Scribd
Upload
129 views69 pages

Workplan Versioning

Workplan versioning in Oracle Projects allows for optional version control of workplans. Key features include maintaining multiple draft versions, designating a baseline version, approval processes, and publishing approved versions. It provides flexibility for "what if" scenarios while maintaining a record of changes over time.

Uploaded by

nilgoyal
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
129 views69 pages

Workplan Versioning

Workplan versioning in Oracle Projects allows for optional version control of workplans. Key features include maintaining multiple draft versions, designating a baseline version, approval processes, and publishing approved versions. It provides flexibility for "what if" scenarios while maintaining a record of changes over time.

Uploaded by

nilgoyal
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
You are on page 1/ 69

<Insert Picture Here>

Workplan Versioning
Kenneth Wickliffe
Oracle Projects
Workplan Versioning
Agenda

• Workplan versioning
• Workplan approval
• Workplan publishing
• Workplan baselining
<Insert Picture Here>

Workplan Versioning
Workplan Versioning

• Workplan versioning – Optional


– Non versioning workplan
• Simple
• Lack of what if scenarios
• Single version
• Default as current working
Workplan Versioning

• Workplan versioning – Optional


– Versioning workplan
• Flexible
– What if scenarios
– Provides historical version archive
– Designate baseline version
– Ability to delete working version
• Rebuilds with baseline version
– Multiple working versions for non shared only
• Create versions from published or unpublished
• Designate current working version
Workplan Versioning

• Workplan versioning – Optional


– Versioning workplan
• Ability to disable versioning
• Versioning required for:
– Approval
– Publication
– Baseline
Workplan Versioning

• Enable versioning
– Enable workplan structure is required
Workplan Versioning
• Check the Workplan Structure box
Workplan Versioning

• Enable versioning
– Enable on workplan structure information page
• Setup in project template
• Setup in project
Workplan Versioning
• Check the Enable Workplan Versioning box
Workplan Versioning
• Enable Versioning – Maintain versions action available
Workplan Versioning
• Enable Versioning – Maintain versions page
Workplan Versioning

• Disable versioning
– Disable on workplan structure information page
• Uncheck in project template or project
• Workplan versions deleted
• Revert to default template workplan structure
Workplan Versioning
• Disable versioning - Receive warning of deletion of versions
Workplan Versioning
• Disable versioning - Non version workplan page
Workplan Versioning
• Disable versioning - No maintain versions available in actions
Workplan Versioning

• Delete version
– Ability to delete unpublished working version/s
• Create manually from published version/s after delete
– Ability to delete published working version
• Cannot delete latest published or baseline version
• Changed in MRUP3 / MRUP4
• Included in 12.1 upgrade
Workplan Versioning
• Delete version
Workplan Versioning
• Delete version - confirmation message
Workplan Versioning
• Delete working version – new working version to be created
Workplan Versioning
• Delete baseline published version - error
Workplan Versioning
• Delete latest published version - error
Workplan Versioning
Workplan structure association

• Shared structures
– Published
• Shares latest published version
– Unpublished
• Shares working version

– One current working version allowed


Workplan Versioning
Workplan structure association

• Non Shared structures


– Mapping
• Only working versions allow mapping updates
– Non Mapping
• Completely separate entities

– Multiple working versions allowed


Workplan Versioning

• Non Shared Only


– Multiple current working versions
• Utilize what if scenarios on multiple working versions
• Choice of current working or published version
• Caution of current working choice
– Project managers use of current version
Workplan Versioning

• Doc bug 6339489


– Note: Multiple working versions of the workplan are allowed
only for non-shared workplans. When any of the working
versions is published, all the other working versions of the
workplan are deleted.
Workplan Versioning
• Multiple working versions – non shared
Workplan Versioning
• Multiple working versions – non shared – set current version
Workplan Versioning
• Multiple working versions – non shared - publish
Workplan Versioning
• Multiple working versions – non shared - publish
Workplan Versioning
• Multiple working versions – non shared – publish delete
message
Workplan Versioning
• Multiple working versions – non shared – publish deleted non
current working version
<Insert Picture Here>

