Oracle Fusion Cloud Project Management: Grants Mgmt أساسيات

Oracle Fusion Project Management: Grants Management Essentials

• Course Objectives 1- 2
• Overview of Oracle Grants Management
• Lesson Objectives
• Grants Management
• Overview of Grant Awards
• Managing Awards from Start to Finish
• Enterprise Project Management Applications that Work as One
• Grants Management Helps Improve Profitability Using Project
• Financial Management
• Users and Security Prerequisites
• Enterprise Structure and Integration Prerequisites
• Organization Setup for Projects Prerequisites
• Project Foundation Prerequisites
• Project Control Prerequisites
• Project Costing Prerequisites
• Project Billing Prerequisites
• Project Templates Prerequisites
• Summary

Configuring Grants Management

• Objectives
• Define Grants Management Foundation Configuration: Setup Tasks and
• Task Lists
• Grants Management Specific Configurations
• Managing Resources
• Managing Internal Resource Organizations
• Managing Resource Organization Members
• Managing Customer Profile Classes
• Practice
• Creating a Grant Customer
• The Trading Community Model
• Customers and Parties
• Managing Customers
• Simplified Customer Upload
• Practice
• Creating Keywords
• Managing Terms and Conditions
• Managing Grants Personnel
• Manage Grant Sponsors
• Merging Sponsor Parties for Awards
• Practice
• Manage Funding Sources
• Manage Institutions
• Define Grants Management Foundation Configuration: Setup Tasks and
• Task Lists
• Grants Management Business Unit Implementation Options
• Creating Awards with Amount Based Invoicing and Revenue Options
• Additional Billing Attributes While Updating Contract for Award
• Creating Award Templates
• Defining Financial Attributes for Award Templates
• Defining Compliance and Personnel Attributes for Award Templates
• Specifying Descriptive Flexfield Values on Award Templates
• Practice
• Manage Project Standard Cost Collection Flexfield: Grants Management
• Creating Audit Types
• Creating Award Purpose Codes
• Creating Award Types
• Creating Institution Contact Official Types
• Creating Grant Reference Types
• Creating Certifications
• Managing Assistance Listing Numbers
• Verifying the Set Assignment
• Summary

Creating and Managing Awards

• Objectives
• Creating and Managing Awards Overview
• Creating an Award
• Using an Award Template
• Quickly Create an Award
• Practice
• Creating an Award on the Manage Awards Page
• Award Financial Information
• Award Close Date for Transaction Processing
• Award Compliance Information
• Award Personnel Information
• Award Project Information
• Award Funding Overview
• Funding an Award
• Multiple Awards and Funding Sources for a Sponsored Project
• Selecting Cost Reimbursable Revenue Method When Submitting
• a Contract for Award
• Validating Awards
• Tips and Best Practices Creating an Award
• Practice
• Updating Award Funding Amount on Contract Lines
• Award Budgeting Overview
• Managing Award Project Budgets
• Awarding Project Budgets
• Tips and Best Practices for Creating the Award Project and Budget
• Practice
• Updating the Award Budget Period Dates
• Validating Date Changes
• Updating Control Budget Periods for Date Changes.
• Reviewing Errors and Other Considerations
• Practice
• Enabling Indirect Cost for Internal Funding Sources
• Indirect Cost
• Importing Awards
• Import Awards Process
• Error Reporting When Importing Award Details
• Import Grants Personnel Process
• Federal Financial Report
• Managing Awards and Award Projects
• Searching for Projects and Balances Reporting in Award Overview
• Award Project Cards
• View Additional Financial Information
• Using Date Categories
• Auditing Award, Award Project, and Award Funding Objects
• Summary

Defining Budgetary Controls for Grants Management

• Objectives
• Performing Budgetary Control and Encumbrance Accounting
• Enabling Budgetary Control: Options
• Implementation Options
• Using the Budgetary Control Filter Example
• Setting Control Budget Filter Options Example
• Determining Transaction Controlling Budgets Example
• Budgetary Control Exceptions
• Enabling Budgetary Control in Business Units
• Enabling Budgetary Control for Business Functions
• Project Accounting
• Demo
• Budget and Forecast Creation Methods
• Integration with Oracle Budgetary Control
• Financial Plan Type and Project Budget Version
• Budgetary Control Configuration for Sponsored Project
• Creating Control Budgets from Project Budgets: Procedure
• Managing Control Budgets
• Control Budget Structure
• Organizational Planning and Budgeting Unified with the Execution of Projects
• Summary

Award Project Transactions

• Objectives
• Performing Budgetary Control
• Performing Budgetary Control on Burden Cost
• Review Funds Reservation
• Procurement Cycle Overview
• Procurement Cycle Step 1
• Procurement Cycle Step 2
• Procurement Cycle Step 3
• Practice
• Performing Encumbrance Accounting on Burden Cost
• Practice
• Viewing Control Budget Impact on Transactions
• Practice
• Overview of Labor Distribution
• Labor Distribution Roles
• Distributing Project Cost Using Award Funding Patterns
• Summary

Using Billing and Revenue

• Objectives
• Overview of Award Project Billing
• Award Billing Model
• Billing Transactions
• How Associated Projects Actual Cost is Calculated
• How Invoices are Generated
• Settings Affecting Invoice Amounts
• How Invoice Lines are Created
• Eligible Billing Transactions
• Unbilled Transactions
• Generating SF270 Forms
• Previewing and Printing Invoices
• Impact of Changing Bill Plan Attributes on Invoice Amounts
• Updating Letter of Credit and Document Numbers on Active Awards
• Viewing Award Sponsor Bill- To Information on Award Details Pages
• Practice
• Invoice Transactions on Hold
• Contract Amendments and Adjusted Invoices
• Invoice Credit Actions
• Overview of Award Revenue Recognition
• Recognizing Revenue for Awards
• How Award Project and Award Contract Revenue Components Work Together
• Project and Contract Revenue Components
• Summary Revenue Amounts
• Impact of Legal Entities and Multiple Contract Line Associations
• Process Contract Revenue
• Process Contract Revenue Tasks
• Revenue Amount Types
• Potential Revenue
• Other Revenue Amounts
• Settings that Affect Revenue Amounts
• Calculating Revenue Steps
• Additional Calculating Revenue Steps
• Calculating Associated Projects Actual Cost
• Generate Revenue Report
• Practice
• Adjusting Revenue Transactions
• Placing a Transaction on Revenue Hold
• Changing the Billable Status of an Expenditure Item
• Retroactively Amending a Contract that Impacts Revenue Recognition
• and Adjusting an Invoice
• Summary