Project Partners Blog


Posts Tagged ‘Oracle Cloud ERP’

Project Partners Blog Author:
Sachin Gupta | Oracle Primavera Solution Architect – Application Integration Specialist

Oracle E-Business Suite and Oracle Unifier Integration Framework

Project Partners implemented this solution for a large metropolitan transportation, and on-premise Oracle EBS customer.

The project consisted of the customer implementing Oracle Unifier cloud a few months prior. They were looking for an effective solution to load actuals transactions from on-premise Oracle EBS to Oracle Unifier cloud. They had created a business process in Oracle Unifier for actuals transaction and enabled for integration.

The customer did have one simple requirement. They needed a scalable solution to load eligible actuals transaction from on-premise Oracle EBS to Oracle Unifier cloud daily using a REST API.

As the project moved forward, we conducted our due diligence and dug deeper so we could identify a few more items that needed to be appropriately addressed:

  • Ability to introduce new attributes in the integration equilibrium which may require updating all transactions in Unifier with the data from EBS.
  • Avoid duplicate transactions.
  • Capable to identifying and create/update transactions and in rare scenario delete transactions from Unifier to keep it always in sync with Oracle EBS.

After reviewing various options with customer, they agreed on the framework shown below:

  1. Utilize Oracle EBS concurrent request to populate data daily in a staging table.
  2. Pull data from Oracle Unifier cloud in staging table.
  3. Compare the data in two staging tables to identify new and modified data.
  4. Call Oracle Unifier Rest API to process the data.

Noted advantages of this framework:

  • Scalable – It can easily process a volume of 100,000 transactions daily.
  • Automated – It can identify new vs modified data and discard data that do not require change.
  • Extensible – New attributes introduced for integration, can be easily populated for all existing transactions in Oracle Unifier Cloud.

Project Partners, a long-standing Oracle Partner, and global leader in optimizing business processes and IT investments within project-driven organizations.

www.projectp.com

Author: Wendy Lamar | Managing Principal Consultant | Project Partners
Oracle E-Business Suite R12 Project Certified Implementation Specialist

Asset Capitalization Dashboard

The Asset Capitalization Dashboard has been included in release 12.2.8.  The dashboard provides the user with a complete view of a capital project’s costs, and capabilities to manage certain functions of capital project maintenance that were previously only accessible via Oracle forms.

The Asset Capitalization Dashboard is accessed from the Project Home, navigating to the Financial tab, Asset Capitalization subtab.

 

The dashboard provides a summary of the project costs, including capitalizable and non-capitalizable costs; as well as the Assets assigned to the project or a task of the project.  The summary also indicates those costs not yet summarized, not yet capitalized, and not yet processed through asset generation and/or interface to Oracle Assets.  There is an indicator of any rejected lines.  Certain summarized information also provides drill down capabilities to view the expenditures included.

 

The next screenshot is the resulting page from drilling into Capitalizable Costs expenditures; access by clicking the Cost Summary – Capitalizable Costs amount (red arrow above):

 

 

 

 

 

 

 

 

 

 

 

 

Returning to the main dashboard – In the lower region, you will view the Assets Inquiry to view the project assets.  Parameters are provided to search the assets and limit results.

 

Manageable functions include managing holds, reversing assets, and assigning an asset to the project or task level.  Details of costs and their progression through costing processes are reported by asset (with drill down capabilities).  At the end of the row the user can open the asset lines, as shown in the next screenshot.

View Asset Lines Results:

 

Note that some actions that can be performed from this page, including splits and interfacing the asset to Oracle Assets.  There are also search capabilities to limit the data returned.

Returning to the main dashboard – at the top and bottom right, buttons are included to navigate to the Task Summary.

 

The Task Summary allows the user to view the cost information summarized by task, including common cost tasks and any non-capitalizable costs.  If an asset has been generated including costs from the task chosen, the task number, name and description will display in the lower region.

 

In summary, the capital asset dashboard provides quick access to most capital project maintenance steps accessed directly from the project home, providing more visibility to the project team for total project costs and necessary actions, saving time spent on day to day activities and reconciliation efforts.

P: #1.650.712.6203 | www.projectp.com

FOR ANNOUNCEMENT | IMMEDIATE RELEASE


Project Partners, LLC. receives MBE certification from WRMSDC

A privately held minority consulting services and software solutions firm achieves National
Minority Business Enterprise (MBE) certification

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Half moon Bay, CA–July, 2020 – Project Partners, the world’s foremost Experts in Enterprise Project Portfolio Management™ for project-centric organizations is proud to announce that is has received the Minority Business Enterprise (MBE) of the Western Regional Minority Supplier Development Council (WRMSDC) National certification. After completing the extensive application, meeting, and passing the review and rigorous requirements of the MBE certification process, this certification award proves that Project Partners, LLC meets the requirements to do business with large corporations, local, state, and federal government departments as a minority business entity. This milestone is an exciting opportunity for Project Partners with its mission to expand and continue to deliver a consistent level of high-quality services that positively impact the organizations it serves.

