Oracle Project Setup Checklist

1. Ledgers and Currencies

The following table lists the steps required for ledgers and currencies:

Step	Description	Required /Optional	Setup Level	Responsibility
PJF-P1.1	Define ledger	Required - All	Site
PJF-P1.2	Set the profile option GL: Ledger	Required - All	OU (set at the responsibility level)	System Administrator
PJF-P1.3	Enable additional currencies you plan to use	Optional - All	Site	Projects Implementation Super User

Note: For details about the ledgers and currencies steps, see Ledgers and Currencies.

2. Organization Definition

The following table lists the steps required for organization definition:

Step	Description	Required /Optional	Setup Level	Responsibility
PJF-P2.1	Define locations	Required - All	Business Group	Projects Implementation Super User
PJF-P2.2	Define organizations	Required - All	Business Group	Projects Implementation Super User
PJF-P2.3	Set the profile option HR: Cross Business Group	Optional - All	Site	System Administrator
PJF-P2.4	Enable Multiple Organization Architecture	Optional - All	Site
PJF-P2.5	Define default operating unit for the project expenditure organizations	Required - PJR Optional - PJC	Site	Projects Implementation Super User
PJF-P2.6	Define organization hierarchies and/or global organization hierarchies	Required - All	Site	Projects Implementation Super User
PJF-P2.7	Assign a project burdening hierarchy for each business group	Optional - PJC, PJB	Site	Projects Implementation Super User

Note: For details about the organization definition steps, see Organizations.

3. Period and Calendar Definition

The following table lists the steps required for period and calendar:

Step	Description	Required /Optional	Setup Level	Responsibility
PJF-P3.1	Set the profile option PA: Enable Enhanced Period Processing	Optional - PJC, PJB	Site	System Administrator
PJF-P3.2	Define GL and PA periods	Required - All	Ledger	Projects Implementation Super User
PJF-P3.3	Set the GL period status	Optional - PJC, PJB	Ledger	Projects Implementation Super User
PJF-P3.4	Define calendar types	Required - PJR, PJT Optional - PJC	Site	Projects Implementation Super User
PJF-P3.5	Define calendar shifts and shift patterns	Required - PJR, PJT Optional - PJC	Site	Projects Implementation Super User
PJF-P3.6	Define calendar exceptions	Optional - PJR, PJT, PJC	Site	Projects Implementation Super User
PJF-P3.7	Define calendars	Required - PJR, PJT Optional - PJC	Site	Projects Implementation Super User
PJF-P3.8	Assign calendar shifts	Required - PJR, PJT Optional - PJC	Site	Projects Implementation Super User
PJF-P3.9	Set the following profile options: PA: Default Calendar PA: Global Week Start Day PA: Availability/Overcommitment Calculation Period PA: Percentage of Resource's Capacity PA: Availability Duration	Required - PJR, PJT Optional - PJC	Site	System Administrator
PJF-P3.10	Define default calendar for the project expenditure organization	Required - PJR Optional - PJC, PJT	Site	Projects Implementation Super User
PJF-P3.11	Run the Generate Calendar Schedules process	Required - PJR Optional - PJC	Site	Projects Implementation Super User

Note: For details about the period and calendar definition steps, see Periods and Calendars.

4. Implementation Options

The following table lists the step required for implementation options:

Step	Description	Required /Optional	Setup Level	Responsibility
PJF-P4.1	Define implementation options (System, Currency, Project Setup, Expnd/Costing, Billing, and Cross Charge).	Required - All	OU	Projects Implementation Super User

Note: For details about the implementation options step, see Defining Implementation Options.

5. Resource Definition

The following table lists the steps required for resource definition:

Step	Description	Required /Optional	Setup Level	Responsibility
PJF-P5.1	Define job groups	Required - PJR Optional - PJC, PJB	Business Group	Projects Implementation Super User
PJF-P5.2	Define job levels and job codes	Required - PJR	Site	Projects Implementation Super User
PJF-P5.3	Define jobs	Required - PJR Optional - PJC, PJB	Business Group	Projects Implementation Super User
PJF-P5.4	Define job mapping	Optional - PJR, PJC, PJB	Business Group	Projects Implementation Super User
PJF-P5.5	Set profile option PA Project Resource Job Group, or define the job group for the organization	Required - PJR	Site	System Administrator
PJF-P5.6	Define rating scales	Required - PJR	Business Group	Projects Implementation Super User
PJF-P5.7	Define competencies	Required - PJR	Business Group	Projects Implementation Super User
PJF-P5.8	Define people, including address, assignment, job, supervisor, and competencies	Required - PJR Optional - All	Business Group	Projects Implementation Super User
PJF-P5.9	Migrate resource data from other systems	Optional - All	Site
PJF-P5.10	Run PRC: Maintain Project Resources	Required - PJR Optional - PJC (utilization)	Site	Projects Implementation Super User

Note: For details about the resource definition steps, see Resources.

6. Rate Schedule Definition

The following table lists the step required for rate schedule definition:

Step	Description	Required /Optional	Setup Level	Responsibility
PJF-P6.1	Define rate schedules	Optional - PJC, PJB, PJT	OU	Projects Implementation Super User

Note: For details about the rate schedule definition step, see Rate Schedule Definition.

