Quantas Classification Tracker for Oracle Projects

Copyright © 2015 Quantas Consulting Corp.

Who Changed My Project Classification

Tracking Changes of Classifications in Oracle Projects with the Quantas Classification Tracker

Andy [email protected]

mailto:[email protected]


Introduction

• Andy Fry• Oracle Projects Consultant • Quantas Consulting• Over 17 years of consulting primarily in the Oracle Projects Suite• Various industries including:

• Utilities• Pipelines• Engineering & Construction• Oil and Gas• Professional Services


Purpose of Quantas Classification Tracker• Records and stores any changes, additions or deletions to the

classifications on a project in Oracle Projects• Identifies changes to the classifications including, who changed it,

when it was changed, what the values was changed to and from• Helps trouble shoot auto accounting and reporting issues• Reduces a tremendous amount of time on confirming what was

changed• Removes the unknown at least for classification changes


Organizations That Can Benefit

• Regulated companies such as Utility firms that report to regulators• Companies dependent on classifications for auto accounting

generation• Organizations that use classifications for reporting• Any organization that can not afford time trouble shooting accidental

or undocumented changes to their projects


Overview of Presentation

• Discuss the problem trying to be resolved• Discuss how the problem has been resolved• Terminology• Demonstrate and discuss the following features:• Tracking Changing of Class Codes• On Line Query Tool for Changes of Class Codes• Tracking the Deleting of Class Codes• On Line Query Tool for Deletion of Class Category and Class Codes• Project Classification Audit Trail Report

• Questions & Contact Information


Problem• Oracle Projects does not have an out of the box method to track Project

Classifications Changes• Can be changed by any user that has access to update Classifications on a project

• Class Categories and Class Codes (Classifications) are important and sometimes critical project attributes that can be changed on a project• Classifications can be used for sorting, Auto Accounting/SLA rules and

reporting• Identifies groupings of projects

• Changes can have adverse affects for Project Related Organizations• Legitimate classification changes may need to be tracked


Resolution• A method exists to track classification changes (Quantas Classification

Tracker)• The tracking method will record the information:• When an addition, change or deletion occurs to a Project Classification• Who made the change - by Oracle User ID• The time and date of the change• Keep a history of all changes • Store the changes of any attribute including the percentage or DFF

• A report is available to share the information with non-Oracle Projects users• Online query tool is also available


Terminology • Classifications• The combination of Class Category and Class Code on a project in Oracle

Projects.

• Report• An output produced via the concurrent manager in Oracle.

• Form • A screen in Oracle.

• PA• Oracle Projects

• DFF• Descriptive Flexfield which is an additional field that can be added in Oracle

forms.


Changing a Class Code on a Project


Accessing the Project


Project Classifications


Tools>Change History to Access the Change History Screen


Summary of Change History


Full Change History Screen


Additional Fields


Change a Value


Recorded Detailed Change


Change Value Second Time


Recorded Change


Recorded Detailed Change


Project Classification Change History


Query Screen


Query by Project Type Class


Query by Project type


Query by Project


Summary Change History


Full Change History Screen


Deleting a Classification on a Project


Deleting Values


Summary Change History


Full Change History


Delete the Value


Query Deleted Value in Project Classification Change History


Summary Change History – Deleted Value


Full Change History – Deleted Value


Reporting Capabilities

The following shows a report available to display classification changes.


Concurrent Request


Report Parameters


Report Output


View of Report Including DFF’s


Values Changed In The Example


Summary

• Quantas Classification Tracker will:• Record all additions, changes and deletions of Project Classifications• Stamp all Project Classification records with the User ID who made the change as

well as the date and time of the change• Record all attributes that have been changed• Report on the history of the Project Classifications from the project, via a query

screen as well as a report

• Provide Oracle Projects users the ability to know what changes were made to better manage their projects and report to the responsible parties• Saves time and removes the unknown on classification changes

Questions and Contact Information

• For any questions or information please contact:Andy [email protected]://www.quantasconsulting.com

• For more articles please visithttp://www.quantasconsulting.com/articles


mailto:[email protected]

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Date post:	18-Aug-2015
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Quantas Classification Tracker for Oracle Projects

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