New Features and Functions Oracle Assets and Oracle Projects – – and Oracle Projects Julian Kozicki Great Projects Atlanta OAUG Meeting November 15, 2002

Agenda Release Notes Oracle Assets Oracle Projects –Foundation –Costing –Billing Questions & Answers

Release Notes No changes to Oracle Assets or Oracle Projects in Release Release Currently Shipping Release Will Ship Soon –Assets API documentation available now –Projects Release available now in Family Packs I and J –Archive/Purge for Projects Release available now

Oracle Assets Release –Lease payment push to Oracle Payables –Mass External Retirements –Enhanced Messaging in Account Generator Release –Enhanced Mass Transfers Note: Upgrade to release requires special patch to prevent overwrite of custom depreciation methods

Oracle Assets Release –Manual Depreciation Override –Depreciable Basis Formula (Japan) –View Currency Detail –Published APIs Common Transaction Additions Adjustments Retirements and Restatements Transfers and Unit Adjustments Reclassifications Capitalizations Unplanned Depreciation Asset Description –Parrallelized Mass Transactions –Enhanced Mass Retirements –Enhanced Mass Change and Mass Transfers –Mass Copy Continues Despite Errors

Oracle Projects Significant Changes –Between and the end of this year, Oracle Projects will have 30 – 40 percent new features and functions –Also changes to integration features from related applications Release – Mini Pack H (December 2001/May 2002) Release – Family Pack I and J (July and August 2002) Release – New Features plus Family Pack K (Fall and Winter 2002) New Project Collaboration Initiative

Order ManagementProcurement Advanced Planning InventoryShipping Discreet Manufacturing Flow Manufacturing Cost Management Project Costing and BudgetingProject BillingPayables Receivables Cash ManagementAssets Time and Expense General Ledger Project Resource Management Enterprise Asset Management Project Contracts Project Management And Project Collaboration Budgets and Encumbrances Warehouse Management BIS SCM PA FIN Operations IntelligenceQualityFinancial and Project IntelligenceSales 360 Degree View Installed BaseService RequestsDepot Repair CRM AMG Oracle Technology Discoverer and Express Objects WorkflowData Warehousing XML and EDI Gateways Portals © 2002 Great Projects

Oracle Projects Foundation Release –Audit Report Enhancements for Timecard and Expense Report entry –Project Contracts Integration –Project Types Window Changes for Budgetary Control –Projects and Sales Online Integration Release –Budgetary Controls for Expense Commitments –Bottom Up Budgeting –Top Down Budgeting Note: Can implement Top Down Budgeting without enabling Encumbrance Accounting

Oracle Projects Foundation Release –Web-based Project Workbench Framework –Future migration of forms to Web Project Workbench –Enhanced period processing –New Work Type classification –Actual utilization reporting –New Sales to Projects integration –Organization forecasting –New project currency definition –Project Classification enhancements –Textural Project Status reporting –Assignment of external organizations and people to projects Release –Archive/Purge –MS Project Connect 3.0 Now Web-Based/No SQL*NET –Project Intelligence Portal Product/Over 30 portlets delivered –Project and Task long Name –Project access level enhancement –Enhancements to Project Budgeting and Forecasting Can budget and forecast in any currency MS Excel tool to upload budgets and forecasts Web forms for budgeting and forecasting (Project Workbench Framework) Ability to add documents to budgets and forecasts Can have multiple working versions

Oracle Projects Costing Release –New Parameter added to Burden Costing, Labor Costing, and Labor Billing Client Extension –Distribution Process change to support budgetary control Release –None

Project Projects Costing Release –Supplier invoice discounts integration –Receipt accruals integration –Automatically reversing expenditure batches –Cross Charge and Transfer Price enhancements –Transaction Controls based on assigned resources –Draft Allocation deletion through concurrent manager –New parameter for Account Generator –Enhanced error reporting for Supplier Invoice Account Generator workflow –Expense Report justification text integration –Pre-approved expenditure batch copy enhancements –Period close exception reporting enhancements –Burdening process performance enhancements Release –MS Excel pre-approved expenditure entry through Web ADI –Can establish Labor Cost Rates by Job –Can set up Labor Cost Rules by Organization –Can have multiple cost rates for an Expenditure Week

Oracle Projects Billing Release –Bill Rates and Schedules enhanced to allow employee and job-based rate schedules separately or in combination –Bill Rate Schedules enhanced for Project Resource Management Release –None

Oracle Projects Billing Release –Currency Support for Agreements, Bill Rates and Events –Customer Billing Retention enhancements –Unbilled Receivables/Unearned Revenue new process –Adjust Revenue after Projects period close –New required classifications for Funding Lines –Unbilled Receivables/Unearned Revenue new profile option –Invoice Summary form enhancement –Agreement owning organization –Agreement Templates and Project Quick Entry enhancements –Optional Revenue Budget entry –Separate Revenue and Invoice Hard Limits –Funding projects across Operating Units –Sharing rate schedules across Operating Units Release –Can now perform revaluations of project funding based upon changes to currency exchange rates –Allows Billing Discount Override, Bill Rate Override, and adds a Discount Reason

Project Collaboration New Oracle Initiative announced in October 2002 –New product for collaborative project planning, execution, and control –For deploying with ERP or standalone Key Features –Work plan and progress management –Issue tracking –Change management –Document management –Status reporting No announced release date

Contact Information: Julian Kozicki Managing Director Great Projects (gr8projects.com)

Questions & Answers