Update Oracle EBS Projects Workplan and Financial Plan (Budgets) together in MS-Excel using Project...
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Transcript of Update Oracle EBS Projects Workplan and Financial Plan (Budgets) together in MS-Excel using Project...
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Easily Update Workplan and Financial Plan Simultaneously with UI-Apps
Hidden Gems
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Update Workplans and Financial Plans Together
Oracle Projects allows for flexibility in creating workplan tasks and financial plan tasks
The structures may be fully shared, partially shared, separate but mapped, or non-shared
If they are fully shared, the two structures may be created/updated simultaneously in one UI-Apps MS-Excel worksheet. In Oracle, each structure must be updated separately – and requires navigating to multiple pages
With UI-Apps easily add new tasks, adjust durations, dates
Quickly add resources
Easily add amounts with automatic spread to time-phased periods
UI-Apps offers easier approach in one MS-Excel Worksheet
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Seven Easy Steps – with UI-Apps
Step 1: See all tasks in one sheet
Step 2: Easily add new tasks for both workplan and financial plan
Step 3: Choose tasks/resources to budget against
Step 4: Add amounts as needed
Step 5: See amounts roll-up in real time
Step 6: Compare total budget with original and baseline
Step 7: Save and submit both plans together
UI-Apps offers easier approach in one MS-Excel Worksheet
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Step 1: See All Project TasksOne worksheet display all tasks
Task and Schedule Date Info
Resources and Transaction Dates
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Step 2: Add Tasks as NeededTask Maintenance: Add new, indent, outdent, manage dates
a. Click Add Task to add new tasks b. Click indent or outdent c. Change dates as needed
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Step 3: Add Resources to Tasks
Add resources to tasks
a. Click Add Resource b. Choose Resource Format c. Select Resource
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Step 4: Add Amounts
Amounts are calculated automatically when quantities are input for rate-based resources
a. Enter Quantity b. Amounts are automatically calculated from rates in Oracle
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Step 5: Real-Time Roll-up
Amounts roll up to higher tasks and project in real time
As new resources are added, amounts automatically roll up to higher tasks and project levels
New Resource Amounts New Rollup Totals New Resource
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Step 6: Compare Budget Totals
Compare working budget totals with Original and Baseline
Compare Budget Amounts
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Step 7: Save and Submit both Plans Together On Save, the plan entered is saved to both workplan and financial plan
On Submit, the financial plan and workplan are both submitted
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Updating fully shared structures with UI-Apps
Use the flexibility of workplan and financial plan structures in Oracle Projects to effectively plan your project
When using fully shared structures, quickly and easily create and update both workplan and financial tasks in one MS-Excel worksheet using UI-Apps
Stay tuned for more Hidden Gems from Project Partners
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A series of videos describing unique features of Project Partners UI-Apps which add significant functionality to Oracle Projects
See them all on the Project Partners YouTube Channel
http://www.youtube.com/user/ProjectPartnersLLC
UI-Apps Hidden Gems
13Copyright © Project Partners, LLC
For more information:
Phone: 650.712.6200email: [email protected]
www.projectp.com