Choose an Existing Template
Project Wizard has 17 worksheet templates already configured. To open a new sheet, click the ‘New Sheet’ button on the Project Wizard ribbon.
The following ‘Select Template’ form will appear which will enable you to choose a worksheet template:
This will allow you to view all the available templates which hold the following details:
• All Columns - Shows all available columns. This will allow you to create/update Project Headers including Classifications, Key Members, Customers, Tasks, Transaction Controls, Billing Overrides, Cost Codes, Program Links, Planning Resources, Assets and Asset Assignments, Deliverables and Deliverable Actions records.
• Assets & Assignments - Shows only columns relating to Assets and Asset Assignments. This will allow you to create/update project Assets and Asset Assignments for one or multiple projects.
• Billing Assignments – Shows only columns relating to Billing Assignments. This will allow you to create/update Billing Assignments for one or multiple projects.
• Billing Overrides - Shows only columns relating to Bill Rate Overrides. This will allow you to create/update Bill Rate Overrides for one or multiple projects.
• Classifications - Shows only columns relating to Project Class Codes and their descriptive flexfields. This will allow you to create/update Class Codes for one or multiple projects depending on your Oracle Projects configuration options.
• Cost Codes - Shows only columns relating to Cost Codes, allowing you to create/update Cost Codes for one or multiple projects.
• Customers - Shows only columns relating to Customers, allowing you to create/update Customers for one or multiple projects.
• Deliverables - Shows only columns relating to Deliverables allowing you to create/update Deliverables for one or multiple projects.
• Deliverable Actions - Shows only columns relating to Deliverable Actions allowing you to create/update these assignments to Deliverables for one or multiple projects.
• Key Members - Shows only columns relating to Key Members. This will allow you to create/update Key Members for one or multiple projects. This is very useful when an employee leaves and the Key Member needs to change for several projects. The user can download Projects for a specific Key Member, end date that Key Member record and add the ‘New Key Member’. For the convenience of users, there are two columns at the end of the section that allow the user to list a New Key Member to replace the existing one. The Start Date of the New Key Member will be automatically set as the day following the End Date of the retiring Key Member.
• Program Links - Shows only columns relating to Program Links Information allowing you to create/update them for one or multiple projects.
• Project Header - Shows only columns relating to the Project Header. This will allow you to create/update only the Project Header for one or multiple projects.
• Planning Resources - Shows only columns relating to Planning Resources allowing you to create/update these assignments to Projects and Tasks for one or multiple projects.
• Tasks - Shows only columns relating to Tasks. This will allow you to create/update Tasks for one or multiple projects.
• Task Physical Percent Comp - Shows only columns relating to Task Fin Percent Complete Percentage Completion used for Invoice generation. You can update this percentage and As-Of-Date for multiple Tasks across multiple Projects.
• Task Progress - Shows only columns relating to Task Physical Percent Complete used for Progress in the published workplan version. You can update the percentage and As-of-Date and date values for multiple Tasks across multiple Projects.
• Transaction Controls - Shows only columns relating to Transaction Controls. This will allow you to create/update Transaction Controls for one or multiple projects.
Refer to section:
