This tutorial deals with Oracle Fusion Financials and how it functions. In this tutorial we will look at the creation and management of implementation projects in Oracle Fusion.
Manage Implementation Projects
The next step to be undertaken after selecting the offerings in Setup and Maintenance is to manage the projects in which the offerings are being implemented, namely the implementation projects.
What Is an Implementation Project?
An implementation project is the list of setup tasks that need to be completed to implement selected offerings and options. First, a project is created by selecting the offerings and options that the organisation wants to implement together. The project is then managed as a single unit throughout the implementation lifecycle. These tasks will be assigned to users and their completion will be tracked using the project management tools.
Therefore, an implementation is nothing but a list of tasks to be performed together that are grouped as a unit. For example, an organisation may choose to create a single implementation project for Human Capital Management, Financials, and Supply Chain Management. Or it may choose to create three separate implementation projects for the three offerings.
Furthermore, there may be multiple implementation projects inside the financials department itself. All of these implementations are at an instance level.
Creating an Implementation Project
To create an implementation project in the Fusion application, follow the steps below:
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Go to the Manage Implementation Projects task under Implementations from the task list on the left.
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Click on the Create icon (circled in the screenshot below) to create a new implementation project.
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Enter the basic information of the implementation project: Name, Code, and Start Date. Click on the Next button.
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Select the offerings to be included in the implementation project by checking the checkbox under the Include column. Once you select a main offering, its list will be expanded, and you will have to select its options and features individually. Once you are done selecting, click on the Save and Open Project button.
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The created implementation project will then be opened and shown on the screen.
Fig. 1 - The ‘Manage Implementation Projects’ page. The Create icon is circled
Once you are done creating an implementation project, you can continue configuring the tasks under the project. To view the individual tasks in the implementation project, click on its name from the main list of search results on the Manage Implementation Projects page.
Click on the arrow next to the name of the offering to view all of the task lists and tasks that come under it. An asterisk (*) next to a task list name denotes that there is at least one task under it that needs to be configured mandatorily. Most of the tasks are ordered according to the generally accepted sequence to be followed when configuring them.
Tasks in an Implementation Project
In order to configure and run tasks after creating an implementation project, first go to the required implementation project by clicking on its name from the Manage Implementation Projects page.
The ‘Run User and Roles Synchronization Process’ Task
Oracle Identity Management (OIM) maintains Lightweight Directory Access Protocol (LDAP) user accounts for users of Oracle Fusion applications. OIM also stores the definitions of abstract, job, and data roles, and holds information about roles provisioned to users. During implementation, any existing information about users, roles, and roles provisioned to users must be copied from the LDAP directory to the Oracle Fusion Applications tables. Once the Oracle Fusion Applications tables are initialized with this information, it is maintained automatically. To perform the initiation, this process should be executed.
To run this task, click on the Go to Task icon (circled in the screenshot below) next to the task name in the task list.
Fig. 2 - The ‘Run User and Roles Synchronisation Process’ task
Click on the Submit button on the page that follows.
To check the status of this process, go to the Scheduled Processes page under Tools in the Navigator menu.
Click on the Refresh button (circled in the screenshot below). The status of the process will change from Running to Completed, and finally to Succeeded upon successful completion of the process.
Fig. 3 - The status of the process tells that it is successful
(The next tutorial will discuss the creation of Implementation Users)
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