Oracle Project Contracts User's Guide

Oracle Project ContractsUser’s GuideRelease 11iOctober, 2001Part No. A88867-01

Oracle Project Contracts User’s Guide, Release 11iPart No. A88867-01Copyright 2001, Oracle Corporation. All rights reserved.Primary Author: Susan SapersteinContributors: Satya Anur, Kim Carter, Ben Chen, Rick Conley, Shirley Ho, Wahteng Ho, Alvin Law,Elaine Lin, Yi-Lu Liou, Linda Riggins, Joing TangThe Programs (which include both the software and documentation) contain proprietary information ofOracle Corporation; they are provided under a license agreement containing restrictions on use anddisclosure and are also protected by copyright, patent, and other intellectual and industrial propertylaws. Reverse engineering, disassembly, or decompilation of the Programs is prohibited.Program Documentation is licensed for use solely to support the deployment of the Programs and not forany other purpose.The information contained in this document is subject to change without notice. If you find any problemsin the documentation, please report them to us in writing. Oracle Corporation does not warrant that thisdocument is error free. Except as may be expressly permitted in your license agreement for thesePrograms, no part of these Programs may be reproduced or transmitted in any form or by any means,electronic or mechanical, for any purpose, without the express written permission of Oracle Corporation.If the Programs are delivered to the U.S. Government or anyone licensing or using the programs onbehalf of the U.S. Government, the following notice is applicable:Restricted Rights Notice Programs delivered subject to the DOD FAR Supplement are "commercialcomputer software" and use, duplication, and disclosure of the Programs, including documentation,shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement.Otherwise, Programs delivered subject to the Federal Acquisition Regulations are "restricted computersoftware" and use, duplication, and disclosure of the Programs shall be subject to the restrictions in FAR52.227-19, Commercial Computer Software - Restricted Rights (June, 1987). Oracle Corporation, 500Oracle Parkway, Redwood City, CA 94065.The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherentlydangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup,redundancy, and other measures to ensure the safe use of such applications if the Programs are used forsuch purposes, and Oracle Corporation disclaims liability for any damages caused by such use of thePrograms.Oracle is a registered trademark, and Oracle Advanced Supply Chain Planning, Oracle Applications,Oracle e-Commerce Gateway, Oracle Inventory, Oracle Payables, Oracle Purchasing, Oracle Projects, andOracle Project Manufacturing are trademarks or registered trademarks of Oracle Corporation. WindowsNT is a registered trademark of Microsoft Corporation. All other company or product names mentionedare used for identification purposes only and may be trademarks of their respective owners.Oracle is a registered trademark of Oracle Corporation. Other names may be trademarks of theirrespective owners.

ContentsSend Us Your Comments . viiPreface. ixAudience for This Guide. ixHow To Use This Guide . ixOther Information Sources . xiDo Not Use Database Tools to Modify Oracle Applications Data. xviiAbout Oracle. xviiYour Feedback . xviii1OverviewOverview of Project Contracts. 1-2Features of Project Contracts . 1-32 NavigationNavigating in Project Contracts .Viewing Contract Information .Using Actions to Access Contract Functions .Searching for Contract Documents .Creating and Viewing Related Documents .Defining Related Documents for a Contract .2-22-42-72-92-122-13iii

3The Contract ProcessOverview of the Contract Process.Creating New Contract Documents.Using the Contract Authoring Workbench .Main Region in the Contract Header Tabbed Window .Administrative Region in the Contract Header Tabbed Window.Financial Region in the Contract Header Tabbed Window .Main Region in the Contract Lines Tabbed Window .Financial Region in the Contract Lines Tabbed Window .Billing Region in the Contract Lines Tabbed Window.Additional Billing Region in the Contract Lines Tabbed Window .Other Region in the Contract Lines Tabbed Window .Splitting Lines on a Contract Document .Parties and Contacts .Terms and Conditions.Articles Tabbed Window.Administration Tabbed Window .Standard Notes Tabbed Window .Print Forms Tabbed Window.User Attributes Tabbed Window .Creating Templates for Contract Documents.Viewing and Logging Contract Communications .4FundingOverview of the Funding Workbench .Funding Setup .Creating Funding Records .Using the Funding Workbench .Viewing Funding History Information .Creating and Updating Fund Allocations .Creating and Viewing Funding -104-114-12Deliverables Tracking SystemOverview of the Deliverables Tracking System . 5-2iv

Deliverables Tracking System Window .Viewing Deliverable Tracking Information .Splitting Deliverables.Defining Dependencies.Tracking Drawing or Report Submissions .Linking Subcontracts to Deliverable Lines .Shipping Deliverables.Initiating Purchasing Documents for a Contract.Initiating Planning .Relief Deliverable Demand Concurrent Program .6Change ManagementOverview of Change Management.Creating New Versions of a Contract Document.Viewing Change Request Records .Creating Change Requests illingOverview of Deliverable-Based Billing . 7-2Creating Billing Records for Deliverables. 7-38Hold ManagementOverview of Hold Management . 8-2Viewing Contract Hold Information. 8-2Applying and Removing Holds to Contracts, Lines, or Deliverables . 8-4A Windows and Navigator PathsWindows and Navigator Paths. A-2B Setup WindowsOverview of Setup Definition Windows . B-2Programs Window . B-2Security Roles and Assignments Windows . B-3v

