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Oracle Cloud ERP - Planning to Billing by Project Role

ORACLE CLOUD ERP

ERP – Planning to Billing by Project Role

Description:

This session will cover the role-based planning to billing capabilities introduced in update 23B, including a demonstration and discussion of related configurations.Project managers often plan by project role during the early planning phase of a project as they do not know exactly who will work on the project at that time. Similarly, you may negotiate contracts with clients using project roles and capture the negotiated rates on the contract. A common practice in the professional services industry is to bill based on project role, rather than billing using the named individual or their more internal-facing job name.Planning to Billing by Project Role lets you perform high-level estimation by project role and bill customers as per the negotiated project role rates.

Presented by:

  • Vineela Mannepalli, Senior Principal Product Manager, Projects Development, Oracle Cloud ERP
  • Rupal Fadia, Functional Architect, Projects Development, Oracle Cloud ERP
  • Zach Connors, Senior Principal Product Manager, Projects Development, Oracle Cloud ERP

PLEASE NOTE: In order to attend this event, you must be an Oracle Cloud Customer Connect community member. If you are not a member, register here to join.