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Dates & Timings (Schedule)

This upcoming training covers Project Execution Management (PEM) within PPM. Next Batch starts in:

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This Training has started on 03-May-25 (ends on 01-Jun-25)

About

Why choose OEG for Fusion PPM Training? Here's why:

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Discount ended on 08-Jul-24

Oracle ERP Cloud

Oracle PPM Cloud Training

Oracle PPM PEM Cloud Training

Included:

Get Access to PPM or ALL modules

“ALL Modules” includes content of FIN, PPM, SCM, HCM, EPM available on OEG Portal.

 

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In-Depth Training

Learn from scratch or Rapidly transition your EBS knowledge to Fusion

Core Hands-On Content

Executed examples on Fusion Instance

Highlights

Modules
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0
Hrs Recs
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Oracle PPM Cloud Training

Contents

Summary (Live + Recs)

  • Oracle Fusion Fundamentals
  • Oracle Fusion Project Foundation
  • Oracle Fusion Project Billing Process
  • Oracle Fusion PPM Approvals
  • Oracle Fusion Project Costing Process
  • Oracle Fusion Project Integration Fundamentals
  • Oracle Fusion Project Reports Fundamentals
  • Oracle Fusion Project Data Conversion Fundamentals
  • Oracle Fusion Tools Fundamentals – SmartView, ADF-DI, FBDI, OTBI

Modules Covered

  • Project Foundation
  • Project Costing
  • Project Billing
  • Enterprise Contracts
  • Project Control
  • Project Management – Overview
  • Project Resource Management – Overview
  • Grants Management – Overview

Coverage in Live Training

Oracle PPM PEM Contents
# PPM - Execution Management Day Week
1Introduction to the CourseD-1W-1
2Trainers Intro, Curriculum, Q&AD-1W-1
3Overview of Project Execution ManagementD-1W-1
4Define Common Project Execution Management OptionsD-1W-1
5Common Project Execution Options OverviewD-1W-1
6Manage Project Implementation Administrator, Provisioning and Enterprise ResourcesD-1W-1
7Enterprise Roles and Project RolesD-1W-1
8Manage Project and Resource Calendars - Shifts, Workday Patterns, Schedule Exceptions, SchedulesD-2W-1
9Manage Project Enterprise Resources - Labor, ExpenseD-2W-1
10Project Management-1D-3W-2
11Manage Project Lifecycle - OverallD-3W-2
12Use Project Plan to Manage Project LifecycleD-3W-2
13Fixed Duration and Fixed Effort SchedulingD-3W-2
14Using Workplan TemplatesD-3W-2
15Define Gates to Manage Project LifecycleD-3W-2
16Managing Financial and Non-financial ProjectsD-4W-2
17Workplanning Before Financial ManagementD-4W-2
18Managing Project MilestonesD-4W-2
19Managing Work for Team MembersD-4W-2
20Managing TasksD-4W-2
21Control Progress Reporting by Project StatusD-4W-2
22Collect Progress and Manage Task ExceptionsD-4W-2
23Track Project Plan Progress and Set BaselineD-4W-2
24Update Financial Project Plan and ProgressD-4W-2
25Project Management-2D-5W-3
26Manage Project Management Implementation OptionsD-5W-3
27Managing Project Codes and Task CodesD-5W-3
28Manage Issue Types & IssuesD-5W-3
29Manage Deliverable Types & DeliverablesD-5W-3
30Managing Change OrdersD-6W-3
55Defining Project Resource ManagementD-7W-4
56Overview of Project Resource ManagementD-7W-4
57Project Resource Management Implementation OptionsD-7W-4
58Manage Project Resource RequestsD-7W-4
59Create or Edit Project Resource AssignmentsD-7W-4
60Visual Resource Planning and SchedulingD-7W-4
61Review Resource Details and UtilizationD-8W-4
62Cancel, Adjust & Replace Resource AssignmentsD-8W-4
63Define Attributes for Employees and Contingent Workers in Human Capital ManagementD-8W-4
64Define Talent Profile ContentD-8W-4
65Define Project Enterprise Labor ResourcesD-8W-4
66Manage Project Enterprise Labor Resource Maintenance ConditionsD-8W-4
67Manage Resource PoolsD-9W-5
68Submit Process to Maintain Project Resource Search IndexD-9W-5
69Manage Target Utilization Percentages for ResourcesD-9W-5
70Monitoring Resource Utilization Using Resource Manager DashboardD-9W-5
71Bonus Topics (Overview Only)D-10W-5
72Project Execution Management Coexistence with Oracle EBS Projects (Overview Only)D-10W-5
73Project Execution Management Integration with Microsoft Projects (Overview Only)D-10W-5
74Q&A & Left OversD-10W-5
LIVE TRAINING CONTENT
# PPM - Financial Management Day Week
1Intro to the CourseD-1W-1
2Trainers Intro, Curriculum, Participants Profile, Q&AD-1W-1
3Overview of Project Financial ManagementD-1W-1
4Setting up the environmentD-1W-1
5Logging into Fusion ApplicationsD-1W-1
6NavigatingD-1W-1
7Create UserD-1W-1
8Create Employee and assign to userD-1W-1
9Assign Roles to userD-1W-1
10Common ConfigurationsD-2W-1
11Manage Business UnitD-2W-1
12Assign Business Unit Business FunctionD-2W-1
13Assign Business Unit Data Access for UserD-2W-1
14Manage Business Unit Set AssignmentD-2W-1
15Manage DepartmentsD-2W-1
16Manage Organization Hierarchies and ClassificationsD-2W-1
17Project Foundation Setups - 1D-2W-1
18Manage Project Organization ClassificationD-2W-1
19Manage Organization TreeD-2W-1
20Submit Maintain Project Organization Classifications ProcessD-2W-1
21Manage Project Accounting PeriodsD-2W-1
22Manage Project Unit OrganizationsD-2W-1
23Manage Project Unit OptionsD-2W-1
24Configure Project Accounting Business FunctionD-2W-1
25Project Foundation Setups - 2D-3W-2
26Manage Project Class CategoriesD-3W-2
27Manage Project StatusesD-3W-2
28Manage Project RolesD-3W-2
29Manage Project TypesD-3W-2
30Manage Project TemplatesD-3W-2
31Configure Project NumberingD-3W-2
32Project Foundation ProcessD-3W-2
33Create Indirect ProjectD-3W-2
34Create Capital ProjectD-3W-2
35Create Billable ProjectD-3W-2
36Project Control SetupsD-4W-2
37Manage Financial Plan Type (Budget type only)D-4W-2
38Manage Project Plan TypeD-4W-2
39Manage Planning and Billing Resource Breakdown StructuresD-4W-2
40Project Control ProcessD-4W-2
41Create Cost and Revenue Budget on Billable ProjectD-4W-2
42Baseline the budgetD-4W-2
43Project Costing SetupsD-5W-3
44Manage Project Transaction Sources, Document & Document EntryD-5W-3
45Manage Revenue CategoriesD-5W-3
46Manage Expenditure CategoriesD-5W-3
47Manage Expenditure TypesD-5W-3
48Manage Rate SchedulesD-5W-3
49Manage Labor Costing RulesD-5W-3
50Manage Organization Costing RulesD-5W-3
51Burdening SetupsD-6W-3
52Manage Burden Cost BasesD-6W-3
53Manage Burden Cost CodesD-6W-3
54Manage Burden StructuresD-6W-3
55Manage Burden SchedulesD-6W-3
56Subledger AccountingD-7W-4
57Manage Mapping SetsD-7W-4
58Manage Account RulesD-7W-4
59Manage Subledger Journal Entry Rule SetsD-7W-4
60Manage Accounting MethodsD-7W-4
61Activate Subledger Journal Entry Rule Set AssignmentsD-7W-4
62Project Costing ProcessD-8W-4
63Indirect Project end-to-end process flowD-8W-4
64Collect Cost on Indirect Project (Online Miscellaneous Batch)D-8W-4
65Create Cost Accounting and Post to GLD-8W-4
66Capital Project End-to-End Process flowD-8W-4
67Create a Capital ProjectD-8W-4
68Collect the Cost (Labor Cost using ADFDI)D-8W-4
69Generate BurdenD-8W-4
70CapitalizationD-8W-4
71Asset DetailsD-8W-4
72Generating Asset Lines (Project Level Capitalization)D-8W-4
73Transfer Asset Lines to FAD-8W-4
74Updating Asset Information in PPM after asset is created in FAD-8W-4
75Project Cost Adjustments (example of reversal)D-8W-4
76Project Billing SetupsD-9W-5
77Specify Customer Contract Management Business Function PropertiesD-9W-5
78Manage Event TypesD-9W-5
79Manage Billing CyclesD-9W-5
80Manage Invoice FormatsD-9W-5
81Manage Revenue MethodsD-9W-5
82Manage Invoice MethodsD-9W-5
83Manage Bill Rate SchedulesD-9W-5
84Project Billing ProcessD-10W-5
85Creation of ContractD-10W-5
86Assigning Project to Contract LinesD-10W-5
87Cost Collection (from Payables)D-10W-5
88Project Invoice Process (Milestone basis)D-10W-5
89Generating Project invoiceD-10W-5
90Transfer the invoice to Account ReceivablesD-10W-5
91Updating the invoice information in PPM after invoice is accepted in ARD-10W-5
92Project Revenue Process (Milestone basis)D-10W-5
93Cross Charging & Intercompany Billing (Overview)D-10W-5

