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Creating Implementation project in Oracle Fusion

In this training article we will understand how to create Implementation project in Fusion Financial Application.

 

Why we create implementation project?

Implementation project is the grouping of task which we need to perform. It decides what we want to implement in the given instance. For example we have HCM, financial and procurement available with us. In this case we can either create a single implementation project for all the offerings or we can create three different implement projects for each offering.

 

Creating Implementation project:

All implementation related configuration can be done in Functional setup manager (FSM). In order to get the access of FSM, it is mandatory that the roles of application implementation consultant and application implementation manager are assigned to the ID.

Navigator --> Tools--> Set up and Maintenance

 

The screen highlights all the offerings which we can implement in the instance. To get to this screen we need to go to functional setup manager and click on getting started. The screen highlights the flow of implementation where first we need to plan which all offering we need to implement. Then we will configure or enable the offerings which we need and also which module we want to implement (for example within financial we can implement general ledger or payable or both , ….). Then we will implement the project based on the offerings configured.

 

 

Click on any such offerings say financials. We will get the following screen giving the task list which needs to be followed while doing the implementation. The task list enclosed PDF files listing down the task details which are required to be configured if we want to enable that offering (e.g. financial in this case).

 

  

Click on Configure offering, we will get to the below screen which shows the offerings which the fusion application has. By default it will list all the pillars. But if project portfolio management is not installed in the instance and we enable it here, the task would still not be available for configuration.

 

We will enable all the offerings which we want to configure taking into the account that the module is already installed in the instance. Click Save and close.

The next step is to create new implementation project, so click on Manage Implementation projects.

 

Click on create button. We will get the below screen where we input the name, code description, etc.

 

The go to next, In this screen we will enable all the offerings which we will implement the project assigned.

 

So now we can see that our implementation project has been created.

 

 

The following screen shows the task list which we want to implement. The task listed are in sequence which can be followed while doing the implementation.

 

 

 

The first task after creating new implementation project is to Run user and roles synchronization process. Oracle Identity Manager (OIM) maintains Lightweight directory access protocol (LDAP) user accounts for users of Oracle Fusion application. OIM also stores the definition 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 LDAP directory to Oracle Fusion application tables. Once the Oracle fusion applications tables are initialized with this information, it is maintained automatically. To perform the initialization, this process should be executed.

 

 


Anjan Mukerji

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About the Author

Anjan Mukerji

Anjan is from Finance background with a very good experience in Financials Systems. Besides his experience of Oracle EBS, his latest passion has been on Oracle Fusion Financials. 

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