Search Results util_calc_method

Overview

PA_FORECASTING_OPTIONS is a Projects (PA) module view in Oracle E-Business Suite 12.1.1 and 12.2.2. It exposes the configuration parameters and system defaults that govern how project forecasting is performed within an operating unit. The view presents the forecasting setup at the organization level, controlling behavior such as which periods are eligible for forecasting, how many historical versions are retained, how utilization is calculated, and how unassigned time and expenditure are treated during forecast generation.

Because forecasting behavior in Oracle Projects is organization-specific, the view is critical for both reporting and integration. Rather than querying the underlying PA_FORECASTING_OPTIONS_ALL table directly, applications and reports reference this view so that operating-unit security is enforced automatically through the ORG_ID predicate. In multi-organization installations, one configuration row exists for each operating unit, and the view returns only the row relevant to the current session's organization context, making it the standard access point for forecast option data.

Underlying Base Objects

The view is defined over a single table, PA_FORECASTING_OPTIONS_ALL, which stores one row per operating unit. The _ALL designation indicates the table holds data across all organizations, while the view applies an organization filter to present a secured subset.

The filter is implemented using a WHERE clause that compares ORG_ID against the organization identifier resolved from the session's client information attribute (USERENV('CLIENT_INFO')). When the client information does not resolve to a valid organization, the comparison evaluates against -99, effectively returning no forecasting configuration rows. This mechanism aligns the view with Oracle Projects' standard Multi-Org access control pattern. The documented metadata lists no additional referenced base objects, reflecting the view's construction as a straightforward, single-table projection with row-level organization filtering.

Key Columns

• ORG_ID — The operating unit that owns the forecasting configuration row.
• INCLUDE_ADMIN_PROJ_FLAG — Indicates whether administrative projects are included in forecasting.
• GL_PERIOD_FLAG / PA_PERIOD_FLAG — Determine whether General Ledger or Projects periods drive the forecasting calendar.
• FORECAST_THRU_DATE / ACTUALS_THRU_DATE — Boundary dates controlling the horizon for forecast and actual amounts.
• MAX_HISTORICAL_VERSIONS — The number of historical forecast versions retained.
• UTIL_CALC_METHOD — The method used to calculate utilization.
• DEFAULT_ASSIGN_EXP_TYPE_CLASS / DEFAULT_ASSIGN_EXP_TYPE — Default expenditure type classification and expenditure type assigned to forecasted amounts.
• DEFAULT_TP_AMOUNT_TYPE — Default amount type applied to transfer price calculations.
• BILL_UNASSIGN_TIME_FLAG / NONBILL_UNASSIGN_TIME_FLAG — Flags controlling treatment of unassigned billable and non-billable time.
• BILL_UNASSIGN_PROJ_ID / BILL_UNASSIGN_EXP_TYPE_CLASS / BILL_UNASSIGN_EXP_TYPE — Target project and expenditure type defaults for unassigned billable time.
• NONBILL_UNASSIGN_PROJ_ID / NONBILL_UNASSIGN_EXP_TYP_CLS / NONBILL_UNASSIGN_EXP_TYPE — Equivalent defaults for unassigned non-billable time.
• JOB_COST_RATE_SCHEDULE_ID / KEY_MEMBER_ROLE_ID — Rate schedule and key member role used in forecast costing.
• FORECAST_CLASS_CATEGORY — The classification category applied to forecasted amounts.
• ORG_FCST_PERIOD_TYPE / START_PERIOD_NAME / NUMBER_OF_PERIODS / ORG_FCST_PROJECT_TEMPLATE_ID / WEIGHTED_OR_FULL_CODE — Parameters for organization-level forecasting, including period type, starting period, period count, source project template, and weighting method.
• CREATION_DATE, CREATED_BY, LAST_UPDATE_DATE, LAST_UPDATED_BY, LAST_UPDATE_LOGIN — Standard audit columns.

Common Use Cases and Queries

The view is typically used to validate forecasting setup, drive integration extracts, and support period-close reconciliation of forecasted amounts.

• Retrieve current organization's forecasting defaults:

SELECT org_id, include_admin_proj_flag, gl_period_flag, pa_period_flag,
       forecast_thru_date, actuals_thru_date, max_historical_versions,
       util_calc_method, default_assign_exp_type, default_tp_amount_type
FROM   pa_forecasting_options;

• Audit unassigned-time handling:

SELECT org_id, bill_unassign_time_flag, nonbill_unassign_time_flag,
       bill_unassign_proj_id, nonbill_unassign_proj_id
FROM   pa_forecasting_options;

• Review organization-level forecast period configuration:

SELECT org_id, org_fcst_period_type, start_period_name,
       number_of_periods, org_fcst_project_template_id, weighted_or_full_code
FROM   pa_forecasting_options;

Because the view enforces organization security, queries return the configuration row for the session's operating unit, making it the preferred source for both ad hoc reporting and programmatic integration with forecast processing.