7. Role Definition

The following table lists the steps required for role definition:

Step	Description	Required /Optional	Setup Level	Responsibility
PJF-P7.1	Define roles	Required - PJR, PJT, PJL Optional - PJC, PJB	Business Group	Projects Implementation Super User
PJF-P7.2	Define role lists	Optional - All	Site	Project Super User
PJF-P7.3	Define project roles for organizations	Optional - All	Site	Project Super User

Note: For details about the role definition steps, see Roles.

8. Project and Organization Security

The following table lists the steps required for project and organization security:

Step	Description	Required /Optional	Setup Level	Responsibility
PJF-P8.1	Implement responsibility-based security	Optional - All	Site	System Administrator
PJF-P8.2	Set the profile option PA: Cross-Project User - View	Optional - All	Site	System Administrator
PJF-P8.3	Set the profile option PA: Cross-Project User - Update	Optional - All	Site	System Administrator
PJF-P8.4	Set the profile option PA: View All Project Resources	Optional - All	Site	System Administrator
PJF-P8.5	Implement role-based security	Optional - PJR, PJT, PJL	Site	Projects Implementation Super User
PJF-P8.6	Implement organizational authority	Optional - PJC, PJR, PJT, PJL	Site	Projects Implementation Super User
PJF-P8.7	Implement project security extension	Optional - All	Site
PJF-P8.8	Define security profiles and/or global security profiles	Optional - All	Business Group (need to be changed when adding new OU)	System Administrator
PJF-P8.9	Set the profile option HR: Security Profile	Required - All	Site	System Administrator

Note: For details about the project and organization security steps, see Project and Organization Security.

9. Task Definition

The following table lists the steps required for task definition:

Step	Description	Required /Optional	Setup Level	Responsibility
PJF-P9.1	Define additional task statuses	Optional - PJT	Site	Projects Implementation Super User
PJF-P9.2	Define additional task types	Optional - PJT	Site	Project Super User
PJF-P9.3	Define additional task priorities	Optional - PJT	Site	Projects Implementation Super User

Note: For details about the task definition steps, see Task Definition .

10. Project Definition

The following table lists the steps required for project definition:

Step	Description	Required /Optional	Setup Level	Responsibility
PJF-P10.1	Define additional statuses	Optional - All	Site	Projects Implementation Super User
PJF-P10.2	Define additional classifications, class categories and class codes	Optional - All	Site	Projects Implementation Super User
PJF-P10.3	Define service types	Required - All	Site	Projects Implementation Super User
PJF-P10.4	Define project customer relationships	Required - PJB	Site	Projects Implementation Super User
PJF-P10.5	Define contact types	Required - PJB	Site	Projects Implementation Super User
PJF-P10.6	Define probability lists	Optional - All	Site	Projects Implementation Super User
PJF-P10.7	Define resource lists	Required - All	Business Group	Projects Implementation Super User
PJF-P10.8	Implement resource classes	Optional - PJT	Site	Project Super User
PJF-P10.9	Define planning resource lists	Optional - PJT	Business Group	Project Super User
PJF-P10.10	Define resource breakdown structures	Optional - PJT, PJC(allocations)	Business Group	Project Super User
PJF-P10.11	Define cycles	Required - PJB Optional - PJT	Site	Projects Implementation Super User
PJF-P10.12	Define work types	Required - PJR Optional - PJC, PJB	Site	Projects Implementation Super User
PJF-P10.13	Define project types * This step should be revisited after you have defined your desired features across the suite	Required - All	OU	Projects Implementation Super User
PJF-P10.14	Define project lifecycles	Optional - All	Site	Project Super User
PJF-P10.15	Define user-defined attributes	Optional - All	Site	Project Super User
PJF-P10.16	Define project templates * This step should be revisited after you have defined your desired features across the suite	Required - All	OU	Projects Implementation Super User , Project Super User
PJF-P10.17	Implement project verification extension	Optional - All	Site
PJF-P10.18	Implement project workflow	Optional - All	Site	Workflow Builder
PJF-P10.19	Implement project workflow extension	Optional - All	Site
PJF-P10.20	Implement the verify organization change extension	Optional - All	Site
PJF-P10.21	Setup profile option PA: Home Page Highlights: Number of Weeks	Optional - All	Site	System Administrator
PJF-P10.22	Implement Project Search	Optional - All	Site	Projects Implementation Super User

Note: For details about the project definition steps, see Project Definition .

11. System Administration and Maintenance

The following table lists the steps required for system administration and maintenance:

Step	Description	Required /Optional	Setup Level	Responsibility
PJF-P11.1	Define request groups for reporting and processes	Optional - All	Site	System Administrator
PJF-P11.2	Define responsibilities for users	Optional - All	Site/OU You may want to create additional responsibilities	System Administrator
PJF-P11.3	Define additional users	Optional - All	Site	System Administrator
PJF-P11.4	Initiate Deferred Workflow processes	Required - PJR Optional - PJF, PJT (budgetary controls)	Site	System Administrator
PJF-P11.5	Define frequently used folders	Optional - All	Site	Projects Implementation Super User
PJF-P11.6	Define descriptive flexfields	Optional - All	Site	System Administrator
PJF-P11.7	Define additional page layouts	Optional - All	Site	Projects Implementation Super User
PJF-P11.8	Set the profile option PA: Highlight Starting Tasks: Number of Days	Optional - All	Site	System Administrator
PJF-P11.9	Gather schema statistics	Optional - All	Site	System Administrator

Note: For details about the system administration and maintenance steps, see System Administration and Maintenance.