R12.2.2 oracle projects cost break down structure overview
Download as PPTX, PDF12 likes11,838 views
The document discusses the new Cost Breakdown Structure (CBS) feature in Oracle Projects R12.2. The CBS provides an additional element to project structures to track cost elements. It must be configured by creating CBS categories and cost attributes, then enabling the CBS on projects and selecting the active structure. Using CBS, resources can be assigned to cost codes and workplans, financial plans, and actuals can be viewed and entered by task or cost code.
R12.2.2 oracle projects cost break down structure overview
- 1. R12.2 Oracle Projects Cost Break Down Structure Overview Oct-2013 Updated Jan-2016
- 2. Introduction Cost Break Down Structure Overview CBS Configuration Considerations About the author
- 3. The Cost Break Down Structure is a new feature of the Project Management module of Oracle EBS R12.2 The Cost Break Down Structure (CBS) provides an additional element to the existing project structures - Work Break Down Structure (WBS) and Resource Break Down Structure (RBS) The CBS is defined once and used across multiple projects to track cost elements It is now possible to plan by cost code, enter actuals against a cost code and generate forecast by cost code WBS – Activity Breakdown CBS – Cost Breakdown RBS – Resource Breakdown
- 4. Resources are assigned to cost codes Same resource can be assigned to multiple Cost Codes
- 5. View Workplan and financial plan by: WBS CBS RBS
- 6. Pre-Reqs •R12.2.2 •Apply patch 16883942:R12.PA.C to set the profile PA: Enable Projects for Cost Breakdown Planning to Yes CBS Setup •Create CBS Cost Categories - PA_CBS_COST_CATEGORIES Lookup •Create Cost Attributes for cost categories – Lookup •Create CBS •Create CBS Levels and assigned cost attributes Enable CBS Structure •Enable CBS Structure on project •Select active CBS structure
- 7. CBS functionality is available from R12.2.2 Apply patch 16883942:R12.PA.C to set the profile PA: Enable Projects for Cost Breakdown Planning to Yes
- 8. Create CBS Categories (Levels) and Cost Attributes
- 9. Assign form function PA_CBS_DEFINE to menu Assign form function to the menu Create CBS using the new menu function
- 10. Create Hierarchy levels and assign cost attributes Notice code structure for 2nd level Max 5 levels (segments)
- 11. Enable CBS Structure on project and select active CBS
- 12. User will select combination of Task and Cost Code and not only task when entering project transactions in Payables, Purchasing, Oracle Time and Labour and iExpenses. Users can assign higher level CBS cost codes to resource assignments and later select lower levels of CBS Cost Codes need to be added to a task to be available for selection for the task using the task setup page Cost Codes can not be assigned to events, billing or revenue Projects can not be upgraded to use CBS functionality only newly created projects can use the CBS functionality CBS can not be changed on a project with resource assignments or actuals A CBS can not be assigned to a Program
- 13. When using CBS functionality for a project the following functionality is not available: ◦ Oracle Projects Grants Management ◦ Enhanced Labour Costing (Payroll integration for labour costing) ◦ For cost breakdown planning enabled projects, you must use the client extension hooks to allocate costs (Cost Allocations) ◦ Integrated budgets or budgets with budgetary controls. You must log in to Self Service Web Application (SSWA) to create financial plans. ◦ Inter-project billing (Receiver task not available for CBS enabled project) (Available from R12.2.5) ◦ MS-Projects Integration ◦ Purchasing deliverable actions in project management ◦ Integrate a cost breakdown planning enabled project with the following applications: Oracle Asset Tracking, Oracle Project Manufacturing, Oracle Inventory, and Oracle Payroll ◦ Baseline Funding Without Budget check box. ◦ Forecasts from a staffing plan as the staffing plan does not have any cost code information. ◦ A project can not be enabled as a program if cost breakdown planning is enabled for it.
- 14. ◦ Technical Overview Relevant Tables: PA_TASKS – This table holds the Project Task Information PA_ALTERNATE_TASKS – This table holds the combination of Task and CBS PA_RBS_ELEMENTS – This table holds the CBS Structure (Also used for Resource Breakdown Structure) SQL Statement to get the Task CBS combination select a.alt_task_id task_id, t.task_id pa_task_id, e.rbs_element_id cbs_element_id, t.task_number, e.level_code cost_code, e.cost_code_name, t.task_number||' - '||e.level_code task_CBS from pa_tasks t, pa_alternate_tasks a, pa_rbs_elements e where t.task_id = a.proj_element_id and a.cbs_element_id = e.rbs_element_id If a project is CBS enabled the sub modules will use a.alt_task_id as task_id In PA_EXPENDITURE_ITEMS_ALL - task_id is the task_id from PA_TASKS and cbs_element_id is the cbs_element_id in PA_ALTERNATE_TASKS
- 15. Matthew Bezuidenhout is a Chartered Accountant with 16+ years experience implementing and supporting Oracle’s E-Business Suite specializing in Oracle Projects Contact e-mail address: matthew@epct.net www.epct.net