1 The following is intended to outline our general product direction.

It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle. Contingent Worker Support in Oracle Projects E-Business Suite Release 11i and Release 12.x Carine Schneider - Senior Technical Support Engineer Gunar Funke - Senior Principal Technical Support Engineer Agenda Definition Business Need Contingent Worker Introduction in FP.M How to Use this Feature How to Setup this Feature Contingent Worker Introduction in Release 12 Contingent Worker Functionality in Release 12.1.x Tips and Techniques Contingent Worker Definition A contingent worker is a non-employee people resource who works for your enterprise, and for whom your enterprise is responsible for their costs and expenses. Similar to employees, Oracle Projects obtains information for contingent workers from Oracle Human Resources. Oracle Projects enables you to define and utilize contingent workers on projects in the same capacities and manner as employees. You can define requirements and perform searches for contingent worker candidates, and you can directly assign contingent workers to projects and tasks. Agenda Definition Business Need Contingent Worker Introduction in FP.M How to Use this Feature How to Setup this Feature Contingent Worker Introduction in Release 12 Contingent Worker Functionality in Release 12.1.x Tips and Techniques Contingent Labor Business Need The use of contract labor allows organizations to reduce costs and increase productivity by gaining expertise from trained professionals. Increase and decrease workers as required Supplement work force with field experts and specialists With the increased use of contingent workers, organizations must have an efficient means to: Procure contingent workers Assign contingent workers to projects and tasks Monitor the work performed by contingent workers

 Process contingent worker timecards and expense reports Track and report contingent worker costs Contingent Labor Business Need Procurement Sourcing Procurement Contracts iProcurement Purchasing iSupplier Portal Purchasing Intelligence Financials iExpenses Accounts Payable Human Resources Human Resources Oracle Time & Labor Projects Project Resource Management Project Costing Project Billing Project Performance Project Intelligence Contingent Labor Solution Overview Agenda Definition Business Need Contingent Worker Introduction in FP.M How to Use this Feature How to Setup this Feature Contingent Worker Introduction in Release 12 Contingent Worker Functionality in Release 12.1.x Tips and Techniques Contingent Worker Introduction in Release 11.5.10.2 - FP.M New purchase order line types allow you to: Specify contractor start and end dates Define fixed price or rate based agreements Specify price differentials on rate based agreements Automatically generate purchase order receipts from timecards entered in OTL How to use: CWK Procurement with Oracle Purchasing (PO) How to use: CWK Procurement PO: Line Types Define line types in PO > Setup > Purchasing > Line Types How to use: CWK Procurement PO: Temporary Labor Tab Nav: PO > Purchase Orders How to use: CWK Procurement PO: Price Differentials Nav: PO > Purchase Orders The new HR person type allows you to: Track contingent worker assignment history Periods of service Breaks in assignments Positions

 Supervisors Track worker and supplier relationships How to use: CWK HR Assignments with Oracle Human Resources (HR) Remark : There is detailed document on Contignent workers in HRMS attached to the note 243989.1 How to use: CWK HR Assignments Period of Service Nav: HR > People > Enter and Maintain How to use: CWK HR Assignments Assignment Nav: HR > People > Enter and Maintain The new OTL layouts for contingent workers support the following: Association of time entries to purchase agreements Automation of timecard approval routings Generation of purchase order receipts from approved timecards How to use: CWK Time Entry with Oracle Time and Labor (OTL) How to use: CWK Time Entry OTL: Layouts How to use: CWK Time Entry PO: Receipt Generation New features in iExpenses support the following: Entry of expense reports on behalf of contingent workers Automated approval routings Payments to contingent worker suppliers How to use: CWK Expense Entry with Oracle iExpenses How to use: CWK Expense Entry iExpense Layout The following PA features have been enhanced to support contingent workers: 1) Project staffing and work execution 2) Timecard processing 3) Expense report processing 4) Cost reporting How to use: CWK Processing with Oracle Projects (PA) In Oracle Projects, employees and contingent workers are treated the same. Both can: Be assigned to projects and tasks Own tasks and deliverables Enter progress and record issue Etc.

Updated Schedule Progres s Resources Issues & Changes Workplan Status Reports Deliverables How to use: CWK Processing in PA 1) Staffing and Work Execution PA supports the following time entry methods for contingent workers: Oracle Time and Labor (OTL) Microsoft Excel/Transaction Import Pre-approved Expenditure Batches How to use: CWK Processing in PA 2) Time Entry Note: PO commitments are relieved when timecards are cost distributed. 1. Enter Purchase Order Project Reference 2. Enter Timecards PO & Project Reference 3. Interface timecards to Purchasing and Projects 4. Cost Timecards PO Rate is applied 5. Process Invoices Import Additional Costs How to use: CWK Processing in PA 2) Time Entry with PO Integration 1. Enter Purchase Order No Project Reference 2. Enter Timecards Project Reference 3. Interface timecards to Projects 4. Cost Timecards Rate from Projects 5. Process Invoices No Project Reference 6. Allocate Addl Costs Amounts from GL How to use: CWK Processing in PA 2) Time Entry Without PO Integration Oracle Projects supports the following expense report entry methods for the contactors expenses self invoicing entries: iExpenses

 Microsoft Excel/Transaction Import Pre-approved Batch Entry Note : In R12, as per note 452343.1, the expenditure batch (and therefore the XL import) are not possible anymore How to use: CWK Processing in PA 3) Expense Report Flow 1. Enter Purchase Order No Project Reference 2. Enter Expense Reports Project Reference 3. Perform Standard Expense Report Processing 4. Manual PO Receipt No Project Reference Note: This flow works best when expense cost is not included on the PO and Steps 1 and 4 are omitted. How to use: CWK Processing in PA 3) Expense Report Flow with Self-Invoicing 1. Enter Purchase Order Project Reference 2. Contingent Worker Submits expenses to his Employer 3. Employer invoices buyer for reimbursement 4. Process Invoices Project Reference How to use: CWK Processing in PA 3) Expense Report Flow with Standard Invoicing Contingent Worker Costs details can be viewed using the following standard tools: Expenditure Inquiry Project Status Inquiry Project Performance & Project Intelligence Reports How to use: CWK Processing in PA 4) Cost Reporting How to use: CWK Processing in PA 4) Cost Reporting: Expenditure Inquiry Nav: PA > Expenditures > Expenditure Inquiry > Project How to use: CWK Processing in PA 4) Cost Reporting: Resource List setup for Project Status Inquiry Nav: PA > Setup > Budgets > Resource Lists How to use: CWK Processing in PA 4) Cost Reporting: Resource Breakdown Structure for Project Performance Nav: PA > Projects > Setup > Resource Breakdown Structures Agenda Definition Business Need Contingent Worker Introduction in FP.M How to Use this Feature How to Setup this Feature Contingent Worker Introduction in Release 12

 Contingent Worker Functionality in Release 12.1.x Tips and Techniques How to setup PA for CWK Processing Implementation Options Nav: PA > Setup > System Implementation Options How to setup PA for CWK Processing Accounting: Labor Cost Nav: PA > Setup > AutoAccounting > Assign Rules How to setup PA for CWK Processing Accounting: Expense Report Cost Nav: PA > Setup > AutoAccounting > Assign Rules How to setup PA for CWK Processing Transaction Controls Nav: PA > Projects > Options : Transaction Controls How to setup OTL for CWK Processing OTL Time Entry Nav: OTL Application Developer : Alternate Names > Alternate Names Definition How to setup PO for CWK Processing Purchasing Profiles Purchasing profiles for using Contingent Labor functionality: PO: Enable Services Procurement PO: UOM Class for Temp Labor Services How to setup PO for CWK Processing Job Category Association Nav: PO > Setup > Job Category Association Agenda Definition Business Need Contingent Worker Introduction in FP.M How to Use this Feature How to Setup this Feature Contingent Worker Introduction in Release 12 Contingent Worker Functionality in Release 12.1.x Tips and Techniques Contingent Worker Flow in Release 12 There are two main scenarios in flow of contingent worker Scenario 1 : Timecard Entry with Purchase Order Integration Scenario 2 : Timecard Entry without Purchase Order Integration Contingent Worker Flow in Rel. 12 Scenario 1 : Timecard Entry with Purchase Order Integration Contingent Worker Flow in Rel. 12 Create a Requistion and a Purchase Order for a new CWK using iProcurement Nav: Shop > Contractor Request Remark : See also Note 1081288.1 - How To Create And Demonstrate The Services Pr ocurement Contractor Request - Contingent Worker Flow Nav: Create a Contractor Request and Add to Cart) Review the Requisition generated Review the Purchase Order

