Oracle Project Management Introduction (Family Pack M)
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1 Oracle Project Management Introduction (Family Pack M) Page 0
2 Oracle Project Management Introduction Table of Contents Chapter1: Overview of Oracle Project Management... Error! Bookmark not History of Oracle Applications... Error! Bookmark not The Oracle Projects Suite... Error! Bookmark not Oracle Enterprise Project Management Solution... Error! Bookmark not Project Costing... Error! Bookmark not Project Billing... Error! Bookmark not Project Management... Error! Bookmark not Project Collaboration... Error! Bookmark not Project Resource Management... Error! Bookmark not Project Intelligence... Error! Bookmark not Project Portfolio Planning... Error! Bookmark not Patches, Rollups and Family Packs... Error! Bookmark not Patch/Maintenance Patch Versioning... Error! Bookmark not Patch History... Error! Bookmark not Release Dates... Error! Bookmark not Read me files... Error! Bookmark not Chapter 2: Project Management Architecture, Security and Navigation Error! Bookmark not Forms versus HTML... Error! Bookmark not HTML vs. Forms- Is it all there?... Error! Bookmark not Technology... Error! Bookmark not Navigation... Error! Bookmark not Responsibilities... Error! Bookmark not Role Based Security... Error! Bookmark not Chapter 3: Project Collaboration... Error! Bookmark not Team Member Home Page... Error! Bookmark not Chapter 4: Project Creation and Maintenance... Error! Bookmark not Project Templates... Error! Bookmark not HTML versus Forms Creating Projects... Error! Bookmark not Project Tab... Error! Bookmark not Page 1
3 Chapter 5: Managing Programs... Error! Bookmark not Overview... Error! Bookmark not Program Hierarchies... Error! Bookmark not Characteristics of Program Hierarchies... Error! Bookmark not Enabling Program Management... Error! Bookmark not Linking Projects to Programs... Error! Bookmark not Creating Baselines for Program Workplan Structures... Error! Bookmark not Publishing a Program s Workplan... Error! Bookmark not Linking Program and Project Workplans... Error! Bookmark not Viewing Program Information... Error! Bookmark not Chapter 6: Managing Workplans... Error! Bookmark not Project Structures... Error! Bookmark not Overview of Workplans... Error! Bookmark not Enable a Workplan Structure... Error! Bookmark not Workplan and Financial Structure Sharing... Error! Bookmark not Lifecycles... Error! Bookmark not Workplan Settings... Error! Bookmark not Viewing Workplans... Error! Bookmark not Creating Tasks... Error! Bookmark not Managing the Task Schedule... Error! Bookmark not Overview of User Defined Attributes... Error! Bookmark not Task Dependencies... Error! Bookmark not Task to Project and Task to Task Associations... Error! Bookmark not Copying Tasks... Error! Bookmark not Moving Tasks... Error! Bookmark not Updating Tasks... Error! Bookmark not Deleting Workplan Tasks... Error! Bookmark not Managing Task Resources... Error! Bookmark not Managing Workplan Effort and Cost... Error! Bookmark not Defining Planned Effort at the Task Level... Error! Bookmark not Versioning a Workplan... Error! Bookmark not Workplan Statuses... Error! Bookmark not Approving Workplans... Error! Bookmark not Publishing Workplans... Error! Bookmark not Configuration Considerations... Error! Bookmark not Configuration for Planned Value... Error! Bookmark not Chapter 7: Managing Progress... Error! Bookmark not Overview of progress Management... Error! Bookmark not Key Terminology... Error! Bookmark not Page 2
4 Progress Options for Workplan Structure... Error! Bookmark not Progress Options for Tasks... Error! Bookmark not Progress Options for Financial Structures... Error! Bookmark not Collecting Progress... Error! Bookmark not Collecting Progress for Shared Structures... Error! Bookmark not Collecting progress for Partially Shared and Non-Shared Structures. Error! Bookmark not Collecting Progress for Deliverables... Error! Bookmark not Collecting Progress for Tasks... Error! Bookmark not Collecting progress for Resource Assignments... Error! Bookmark not Deriving Physical Percent Complete... Error! Bookmark not Cost... Error! Bookmark not Effort... Error! Bookmark not Deliverable... Error! Bookmark not Work Quantity... Error! Bookmark not Physical Percent Complete Rollup... Error! Bookmark not Correcting Progress... Error! Bookmark not Backdating Progress... Error! Bookmark not Replanning Workplans with Progress... Error! Bookmark not Integration with Scheduling Tools... Error! Bookmark not Deriving Physical Percent Complete... Error! Bookmark not Defining Progress Status Values... Error! Bookmark not Progress Collection Presentation... Error! Bookmark not Chapter 8: Managing Budgets and Forecasts... Error! Bookmark not Budgeting and Forecasting... Error! Bookmark not Plan Types and Plan Versions... Error! Bookmark not Budget and Forecast