An implementation project is a list of setup tasks you use to implement your Oracle Cloud Applications. You create an implementation project to:
- Generate a list of setup tasks
- Assign tasks to various users who are responsible for managing setup data
- Monitor progress of the completion of the setup tasks
Using this method, you create an implementation project to generate a list of setup tasks. You can use it to assign tasks to various users who are responsible for managing setup data and also monitor progress of the completion of the setup tasks.
The above screenshot depicts the Tasks tab and the Task panel in Setup and Maintenance, showing a link to the Manage Implementation Projects task. Note, this method is best suited when you have a need to modify the default set up best practices or manage set up as a project by signing responsibility of the managing setup data to a broad group of users and monitor their process.
Here are the steps to create an implementation project. You start by going into the Navigator, going to Setup and Maintenance, and then select the Task panel. Then you can select the Manage Implementation Project task and use Create icon.
You would enter basic information and click on Next.
Then you select the offering and functional areas you want to implement. Then you Save and Open Project button. Notice from the checkboxes, you can see which task lists are selected. When you create an implementation project you generate an initial list of tasks by selecting one of your enabled offerings.
If you plan to use more than one offering, create a seperate implementation project for each one of them. Selecting an offering will automatically select the offerings core functional areas. You may select none, some, or all of the optional functional areas of the offering that are also enabled.
Use your selection of the offering and the functional areas as a template. A task list hierarchy is generated for the implementation project. This task list hierarchy includes the tasks that are associated at the time with your selected offering and functional areas and their dependent features that are enabled. Within the task list hierarchy, the tasks are organized according to prerequisite and dependency requirements of the setup data. Oracle recommend that you enter setup data in the same sequence as the tasks to avoid missing prerequisite data.
Review and Assign Tasks
Use the Assign Tasks button to assign users to tasks
- Assigned To coloumn shows the user to whom the task is assigned
- Due date coloumn shows the due date specified for the user
Once you have created your project and have your task list, you can then review and assign tasks. You can assign the task of an implementation project to the users who are responsible for managing setup data represented by those tasks.
Highlight the tasks in the hierarchy to assign and then assign the Task button. Typically, each setup task is assigned to a single individual. However, you may also assign multiple individuals to the same task if your implementation project requires such an assignment.
Each of the individuals has the flexibility to perform the task and manage setup data independently of the other users assigned to the same task. If you specify due dates for completing the assigned tasks, you can monitor the progress of the task assignments and the progress of the overall implementation project. If you assign multiple people to a task, you can assign the same due date to each person, or you can assign different due date.
Perform Assigned Implementation Tasks
Now we will review how to perform assigned tasks from user side w to whom the task has been assigned. Functional users to whom setup tasks are assigned, select:
- Their offering
- Task pane > Assigned Implementation Tasks
- An assigned task, and Selected Scope if applicable
- Go to Task icon to enter setup data
Below screenshot depicts the navigation from the Setup Procurement page to the Assigned Implementation Task page. If you are a user to whom setup tasks from an implementation project have been assigned, then a consolidated list of all your assigned tasks is presented to you. Use each task from the list to enter setup data that the task represents.
If you have a long list of assigned tasks, you can filter the list by due date, task status, or implementation project name to find the task more easily. In addition, you can search for a specific task in the list by the task name if you have the proper security privileges to perform the task.
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