Oracle Projects Implementation Setups and Check List

Sl No	Step Description	Project Costing	Project Billing
Before Implementation Check list
1.	Check for the Latest RUPs that have been applied or not	Required	Required
2.	RDO-10 or RD-012 – Present and Future Organization Structure
3.
Define Set of Books
4.	Chart of Accounts	Required	Required
5.	Accounting Period Types
6.	GL Calendar
7.	Set of Books
8.	Assign the Books to Responsibility
9.	Define locations	Required	Required
10.	Define organizations.	Required	Required
11.	Define organization hierarchies.	Required	Required
12.	Specify a project burdening hierarchy for each business group.	Required	Required
13.	Define jobs.  .	Required	Required
14.	Define employees.  .	Required	Required
15.	Define customers.  .	Optional	Required
Customers
16.	Define Customers	Optional	Required
Implementation Options
17.	Define implementation options	Required	Required
Sl No	Step Description	Project Costing	Project Billing
PA Periods
18.	Define PA periods.	Required	Required
Expenditure Setups
19.	Define expenditure categories.	Required	Required
20.	Define revenue categories.  .	Required	Required
21.	Define units.  .	Required	Required
22.	Define expenditure types.  .	Required	Required
23.	Define non-labor resources.	*Required	*Required
24.	Define transaction sources.  .	Optional	Optional
25.	Implement transaction control extension, if needed (advanced implementation step	Optional	Optional
Non Labor Costing Setup
26.	Define cost rates for expenditure types.	Required	Required
27.	Define usage cost rate overrides.	Optional	Optional
Labor Costing Setup
28.	Define compensation rules.  .	Required	Required
29.	Define employee cost rates.	Required	Required
30.	Define labor cost multipliers.	Optional	Optional
31.	Implement labor costing extension (advanced implementation step).  .	Optional	Optional
32.	Implement labor transaction extension (advanced implementation step).	Optional	Optional
33.	Implement overtime processing (advanced implementation step).	Optional	Optional
Burden Costing Setup
34.	Define cost bases and cost base types.	Optional	Optional
35.	Define burden cost codes.  .	Optional	Optional
36.	Define burden structures	Optional	Optional
37.	Define burden schedules.	Optional	Optional
Billing Setup
38.	Define billing cycles.  .	-	Required
39.	Implement billing cycle extension (advanced implementation step).  .	-	Optional
40.	Define payment terms.  .	-	Optional
41.	Define agreement types.  .	-	Required
42.	Define bill rate schedules.	-	Required
43.	Define invoice formats.  .	-	Required
44.	Define credit types.  .	-	Required
45.	Define event types .	-	Optional
46.	Assign event types for cost-to-cost revenue.	-	Optional
47.	Implement Percent Complete Revenue Accrual and Invoicing .  .	-	Optional
48.	Implement labor billing extension (advanced implementation step .	-	Optional
49.	Implement billing extensions (advanced implementation step).  .	-	Optional
50.	Implement automatic invoice approve/release extension (advanced implementation step).  .	-	Optional
51.	Implement AR transaction type extension (advanced implementation step).	-	Optional
52.	Implement cost accrual (advanced implementation step).	-	Optional
Budget Setup
53.	Define budget types	Optional	Optional
54.	Define budget entry methods.	Required	Required
55.	Define budget change reasons.	Optional	Optional
56.	Define resource lists.	Required	Required
57.	Implement budget calculation extension (advanced implementation step).	Optional	Optional
58.	Implement budget verification extension (advanced implementation step).	Optional	Optional
59.	Implement budget workflow extension.	Optional	Optional
Project Setup
60.	Define project statuses.	Optional	Optional
61.	Define class categories and class codes.	Optional	Optional
62.	Define service types.  .	Required	Required
63.	Define project role types.  .	Optional	Optional
64.	Define project customer relationships.	Optional	Required
65.	Define contact types. .	Optional	Optional
66.	Define project types.	Required	Required
67.	Define project templates.	Required	Required
68.	Implement project verification extension (advanced implementation step).	Optional	Optional
69.	Implement project workflow extension.	Optional	Optional
70.	Implement verify organization change extension.  .	Optional	Optional
Project Status Setups
71.	Define derived columns.	Optional	Optional
72.	Define displayed columns.  .	Optional	Optional
73.	Implement commitments from external systems (advanced implementation step).	Optional	Optional
General Setup
74.	Specify profile option values.	Optional	Optional
75.	Define descriptive flexfields.	Optional	Optional
76.	Define request groups for report and process security.	Optional	Optional
77.	Define responsibilities for different functional users.	Optional	Optional
78.	Define frequently-used folders.	Optional	Optional
Auto Accounting for Costs
79.	Set up accounting for labor costs.	Required	Required
80.	Set up accounting for expense report costs.  .	Required	Required
81.	Set up accounting for usage costs.	Required	Required
82.	Set up accounting for miscellaneous costs.  .	Required	Required
83.	Set up accounting for burden transactions.  .	Required	Required
84.	Set up accounting for WIP and Inventory costs, if you are using these expenditure type classes for costs other than those originating in Oracle Manufacturing and Oracle Inventory .	Required	Required
85.	Set up accounting for supplier invoice adjustment costs.	Required	Required
86.	Set up accounting for total burdened costs.	Optional	Optional
Auto Accounting for Revenue and Billing
87.	Set up accounting for labor revenue.	-	Required
88.	Set up accounting for expense report revenue.	-	Required
89.	Set up accounting for usage revenue.	-	Required
90.	Set up accounting for miscellaneous revenue.  .	-	Required
91.	Set up accounting for burden transactions revenue.  .	-	Required
92.	Set up accounting for inventory revenue.  .	-	Required
93.	Set up accounting for work in process revenue.	-	Required
94.	Set up accounting for supplier invoice revenue.	-	Required
95.	Set up accounting for event revenue.	-	Required
96.	Set up accounting for unbilled receivables, unearned revenue, and receivables.	-	Required
97.	Set up accounting for invoice write-offs .	-	Required
Indirect Projects for Cost Collection
98.	Define indirect projects for cost collection.	Optional	Optional
Custom Menus, Menu Exclusions , Custom Responsibilities,  Users, Org Access
99.	Define Responsibility Matric
100.	Identify Roles and Menus
101.	Define Customs Menus with Menu Exclusions
102.	Define Custom Responsibilities
103.	Define Users
104.	Assign Responsibilities to Users
105.	Organizational Access to Responsibilites

