Search Results fin_plan_preference_code




Overview
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Overview

APPS.PA_FP_WEBADI_CUSTOM_V is a reporting and integration view within the Oracle E-Business Suite Projects (PA) module, designed to support the WebADI (Web Applications Desktop Integrator) interface for entering and reviewing project financial plan data. Financial plans in Oracle Projects store budgeted and forecasted amounts across multiple amount types — quantity, raw cost, burdened cost, and revenue — distributed across project periods. The WebADI mechanism allows users to download a spreadsheet template, populate plan lines, and upload them back into Oracle Projects. This view provides the flattened, period-spread result set that the WebADI workflow consumes when presenting and validating financial plan contents.

Its principal role is to expose plan lines filtered by the user's financial plan preference, which is controlled through the fin_plan_preference_code profile or preference setting. This preference determines whether the user works with cost-only, revenue-only, or combined cost-and-revenue plans. The view suppresses amount types that are inconsistent with that preference, ensuring the WebADI spreadsheet displays only the relevant rows.

Underlying Base Objects

According to the documented metadata (ETRM 12.2.2), the view is owned by APPS and is defined over the following objects:

  • PA_FP_WEBADI_CONTENTS_V (VIEW) — the primary source, supplying all financial plan columns.
  • PA_FIN_PLAN_UTILS (PACKAGE) — utility package providing financial plan logic referenced in the view definition.
  • PA_CROSS_BUSINESS_GRP (PACKAGE) — supports cross-business-group security and access.
  • FND_PROFILE (PACKAGE) — supplies profile option values, including the financial plan preference.

The custom view selects from PA_FP_WEBADI_CONTENTS_V and applies filtering predicates based on fin_plan_preference_code and amount_subtype_code, restricting rows to quantities, raw costs, burdened costs, and revenues that match the active preference.

Key Columns

The view exposes a comprehensive set of plan attributes. Notable columns include:

  • budget_version_id — identifies the budget or forecast version.
  • fin_plan_preference_code — the preference driving row filtering (e.g., COST_ONLY, REVENUE_ONLY).
  • project_name, task_num, task_name — project and task context.
  • resource_assignment_id, resource_gp_name, resource_name — resource grouping and assignment detail.
  • start_date, end_date — plan line date range.
  • quantity, raw_cost, burdened_cost, revenue — the four amount type values.
  • amount_type_name, amount_type_code, amount_subtype_code — classification of the amount type.
  • amount_type_order — a derived ordering column: 1=QUANTITY, 2=RAW_COST, 3=BURDENED_COST, 4=REVENUE, 5 otherwise.
  • txn_currency_code, UOM — currency and unit of measure.
  • pred_periods, sucd_periods — preceding and succeeding period indicators.
  • Prd1 through Prd52 — period-by-period spread amounts.
  • Attribute1–Attribute15, Attribute_category — descriptive flexfield columns.
  • Projfunc_* and Project_* columns — rate and date type/values for project functional and project currency cost and revenue rates.

Common Use Cases and Queries

This view is typically queried to drive WebADI financial plan extracts, to audit plan contents by amount type, or to reconcile period spreads against plan versions. A representative query retrieves all cost and revenue lines for a given budget version:

  • SELECT budget_version_id, project_name, task_num, resource_name, amount_type_name, quantity, raw_cost, burdened_cost, revenue, txn_currency_code, UOM FROM apps.pa_fp_webadi_custom_v WHERE budget_version_id = :p_version_id ORDER BY task_num, resource_gp_name, resource_name, UOM, amount_type_name;
  • Filtering by preference: SELECT * FROM apps.pa_fp_webadi_custom_v WHERE fin_plan_preference_code = 'COST_ONLY';
  • Reviewing period spread for a resource: SELECT resource_name, Prd1, Prd2, Prd3, Prd4, Prd5 FROM apps.pa_fp_webadi_custom_v WHERE resource_name = :p_resource AND amount_subtype_code = 'BURDENED_COST';

The view's embedded ordering by task, resource group, resource, UOM, and amount type makes it directly suitable for generating sorted WebADI templates and financial plan reports.