Coverage in Recordings

Oracle Fusion PPM Training

Oracle Fusion Fundamentals

  • Overview of Fusion Cloud
  • Advantages of Cloud
  • Differences between Cloud & On-Premise
  • Differences between SAAS, PAAS & IAAS
  • User Interface
  • Scheduled Processes
  • Reports and Analytics
  • Integrations

Navigator

  • Navigator and Menu Items

Functional Setup Manager / Implementation Project

  • Logging into Fusion
  • Configure Offerings
  • Creating Implementation Project
  • Selecting Offerings
  • Accessing Task List
  • Performing Tasks
  • Accessing Navigator Menus
  • …more about Implementation Project

Users, Roles and Data Access

  • Create user
  • Assign roles
  • Assign data access sets
Oracle Fusion PPM Training

Project Financial Management

  • Project Foundation
  • Project Costing
  • Project Billing
  • Enterprise
  • Contracts
  • Projects Controls
Oracle Fusion PPM Training

Project Execution Management

  • Project Management – Overview
  • Project Resource Management – Overview
Oracle Fusion PPM Training

Project Foundation

  • Manage Accounting Calendars
  • Manage Accounting Periods for Project Financial Management
  • Manage Project Accounting Periods
  • Manage Project Unit Organizations
  • Manage Project Unit Options
  • Manage Revenue Categories
  • Manage Expenditure Categories
  • Manage Expenditure Types
  • Manage Project Class Categories
  • Manage Project Statuses
  • Manage Project Roles
  • Manage Non labour Resources
  • Manage Rate Schedules
  • Manage Labor Costing Rules
  • Configure Project Accounting Business Function
  • Manage Organization Costing Rules
  • Manage Planning and Billing Resource Breakdown Structures
  • Submit Process to Refresh Resource Breakdown Structure Element Names
  • Manage Project Types
  • Manage Project Templates
  • Configure Project Numbering
  • Distribute and Install Desktop Integrator Client
  • Manage Project Foundation Descriptive Flex fields
  • Create implementation user
  • Creating Business Unit
  • Business Unit Business Function
  • Project Unit Organizations
  • Organization Trees
  • Organization Hierarchies and Classifications
  • Project Organizations
  • Project Accounting Business Function
  • Project Unit Options
  • Project Unit Set Assignment
  • Units of Measure
  • Project Status
  • Project Class Categories
  • Project Types
  • PPM Roles
Oracle Fusion PPM Training

Project Control Setups

  • Manage Financial Plan Type
  • Manage Project Plan Type
Oracle Fusion PPM Training

Project Costing Setups

  • Manage Project Costing Descriptive Flex fields
  • Manage Project Transaction Sources
Oracle Fusion PPM Training

Project Billing Setups

  • Manage Event Types
  • Manage Billing Cycles
  • Manage Invoice Formats
  • Manage Revenue Methods
  • Manage Invoice Methods
  • Specify Customer Contract Management Business Function Properties
  • Manage Bill Rate Schedules
Oracle Fusion PPM Training

Subledger Accounting

  • Manage Mapping Sets
  • Manage Account Rules
  • Manage Sub ledger Journal Entry Rule Sets
  • Manage Accounting Methods
  • Activate Sub ledger Journal Entry Rule Set Assignments
Oracle Fusion PPM Training

Burdening Setups

  • Manage Burden Cost Bases
  • Manage Burden Cost Codes
  • Manage Burden Structures
  • Manage Burden Schedules
Oracle Fusion PPM Training

Approvals

  • Overview of Serial and Parallel Approvals
  • Managing Task Configurations for Project Financial Management
  • Project Status Approvals
  • Project Budget Approvals
  • Contract Approvals
  • Customer Invoice Approvals
Oracle Fusion PPM Training

Project Foundation Process

  • Creating Employee and defining as Resource
  • Creating Different types of Projects. i.e. Capital, Billable, Indirect
  • Updating a Project Details
  • Creating a Financial Plan
  • Assigning Planning Resources
  • Updating a Planning Amounts
  • Opening GL Periods
  • Opening PA Periods
Oracle Fusion PPM Training

