R12.

2 Oracle Projects
Cost Break Down Structure
Overview
Oct-2013

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

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

Resources are
assigned to cost
codes

Same resource can be

assigned to multiple
Cost Codes

View Workplan and financial plan by:

WBS

CBS

RBS

 R12.2.2

Pre-Reqs

Apply patch 16883942:R12.PA.C to set the profile PA: Enable Projects for Cost Breakdown
Planning to Yes

Create CBS Cost Categories - PA_CBS_COST_CATEGORIES Lookup

Create Cost Attributes for cost categories Lookup

CBS Setup

Create CBS
Create CBS Levels and assigned cost attributes

Enable CBS Structure on project

Enable CBS
Structure

Select active CBS structure

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

Create CBS Categories (Levels) and Cost Attributes

Assign form function PA_CBS_DEFINE to menu

Assign form function to

the menu

Create CBS using the new menu function

Create Hierarchy levels and assign cost attributes

Notice code
structure for 2nd
level

Max 5 levels
(segments)

Enable CBS Structure on project and select active CBS

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

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)
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.

Matthew Bezuidenhout is a Chartered Accountant

with 14 years experience implementing and
supporting Oracles E-Business Suite specializing in
Oracle Projects
Contact e-mail address:
matthew.bezuidenhout@gmail.com