ORACLE CORPORATION Oracle Projects PSI Setup and Usage

Author: Creation Date: Last Updated: Version:

Ferhiz Dinshaw 11/20/02 12/17/02 1.0

Contents

Overview.................................................................................................................................. 1 What is PSI? ...................................................................................................................... 1 Setup.................................................................................................................................. 2 Setting up a non-Default column .................................................................................. 4 Terminology ..................................................................................................................... 5 Tips .................................................................................................................................... 5 Usage ................................................................................................................................. 6 Project Status Reports...................................................................................................... 9 Details.............................................................................................................................. 10 Related Documents........................................................................................................ 10

ii

Overview
This document is a brief overview of all the steps you need to perform to complete the implementation of Oracle Projects. It also describes the project summary amounts that Oracle Projects maintains for project status tracking. This document does not go into detail about the PSI client extension that will be documented in a separate white paper.

What is PSI?
Project Status Inquiry is Oracles online tracking system for your projects. It allows you to review the current status of your projects as well as a more detailed review of Project, Task, and Resource Summary amounts. You can review current and original budget amounts and compare them to actuals and commitment amounts. You can also drill down to commitments, actuals and events detail for tasks and resources. We will discuss later how to do this. You can control the type of information that Oracle Projects displays by using custom folder definitions in PSI. You can export PSI data into a spreadsheet for further analysis.

This is the Projects Status Inquiry screen. You can select any button to drill down for more information on invoices, commitments, events.

Setup
Under Projects responsibility, navigate to Setup -> Project Status Columns to define the columns for Project Summary Inquiry. Oracle Projects provides a default configuration for the Project Status Inquiry columns. For each folder project, task or resource - you can view the default configuration for project (this includes 27 columns), task (this includes 27 columns) and Resource (this includes 29 columns) status window from the PSI columns window. See screenshot below. The Factor By checkbox in the setup window will format the column at runtime. If you wish to display the amount based on the currency format defined in the General Ledger (in the functional currency) you must check the Factor By checkbox next to the definition column.

If you change /edit the column set up, you need to save and re-create the view. Click on Generate View to do this. You MUST do this every time you change the setup in order to apply the changes. Each of these status folders (Project, Task, Resource) can have an entirely different combination of columns. There is a list of Values (LOV) for each column in the columns/definition window to pick from up to 33. If you need to create your own column, you can also use SQL expressions such as round, decode instead of the pre-defined ones or you can write a PSI client extension this is explained in further detail in Oracle Projects User Guide Volume 3, Chapter 17-222. You can also mark certain columns as totals columns. For this, check the Total check box. This will display the total amount for that column in the functional currency format defined in GL. NOTE *** Always choose generate view to save your changes!

Setting up a non-Default column

If you have to create a column that is not in the default PSI setup, you need to do so by setting up one in the PSI columns window in the Setup screen. Note *** Altering column definitions can degrade PSI performance. The project and task PSI columns share the same default configuration, while the resource PSI columns have a slightly different default configuration. See example below:

For instance, to calculate 10% of the actual burdened cost, enter 10 % Burdened Cost in the Prompt window. Choose a definition from the pre-defined LOV. For this example, we have chosen A.Burdened_cost_ITD. This is the column definition we have chosen instead of writing a PSI client extension. You must use the column name form the list of values. PSI will allow you to enter an invalid column name but the view generated will then be incorrect.

A= Actual Amounts (cost and revenue) C = Cost Budget Amounts M=Commitment Amounts R=Revenue Budget Amounts

Oracle Projects maintains to_date amounts as follows: Period-to-date (PTD) Prior period (PP) Year-to-date (YTD) Project Inception-to-date (ITD) You can still use a PSI client extension to derive an alternate column value even if you have entered a column definition in the PSI columns window. To do this, you must a. write a PL/SQL procedure and the store the procedure in the database. b. define the column prompt for the column in the PSI window. Then compile and store the procedure in the database. Oracle Projects provides a template package (pa_client_extn_status) that contains the procedure that you can modify to implement the PSI client extension. This is explained in more detail in Oracle Projects User Guide, Volume 3 , Chapter 17.

Terminology
Superviews: Views that contain all summarized values. Each contains up to 126 columns. Lower-level PSI views Views that were designed to improve PSI performance. Because of their complexity and the fact that they change from release to release they are not documented in the TRM. Summarization Period Type: you define this during implementation whether to maintain all to-date values by PA Period or GL Period. The Current Reporting Period defines the period through which the amounts are summarized to for all Projects.

Tips

If the drill down data you are viewing in PSI is zero or null, regenerate the views. Use the superviews when customizing the PSI client extension. Make sure that default column prompts are defined in the Column Setup window.

