Specifying Grouping Level Types

You can change the grouping level type at any time. If you change a grouping level type from Specific Assets to Common Costs, Oracle Projects deletes existing asset assignments from the grouping level. Changing the grouping level after you have interfaced assets does not affect the asset lines previously sent to Oracle Assets.

To specify grouping level types:

  1. Navigate to the Find Projects window and enter selection criteria for a capital project.

  2. Select a project and choose Open.

    The Projects, Templates Summary window opens.

  3. To group by project, select Asset Information (in the Options area), select Asset Assignments, and then choose Detail.

  4. To group by task, choose Tasks (in the Options area). In the Find Tasks window, enter selection criteria. In the Tasks window, select a task and then choose Options.

  5. For the project or each task, choose a grouping level type:

  6. Specific Assets: Select this option to associate assets with the project or task. The Generate Asset Lines process generates asset lines from the specific assets and costs you associate with this grouping level.

  7. Common Costs: Select this option to group projects or tasks that capture costs you want to allocate to multiple assets. You cannot associate assets with this grouping level type. If you specify an asset allocation method for the project with a value other than None, then the Generate Asset Lines process can allocate these costs across all project assets. If you specify an asset allocation method of None, then the Generate Asset Lines process creates unassigned asset lines for your common cost grouping levels, and you must manually allocate these common costs across assets.

  8. Save your work.