Overview – Steps to Loading Projects

Once Project Wizard has been installed for your instance of E-Business Suite, the following steps outline the basic procedure for loading project information using Project Wizard.

Steps to load Projects Information:

1. Open the workbook and Login – Connect to your E-Business Suite instance.

Refer to section: Logging In and Out

Refer to section: Security

2. On the Project Wizard ribbon click on the ‘New Sheet’ button (illustrated below):

You can customize your Worksheet (select the relevant sections and fields).

Refer to section: Set up the Template

3. Create and/or Update the Project information.

Refer to section: Enter Projects

4. Upload the Projects.

Refer to section: Upload Projects and Associated Information

5. Correct errors after uploading the Projects.

This step is only required if there are errors.

Refer to section: Error Handling and Validation

There are also several reference sections in this document for further information:

• Getting Started

• Ribbons and Wizard Modes

• Custom Query Tab

• Differences between Project Wizard/AMG and the Standard Oracle Forms

• Descriptive Flexfields

• Demonstration Script

• Options for Employee References

• Profile Options

• Attachments

• Troubleshooting

• Licence Keys, Named Users and Installation

• Release Notes