A company would like to configure Financials, Workforce, and Projects. They would like to plan and forecast the Project dimension in Financials, as well as track employee utilization in Projects. Which two actions must they take to ensure that the Project dimension is shared and the data integrated correctly across all three modules? (Choose two.)

To achieve the goal of tracking employee utilization in Projects, data must be integrated from the Workforce module. This requires two fundamental configurations within Workforce. First, the Workforce module must be configured at the 'Employee' or 'Employee and Job' granularity (C) to capture the necessary level of detail for individual employee costs. Second, to associate these costs with specific projects, the Project dimension must be shared with the Workforce module. This is accomplished by enabling a custom dimension in Workforce and renaming it to "Project" (B). These two actions are co-requisites for enabling the data flow from Workforce to Projects for utilization tracking.

A. In Projects, ensure that the Employee driver-based expense is enabled This configures how project costs are calculated within the Projects module itself, a step that occurs after the foundational integration and data sharing from Workforce are established.
D. In Financials, rename one of the custom dimensions to "Project" and enable it While this action is required to plan by project in Financials, the combination of options B and C represents the two interdependent steps needed to enable the more complex employee utilization integration, which is a primary requirement of the scenario.

1. Oracle® Cloud Administering Planning for Oracle Enterprise Performance Management Cloud

EPM-AP

Chapter 11: Integrating Business Processes.

Section: Integrating Projects with Workforce: "To integrate Projects with Workforce

you must configure Workforce to be at the Employee or Employee and Job level. ... You can also share the Project dimension between Workforce and Projects to enable you to budget and forecast by project in Workforce. From the Configure: Workforce page

select a custom dimension

and then rename it to Project." This section directly supports both correct answers

C and B

as mandatory steps for the Workforce-Projects integration.

2. Oracle® Cloud Administering Planning for Oracle Enterprise Performance Management Cloud

EPM-AP

Chapter 11: Integrating Business Processes.

Section: Integrating Projects with Financials: "You can share the Project dimension between Financials and Projects to enable you to budget and forecast by project in Financials. From the Configure: Financials page

select a custom dimension

and then rename it to Project." This section validates that option D is a correct action for Financials integration but illustrates it is a separate step from the Workforce integration requirements. The question's need for a pair of actions makes the tightly-coupled Workforce configuration steps (B and C) the better answer.