Which three types of revenue and expense assumptions drive data calculations in Projects?

In Oracle's Projects module within EPM Planning, revenue and expense calculations are primarily driven by a set of configurable assumptions. These include the available effort, defined by Working days and hours, which forms the basis for calculating labor capacity and costs. The financial aspect is driven by rate assumptions. Standard rates are established globally for different job roles and expense types, serving as a baseline. For specific engagements, these can be overridden by Project rates, which allow for unique, project-specific pricing and cost structures. Together, these three components—effort, standard cost/price, and project-specific cost/price—are the fundamental drivers for financial calculations.

B. Plan start year: This defines the time frame for the planning cycle but is not a direct input for calculating individual revenue or expense amounts.
D. Program mappings: This is a hierarchical setting used to group projects for reporting and analysis, not a driver for financial calculations at the project level.
F. Discount rates: These are used for capital budgeting analysis, such as calculating Net Present Value (NPV), not for determining the initial revenue and expense figures.

1. Oracle® Enterprise Performance Management Cloud

Administering Planning Modules

Release 24.05

F85016-11

Chapter 10: Working with Projects.

Section: Setting Project Assumptions: This section details the core assumptions. It states

"You can set the number of working hours per day and working days per month for each year of the planning and forecast period." This directly supports option A (Working days and hours).

Section: Setting Standard Rates: This section explains

"You can set up standard rates for job roles and for expenses

which can be overridden." This confirms option C (Standard rates) as a key assumption.

Section: Setting Project and Program Assumptions: This section describes how planners can "override the global assumptions for working days and hours and standard rates for a project." This ability to set specific rates for a project validates option E (Project rates).