Introduction:

Creating a capital project in Oracle Cloud using a project template simplifies project management and ensures consistency. This guide walks you through the process step by step, making it easy for project managers to efficiently set up capital projects within the Oracle ERP system.

Step-by-Step Guide to Creating a Capital Project

Accessing Project Financial Management

  • Click Projects from the main menu.
  • Select Project Financial Management.

[Insert Image Placeholder - Projects Menu Navigation]

Creating a New Project from a Template

  • On My Projects, click the Plus (+) icon.
  • Select a Source Template from the drop-down.
  • Search and select the relevant capital project template.

[Insert Image Placeholder - Project Creation Window]

Entering Project Details

  • Provide a unique project name and number.
  • Adjust the project start date if needed.
  • Set the tentative project end date.
  • Organization and Legal Entity fields auto-fill from the selected template.

[Insert Image Placeholder - Entering Project Details]

Assigning the Project Manager

  • Click Search to find a Project Manager.
  • Use Name or Email to filter results.
  • Select the correct row and click OK.

[Insert Image Placeholder - Assigning Project Manager]

Saving and Completing the Project Setup

  • Click Save and Continue to create the project.
  • You will be redirected to Manage Financial Project Plan.
  • Click Save and Close to finish the process.

[Insert Image Placeholder - Saving and Closing the Project]