Update Oracle EBS Projects Workplan and Financial Plan (Budgets) together in MS-Excel using Project Partners UI-Apps

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Easily Update Workplan and Financial Plan Simultaneously with UI-Apps

Hidden Gems


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


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


Step 1: See All Project TasksOne worksheet display all tasks

Task and Schedule Date Info

Resources and Transaction Dates


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


Step 3: Add Resources to Tasks

Add resources to tasks

a. Click Add Resource b. Choose Resource Format c. Select Resource


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


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


Step 6: Compare Budget Totals

Compare working budget totals with Original and Baseline

Compare Budget Amounts


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


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


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




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Update Oracle EBS Projects Workplan and Financial Plan (Budgets) together in MS-Excel using Project Partners UI-Apps