Search Results pa_fin_plan_types_b_v




Overview
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Overview

PA_FIN_PLAN_TYPES_B_V is an Oracle EBS Projects (PA) view owned by the APPS schema. As documented in the ETRM metadata for release 12.2.2, it supports the Plan Types page within Oracle Projects, presenting all baselined financial plan types associated with a given project identifier. The view abstracts the aggregation logic required to summarize financial plan quantities and cost figures, exposing them through a relational structure that can be queried directly for reporting, integration, and analysis purposes.

The core purpose of the view is to consolidate financial plan type configuration data—such as plan class, preference codes, and reporting option codes—with summed financial metrics derived from budget versions. Because financial plan types define how a project captures cost, revenue, and labor quantity information, this view is a convenient access point for developers and reporting tools that need to enumerate and evaluate a project's baselined financial plans without reconstructing the underlying joins and aggregate expressions manually.

Underlying Base Objects

The view is defined over four documented base objects:

  • PA_BUDGET_VERSIONS (SYNONYM) — Supplying versioned baseline data such as labor quantity, raw and burdened cost, revenue, lent resource cost, unassigned time cost, transfer price cost in and out, cost adjustments, and borrowed revenue. Aggregation over these rows produces the summarized quantities and cost amounts exposed by the view.
  • PA_FIN_PLAN_TYPES_VL (VIEW) — The translatable financial plan type definition source, providing attributes such as the plan type name, financial plan type identifier and code, and the plan class code.
  • PA_FIN_PLAN_TYPE_GLOBAL (PACKAGE) — A package whose function PA_FIN_PLAN_TYPE_GLOBAL.PLANTYPE_TO_PLANCLASS is invoked within the view to derive the security plan class code for a project and financial plan type combination.
  • PA_PROJ_FP_OPTIONS (SYNONYM) — The project-level financial plan options source, contributing the project identifier, financial plan preference code, reporting labor hours from code, and margin derived from code that govern how the aggregate expressions are evaluated.

The joins combine project-level options with plan type definitions and version-level financial data, allowing the view to present one consolidated row per project and baselined plan type.

Key Columns

  • PROJECT_ID — Identifier of the project to which the baselined plan type belongs.
  • NAME — Name of the financial plan type from the plan type definition.
  • FIN_PLAN_TYPE_ID and FIN_PLAN_TYPE_CODE — Identifier and code that uniquely identify the financial plan type.
  • PLAN_CLASS_CODE — Classification of the plan type, such as cost or revenue planning behavior.
  • SECURITY_PLAN_CLASS_CODE — Plan class derived through PA_FIN_PLAN_TYPE_GLOBAL.PLANTYPE_TO_PLANCLASS for security and access evaluation.
  • FIN_PLAN_PREFERENCE_CODE — Project-level preference indicating the designated financial plan.
  • LABOR_QUANTITY — Aggregated labor quantity, conditionally computed based on the REPORT_LABOR_HRS_FROM_CODE option and the budget version type.
  • COST — Aggregated cost amount computed according to the MARGIN_DERIVED_FROM_CODE option, combining raw or burdened cost with lent resource, unassigned time, transfer price in, cost adjustment, and transfer price out amounts.

Common Use Cases and Queries

Typical uses include reporting the baselined financial plan types for a project, validating plan class security mapping, and feeding integration or extract processes with summarized cost and labor figures.

To list all baselined plan types for a specific project:

  • SELECT project_id, name, fin_plan_type_code, plan_class_code, security_plan_class_code, labor_quantity, cost FROM apps.pa_fin_plan_types_b_v WHERE project_id = :p_project_id;

To filter by plan class for analytical reporting:

  • SELECT fin_plan_type_id, name, fin_plan_type_code, cost FROM apps.pa_fin_plan_types_b_v WHERE project_id = :p_project_id AND plan_class_code = 'COST';

To obtain the labor quantity by reporting preference:

  • SELECT project_id, name, labor_quantity FROM apps.pa_fin_plan_types_b_v WHERE project_id = :p_project_id ORDER BY name;

Because the view performs aggregation across budget version rows, queries should filter by PROJECT_ID where possible to limit processing. The view is read-only and intended for query and reporting access rather than direct DML.