12
Purpose
Use this procedure to review the setup of a new project.

Trigger
Perform this procedure when email notification is received from the Plant Accountant or Project
Engineer that a new project has been set up.

Prerequisites
ATR410 Define New Project

Tools and Information

Results
A new project setup has been reviewed in Oracle. (See ATR410 Define New Project.)
Procedure0

1.0 Receive notification from the Plant Accountant or Project Engineer that a new Project has been
defined in Oracle.

2.0 Log in to Oracle using your username and password.

3.0 As a Projects User, find the “Projects” heading and click .

The Project responsibility title will vary based on your role.

Oracle Applications Home Page

The Find Projects window automatically displays.

Find Projects (Building Systems)

4.0 Search for the project to be reviewed by completing the following fields:
 Field Name R/O/C Description

Project: Search for R Search Type

Example: Projects

Searches may be run for Projects, Templates or both.

Project Number O Project Number for the Project for which to search.
Example: 281-2005-12345

1. To search for projects or templates, click to pull up

the Find Project Numbers window.
2. Enter a partial value (e.g. 281-200) or enter % to see all
projects and/or templates. Click

3. Click to begin the search.

The Project Number window is refreshed containing

the search results.

4. Highlight the correct Project Number, e.g.

5. Click to select the Project Number.

The Project Number search window is closed and the

Find Project window is returned with the
Project Number automatically populated into
the correct field.
5.0 Click to search for the Project.

The Projects, Templates Summary window automatically displays.

Projects, Templates Summary (Building Systems)

6.0 Select the correct Project by clicking the blue square to the left of the Project number.

7.0 Click .

The Projects, Templates window automatically displays.

Projects, Templates (Building Systems)

8.0 Review the project information on the Projects, Templates screen.

Possible errors include incorrect project numbering and incorrect template selection.

If Go To
Any information is incorrect Step 9
All information is correct Step 10

9.0 Make note of all incorrect information.

10.0 Determine if the project is a capital project.

If Go To
The Project is a capital project Step 11
The Project is not a capital project Step 15

11.0 Click the Flex Field to review the Flex Field information.

The Flex Field is located above the Change Status button.

The Flex Field Projects window automatically displays.

Projects
12.0 Review the data in the Flex Field window:

If Go To
Any information is incorrect Step 13
All information is correct Step 14

13.0 Make note of all incorrect information.

14.0 Click to accept the Flex Field information, either correct or incorrect, and close the
Flex Field information window.

The Flex Field Project window automatically closes and returns to the Project,
Templates window.

Projects, Templates (Building Systems)

15.0 Click the square to the left of Classifications to review the Project Classifications information.

The Project Classifications window automatically displays.

Project Classifications (Building Systems) - 281-2005-12345

16.0 Review the data in the Classifications window:

If Go To
Any information is incorrect Step 17
All information is correct Step 18

17.0 Make note of all incorrect information.

18.0 Click to close the Project Classifications window

The Projects, Templates window is again displayed.

Projects, Templates (Building Systems)

19.0 Click the square to the left of Key Members to review the Key Members information.

The Key Members window automatically displays.

Key Members (Building Systems) - 281-2005-12345

20.0 Review the data in the Key Members window:

If Go To
Any information is incorrect Step 21
All information is correct Step 22

21.0 Make note of all incorrect information.

22.0 Click to close the Key Members window.

The Projects, Templates window is again displayed.

Projects, Templates (Building Systems)

23.0 Click the square to the left of Tasks to review the Task information:

The Tasks window automatically displays.

Tasks (Building Systems) - 281-2005-12345

24.0 Review the Tasks for the projects.

Possible errors include incorrect task assignment. Ensure that all necessary tasks are
included in the Task list and that there are no extraneous tasks.

If Go To
Any information is incorrect Step 25
All information is correct Step 26

25.0 Make note of all incorrect information.

26.0 Review the Task Detail information for each task.
27.0 Select a task to review by clicking the square to the far left of the Task Number.

The square will turn blue and the Task Options window will automatically display.

Task Options (Building Systems)

28.0 Click the square to the left of Task Detail.

The Task Details window automatically displays for that specific task.
Task Details (Building Systems) - 281-2005-12345, 10A

29.0 Review the Task Detail information for the specific task:

If Go To
Any information is incorrect Step 30
All information is correct Step 31

30.0 Make note of all incorrect information.

31.0 Click to close the Task Details window.

The Tasks window displays again.

