Processing overview for projects integration

The Projects integration involves the following activities:

Procedure

  1. In Oracle Project Accounting application:
    1. Create or update a work breakdown structure.
    2. If necessary, assign budget amounts to the project.
    3. Run the following process:
      PRC: Update Project Summary Amounts
    4. Run the following process to extract and pass the work breakdown structure and budget data to the IBM® Maximo® Asset Management Cost Management application:
      PRC: Maximo Asset Management Financial Control Update from Oracle
  2. In the Maximo Asset Management Work Order Tracking application:
    1. Create a work order.
    2. Assign the work order to a project and lowest‐level task.
    3. Approve the work order.
    4. Record labor, material, service receipt, and tool (actuals) transactions against the work order.
  3. In the Oracle Project Accounting application, run the following process to import the actuals transactions into Oracle Projects:
    PRC: Transaction Import
  4. In the Oracle Project Accounting application:
    1. Run the following processes to distribute and summarize project costs:
      • PRC: Distribute Labor Costs
      • PRC: Distribute Usage and Miscellaneous Costs
      • PRC: Update Project Summary Amounts
    2. Run the following process to extract and pass work breakdown structure, budget, and summarized cost data to the Maximo Asset Management Cost Management application:
      PRC: Financial Control Update from Oracle