Important Documents / Deliverables

Sl No	AIM Methodology	OUM Methodology
1.	BP.080	RD-011 Future Process Model
2.	RD.010	RD- 012 Present And Future Org Structures
3.	BP.060	RD-020 High Level Business Descriptions
4.	BP.040	RD-030 Current Process Model
5.	RD.020	RD-034 Current Business Baseline Metrics
6.		RD-045 Moscow List.Xls
7.		RD-140 Requirements Specification
8.	RD.050	RA-023 Use Case Model
9.	BR.100	RA-040 Business Data Structures
10.	RD.050	RA-024 Use Case Specification
11.	BR.070	RA-090 Reporting Fit Analysis.Xls
12.	BR.030	AN-010 Business Requirements Mapping Form
13.	MD.050	AN-050 Analysis Model
14.	MD.050	AN-100 Analysis Specification
15.	MD.070	DS-140 Design Specification
16.	MD.060	DS-150 Logical Database Design
17.	TA.030	TA-70 Initial  Architecture  And Application  Mapping
18.	BR.100	DS-030 Application Setup Document
19.	TE.020	TE-020 Unit Test Scenarios
20.	TE.030	TE-035 Integration Test Scenarios
21.	TE.040	TE-025 System Test Scenarios
22.	CV.040	CV-027 Data Mapping
23.	CV.060	CV-040 Conversion Component Designs
24.	DO.070	DO-070 User Guide V1.0
25.	MD.100	IM-040 Physical Database Design