Tasks (Building Systems) - 281-2005-12345

32.0 Perform one of the following:

If Go To
Additional tasks need to be reviewed Step 27
All tasks have been reviewed Step 33
33.0 Click to close the Tasks window.

34.0 Click to close the Projects, Templates window.

35.0 Click to close the Projects, Templates Summary window.

36.0 Click to close the Find Projects window.

The Navigator –Project Costing window displays.

Navigator - Project Costing User

37.0 Click to review the Project Budget information.

38.0 Click .

The Budgets window automatically displays.

Budgets (Building Systems)

39.0 Complete, at a minimum, the following fields to retrieve the correct Project Budget:

Field Name R/O/C Description

Project Number R Project Number for the Budget to be reviewed

Example: 281-2005-12345

Click to search by Project Number.

Budget Type R Budget Type of the Project Budget to be reviewed

Example: Approved Cost Budget

Generally, the budget type for which to search will be

Approved Cost Budget. Click to retrieve a list of
available Budget Types.

The Budgets screen refreshes with the budget information after the Budget Type is
entered.
Budgets (Building Systems)

40.0 Click .

The Task Budgets window automatically displays.

Task Budgets (Building Systems) - 281-2005-12345, Approved Cost Budget

41.0 Perform one of the following:

If Go To
If any information is incorrect or if there are missing or extraneous Step 42
tasks
If all information is correct and the task list is correct and complete Step 43

42.0 Make note of all incorrect information as well as any missing or extraneous procedures.
43.0 Review the Budget Lines information for each task.
44.0 Select a task to review by clicking the square to the left of the Task Number.

The square will turn blue and the Budget Lines window will automatically display
for that specific task.

Budget Lines (Building Systems) - 281-2005-12345, Approved Cost Budget

45.0 Review the Budget Lines information for the task:

If Go To
If any information is incorrect Step 46
If all information is correct Step 47

46.0 Make note of all incorrect information.

47.0 Click to close the Budget Lines window.

The Tasks Budgets window displays again.

Task Budgets (Building Systems) - 281-2005-12345, Approved Cost Budget

48.0 Perform one of the following:

If Go To
Additional tasks need to be reviewed Step 44
All tasks have been reviewed Step 49

49.0 Click to close the Tasks Budgets window.

50.0 Click to close the Budgets window.

The Navigator –Project Costing window displays.

Navigator - Project Costing User

51.0 Perform one of the following:

If Go To
Incorrect information was noted during the review process Step 52
No incorrect information was noted during the review process Step 54

52.0 Notify the Requestor of all the errors noted during the review process.
53.0 The Review of the new Project Set up is complete.

54.0 Click to change the Project Status to Approved.

55.0 Click .

The Find Projects window automatically displays.

Find Projects (Building Systems)

56.0 Search for the project to be reviewed by completing the following fields:

Field Name R/O/C Description

Project: Search for R Search Type

Example: Projects

Searches may be run for Projects, Templates or both.

Project Number O Project Number for the Project for which to search.
Example: 281-2005-12345

Click to search by Project Number.

57.0 Click to search for the Project.

The Projects, Templates Summary window automatically displays.

Projects, Templates Summary (Building Systems)

58.0 Select the correct Project by clicking the blue square to the left of the Project number.

59.0 Click .

The Projects, Templates window automatically displays.

Projects, Templates (Building Systems)

60.0 Click0 .

The Project Status window automatically displays.

Project Status

61.0 Click to approve the new Project.

62.0 Click .

The Project Status window closes and the Project, Templates window returns. The
Status field is updated to reflect the Approved status.
Projects, Templates (Building Systems)

63.0 Click to close the Projects, Templates window.

64.0 Click to close the Projects, Templates Summary window.

65.0 Click to close the Find Projects window.

The Navigator –Project Costing window displays.

Navigator - Project Costing User

66.0 Click to close the Navigator window.

 The Exit Oracle Applications window automatically displays.

Caution

67.0 Click .

68.0 Notify the Plant Controller via email that the New Project has been approved.

Result
A New Project Setup has been reviewed. If any errors were found, the information was relayed
to the requestor for adjustment. If not errors were found, the project was approved and the
Plant Controller was notified that the approved Project is complete and ready for use.

Comments