To integrate Financials, Workforce, and Projects and share the Project dimension, two key configurations are required in the Workforce module. First, since Workforce does not have a native Project dimension, a custom dimension must be enabled and renamed to "Project" to match the dimension in the other modules, enabling it to be shared. Second, to "track employee utilization," the planning granularity in Workforce must be set to include "Employee." This ensures that plans and actuals are captured at the individual employee level, which is necessary to assign them to projects and track their specific contributions.

A. In Projects, ensure that the Employee driver-based expense is enabled: This is a subsequent step in the Projects module to pull data, not a prerequisite for sharing the dimension or setting the required granularity in Workforce.

D. In Financials, rename one of the custom dimensions to "Project" and enable it: Financials has a native Project dimension that can be enabled directly; renaming a custom dimension is incorrect and unnecessary.

1. Oracle Cloud EPM

Administering Projects

EPM-PJ

"Integrating Projects with Other Business Processes

" Section: "Integrating with Workforce." The documentation explicitly states the prerequisites: "In Workforce

enable a custom dimension and rename it to Project" and "In Workforce

ensure the planning granularity includes Employee."

2. Oracle Cloud EPM

Administering Workforce

EPM-WF

"Integrating Workforce with Other Business Processes

" Section: "Setting up Integration with Projects." This guide confirms that to share project details

a custom dimension must be configured as the Project dimension and that employee-level detail is required for utilization tracking.