Oracle Project Management Cloud 2026 Implementation Professional flashcards

32 cards. Read the term and the definition here. The deck at the top of this page is optional.

Project Type

Configuration object that controls cost, billing, revenue, burdening, and default task and team settings. Every project is created from a project type and inherits its behavior.

Enterprise Structure

The framework of legal entities, business units, and ledgers that determines which organization owns projects and how project transactions are accounted.

Reference Data

Predefined lists such as expenditure types, project statuses, and rate schedules that must exist and be enabled before they can be attached to projects.

Project Role

Setup that defines which job roles can be assigned to a project team and which role is treated as project manager for approvals and workflow.

Functional Setup Manager

Tool that organizes setup tasks into task lists, tracks completion, and exports or imports configuration between environments.

Document Sequencing

Numbering rule assigned per business unit that determines how project transactions and invoices are numbered sequentially.

Accounting Period Status

Open or closed state of a period that controls whether project cost and billing transactions can be accounted and transferred to the ledger.

Project Task Hierarchy

The work breakdown structure beneath a project; cost, budget, and revenue roll up from lower-level tasks to parent tasks and the project.

Financial Plan Type

Defines whether a plan is a budget or forecast and controls approval and versioning. Budget plans establish the baseline against which actuals are compared.

Burden Structure

Configuration that applies overhead to raw cost using defined cost bases and burden cost codes, producing burdened cost for reporting and billing.

Project Currency vs Ledger Currency

Projects may transact in a project currency while amounts are also stored in ledger currency; conversion uses the assigned rate schedule.

Program Project

A parent project that groups multiple child projects for consolidated financial rollup, reporting, and management of related work.

Cross-Charge

Rules that govern how costs incurred in one legal entity are billed or transferred to another when a project spans multiple entities.

Expenditure Item

The atomic unit of project cost, carrying an expenditure type, organization, optional task, and the raw amount before burdening.

Cost Distribution

Process that applies burdening to expenditure items and creates cost distribution lines; only distributed cost is eligible for billing and capitalization.

Transaction Controls

Project type settings that determine which expenditure types are allowed and whether transactions default to billable or non-billable.

Burden Cost Code

Classification code that identifies the overhead component applied during burdening, such as fringe or facilities, for reporting and analysis.

Adjusting Expenditure Item

A new expenditure item created to reverse or correct a posted cost, preserving the audit trail instead of editing the original transaction.

Capitalization

Process that transfers eligible project costs to fixed assets by generating asset lines and interfacing them to the assets module.

Bill Plan

Defines the billing method and billing cycle for a project; a project may have multiple bill plans applying different methods to different work.

Rate Schedule

A set of billing rates by role, person, or task attached to a bill plan; project or task overrides take precedence over schedule defaults.

Percent Complete Revenue

Revenue method that recognizes earned revenue as the ratio of actual cost to total estimated cost at completion, requiring maintained estimates.

Invoice Generation

Process that creates invoices from billable transactions; invoices are then reviewed, approved, and transferred to receivables.

Unbilled Receivable

Balance arising when revenue is recognized before the related amount is billed to the customer; it reverses when the invoice is generated.

Retainage

A percentage of billing withheld until release conditions are met, tracked separately from normal receivables until it is released and invoiced.

Revenue Plan

The plan that must be generated before revenue can be recognized; it holds the recognition method and the amounts to be recognized by period.

Resource Pool

A group of resources organized for staffing; staffing requests are matched against pool availability to fulfill project demand.

Staffing Request

Captures project demand by role, dates, and effort; fulfillment creates the assignment and books the resource to the project.

Resource Calendar

Defines working days and capacity for a resource; bookings exceeding available capacity are flagged as over-allocated.

OTBI Project Reporting

Near real-time operational reporting using project subject areas for cost, billing, revenue, and utilization analysis.

Earned Value Metrics

CPI and SPI compare earned value to actual cost and planned value, indicating cost and schedule performance on a project.

Data Role Security

Row-level access assigned to users that restricts which projects and organizations they can see in transactions and reports.