Security... Error! Bookmark not Budgetary Controls and Budget Integration... Error! Bookmark not Calculating Budget and Forecast Amounts... Error! Bookmark not Submitting Budgets and Forecasts and Creating Baselines... Error! Bookmark not Budget Process Flow... Error! Bookmark not Forecast Process Flow... Error! Bookmark not Plan Types and Plan Versions... Error! Bookmark not Add Plan Types... Error! Bookmark not Planning Options:... Error! Bookmark not Plan Settings... Error! Bookmark not Display and Amount Reporting Options... Error! Bookmark not Planning Levels for Budgets and Forecasts... Error! Bookmark not Plan Settings... Error! Bookmark not Currency Settings... Error! Bookmark not Rate Schedules... Error! Bookmark not Generation Options... Error! Bookmark not Page 3
5 Creating Plan Versions... Error! Bookmark not Maintaining Plan Versions... Error! Bookmark not Generating Budgets... Error! Bookmark not Budget Sources... Error! Bookmark not Generating Forecasts... Error! Bookmark not ETC Calculation Methods for Planning Resources... Error! Bookmark not Entering Amounts and Editing Plan Versions... Error! Bookmark not Integration with MS Excel... Error! Bookmark not Entering Budgets using MS Project... Error! Bookmark not Copying Budgets and Forecasts... Error! Bookmark not Including and Viewing Change Documents... Error! Bookmark not Viewing Budgets and Forecasts... Error! Bookmark not Creating Baseline Budgets and Approving Forecasts... Error! Bookmark not Configuration Considerations... Error! Bookmark not Budgeting and Forecasting Presentation... Error! Bookmark not Chapter 9: Earned Value Management... Error! Bookmark not Earned Value and Progress Management... Error! Bookmark not Using Earned Value Measures... Error! Bookmark not Fundamental Measures... Error! Bookmark not Derived Measures... Error! Bookmark not Earned Value PowerPoint Presentatioin... Error! Bookmark not Chapter 10: Managing Deliverables... Error! Bookmark not Project Deliverables... Error! Bookmark not Creating and Managing Project Deliverables... Error! Bookmark not Defining Deliverables... Error! Bookmark not Copying Project Deliverables... Error! Bookmark not Associating Project Deliverables with Workplan Tasks Error! Bookmark not Viewing Project Deliverables... Error! Bookmark not Project Deliverable Actions... Error! Bookmark not Integration with Oracle Master Scheduling /MRP and Supply Chain Planning... Error! Bookmark not Integrating with Oracle Shipping Execution... Error! Bookmark not Integration with Oracle Project Billing... Error! Bookmark not Integration with Oracle Purchasing... Error! Bookmark not Deleting Project Deliverables... Error! Bookmark not Deliverable Progress... Error! Bookmark not Enabling Project Deliverables on Project Template... Error! Bookmark not Define a Deliverable Type... Error! Bookmark not Define a Deliverable Status... Error! Bookmark not Chapter 11: Managing Issues... Error! Bookmark not Page 4
6 Overview of Issue Management... Error! Bookmark not Issue Management... Error! Bookmark not Workflow Notifications... Error! Bookmark not Issue Participation... Error! Bookmark not Issue Statuses... Error! Bookmark not Creating Issues... Error! Bookmark not Copying to Create New Issues... Error! Bookmark not Issue Attributes... Error! Bookmark not System Numbers and Issue Numbers... Error! Bookmark not Attaching Documents and Relating Other Items to Issues... Error! Bookmark not Creating and Assigning actions to Issues... Error! Bookmark not Viewing Issues and Progress... Error! Bookmark not Updating Issue Progress... Error! Bookmark not Changing and Viewing Issue Ownership... Error! Bookmark not Resolving and Closing Actions... Error! Bookmark not Resolving and Closing Issues... Error! Bookmark not Canceling Issues... Error! Bookmark not Chapter 12: Managing Change Documents... Error! Bookmark not Overview of Change Management... Error! Bookmark not Change Document Participation Change Document Statuses... Error! Bookmark not Creating Change Documents... Error! Bookmark not Copying to Create Change Documents... Error! Bookmark not Change Document Attributes... Error! Bookmark not System and Change Document Numbers... Error! Bookmark not Impacts... Error! Bookmark not Defining Change Document Impacts... Error! Bookmark not Attaching Documents and Relating Other Items to Change Documents... Error! Bookmark not Creating and assigning Actions to Change Documents. Error! Bookmark not Viewing Change Documents and Progress... Error! Bookmark not Updating Change Document Progress... Error! Bookmark not Changing and Viewing Change Document Ownership. Error! Bookmark not Resolving and Closing Actions... Error! Bookmark not Including Change Requests in Change Orders... Error! Bookmark not Reworking Change Documents... Error! Bookmark not Canceling Change Documents... Error! Bookmark not Implementing and Closing Change Orders... Error! Bookmark not Including and Viewing Change Documents... Error! Bookmark not Page 5
