Embed Size (px)
DESCRIPTION
Project Partners UI-Apps enables you to upload file attachments to your projects in Oracle EBS Projects Applications easily using MS-Excel Templates.
Citation preview
Copyright © Project Partners, LLC
Using Attachments with UI-Apps
Hidden Gems
Copyright © Project Partners, LLC
Attachments on Projects
Oracle’s Attachment functionality is used to attach documents containing related information to projects on various entities
Attachment capability is provided for Project, Task, Agreement, etc.
Attachments can be uploaded either directly to Oracle Forms, HTML, or by using UI-Apps
When used in conjunction with Project Partner’s Document Management Integration (DMI) product, attached documents can automatically be transferred to MS-SharePoint, with the Oracle attachment being replaced with the URL pointing to document
Easily accessible from UI-Apps
UI-Apps offers easier approach in one MS-Excel Worksheet
Copyright © Project Partners, LLC
Five Easy Steps – Attachments with UI-Apps
Step 1: Query Project
Step 2: Select Attachment Category
Step 3: Select document and upload
Step 4: See uploaded document
Step 5: Open document
UI-Apps offers easier approach in one MS-Excel Worksheet
Copyright © Project Partners, LLC
Step 1: Query ProjectQuery project data and add attachment
Query project Click Attach
Copyright © Project Partners, LLC
Step 2: Select Attachment CategoryChoose Attachment Category for this entity
Category ‘Miscellaneous’ selected
Browse to find document
Copyright © Project Partners, LLC
Steps 3: Select document to upload
Find document and upload
Choose document to upload Enter DescriptionDocument uploaded. Click ‘Close’
Copyright © Project Partners, LLC
Step 4: See uploaded documentDocument uploaded to Oracle…
Document now displays in Attachments table
and transferred to MS-SharePointwith optional use of Project Partner’s DMI product
…and Oracle Attachment is now a URL
Copyright © Project Partners, LLC
Step 5: Open document View document from UI-Apps – same as from Oracle
Click URL Link, and prompted for login to MS-SharePoint Log in
MS-Word document opens in browser directly from MS-SharePoint
Copyright © Project Partners, LLC
Easy access to Attachments
Easily access attachments from the same sheet where project information is maintained.
Users can attach documents during the same flow of input of standard Oracle data - in one MS-Excel worksheet using UI-Apps
Project Partners’ Document Management Integration (DMI) product automatically transfers documents to MS-SharePoint
Stay tuned for more Hidden Gems from Project Partners
Copyright © Project Partners, LLC
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
11Copyright © Project Partners, LLC
For more information:
Phone: 650.712.6200email: [email protected]
www.projectp.com
