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Course Duration: 20 Hours
| # | Project Financial Management Contents |
|---|---|
| 1 | Intro to the Course |
| Trainers Intro, Curriculum, Participants Profile, Q&A | |
| Overview of Project Financial Management | |
| 2 | Setting up the Environment |
| Logging into Fusion Applications | |
| Navigating | |
| Create User | |
| Create Employee and assign to user | |
| Assign Roles to user | |
| 3 | Common Configurations |
| Manage Business Unit | |
| Assign Business Unit Business Function | |
| Assign Business Unit Data Access for User | |
| Manage Business Unit Set Assignment | |
| Manage Departments | |
| Manage Organization Hierarchies and Classifications | |
| 4 | Project Foundation Setups – 1 |
| Manage Project Organization Classification | |
| Manage Organization Tree | |
| Submit Maintain Project Organization Classifications Process | |
| Manage Project Accounting Periods | |
| Manage Project Unit Organizations | |
| Manage Project Unit Options | |
| Configure Project Accounting Business Function | |
| 5 | Project Foundation Setups – 2 |
| Manage Project Class Categories | |
| Manage Project Statuses | |
| Manage Project Roles | |
| Manage Project Types | |
| Manage Project Templates | |
| Configure Project Numbering | |
| 6 | Project Foundation Process |
| Create Indirect Project | |
| Create Capital Project | |
| Create Billable Project | |
| 7 | Project Control Setups |
| Manage Financial Plan Type (Budget type only) | |
| Manage Project Plan Type | |
| Manage Planning and Billing Resource Breakdown Structures | |
| Project Control Process | |
| Create Cost and Revenue Budget on Billable Project | |
| Baseline the budget | |
| 8 | Project Costing Setups |
| Manage Project Transaction Sources, Document & Document Entry | |
| Manage Revenue Categories | |
| Manage Expenditure Categories | |
| Manage Expenditure Types | |
| Manage Rate Schedules | |
| Manage Labor Costing Rules | |
| Manage Organization Costing Rules | |
| 9 | Burdening Setups |
| Manage Burden Cost Bases | |
| Manage Burden Cost Codes | |
| Manage Burden Structures | |
| Manage Burden Schedules | |
| 10 | Subledger Accounting |
| Manage Mapping Sets | |
| Manage Account Rules | |
| Manage Subledger Journal Entry Rule Sets | |
| Manage Accounting Methods | |
| Activate Subledger Journal Entry Rule Set Assignments | |
| 11 | Project Costing Process |
| Indirect Project end-to-end process flow | |
| Collect Cost on Indirect Project (Online Miscellaneous Batch) | |
| Create Cost Accounting and Post to GL | |
| Capital Project End-to-End Process flow | |
| Create a Capital Project | |
| Collect the Cost (Labor Cost using ADFDI) | |
| Generate Burden | |
| Capitalization | |
| Asset Details | |
| Generating Asset Lines (Project Level Capitalization) | |
| Transfer Asset Lines to FA | |
| Updating Asset Information in PPM after asset is created in FA | |
| Project Cost Adjustments (example of reversal) | |
| 12 | Project Billing Setups |
| Specify Customer Contract Management Business Function Properties | |
| Manage Event Types | |
| Manage Billing Cycles | |
| Manage Invoice Formats | |
| Manage Revenue Methods | |
| Manage Invoice Methods | |
| Manage Bill Rate Schedules | |
| 13 | Project Billing Process |
| Creation of Contract | |
| Assigning Project to Contract Lines | |
| Cost Collection (from Payables) | |
| Project Invoice Process (Milestone basis) | |
| Generating Project Invoice | |
| Transfer the Invoice to Account Receivables | |
| Updating the Invoice Information in PPM after Invoice is accepted in AR | |
| Project Revenue Process (Milestone basis) | |
| Cross Charging & Intercompany Billing (Overview) |
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This training will cover Project Financial Management (PFM) within PPM Cloud
Course Content
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