Workplan Approval
Workplan Approval

• Change control purposes


• Workplan version must be approved prior to
publishing
– No approval setup
• Publish manually
• Can be setup for auto publishing after approval
Workplan Approval
• Check the Approval Required check box
Workplan Approval
• Enter the approver or publishing will not require approval
Workplan Approval

• Submit for approval


– Update Work Breakdown Structure
– Update Tasks
– Maintain Versions
– Status changes to submitted
Workplan Approval
• Submit for approval - status changed from working to
submitted
Workplan Approval

• Approve the workplan


– Able to publish
• Reject the workplan
– Rework the workplan and resubmit
• Request more information
– Rework the workplan and resubmit
• Workplan status changes from submitted to:
– Approve
– Reject
Workplan Approval
• Notification - Approver reviews open notifications
Workplan Approval
• Notification - Approver approves, rejects, reassigns or requests
more information
Workplan Approval
• Notification - request information template
Workplan Approval
• Notification - reassign notification template
Workplan Approval
• Approved workplan for manual publish workplan setup
Workplan Approval
• Approved workplan – status changed from submitted to
approved
Workplan Approval
• Rejected workplan – status changed from submitted to rejected
– requires rework
Workplan Approval
• Rework workplan message to resubmit for approval after
changes
<Insert Picture Here>

Workplan Publishing
Workplan Publishing

• Publishing informs stakeholders


– Communicate
• Task changes
• Date changes
• Resource changes
Workplan Publishing

• Approval required
– Publish after approved
• Approval not required
– Publish manually
Workplan Publishing

• Enable auto publish or not


– Check the ‘Automatically Publish Workplan upon Project
creation from Project Template’ option
Workplan Publishing
• Check the Automatically Publish Workplan upon Project
creation from Project Template box
Workplan Publishing
• Check the Auto Publish after Approval box
Workplan Publishing
• With no auto publish – current working version defaults
Workplan Publishing
• With no auto publish – maintain versions displays working only
Workplan Publishing
• With auto publish – baseline version defaults
Workplan Publishing
• With auto publish – maintain versions displays baseline
Workplan Publishing

• Workplan publishing statuses


– Working
– Submitted
– Approved
– Rejected
• Rework on submitted, approved or rejected
<Insert Picture Here>

Workplan Baselining
Workplan Baselining

• Baseline workplan version


– Designate published version as baseline
• First published version defaults as baseline
– Progress is recorded on baseline version
– Baseline schedule start / finish dates
• Updates baseline start / finish dates all versions
Workplan Baselining
• Baseline - select published version to baseline
Workplan Baselining
• Baseline - progress is recorded on baseline version
<Insert Picture Here>

Appendix
Workplan Versioning – main table
pa_proj_elem_ver_structure
Workplan Versioning - Publishing Process Codes

• Workplan publish process codes


– PRC: Process Structure Update
– pa_proj_elem_ver_structure table
• PUP
– PA_PS_PUBWBS_PRC_INPROC
– Publication of a workplan version is in progress
• PUE
– PA_PS_PUBWBS_PRC_ERR
– An error occurred during publication
• PUS
– Publication of a workplan version completed
successfully
– Ref: Note 788616.1
Workplan Versioning FAQ

• Note 799736.1 Workplan Versioning FAQ


For More Information

search.oracle.com

or
oracle.com

You might also like

pFad - Phonifier reborn

Pfad - The Proxy pFad of © 2024 Garber Painting. All rights reserved.

Note: This service is not intended for secure transactions such as banking, social media, email, or purchasing. Use at your own risk. We assume no liability whatsoever for broken pages.


Alternative Proxies:

Alternative Proxy

pFad Proxy

pFad v3 Proxy

pFad v4 Proxy