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Oracle EBS Projects R12 Fundamentals

Oracle EBS Projects R12 Fundamentals

In this course, you will learn how to set up projects for your organization, work breakdown structures, and how to get them funded and ready for project activity. We will cover how project costing works and the project billing process as well. 

Who is this Course For?

If you are starting a job as a Projects Coordinator, or that involves doing something in the Projects module of Oracle EBS, and you’ve no idea where to begin, this course is exactly what you need.

This course is for:

  • Project Administrators and Coordinators
  • Contract Administrators 
  • Project Managers
  • Business Unit Managers that care about the health of organizational projects
  • Financial and IT Business Analysts
  • Internal Auditors

What You Will Learn:

By the end of this course, you will be able to:

  • Navigate comfortably in the module, like you’ve been using it for months.
  • Do all the core functions in Projects module.
  • Run all core reports that are important understanding and administering and managing projects in Oracle.
  • Get a project set up and ready so that it can start accepting transactions.
  • Process the transactions to calculate costs and revenue for the project.
Responsible Catherine Lam
Last Update 01/16/2025
Members 2
Intermediate Oracle EBS
    • Test Roles
  • Section 1: Get the Lay of the Land
    2Lessons ·
    • Overview of Project Costing
    • Who Cares About Projects: (Roles)
  • Section 2: Prepare and Set up Your Project
    3Lessons ·
    • Step 1: Find Existing Project Template
    • Step 2: Create a New Project from a template.
    • Creating Indirect Projects
  • Section 3: Anatomy of a Project
    14Lessons ·
    • Tasks (Work Breakdown Structure)
    • Task Details
    • Task Cross Charge
    • Reversing Pre-Approved Batches
    • Task Currency
    • Cost burden schedules (Task level)
    • Cost Burden Multipliers (Task Level)
    • Transaction controls (Task Level)
    • Project Key Members
    • Transaction Controls (Project level)
    • Project Cost burdens
    • Capital asset (for Capital projects only)
    • Capital interest schedule (for large construction capital projects only)
    • Project Status
  • Section 4: Agreements and Funding
    3Lessons ·
    • Look for existing Agreements
    • Create your Agreement
    • Fund the Project
  • Section 5: Create a Budget for your Project
    3Lessons ·
    • Create Project Cost Budget
    • Copying a Budget to Draft
    • Budget History
  • Section 6 All About Cost Burdens
    4Lessons ·
    • What is Burdening Anyway?
    • Anatomy of a Burden Schedule
    • How Transactions Flow through
    • The Burden Structure
  • Section 7 Processing Transactions
    7Lessons ·
    • Next Step: Distribute the Costs
    • What You Need to Know about Entering Transactions Directly in Projects
    • Overview on Processing Transactions
    • How Transactions Flow through
    • How to Enter Pre-Approved Batches
    • Next Step: Distribute the Costs
    • Reversing Pre-Approved Batches
  • Section 8 Seeing Your Project Transactions
    7Lessons ·
    • Expenditure Inquiry: How to See Your Transactions In Projects
    • Anatomy of Expenditure inquiry
    • Finding Expenditures within a Timeframe
    • Finding Expenditures by Type
    • See Expenditure Item Details
    • Show / Hide More Fields on Expenditure Inquiry
    • Splitting and Transferring Expenditure Items
  • Section 9 Closing the Month in Oracle Projects
    16Lessons ·
    • Overview of Month End Flow
    • Processing Labour Transactions
    • How to Run Transaction Import
    • Distributing Labour Costs
    • How to Run Distribute Costs Process
    • Create Burden Transactions
    • Interface Labour to the General Ledger
    • How to Interface Labour to GL
    • Processing Transactions from Payables
    • How to Interface Expense Reports from Payables
    • How to Interface Supplier Costs from Payables
    • Interfacing Supplier Costs to GL
    • Processing Usage and Miscellaneous Costs
    • How to Distribute Usage and Miscellaneous Costs
    • Interfacing Usage and Miscellaneous Costs to GL
    • Run Exception Reports