Project Template

Project Template enables users to create and maintain projects using all the normal functionality of a Microsoft Excel spreadsheet in addition to Simplified Loader´s specific features. Project Template functionality includes the following

Create Project

Creating projects using Simplified Loader template is as simple as entering the name of the source Project Template, the Project Name, and Project Number that the user wishes to create. Users have a choice of up to 70 input fields to create a project. Data validation functionality means that users immediately receive a message back from the Oracle Fusion detailing the cause of any errors.

Download Project

Simplified Loader templates allow users to download Project Header data from Oracle Fusion of one or more projects at the same time. The download function supports filtering data based on fields like Project Number, Project Name, Organization, etc.

Update Project Header

Once downloaded, users can update and maintain project information before uploading it back into Oracle Fusion using the Update Project Header button. Fields such as Project Description, Service Type, Start and End Date can be updated using Update Project Header button.

Update Project Status

User can update Project status on several projects with a single click. Updating Project status includes being able to add user comments.

Update Project Classification

Using Update Project Classification functionality, the user can either add a new classification or update the value of an existing classification. Update Project Classification supports classification of DFF values.

Update Project Header (2) and DFF

Update Project Header (2) and DFF button is an extension to the Update Project Header functionality. Using this feature users can update the Project Name, Project Organization, Project DFFs as well as other project information.

Related Topics - Projects Template

1) Roles required for Project Template.

The user must have Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB) role to upload transaction.

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