Organization roles enable external organizations to participate and collaborate on your projects.
You use the Organizations setup page under the Project tab to add an external organization to a project.
When you add an external organization to a project, you must select a customer or partner project role for the organization.
If the organization has a customer role on the project, you can maintain a list of billing accounts from the organization that belong to the project. If you select customer for a customer organization, you can define billing terms and information for the customer.
You can add both internal and external team members on a project using the Add Team Members page. You can navigate to this page through either the Team Members page or the Organization Details page.
Adding team members from the Add Team Members page enables you to add employees, contingent workers, and external persons from any organization as team members on a project. The Team Members page displays all team members, both internal and external, on your project.
Adding team members from the Organization Details page enables you to choose only people from the organization for which you are viewing the details.
Note: You cannot add external team members to your project as scheduled members. Only internal team members can be scheduled on projects.
You can associate billing accounts from customer organizations with a project. Billing accounts enable you to track billing information related to the participation of customer organizations in projects.
You can add a customer organization billing accounts to your project with the Add Billing Accounts page. You use this page to specify a billing account name and number and enter work and billing site address for the account. You can also define the relationship of the billing account to the project and its percentage of contribution to the project.
You can define and maintain billing account detail information through the Billing Account Details page. Through this page, you can view and update the basic billing account information, define another project to which to bill, and specify the currency (and currency rate type) of the billing invoice. You can also create and maintain a list of billing contacts in the Contacts section.
The Billing Accounts page displays a list of all of the billing accounts available for your projects. With the appropriate edit access, you can also edit or delete the billing accounts on the project as necessary. The user function name for this access is Projects: Options: Customers and Contacts.
Other Sources
Customers, Oracle Projects Implementation Guide
Oracle Projects Billing User Guide