Define the contingent worker in HR from the PO Approval Notification Nav: Workflow List Create the Contingent Worker Assignment / Search for duplicates Remark: Choose Projects Contingent Worker as Type Enter the Person details Validate the Rates and the Manager Contingent Worker is now created in HR after Approval The new User can create a Timecard Run the concurrent program Retrieve Time from OTL (RCVOTLR) from Purchasing wit h Create Accounting and the Timecard should be imported into PA using PRC: Transac tion Import (PAXTRTRX ). Once the Timecard is imported in PA, it can be seen as an Ex penditure Item. Nav: Financial tab > Costing Sub-Tab Remark: The cost used while running PRC : Distribute Labor Cost is the Rate from the PO. Scenario 2 : Timecard Entry without Purchase Order Integration Contingent Worker Flow in Rel. 12 Nav: Setup > System > Implementation options "Import Contingent Worker Timecards with Purchase Order Integration" is unchecke d Nav: Human Resources > People > Enter and Maintain Create Placement for Contingent Worker Nav: Oracle Time and Labor > Time > Create Timecard There is no Purchase Order information on this Timecard. Run "PRC: Transaction Import" for the OTL Transaction Source Define a Labor Rate for this Contingent Worker & run "PRC: Distribute Labor Cost s" for the Project

Nav: Expenditures > Expenditure Inquiry > Project The Labor item is visible here.

Nav: Project Status Inquiry > Project Status Inquiry

Nav: Project > Project Performance Tab > Task Summary & Resource Summary The Contingent Worker is visible in the Project Performance pages.

Nav: Purchasing : Purchase Orders > Purchase Orders The purchase order is without Project Information entered and the type depends o n your implementation choices

R12 has a new profile option "HR: Expand Role of Contingent Worker" to allow the Contingent Workers to participate in Purchasing Activities as Employees and Appr ove PO s. This profile option is described in Note 429314.1 (Release 12: New Features For Purchasing Approvals ) and Note 308124.1 (Contingent Worker Appears In Position Hierarchy B ut Cannot Approve) Remark On the PO setup : Agenda Definition Business Need Contingent Worker Introduction in FP.M How to Use this Feature How to Setup this Feature Contingent Worker Introduction in Release 12 Contingent Worker Functionality in Release 12.1.x Tips and Techniques Contingent Worker Functionality in Release 12.1.1 and 12.1.2 Contingent Worker Enhanced Functionality Currently in OTL, a contingent worker (CWK) can report time against only one purchase order number, which is associated to the workers assignment. The CWKs assignment is defined in the Core HR, wherein supplier name, purchase order number, and purchase order line is associated. These details are retrieved in OTL, to enable the contingent worker to report time for the above-mentioned combination. With this enhancement, a contingent worker can report time for multiple purchase orders. Additionally, the contingent worker is able to report time against any valid project whether or not the project is associated to a purchase order. A new user Interface is provided wherein users can associate multiple purchase orders to a contingent worker. You can navigate to this new user interface from the Supplier tab of the Assignment page of Core HR. This enhancement enables OTL Time Sheet to retrieve multiple purchase orders in the Purchase Order list of values. Now this LOV populates all associated purchase orders of the CWK worker and enables the worker to report time against multiple purchase orders. Contingent Worker Enhanced Functionality There may be occasions where a Contingent Worker is procured but the Project(s) they are going to work on may not yet be agreed. In this case R12.1.1 introduces new functionality in Oracle Projects to help meet this requirement. This new feature enables you to create Projects as Contingent Worker clearing Projects and associate these Projects with Purchase Orders. Once the Purchase Order is added to the Contingent Worker HR Assignment record they can charge time to any Live Project