Usage
Once you have done the setup, you can go to Project Status, Project Status Inquiry and query by doing a find on the project name. PSI allows you different search criteria. The PSI drilldown will take you to invoices, events and commitments screens when you click on the buttons. Run PRC: Update Project Summary Amounts. This will summarize the Revenue and Invoice Information for the Project, as well as the Costing data. Navigator Project Status PSI

Review the Invoice Information for that project. Look at the event information in Project on Task 1. Review and drill back to AP Invoice data in Project on Task 1.1.

Find Invoices Screen Note: To maintain PSI, after revenue has been generated and released, you should always update project summary amounts by running the process called PRC: Update Project Summary amounts. Only then will you see any data in the PSI window. From the Project Status window, you can drill down to project-level events. From the Task Status window, you can select a top task and drill down to task level events. From the Resource Status window, you can drill down to events from a lowest-level resource provided that: A top task was also selected The resource status window was opened from the task status window. By default, PSI will show all Project related requisitions and Purchase Orders in Oracle Purchasing and Supplier Invoices in Oracle Payables that are not interfaced to Projects. How to View Customer Invoices:

To view a customer invoice, click the Invoices Button in the Project status window. Project Status Project Status Inquiry (B) Invoices Revenue Budget Types Project Status Project Status Inquiry (B) Task Status (M) Tools Revenue Budget Types How to View Project or Task Summary Amounts by a Specific Revenue Budget: Navigate to the project or task status window. Select the revenue budget type form the tools menu. By selecting the cost budget type, you can: Find out which budget type is displayed Change the current budget type to another budget type

Running the processes

The following processes need to be run so you can track the correct status of your project in PSI. Navigation path: Other, requests The five Processes related to accumulation are: a. Refresh Transaction Summary Amounts: this process is used when converting/interfacing large numbers of detail transactions. The process allows you to build summary amounts in smaller batches based on the parameters you enter. While this process creates transaction totals for the specified range of PA periods, it does not produce the project summary numbers used by the Project Status Inquiry window. To create these amounts, you will need to run the Update Project Summary Amounts Process. b. Refresh Project Summary Amounts this process is run in order to create project summary amounts from transactions you have interfaced from legacy systems. You will also run this process if you change the current PA Reporting Period to an earlier period than the previous PA Reporting period. You will generally limit the running of this process to the two instances described above. This process rebuilds the accumulation tables. c. Update Project Summary Amounts (for a range of projects or a single project). You have to run this process in order to see any numbers in the PSI screen. Run this process to update the project summary amounts with new cost, commitment, and revenue transactions as well as any new baselined budget versions. After making changes in a resource list, you will need to run the Update Project Summary Amounts After a Resource List Change process. d. Update Project Summary Amounts After a Resource List Change - run this process after making changes in a resource list. All four processes can be submitted from the standard report submission screen (Other -> Requests -> Run). These processes are a series of PL/SQL stored procedure calls. Note: it is not necessary to run all four processes on a regular basis. In general only the Update Project Summary Amounts process needs to be run on a regular

basis to keep the PSI figures correct.

Add table here which shows which status window will allow drilldown to particular area.

Project Status Reports

You can use one of the following three standard reports to review project status. Revenue, Cost, Budgets by Work Breakdown Structure Report. Lists project cost, labor hours, and revenue actual and budgets by the work Breakdown Structure. Revenue, Cost, Budgets by Resources (Project Level) Report. Lists project costs and revenue actual and budget amounts broken down by categories.

Details

The views that are used for the Project Status Window are: PA_STATUS_PROJ_V PA-STATUS_TASK_V PA_STATUS_RSRC_V The following are tables used in PSI views: PA_TXN_ACCUM_DETAILS -- Not dependant on the current reporting period PA_TXN_ACCUM -- Not dependant on the current reporting period PA_RESOURCE_ACCCM_DETAILS PA_PROJECT_ACCUM_HEADERS PA_PROJECT_ACCUM_ACTUALS PA_PROJECT_ACCUM_BUDGETS PA_PROJECT_ACCUM_HEADER

Common Error/Issues
There may be missing PSI Columns After Applying 11i.PA.E Folders are not used, and thirteen PSI columns are now hidden from the default, these were visible prior to applying the patch Internal Bug 1725078 documents this change as PSI: PERFORMANCE ENHANCEMENT AND STANDARD ISSUES. This was included in PA Patchset E. If you have a need to display all columns, you will need to create folders that are made 'public' for all of your users. As is, you should see improved performance with the form. If a need exists to display all PSI columns, create a folder that are made public for all of your users.

Related Documents
For additional information, please refer to the Oracle Projects User Guide Volume 3, Chapter 17-213.

10

Copyright 2001 Oracle Corporation. All rights reserved. Oracle is a registered trademark of Oracle Corporation. Various product and service names referenced herein may be trademarks of Oracle Corporation. All other product and service names mentioned may be trademarks of their respective owners. Disclaimer: This document is provided for information purposes only and the contents hereof are subject to change without notice. Oracle Corporation does not warrant that this document is error-free, nor does it provide any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. Oracle Corporation specifically disclaims any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the prior written permission of Oracle Corporation.

11