7 Manually Including the Financial Impact of Change Documents Error! Bookmark not Issue and change Management Configuration Considerations... Error! Bookmark not Chapter 13: Document Management... Error! Bookmark not Overview of Document Management... Error! Bookmark not Types of Documents... Error! Bookmark not Attachment Categories... Error! Bookmark not Chapter 14: Project Status Reporting... Error! Bookmark not Overview of Project Status Reporting... Error! Bookmark not Status Report Security... Error! Bookmark not Project Status Report Statuses... Error! Bookmark not Status Reporting Options... Error! Bookmark not Defining Reporting Options... Error! Bookmark not Creating and Updating Status Reports... Error! Bookmark not Submitting and Approving Reports... Error! Bookmark not Publishing Status Reports... Error! Bookmark not Making Status Reports Obsolete... Error! Bookmark not Project Status Reporting Configuration Considerations Error! Bookmark not Chapter 15: Project Performance Reporting and Exception Reporting.. Error! Bookmark not Project Performance Reporting and Exceptions Reporting... Error! Bookmark not Project Performance Reporting by Project... Error! Bookmark not Project Performance Reporting by Task... Error! Bookmark not Project Performance Reporting by Resource... Error! Bookmark not Project Performance Reporting by Time... Error! Bookmark not Periodic View... Error! Bookmark not To Date View... Error! Bookmark not Viewing Detailed Amounts for Project Performance Reporting. Error! Bookmark not Viewing Actual Cost Against Resource Breakdown Structure... Error! Bookmark not Customizing Display of Project Performance Reporting Pages.. Error! Bookmark not Using Personalization Features... Error! Bookmark not Analyzing Performance Reporting... Error! Bookmark not Page 6
8 Overview of Performance Exception Reporting... Error! Bookmark not Adding Performance and Scoring Rules... Error! Bookmark not Calculating Scores on Demand for Key Performance Areas... Error! Bookmark not Managing Exceptions... Error! Bookmark not Purging Exception Records... Error! Bookmark not Sending Automated Status Report Notifications... Error! Bookmark not Project Performance and Exception Reporting Configuration Considerations... Error! Bookmark not Project Performance Reporting PowerPoint Presentation... Error! Bookmark not Chapter 16: Microsoft Project Integration... Error! Bookmark not Overview of MS Project Integration... Error! Bookmark not Information Sent to Oracle Projects... Error! Bookmark not Information Sent to MS Project... Error! Bookmark not Functions Performed in MS Project... Error! Bookmark not Functions Performed in Oracle Projects... Error! Bookmark not MS Project Integration... Error! Bookmark not Install MS Project Integration... Error! Bookmark not Customizing the Resource Rates View... Error! Bookmark not Limiting Access to Features... Error! Bookmark not Workplan and Financial Plan Attribute Correlation... Error! Bookmark not Sending Information to Oracle Projects... Error! Bookmark not Dates and Durations... Error! Bookmark not Recurring Tasks... Error! Bookmark not Modifying Scheduling Fields... Error! Bookmark not Sending New Project Data to Oracle Project... Error! Bookmark not Attaching a MS Project File... Error! Bookmark not Sending Reviewed Project Data to Oracle Projects... Error! Bookmark not Sending New or Revised Budget Data to Oracle Projects... Error! Bookmark not Where to Create and Revise a Budget... Error! Bookmark not Receiving Project Information from Oracle Projects... Error! Bookmark not Receiving Resources Lists form Oracle Projects... Error! Bookmark not Receiving List of Values from Oracle Projects... Error! Bookmark not Receiving Actuals from Oracle Projects... Error! Bookmark not Deleting a Task... Error! Bookmark not Clearing the Link to Oracle Projects... Error! Bookmark not Oracle Projects Views... Error! Bookmark not Tools... Error! Bookmark not Preferences: Send WBS... Error! Bookmark not Preferences: Task Numbering Options... Error! Bookmark not Preferences: Calculation Costs... Error! Bookmark not Page 7
9 Preferences: Send Time-Phased Data... Error! Bookmark not Chapter 17: Summary of 11i Project Management Fundamentals.. Error! Bookmark not Enhanced Project Management... Error! Bookmark not Planning the Project... Error! Bookmark not Workplan Definition... Error! Bookmark not Deliverables Management... Error! Bookmark not Resource Definition... Error! Bookmark not Budgeting and Forecasting... Error! Bookmark not Issue and Change Management... Error! Bookmark not Progress Collection... Error! Bookmark not Project Performance and Exception Reporting... Error! Bookmark not Program Management... Error! Bookmark not Earned Value Management... Error! Bookmark not Page 8
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