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How Microsoft Project Works with Project Financial Management

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Microsoft Project integration enables project managers to create projects, complete in-depth scheduling using dependencies and constraints, and perform what-if analysis offline before synchronizing project plan and progress information with Project Financial Management applications in Oracle Fusion Project Portfolio Management.

Project executives, project accountants, and billing specialists can use the information exported to Oracle Fusion Project Portfolio Management for financial planning, project costing, billing and revenue accrual, and performance reporting.

The integration of Microsoft Project versions 2007, 2010, 2013, or 2016 for desktop with Project Financial Management applications lets you to do the following:

• Import templates or existing projects from Project Financial Management applications to create projects in Microsoft Project.

• Export projects from Microsoft Project to create projects in Project Financial Management applications.

• Synchronize existing projects with Project Financial Management applications.

  Note: If Oracle Fusion Project Management is implemented, the synchronization option isn't available.

• Import resources from the primary planning resource breakdown structure to use for creating task assignments in Microsoft Project.

• Plan and schedule projects, assign resources, and track progress.

• Import planned quantities and costs into Microsoft Project for progress collection.

• Export project plan and progress information to Project Financial Management applications.

Installing the Microsoft Project Integration Client

A project manager or project administrator can download and install the integration clients available for different versions of Microsoft Project to integrate with Project Management or Project Financial Management applications.

Before downloading the client, ensure that you have .NET Framework 4.5.2 or later versions installed on your computer. Contact your Help Desk to find the existing .NET Framework version and steps to upgrade it, if needed.

The following table provides the list of available clients and their features.

Note that you can only have one integration client, either for Project Management or Project Financial Management applications, on your desktop. To switch between different clients, you must uninstall the existing client and install the other client.

To install the Microsoft Project Integration client for Project Financial Management applications:

1. From the Navigator, open Project Financial Management.

2. From the My Projects page, open the Actions panel tab and select Install Microsoft Project Integration to download the required client.

3. Save the client, extract the installation files to a local folder, and run the installation file from that folder.

4. Open the Microsoft Project application and from the Oracle Fusion Projects menu, select Change Environment and enter the URL for Oracle Fusion Applications.

   You can change the environment URL at any time to support subsequent server changes.

Importing Projects

You can import a template or an existing project from Project Financial Management applications to create a new project file in Microsoft Project. During import, select to import all project information or only planning resources. If you want to subsequently export new task assignments for the project to Project Financial Management applications, you must import resources from the primary planning resource breakdown structure.

While importing templates from Project Financial Management applications, you can't select a template that allows changes to the primary planning resource breakdown structure at the project level. This restriction doesn't apply when importing projects.

When importing an existing project, retain the link if you intend to synchronize the project. If you only want to view project details, or intend to export the project to Project Financial Management applications as a different project later, then don't retain the project link. The retain link isn't available if Oracle Fusion Project Management is implemented and you can't retain the project link if third-party scheduling is disabled for the project.

Importing Resources and Rates

You can import all planning resources from the primary planning resource breakdown structure associated with the project in Project Financial Management applications or import selected resources only.

Import rates from Project Financial Management applications to calculate planned costs in Microsoft Project. The Cost Type synchronization option determines whether raw cost rates or burdened cost rates are imported.

Before import, rates are derived for each resource based on the actual or planning rate schedules specified on the associated project plan type. Any override rates you specify on the project plan in Oracle Fusion Project Portfolio Management aren't imported.

Importing Actual Costs and Exporting Progress

You can import actual quantity and costs either from the latest summarized data or from draft progress. The source of actual amounts determines how progress is exported, as described in the following table.

When you export progress from Microsoft Project, the estimate-to-complete (ETC) method and physical percent complete calculation method are set to Manual. Values for planned, actual, and estimated finish dates and physical percent complete are exported at each level in the task hierarchy and don't roll up in Project Financial Management applications. Values for all other attributes are transferred at the task assignment level and roll up in Project Financial Management applications.

After export, draft progress is published. A forecast version is generated depending on progress settings defined for the associated project plan type. You can export progress with raw cost if burdening isn't enabled on the project type. Drupal cache form. If burdening is enabled, then you must use burdened cost to export progress. To achieve this, set the Cost Type synchronization option to Burdened cost.