Project Costing Process

  • Capital Project End to End Process flow
    • Create a Capital Project
    • Collect the Cost
    • Capitalization
      • Asset Details
      • Generating Asset Lines
      • Transfer Asset Lines to FA
      • Updating Asset Information in PPM after asset is created in FA.
    • Indirect Project end to end process flow
      • Create indirect project
      • Cost collection
    • Project Budget Entry
    • Miscellaneous Expenses
    • Usage Expenses
    • Burden Expenses
    • Timecards – External System
    • Timesheet entry through OTL and then integrate to PPM
    • Expense – PA Integration
    • PO – PA Integration
    • AP – PA Integration
    • Project Cost Adjustments i.e. Transfer, Split, Reverse, Recalculate Raw Cost..etc
    • Capitalization (PA – FA Integration)
      • Project level capitalization
      • Task level capitalization
  • Cross Charge functionality
Oracle Fusion PPM Training

Project Billing Process

  • Contract / Billable Project end to end Process Flow
    • Create Contract Project
    • Cost Collection
    • Billing
      • Generating Project invoice
      • Transfer the invoice to Account Receivables
      • Updating the invoice information in PPM after invoice is accepted in AR.
    • Creation of Contract
    • Creation of Contract Project
    • Assigning Project to Contract Lines
    • Contract Amendments
    • Project Invoice Process
      • Fixed Bid
      • T&M
      • Percent Complete
    • Project Revenue Process
    • Project Invoice Adjustments
    • Project Revenue Adjustments
    • Interproject Billing
    • Intercompany Billing
Oracle Fusion PPM Training

Conversions

  • File Based Data Import (FBDI) Templates
  • ADFDI (Application Desktop Framework Data Integrator) Template
    • ADFDI software – system – installed in our local machine
    • Excel settings
Oracle Fusion PPM Training

Additional Content

  • Descriptive Flex fields
Oracle Fusion PPM Training

Grants Management

  • Creating Grants Management Cycle
  • Creating New Award
  • Budget Period
  • Expanded Authority
  • Linking Award with Projects
  • Funding
  • Creating the Budget
  • Explanation of Setups
  • Baselining a Particular Award
  • Principal Investigator
  • Importing the Cost
  • Allocate Funding Manually
  • Create the Baseline
  • Run Update Project Performance Data
  • Explanation of Unifier
Oracle Fusion PPM Training

Project Costing

  • Project Plan Types
  • Project Template
  • Revenue Categories
  • Expenditure Categories
  • Expenditure Types
  • Planning and Billing Resource Breakdown Structures
  • Labor Costing Rules
  • Labor Costing Multipliers
  • Burden Cost Codes
  • Burden Cost Bases
  • Burden Structures
  • Burden Schedules
  • Organization Costing Rules
  • Service Types
  • Work Types
  • Capitalized Interest Rates
  • Capitalized Interest Rate Schedules
  • Nonlabor Resources
  • Rate Schedules
  • Mapping Sets
Oracle Fusion PPM Training

Project Billing

  • Journal Line Rule
  • Accounting Rule
  • Journal Entry Rule Set
  • Accounting Method Assignment
  • Contract Line Types
  • Contract Type
  • Project Contract Business Unit
  • Event Type
  • Billing Cycle
  • Invoice Format
  • Revenue Method
  • Invoice Method
  • Specify Unit of Measure for Invoice Lines
  • Synchronize Users
  • Default Contract Business Unit
  • Resource Organization
  • Identify Resource
  • Derive Billable from Work Type
  • Derive Work Type for Project Expenditures
  • Business Unit Set Assignment
  • Transaction Sources
  • Define Job
  • Manage Task Descriptive Flexfield
Oracle Fusion PPM Training

Project Integration

Project Integration with

  • Financials
  • SCM
  • HCM
Oracle Fusion PPM Training

Reports

  • OTBI Reports
Oracle Fusion PPM Training

Data Conversion

  • FBDI Process

Contents List

Oracle PPM Cloud Training

Resources

View Relevant Oracle Documentations > Click “All Books” in the left pane.

Please note, the documents are owned by Oracle Corporation. OracleErpGuide.com is merely providing the link for your convenience. The above link contains a long list of guides that may or may not be relevant for our Oracle Fusion PPM Training. Relevant guide names are mentioned below:

Oracle PPM Cloud User Guides (24A/B/C/D)

Guides relevant to our Oracle PPM Cloud Training

  • Using Project Costing
  • Using Project Execution Management
  • Using Project Performance Management
  • Using Project Revenue and Billing

Oracle PPM Cloud Implementation Guides (24A/B/C/D)

Guides relevant to our Oracle PPM Cloud Training

  • Implementing Common Features for Financials and Project Portfolio Management
  • Implementing Project Execution Management
  • Implementing Project Financial Management and Grants Management

Download PPM List of Contents

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