Project Cost Breakdown structure now available in Oracle R12.2.2

1. R12.2 Oracle Projects
Cost Break Down Structure
Overview Oct-2013
Updated Jan-2016

2.  Introduction
 Cost Break Down Structure Overview
 CBS Configuration
 Considerations
 About the author

3.  The Cost Break Down Structure is a new feature of the Project Management
module of Oracle EBS R12.2
 The Cost Break Down Structure (CBS) provides an additional element to the
existing project structures - Work Break Down Structure (WBS) and Resource
Break Down Structure (RBS)
 The CBS is defined once and used across multiple projects to track cost
elements
 It is now possible to plan by cost code, enter actuals against a cost code and
generate forecast by cost code
WBS – Activity Breakdown
CBS – Cost Breakdown
RBS – Resource Breakdown

4. Resources are
assigned to cost
codes
Same resource can be
assigned to multiple
Cost Codes

5. View Workplan and financial plan by:
WBS
CBS
RBS

6. Pre-Reqs
•R12.2.2
•Apply patch 16883942:R12.PA.C to set the profile PA: Enable Projects for Cost Breakdown
Planning to Yes
CBS Setup
•Create CBS Cost Categories - PA_CBS_COST_CATEGORIES Lookup
•Create Cost Attributes for cost categories – Lookup
•Create CBS
•Create CBS Levels and assigned cost attributes
Enable CBS
Structure
•Enable CBS Structure on project
•Select active CBS structure

7.  CBS functionality is available from R12.2.2
 Apply patch 16883942:R12.PA.C to set the profile PA: Enable
Projects for Cost Breakdown Planning to Yes

8.  Create CBS Categories (Levels) and Cost Attributes

9.  Assign form function PA_CBS_DEFINE to menu
Assign form function to
the menu
 Create CBS using the new menu function

10.  Create Hierarchy levels and assign cost attributes
Notice code
structure for 2nd
level
Max 5 levels
(segments)

11.  Enable CBS Structure on project and select active CBS

12.  User will select combination of Task and Cost Code and not
only task when entering project transactions in Payables,
Purchasing, Oracle Time and Labour and iExpenses.
 Users can assign higher level CBS cost codes to resource
assignments and later select lower levels of CBS
 Cost Codes need to be added to a task to be available for
selection for the task using the task setup page
 Cost Codes can not be assigned to events, billing or revenue
 Projects can not be upgraded to use CBS functionality only
newly created projects can use the CBS functionality
 CBS can not be changed on a project with resource
assignments or actuals
 A CBS can not be assigned to a Program

13.  When using CBS functionality for a project the following
functionality is not available:
◦ Oracle Projects Grants Management
◦ Enhanced Labour Costing (Payroll integration for labour costing)
◦ For cost breakdown planning enabled projects, you must use the client
extension hooks to allocate costs (Cost Allocations)
◦ Integrated budgets or budgets with budgetary controls. You must log in to
Self Service Web Application (SSWA) to create financial plans.
◦ Inter-project billing (Receiver task not available for CBS enabled project)
(Available from R12.2.5)
◦ MS-Projects Integration
◦ Purchasing deliverable actions in project management
◦ Integrate a cost breakdown planning enabled project with the following
applications: Oracle Asset Tracking, Oracle Project Manufacturing, Oracle
Inventory, and Oracle Payroll
◦ Baseline Funding Without Budget check box.
◦ Forecasts from a staffing plan as the staffing plan does not have any cost
code information.
◦ A project can not be enabled as a program if cost breakdown planning is
enabled for it.

14. ◦ Technical Overview
 Relevant Tables:
 PA_TASKS – This table holds the Project Task Information
 PA_ALTERNATE_TASKS – This table holds the combination of Task and CBS
 PA_RBS_ELEMENTS – This table holds the CBS Structure (Also used for Resource Breakdown
Structure)
 SQL Statement to get the Task CBS combination
select a.alt_task_id task_id, t.task_id pa_task_id, e.rbs_element_id cbs_element_id, t.task_number,
e.level_code cost_code, e.cost_code_name, t.task_number||' - '||e.level_code task_CBS
from pa_tasks t, pa_alternate_tasks a, pa_rbs_elements e
where t.task_id = a.proj_element_id
and a.cbs_element_id = e.rbs_element_id
 If a project is CBS enabled the sub modules will use a.alt_task_id as task_id
 In PA_EXPENDITURE_ITEMS_ALL - task_id is the task_id from PA_TASKS and cbs_element_id is
the cbs_element_id in PA_ALTERNATE_TASKS

15.  Matthew Bezuidenhout is a Chartered Accountant
with 16+ years experience implementing and
supporting Oracle’s E-Business Suite specializing in
Oracle Projects
 Contact e-mail address:
 matthew@epct.net
 www.epct.net