Exporting Projects from Microsoft Project

You can export a project from Microsoft Project to create a new project in Project Financial Management applications. Exporting links the projects in the two applications. Optionally, set a baseline for the project plan, and simultaneously generate a budget version and create a baseline.

When exporting a project, you must select a source project or template unless you had originally imported a project or template from Project Financial Management applications. The source project or template must allow for third-party scheduling and the associated primary planning resource breakdown structure must not allow changes at the project level.

When exporting projects to Project Financial Management applications, Microsoft Project 2010 or later versions export the tasks based on various conditions as given in the following table.

Synchronizing Project Information

Use synchronization rules to transfer information from and to Microsoft Project. Select the required synchronization rule to synchronize all information, or import or export selected information only. For example, you can select to only synchronize schedule updates for the project. Depending on the synchronization rule, select synchronization options to determine how information is transferred. Also, ensure that you save the changes in Microsoft Project after synchronizing projects to avoid losing your data.

The following table describes the default direction in which attributes are transferred.

Import Options while Synchronizing Projects

Microsoft Project schedules tasks differently from the Project Financial Management applications. For example, Microsoft Project considers resource availability and tasks dependencies while the Project Financial Management applications don't.

Microsoft Project uses three key attributes to schedule tasks: work, dates, and units. A change to one attribute must be offset by a change to one of the other two attributes. Because Microsoft Projects schedules tasks differently, you can't import work and dates for new task assignments and still have the assignment units as 100%. When you import, you must select which of the three values you want Microsoft Project to calculate and the remaining two values are imported.

For example, assume you import a new task assignment with the following attributes:

• Work: 16 hours

• Start date: 03-AUG-15

• Finish date: 03-AUG-15

The new task assignments are imported as explained in the following table based on the option selected during synchronization:

How Enterprise Performance Management Works with Project Management

You can integrate Enterprise Performance Management (EPM Planning) and Project Management to perform organizational planning and budgeting and to execute projects. With this integration, you can manage projects without any delays, duplication of effort, or manual budget validation.

Here's how the integration handles the projects.

• Transfer approved project and budgets created in EPM Planning to Project Management.

• Create detailed budget in Project Management.

• Optionally use the budget approval process to validate the detailed budgets in Project Management against the strategic budgets created in EPM Planning.

• Use actual cost amounts from Project Management in EPM Planning.

• Portfolio manager then analyzes the budget against the actual costs in EPM Planning. Sends re-planned budgets from EPM Planning to Project Management, in another budget version, at the resource class level.

Integration Settings

You use Data Integration to drive the data between the two products. EPM Planning Data Integration enables to apply predefined mappings from the Project Management data model to target dimensions.

Following are the settings required for the integration on the EPM Planning side.

• Setup Connection between EPM Planning and Project Management in Data Management. You must enable the EPM Planning and the integration options along with Project Management Cloud Integration, Project Reporting, and Expense.

• Add a Smart List entry in EPM Planning for each project template in Project Management you want to associate with projects in EPM Planning. Get the list of project template through the Export Project Templates Report. The report helps to classify the project as indirect or capital.

• Edit entity hierarchy in EPM Planning to include all project owning organizations from Project Management. The Export Project Owning Organizations Report provides the project owning organization details.

• Financial plan types in Project Management determine how budgets are calculated. You must associate a financial plan type used in Project Management with EPM Planning when interfacing budgets.

Integration Considerations

To export a project and project budget from EPM Planning to Project Management, the project status in EPM Planning must be Approved and the project integration status must be Initial (not yet sent to Project Management) or Ready (already sent to Project Management and can be sent again in case of changes).

Integration supports only:

• EPM Planning applications that have Hybrid Essbase enabled.

• EPM Planning applications that use a 12 month calendar.

• Indirect and Capital projects in EPM Planning.

• Indirect, capital, and nonsponsored projects in Project Management. Integration doesn't support contract projects and Grants.

• EPM Planning cubes; there is no support for custom cubes.

• Accounting Calendar of 12 periods which includes period of 4-4-5, 5-4-4, and 4-5-4 in Project Management. The 4-4-4 Accounting Calendar isn't supported.

• Planned expenses and actual costs at the resource class level, for example, labor, equipment, material, and other resources.

• Actual costs and not committed cost.

Download Template Microsoft Project Oracle Cloud

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