Creating Data in the System Setup Window. B-5Defining Numbering Options. B-13Business Areas and Contract Flowdown Attributes . B-13Projects Window . B-18GlossaryIndexvi

Send Us Your CommentsOracle Project Contracts User’s Guide, Release 11iPart No. A88867-01Oracle Corporation welcomes your comments and suggestions on the quality and usefulness of thispublication. Your input is an important part of the information used for revision. Did you find any errors?Is the information clearly presented?Do you need more information? If so, where?Are the examples correct? Do you need more examples?What features did you like most about this manual?If you find any errors or have any other suggestions for improvement, please indicate the chapter,section, and page number (if available). You can send comments to us in the following ways: E-mail - appsdoc@us.oracle.comFAX - (650) 506-7200Oracle Manufacturing Applications DocumentationOracle Corporation500 Oracle ParkwayRedwood Shores, CA 94065Phone: (650) 506-7000If you would like a reply, please give your name, address, and telephone number below.If you have problems with the software, please contact your local Oracle Support Services.vii

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PrefaceAudience for This GuideWelcome to Release 11i of the Oracle Project Contracts User’s Guide.This guide assumes you have a working knowledge of the following: The principles and customary practices of your business area. Oracle Project ContractsIf you have never used Oracle Project Contracts, Oracle suggests you attend oneor more of the Oracle Project Contracts training classes available through OracleUniversity. The Oracle Applications graphical user interface.To learn more about the Oracle Applications graphical user interface, read theOracle Applications User’s Guide.See Other Information Sources for more information about Oracle Applicationsproduct information.How To Use This GuideThis guide contains the information you need to understand and use Oracle ProjectContracts. Chapter 1: Provides an overview of Project Contracts. This includes adescription of the features used to manage the contract from solicitation andproposal through the awarded contract.Chapter 2: Describes navigation in the application including finding documentrecords.ix

Chapter 3: Describes contract document creation and updates through theContract Authoring Workbench regions and windows.Chapter 4: Describes contract funding and how to use the Funding Workbench.Chapter 5: Describes how to track all contract activities using the DeliverablesTracking System.Chapter 6: Provides information on how to manage revisions and modificationsto contract documents.Chapter 7: Describes how to create invoicing and billing records usingDeliverable-Based Billing.Chapter 8: Describes contract hold control features used to meet your businessrequirements.Appendices: Provide the default navigator paths for Oracle Project Contracts,and describe the windows used for setting up default information.Documentation AccessibilityOur goal is to make Oracle products, services, and supporting documentationaccessible, with good usability, to the disabled community. To that end, ourdocumentation includes features that make information available to users ofassistive technology. This documentation is available in HTML format, and containsmarkup to facilitate access by the disabled community. Standards will continue toevolve over time, and Oracle Corporation is actively engaged with othermarket-leading technology vendors to address technical obstacles so that ourdocumentation can be accessible to all of our customers. For additional information,visit the Oracle Accessibility Program Web site ty of Code Examples in DocumentationJAWS, a Windows screen reader, may not always correctly read the code examplesin this document. The conventions for writing code require that closing bracesshould appear on an otherwise empty line; however, JAWS may not always read aline of text that consists solely of a bracket or brace.x

Other Information SourcesYou can choose from many sources of information, including online documentation,training, and support services, to increase your knowledge and understanding ofOracle Project Contracts.If this guide refers you to other Oracle Applications documentation, use only theRelease 11i versions of those guides.Online DocumentationAll Oracle Applications documentation is available online (HTML or PDF). Online Help - The new features section in the HTML help describes newfeatures in 11i. This information is updated for each new release of OracleProject Contracts. The new features section also includes information about anyfeatures that were not yet available when this guide was printed. For example,if your administrator has installed software from a mini-packs an upgrade, thisdocument describes the new features. Online help patches are available onMetaLink.11i Features Matrix - This document lists new features available by patch andidentifies any associated new documentation. The new features matrixdocument is available on MetaLink.Readme File - Refer to the readme file for patches that you have installed tolearn about new documentation or documentation patches that you candownload.Related User’s GuidesOracle Project Contracts shares business and setup information with other OracleApplications products. Therefore, you may want to refer to other user’s guideswhen you set up and use Oracle Project Contracts.You can read the guides online by choosing Library from the expandable menu onyour HTML help window, by reading from the Oracle Applications DocumentLibrary CD included in your media pack, or by using a Web browser with a URLthat your system administrator provides.If you require printed guides, you can purchase them from the Oracle Store athttp://oraclestore.oracle.com.xi