including the Contingent Worker (CWK) Clearing Project. Users should use transaction controls to ensure that Contingent Workers can only charge time to Projects they actually work on. Contingent Worker Enhanced Functionality Features : 1) Multiple PO assigned to the Contingent Worker 2) Contingent Worker clearing Project 3) Contingent Worker as a Resource, a Candidate or Key Member 4) Expense Report and Supplier Payment Control Contingent Worker Functionality Features : 1) Multiple PO assigned to the Contingent Worker 2) Contingent Worker clearing Project 3) Contingent Worker as a Resource, a Candidate or Key Member 4) Expense Report and Supplier Payment Control Contingent Worker Functionality Pre-requisiste step : Creation of a new Contingent Worker example Nav: People > Enter and Maintain Enter new Contingent Worker Create Placement HR Setup Steps: Confirm seeded value PO_CWK_ASSOCIATIONS exists Nav : HR : Other Definitions -> Lookup Tables Remark : These setup steps are described in Note 1141005.1 Confirm seeded value PO_CWK_ASSOCIATIONS Nav : HR> Security -> Define Task Flow Units Confirm seeded PO value for Task Flow Nodes Nav: HR : Security -> Task Flow Nodes Create new Node Name Value in the Task Flow Definitions Nav : Security -> Task Flow Definitions Create new Navigation Option Value in Task Flow Definitions for the PO Informati on Nav : HR : Security -> Task Flow Definitions Query the HRMS Menu add Function PO CWK Association Page Nav : Application Developper : Application > Menu Result of the previous Steps : Purchase Order Association Page for Contingent Wo rkers The new PO entered for the Contingent Worker is shown in the Timecard Timecard can be imported and costed. Timecard Costs viewable on Project Performance pages Workplan shared Task Features : 1) Multiple PO assigned to the Contingent Worker 2) Contingent Worker clearing Project 3) Contingent Worker as a Resource, a Candidate or Key Member 4) Expense Report and Supplier Payment Control Contingent Worker Functionality A new check box Contingent Worker Enabled has been added to the Project Type. Contingent Worker can work for a Project using the PO raised for another Project . Note : You should always enable 3 way matching on the PO line. Invoices not auto matically generated

from the timecard should be matched to the receipt generated, so that the ap cos t goes to right project. Features : 1) Multiple PO assigned to the Contingent Worker 2) Contingent Worker clearing Project 3) Contingent Worker as a Resource, a Candidate or Key Member 4) Expense Report and Supplier Payment Control Contingent Worker Functionality Run the Program PRC: Maintain Project Resources 3.1) The contingent worker is a resource Nav: Projects: Resources > Resources - Inquiry the Resource The contingent worker is a resource in my resources page Create a Requirement on another Project 3.2) The contingent worker is a candidate Assign the Contingent Worker as Candidate. Or, You can also directly assign the Contingent Worker on the Requirement A Key Member in Self-Service Responsibility 3.3) The contingent worker is a key member A Key Member in Forms Responsibility Features : 1) Multiple PO assigned to the Contingent Worker 2) Contingent Worker clearing Project 3) Contingent Worker as a Resource, a Candidate or Key Member 4) Expense Report and Supplier Payment Control Contingent Worker Functionality Expense Report: Pre-requisite : The default Expense Account and Ledger needs to be setup On Expense Reports Supplier Payment control This new feature enables the user to track and ensure that suppliers submit required deliverables or documentation on time. It also enables the user to manage the cash flow on a project by linking supplier invoices on pay when paid holds to customer invoices and releasing these holds on supplier invoices after receiving payments from customers. It includes Support for Pay when Paid Invoice Processing New Payment Controls on Contract Deliverables Project Dashboard to View and Manage Supplier Invoices Note : Please ensure that this is legal in your country. Pre-requisite: Add the following Functions to the Project Menu Projects: Supplier: Release Hold Projects: Supplier: Link and Unlink Supplier Invoices Projects: Supplier Pre-requisite: Set the profile option Pay when Paid to release the hold of the sa me name A new Supplier Tab added on the Project : - View the Supplier Invoices for the Supplier Staffing Services - View the Receivable Invoice amonts for the Customer Supplier Cost Dashboard: Supplier Invoices on hold Purchasing : PO Deliverable Payment Holds

