Entering Project and Task Options (Oracle Project Foundation)

Entering Project and Task Options

To enter a project or task option:

Project-level options: Navigate to the Projects Setup page, and select from the setup topics.

Task-level options: Navigate to the Task Details page.

Note: You can only enter or update information for projects and tasks for which you have update security access.

Project and Task Options

The following set of tables indicates the responsibilities (self-service or applications) that provide access to project and task options, and the level at which entry is allowed (project, top task, middle task, and lowest task).

The following table shows options for project information.

Project / Task Options	Self- Service	Applications	Project	Top Task	Middle Task	Lowest Task
Basic Information	yes	yes	yes	no	no	no
Structures	yes	yes	yes	no	no	no
Classifications	yes	yes	yes	no	no	no
Organizations	yes	no	yes	no	no	no
Customers and Contacts (Billing Accounts)	yes	yes	yes	no	no	no
Key Members (Team Members)	yes	yes	yes	no	no	no
Attachments (Document Management)	yes	yes	yes	yes	yes	yes
Additional Information	yes	yes	yes	no	no	no
Pipeline	yes	yes	yes	no	no	no
Page Layouts	yes	no	yes	no	no	no
Item Associations	yes	no	yes	no	no	no

The following table shows options for resource information.

Project / Task Options	Self- Service	Applications	Project	Top Task	Middle Task	Lowest Task
Candidate Score and Search Settings	yes	yes	yes	no	no	no
Subteams	yes	no	yes	no	no	no
Additional Staffing Information	yes	no	yes	no	no	no

The following table shows options for workplan information.

Project / Task Options	Self- Service	Applications	Project	Top Task	Middle Task	Lowest Task
Workplan Information	yes	yes	yes	no	no	no
Work Breakdown Structure	yes	no	yes	no	no	no
Progress	yes	no	yes	yes	yes	yes

The following table shows options for financial information.

Project / Task Options	Self- Service	Applications	Project	Top Task	Middle Task	Lowest Task
Tasks (financial tasks)	no	yes	yes	no	no	no
Currency (Note: Billing currency is at project-level only, costing currency is at all levels)	no	yes	yes	yes	yes	yes
Cross Charge	no	yes	yes	yes - default	yes - default	yes
Budgetary Control	no	yes	yes	no	no	no
Organization Overrides	no	yes	yes	no	no	no
Resource List Assignments	no	yes	yes	no	no	no
Transaction Controls	no	yes	yes	no	no	yes
Billing Job Group	no	yes	yes	no	no	no

The following table shows options for burden multipliers (contract projects only).

Project / Task Options	Self- Service	Applications	Project	Top Task	Middle Task	Lowest Task
Costing Burden Schedule	no	yes	yes - default	yes - default	yes - default	yes
Burden Schedule Overrides	no	yes	yes	no	no	yes

The following table shows options for asset information (capital projects only).

Project / Task Options	Self- Service	Applications	Project	Top Task	Middle Task	Lowest Task
Assets	no	yes	yes	no	no	no
Asset Assignments	no	yes	yes	yes	no	yes

The following table shows options for capital information (capital projects only).

Project / Task Options	Self- Service	Applications	Project	Top Task	Middle Task	Lowest Task
Capitalized Interest	no	yes	yes	yes	yes	yes
Asset Processing	no	yes	yes	no	no	no

The following table shows options for billing information (contract projects only).

Project / Task Options	Self- Service	Applications	Project	Top Task	Middle Task	Lowest Task
Billing Setup	no	yes	yes	no	no	no
Billing Setup for Top Task	no	yes	no	yes	no	no
Billing Assignments	no	yes	yes	yes	no	no
Credit Receivers	no	yes	yes	no	no	no
Retention	no	yes	yes	no	no	no

The following table shows options for bill rates and discount overrides (contract projects only).

Project / Task Options	Self- Service	Applications	Project	Top Task	Middle Task	Lowest Task
Standard Billing Schedules	no	yes	yes - default	yes - default	yes - default	yes
Employee Bill Rate and Discount Overrides	no	yes	yes	no	no	yes
Job Bill Rate and Discount Overrides	no	yes	yes	no	no	yes
Labor Multipliers	no	yes	yes	no	no	yes
Job Assignment Overrides	no	yes	yes	no	no	yes
Job Billing Title Overrides	no	yes	yes	no	no	yes
Non-Labor Bill Rate and Discount Overrides	no	yes	yes	no	no	yes

The following table shows options for financial planning (budgeting and forecasting).

Project / Task Options	Self- Service	Applications	Project	Top Task	Middle Task	Lowest Task
Plan Settings	yes	no	yes	no	no	no
Currency Settings	yes	no	yes	no	no	no
Rate Schedules	yes	no	yes	no	no	no

The following table shows options for reporting.

Project / Task Options	Self- Service	Applications	Project	Top Task	Middle Task	Lowest Task
Status Reports	yes	no	yes	no	no	no

The following table shows options for task information.

Project / Task Options	Self- Service	Applications	Project	Top Task	Middle Task	Lowest Task
Task Details	no	yes	no	yes	yes	yes
Task Details with Workplan Attributes	yes	yes	no	yes	yes	yes
Task Assignments	yes	no	no	no	no	yes
Task Dependencies	yes	no	no	yes	yes	yes
Task Mapping	yes	no	no	yes	yes	yes
Task Associations	yes	no	no	no	no	yes