Note – This is the user documentation for the latest version of Agreement and Funding Wizard. Versions 1.3.85 and older have been superseded. Click here if you wish to view the documentation for these.
We developed this tool in response to demand from Project users for a user friendly and robust spreadsheet tool to load Agreements and Funding into the Oracle Projects module.
The Wizard is a VBA program embedded in a Microsoft Excel workbook. It is a close cousin to our other ‘Wizard’ products and shares the same look and feel.
Features
All options are available on a ribbon. Double-clicking in the worksheet loads the appropriate form for data-entry. The form is optional and you can simply type, import, or paste the values into the worksheet.
You can upload project Agreements and Funding one at a time, select a range of transactions or upload the entire contents of your worksheet.
The program is flexible about the worksheet layout. You can move, delete, or hide unwanted columns. You can also use multiple sheets or event load transactions from sheets in other workbooks.