In the PO deliverable - initiate Payment holds Supplier Cost Dashboard : Link the Customer Invoice to the Supplier Invoice Select subcontractor supplier invoices to manually link to customer invoice 110 Enter Expenditures for Miscellaneous Deduction Miscellaneous Deduction Creates Debit Memo in Payables Supplier Cost Dashboard : Miscellaneous Deductions Agenda Definition Business Need Contingent Worker Introduction in FP.M How to Use this Feature How to Setup this Feature Contingent Worker Introduction in Release 12 Contingent Worker Functionality in Release 12.1.x Tips and Techniques 112 Contingent Worker Tips and Techniques What enables contingent worker with timecard and PO integration in Oracle Projects? A: Implementation Options Can contingent worker expense reports be matched to purchase orders or receipts? A: No, Oracle Payables does not support matching expense report to purchasing documents. 113 Contingent Worker Tips and Techniques What concurrent program is run to create receipts from timecards? A: In Oracle Purchasing, the Retrieve Time from OTL concurrent program. Is Oracle Purchasing integration required to use contingent worker in Oracle Projects ? A: No. 114 Contingent Worker Tips and Techniques How are cost rates for contingent workers defined in the system? A: If PO integration is used, the cost rate is defined on the PO. If PO integration is not used, then the cost rate must be defined on an Oracle Projects cost rate schedule or a labor costing extension can be used. 115 Contingent Worker Tips and Techniques If you need to procure a contingent worker for both labor and expenses, create a purchase order with a

rate-based temporary labor line type for labor and a standard line type for expenses. When importing contingent worker transactions from 3rd party systems, you must populate employee_number with the contingent worker number and set person_type to CWK. 116 Contingent Worker Tips and Techniques A contingent worker can be created in HR or from the purchase order workflow approval notification. Most employee-based functionality has been extended to contingent workers in Oracle Projects, therefore, you can generally think of employees and contingent workers as inter-changeable. 117 Contingent Worker Tips and Techniques Use the Expenditure Inquiry screen to inquire on contingent worker cost in Oracle Projects. Recommended approaches for handling unplanned, multi-project contingent worker scenarios Approach 1 Do not use PO integration. Approach 2 Manually split PO distributions into multiple projects and tasks when they are known 118 Contingent Worker Tips and Techniques Use the Projects only timecard layout if you do not require contingent workers to enter PO info Contingent worker names are optional on purchase order lines. These can be entered at a later point in time if unknown at PO creation time Supplier invoices can be automatically created from purchasing receipts created for contingent worker timecards using the Self-billing or Pay on Receipt functionality (ERS Notes 210123.1 or 731686.1) 119 Contingent Worker Tips and Techniques Even though Oracle HR supports multiple assignments for contingent workers, Oracle Projects only supports one active, primary HR assignment at a given point in time. 120 Contingent Worker Tips and Techniques As of Release 12, expense reports cannot be created in Oracle Projects using Pre Approved Expenditure Entry form. Transaction Control Client extension Enforce specific contingent worker business rules. For example, restrict contingent workers from a specific

vendor from charging to a specific expenditure type. Labor Costing Client Extension Calculate cost using rates defined in non-standard ways. For example, rates could be defined on the HR assignment. 121 Contingent Worker Upgrade Considerations If upgrading from Release 11i to Release 12, there are no special Requirements for Contingent Workers. 122 Contingent Worker Upgrade Considerations The following are differences between Release 11i and Release 12 for contingent worker: Pre Approved Expenditure Entry form cannot be used to enter expense reports. AutoAccounting rules for expense reports are only used for adjustments PRC: Distribute Expense Report Costs has been renamed to PRC: Distribute Expense Report Adjustments PRC: Interface Expense Reports to Payables is obsoleted Cost Interfaces to GL are replaced by PRC: Generate Cost Accounting Events and PRC: Transfer Journal Entries to GL 123 Contingent Worker Data Model Changes on the interface table PA_Transaction_Interface_All New columns: Po_Number, Po_Header_Id, Po_Line_Num, Po_Line_ID, Person_Type, Po_Price_Type 124 Questions 125