“Receiving this coveted certification is definitely an honor.  I know that the WRMSDC fully supports the growth and welfare of minority communities by championing the use of minority-owned businesses, therefore has a stringent national certification process.  We are proud to have successfully gone through the process and been awarded our MBE certification,” says Randy Egger, CEO and President of Project Partners.  “We also look forward to participating and leveraging WRMSDC’s community of MBE’s and tools that will provide us access to new prospects in our pursuit for growth and development of our products and services exclusively to project-centric organizations leveraging Oracle Technology. It’s a tremendous opportunity.”

To learn more about Project Partners, LLC, including its new status, visit www.projectp.com

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About Project Partners, LLC:  Project Partners, LLC is a privately held firm headquartered in Half Moon Bay, California, offering consulting services and software solutions.  Project Partners is a long-standing Oracle partner and a single point solution provider for all requirements across Oracle ERP | PPM Cloud, Oracle E-Business Suite, Oracle Primavera applications for project-driven organizations. As a 100% minority-owned business with MRMSDC certification as an MBE, Project Partners is committed to stellar service and developing innovative and sustainable solutions for their clients.

www.projectp.com


INTRODUCING PROJECT PARTNERS PROJECT APPLICATION – PROCESS ASSESSMENT SERVICES

Whether helping you uncover hidden project challenges stemming from your current functional and operational applications/processes to understanding the why and how to migrate to the cloud, our Project Application/Process Assessment services give you the rigorous framework you need to grow and quickly achieve organizational success.

Our Team Will Partner With You to Assess Your Project Applications and Background Processes Inside and Out. 

Projects is the link that can penetrate your entire organization and requires careful analysis to maximize efficient operations.  If you are experiencing what appears to be a pain in your organization’s business process and applications, then now is the time to take another look and assess with the experts.

We are extending a SPECIAL ASSESSMENT offering that has proven results for our customers.  Just take the SIMPLE next steps to obtain Project Partners holistic approach to a full assessment and associated discount offer.

CLICK | SCHEDULE AN ASSESSMENT HERE TO GET STARTED

www.projectp.com

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Our prebuilt, configurable Microsoft® Excel workbook to submit, control and monitor all
scheduled processes and reports for Oracle ERP Cloud.

Helping hundreds of customers just like “Franny” to efficiently manage scheduled processes and reports in Oracle Cloud. The Cloud Process Scheduler is a unique process and report scheduler workbook available to the enterprise from Operations and Finance to HR and Sales, empowering these teams and enabling any user to:

  • Define scheduled processes and reports that need to be run periodically
  • Setup fixed and variable parameters for each process and update variable parameter dates quickly.
  • No need to remember parameters or the order in which processes need to run thereafter, it does it automatically
  • Setup process dependencies to enable efficient workflows.
  • Do not need to wait for system response time navigating the Oracle Cloud screens / fields.
  • Easier data entry when processing multiple Operating Units.
  • Start the entire set of processes with 1-click. Reducing the number of keystroke by 100%.
  • Organize work into a group of activities and then process it as a unit.
  • Monitor the status of each process in the set as it completes, while you are easily completing other work.

To learn more about the FEATURES & BENEFITS and get a glimpse into how the Cloud Process Scheduler really works, take a few minutes and view a brief Cloud Project Financials DEMO HERE. We believe that this product will significantly change how you manage your processes and reports in the Cloud and enable you to increase your user productivity.

HOW DOES MY ORGANIZATION GET STARTED?

CLICK HERE NOW FOR OUR SPECIAL THIRTY (30) DAY FREE TRIAL.

Questions?
Simply reach out to us and our experts will immediately assist, provide additional information, demo and next steps.
MORE ON CLOUD PROCESS SCHEDULER

P: #1.650.712.6203 Email: cfryc@projectp.com

 

Providing Our Customers With Better Project Delivery Through Full-Service…
PROJECT APPLICATION & PROCESS ASSESSMENTS

Whether helping you uncover hidden project challenges stemming from your current functional and operational applications/processes to understanding the why and how to migrate to the cloud, our PROJECT APPLICATION/BACKGROUND PROCESSES ASSESSMENT services give you the rigorous framework you need to achieve success quickly.

Will Partner With You to Assess Your Project Applications and Processes Inside and Out.

Projects is the link that can penetrate your entire organization and requires careful analysis to maximize efficient operations. If you are experiencing what appears to be a pain in your organization’s business process and applications, then now is the time to LOOK UNDER THE HOOD.

CLICK HERE

Get started with SIMPLE next steps to obtain Project Partners holistic approach to a full assessment and associated discount offer.

Project Partners Services Resource Planning (SRP) for Professional Services Organizations is a fixed price, rapid implementation solution for Oracle Cloud that provides proven business processes and embedded analytics to Professional Services Organizations and High Tech firms.

We use this solution to run our own business!

This template based industry solution provides PSO’s and High Tech firms the tools and unified platform required to empower them to improve their maturity, performance and profitability. Because it is a turnkey solution, customers will be up and live in only a few months.

Watch our SRP for Oracle ERP Cloud Overview video to learn how Project Partners Services Resource Planning for Professional Services Organizations delivers the following.

  • Reduced administration through seamless, project based operations, financial management, and automated accounting
  • Reduced project overruns and increased utilization through more accurate project planning, costing, budgeting and forecasting
  • Improved cash flow with higher quality data and accurate invoicing
  • Real-time visibility and collaboration across organizations to empower stakeholders

Learn more: Services Resource Planning for Oracle ERP Cloud video Series