To allocate project expenses to one or more capital assets in Oracle Planning 2024 Implementation, integration between the Projects and Capital modules must be established. Two specific setup steps are required to enable this data sharing:
B. In Projects, under Expenses, select Integration with Capital: This step activates the integration feature within the Projects module’s Expenses section, allowing project expenses to be allocated to capital assets. It ensures that expense data flows from Projects to Capital for association with specific assets.
D. In Projects, on the Enable page, enable projects of type Capital: Enabling "Capital" as a project type on the Projects Enable page allows the system to recognize projects that are capital-related, facilitating the linkage of expenses to capital assets. This step defines the scope of projects eligible for integration with Capital.
A. In Capital, under Expenses, select Integration from Projects: Integration is configured from the source module (Projects) to the target (Capital), not the other way around. Capital receives data but does not initiate the integration.
C. In Capital, on the Enable page, in Map/Rename Dimensions, add a custom dimension called Project: Adding a custom dimension in Capital is unnecessary for this integration. The standard integration process relies on predefined mappings, not custom dimensions.
Both B and D are necessary to fully set up the allocation of project expenses to capital assets, as they address enabling the project type and activating the expense integration.
References
Oracle Enterprise Performance Management Cloud Documentation: "Administering Projects – Integration with Capital" (docs.oracle.com, updated 2024). Confirms that "Integration with Capital under Expenses" and "enabling Capital project types on the Enable page" are required to share project expenses with Capital.
Oracle Planning 2024 Implementation Study Guide: Lists these two steps as essential for allocating project expenses to capital assets.
