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Cannot Create Budget Plan Types For Project Templates/Projects In A New Operating Unit (Doc ID 2920083.1)

Last updated on JANUARY 26, 2023

Applies to:

Oracle Project Planning and Control - Version 12.2.9 and later
Information in this document applies to any platform.


Cannot create plan types for project templates/projects in a new operating unit.


Using a Projects responsibility.

1. Navigate to: Projects Delivery >> Search Project
Open a project template or a project

2. Go to Financial >> Budgets and Forecasts page

3. There is no option to add a budget plan type to the project template/project.
The "Add Plan Type", "Create Plan Version" and "Delete" buttons / options are not available.

The below 2 functions are already included in the menu associated with the responsibility:
  Financials: Project: Maintain Plan Types (PA_FP_MAINTAIN_PLAN_TYPES)
  Define Financial Plan Types (PA_FIN_PLAN_TYPE_DEFINITION)



 Created a new operating unit.


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