If you are integrating with Oracle Sales, submit the PRC: Manage Project Requests and Maintain Projects process.
This process creates project requests from sales opportunities by using the following opportunity information:
Win Probability Range
Close Date
Opportunity Status
Sales Stage
Opportunity Value Range
Opportunity Currency
Category (product category for opportunities)
You can also submit the PRC: Manage Project Requests and Maintain Projects process in Update Projects mode to:
Update pipeline project information when opportunity information changes
Trigger workflow notifications of changes
To submit the PRC: Manage Project Requests and Maintain Projects process, see: Submitting Requests.
Note: The PRC: Manage Project Requests and Maintain Projects process creates project requests for opportunities in all operating units.
Mode: Select the program mode from the following:
Create Project Requests
Update Projects
Create Project Requests and Update Projects
Project Request Type: Enter the type of project request you want to create.
From Probability / To Probability: Enter the probability range for the opportunities you want the process to select.
Close Date Within Days: The process selects opportunities that have a close date within the number of days you enter.
Status: Enter the status for opportunities you want the process to select.
Sales Stage: Enter the sales stage for opportunities you want the process to select.
From Value: Enter the minimum value for opportunities you want the process to select.
To Value: Enter the maximum value for opportunities you want the process to select.
Currency: Enter the currency for opportunities you want the process to select.
Category: Enter the product category for opportunities you want the process to select. You can assign product category to opportunities in Oracle Sales to determine which product categories are used to create project requests.
Note: If you create project requests based on the product category on opportunity, we recommend that you create a single product opportunity. If you have multiple products having different product categories, the project request is created if any of the product meets the product category you specified. However, the opportunity value is taken from the opportunity header.
Update Probability: Select Yes to if you want to update the project probability with the latest opportunity probability.
Update Value: Select Yes to if you want to update the project opportunity value with the latest opportunity value.
Update Expected Approval Date: Select Yes to update the expected project approval date with the latest opportunity close date.
Note: You typically update the project probability, opportunity value, and expected approval date for delivery projects, not pursuit projects.
The output report for the PRC: Manage Project Requests and Maintain Projects process shows:
Details of new project requests created
Old and new values of projects updated based on opportunity changes
Errors encountered in the process
For information about viewing the project requests that the PRC: Manage Project Requests and Maintain Projects process creates, see: Viewing the Project Request List.