We developed this tool in response to demand from Oracle Projects Users for a better way to upload Project Budgets, Award Budgets, and Financial Plans including changes to Forecasts.
This product is supported on most versions of E-Business suite from 11.5.10.2 onwards. Please reference our compatibility section for further details: https://more4apps.com/support/what-we-support
Features
All options are available on a ribbon. Double-clicking in the spreadsheet also loads the relevant forms.
You can download and upload all Budgets and Plans available in the Oracle forms.
The powerful download feature allows you to include Actuals from a range of sources.
You can choose to Validate, Leave as Draft, or Baseline your budgets.
You can choose to replace an existing budget/plan entirely or append new values (period phased budget types only).
There are three data entry forms available allowing you to select Budget Header, Project, and Budget Details. A fourth form contains query options for the download function.
You can upload a single project budget, or your entire worksheet. By highlighting a range of data, you can upload the budgets in a section of your worksheet.
The program is flexible about the spreadsheet layout. You can move or delete unwanted columns. You can also have multiple sheets.
You may have multiple lines accumulating together, allowing you to document the buildup of your budget.
There are three methods for presenting Resources on the worksheet, allowing you to choose the method most appropriate for your organization.
It can (optionally) adjust your funding for the Approved Revenue Budget or pop-up a form to select funds from multiple agreements.
