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Flow Chart For Financial Plan Baseline (Doc ID 2619434.1)

Last updated on FEBRUARY 18, 2020

Applies to:

Oracle Project Planning and Control - Version 12.1.3 and later
Information in this document applies to any platform.


 To provide logical flow of financial plan baselining.


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In this Document
 Process Flow for Baselining the Financial Plan:
 Step 1: Picking relevant financial plan type.
 Step 1.1: Choosing the financial plan Type for cost and revenue are the same.
 Step 1.3 Choosing the Revenue Only financial plan Type
 Step 1.4 Choosing the financial plan type for cost and revenue are different.
 Step 2: Process flow in the Package: PA_FIN_PLAN_PUB.baseline
 Step 2.1: Raise an Error when no budget is selected while baselining
 Step 2.2:  Raise an Error when no employee record is found in HRMS.
 Step 2.3:  Check if Provided Budget version we are setting as Current Version has already updated.
 Step 2.4:  Check if Provided Baselined Version is updated by any User.
 Step 2.5:  Choose plan type based on Step 3 and Step 4
 Step 2.6:  Logic  If Financial plan type = ‘ORG_FORECAST’
 Step 2.7:  Logic if financial plan type is not Org Forecast
 Step 2.8:  Check For one Baselined Version before baselining the current version.
 Step 2.9:  Extract count of Budgetary Control defined at project level.
 Step 2.10:  Check for multiple budgetory control is enabled for the project for same plan type
 Step 2.11: Business logic if only one budgetary control is enabled.

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