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Update Oracle EBS Projects Workplan and Financial Plan (Budgets) together in MS-Excel using Project Partners UI-Apps
The document discusses the benefits of using ui-apps to simultaneously update workplan and financial plan tasks in Oracle Projects within a single MS-Excel worksheet. It outlines a seven-step process for managing project tasks, adding resources, and comparing budgets, aimed at streamlining project planning. Overall, ui-apps provides a more efficient and user-friendly approach to financial and workplan management.
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Similar to Update Oracle EBS Projects Workplan and Financial Plan (Budgets) together in MS-Excel using Project Partners UI-Apps
Update Oracle EBS Projects Workplan and Financial Plan (Budgets) together in MS-Excel using Project Partners UI-Apps
- 1. Hidden Gems Easily UpdateWorkplan and Financial Plan Simultaneously with UI-Apps Copyright © Project Partners, LLC
- 2. Update Workplans andFinancial 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 Copyright © Project Partners, LLC
- 3. 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 Copyright © Project Partners, LLC
- 4. Step 1: SeeAll Project Tasks One worksheet display all tasks Resources and Transaction Dates Task and Schedule Date Info Copyright © Project Partners, LLC
- 5. Step 2: AddTasks as Needed Task Maintenance: Add new, indent, outdent, manage dates b. Click indent or outdent a. Click Add Task to add new tasks c. Change dates as needed Copyright © Project Partners, LLC
- 6. Step 3: AddResources to Tasks Add resources to tasks a. Click Add Resource b. Choose Resource Format c. Select Resource Copyright © Project Partners, LLC
- 7. Step 4: AddAmounts Amounts are calculated automatically when quantities are input for ratebased resources a. Enter Quantity b. Amounts are automatically calculated from rates in Oracle Copyright © Project Partners, LLC
- 8. Step 5: Real-TimeRoll-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 New Rollup Totals New Resource Amounts Copyright © Project Partners, LLC
- 9. Step 6: CompareBudget Totals Compare working budget totals with Original and Baseline Compare Budget Amounts Copyright © Project Partners, LLC
- 10. Step 7: Saveand 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 Copyright © Project Partners, LLC
- 11. Updating fully sharedstructures 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 Copyright © Project Partners, LLC
- 12. UI-Apps Hidden Gems Aseries 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 Copyright © Project Partners, LLC
- 13. For more information: Phone:650.712.6200 email: info@projectp.com www.projectp.com Copyright © Project Partners, LLC 13
Editor's Notes
- #3 Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
- #4 Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
- #5 For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
- #6 For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
- #7 For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
- #8 For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
- #9 For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
- #10 For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
- #11 Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?