Identify two ways to ensure that correct class category codes are recorded against relevant
projects.
A.
Define as single template that has the class category already defined.
B.
Define the class category as mandatory on relevant project types.
C.
Define the class category as mandatory In the quick entry of the relevant templates.
D.
Define a project status workflow that checks whether the class category is
definedbeforechanging a project status.
E.
Includea”Not applicable” code in the class category definition.
Explanation:
B:To define class categories and class codes:
1.Navigate to the Class Categories and Codes window.
2.Enter a unique Class Category name and a Description.
3.Specify whether the class category is mandatory for every project you define.
Enable if all projects must have a code assigned to this class category. Do not enable if this class
category is optional. If you do not enable this option, you cannot use this class category in your
AutoAccounting rules.
4.Specify whether you want to use the class category in your AutoAccounting rules.
Suggestion: For each project, you can use only one code with one class category for use with
AutoAccounting rules. If an AutoAccounting category already exists within a particular date range,
assign an end date to the existing AutoAccounting category and then create a new one.
5.Specify whether you want to allow entry of only one class code with this class category for a
project.
Note: Defining multiple class codes for one category for a project may affect reporting by class
category; defining multiple class codes may cause your numbers to be included more than once.
6.Enter the Name, Description, and Effective Dates for each class code.
7.Save your work.
C:As part of a project template definition setup, you can choose which Quick Entry fields you want
to define. Oracle Projects prompts you to enter information in these Quick Entry fields when you
create a new project from a template. Choose Quick Entry fields for project information you want
to enter (instead of accepting the template default) each time you create a project.
Order: Enter a number to indicate the sequence in which you want the Quick Entry fields to
appear.
Field name: Choose the fields you want to appear in the Quick Entry window when you create a
new project.
Specification: You enter a specification for the following field names:
Key Member:Select the project role type to use when creating the key member
Classification:Select the class category to use when creating the classification
Customer Name: Select the customer relationship to use when creating the project customer
Prompt: You can enter a field name that is different from the predefined field name to display when
you use Quick Entry.
Required: Choose whether you want to require entry for the Quick Entry field.