Task Template

Task Template is an enhanced Microsoft Excel spreadsheet that enables the creation and update of project tasks Task Template functionality includes the following

Create Task Structure

The Create Task Structure button allows users to add a task structure to a project in Oracle Fusion. This functionality on newly created projects or those where task structures have not yet been created The Task template includes about 50 fields that the user can utilize to create the Task Structure.

Add Tasks

Add Tasks functionality adds new Tasks to an existing Task Structure. Fields supported by Add Tasks functionality are the same as the fields supported by Create Task Structure.

Download Tasks

Simplified Loader templates allow user to download Task data from Oracle Fusion. Users will utlize this feature to update an existing task. The Tasks are downloaded based on the Project Number.

Update Tasks

Once downloaded users can update and maintain task data before uploading it back into Oracle Fusion using the Update Task button. The Update Task functionality supports the same fields as Add Task or Create Task Structure functionality.

Update Task DFF

Using Update Task DFF the user can amend DFF values on the Task.

Delete Tasks

Using Delete Tasks functionality the user can delete one or more  tasks directly from the spreadsheet.

Related Topics - Tasks Template

1) Roles required for Task Template.

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

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