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