Oracle Projects Status Inquiry Details

Oracle Projects provides a default configuration for the displayed columns in Project Status Inquiry (also known as PSI). With Project Status Inquiry (PSI), you can review the current status of your projects and then drill down to commitments, actuals, and events detail for tasks and resources for more detailed review of a project and its tasks.

Run the Update Project Summary Amounts process for your projects. The Project Status window uses the data that is summarized by this process.

Project and Task PSI Columns

Column Prompt	Column Description
Project or Task	Project Number or Task Number
Over Bgt	Over Budget: Displays an asterisk (*) if the ITD actual burdened cost is greater than 110%  of the ITD burdened cost budget amount; if not over budget, column is blank.
ITD - Rev Bgt	ITD (Inception-to date) revenue budget amount
ITD - Act Rev	ITD actual revenue
ITD - Cost Bgt	ITD current burdened cost budget amount
ITD - Act Cost	ITD actual burdened cost
PTD - Cost Bgt	PTD current burdened cost budget amount
PTD - Act Cost	PTD actual burdened cost
ITD - Bgt Hrs	ITD current labor hours budget amount
ITD - Act Hrs	ITD actual labor hours
PTD - Bgt Hrs	PTD current labor hours budget amount
Fin % Complete	Financial percentage complete: ITD actual burdened cost / total current burdened cost budget amount * 100
Hrs % Complete	Hours percentage complete: ITD actual labor hours / (Total current budget labor hours * 100)
Est. to Complete	Estimate to Complete: Total current burdened cost budget amount - (ITD actual burdened cost + PTD commitment burdened cost)

Navigation : Project Status Enquiry à Project Status Inquiry à Enter Project number

1. Navigate to the Project Status window.

2. Enter the search criteria to find the project(s) you want to review.

3. Choose the Find button.

4. To view totals for the project rows returned based on your search criteria, Choose totals.

Oracle Projects displays only the projects with a current budget that is summarized or with summarized actuals and commitments. This window displays the Current Period as the current reporting period by which Oracle Projects calculates the values for projects. Amounts for all summarization brackets (period–to–date, prior period, year–to–date, and inception–to–date) are calculated as of the current reporting period.

To review actuals details for a task or resource:

1. Navigate to the Project Status window.

2. Find the project(s) you want in the Find Project Status window.

3. Choose the Actuals button from either the Task Status or Resource Status window.

By default, Project Status Inquiry displays expenditure items incurred in the last period that was summarized for the project. To view expenditure items from prior periods in the Expenditure Items window, change the default date range using the Find Expenditure Items window. You can set the start date to the earliest possible date by choosing the Clear button.

To drill down to the Oracle Payables Invoice Overview window:

1. Navigate to the Project Status window.

2. Find the project(s) you want in the Find Project Status window.

3. Choose the Actuals button from the Task Status window. Use the Find Expenditure Items window to reduce the number of expenditure items that appear in the Expenditure Item Details window.

4. Choose the AP Invoice button to view the related invoice in the Oracle Payables Invoice Overview form.

The AP Invoice button is only enabled (1) for expenditure items whose expenditure type class is either Supplier Invoices or Expense Reports and (2 if function security is implemented in such a way that the user is able to see the button.